Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.
Draft project proposals from intake details and approved service rates.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
Return supplier forms with details that conflict with materials purchase orders.
Keep supplier setup aligned with your approved orders. When form details conflict, suppliers receive an email showing what to correct.
Email construction suppliers about missing remittance contacts.
Your suppliers get a clear request for missing remittance contacts, with a link to submit a corrected onboarding form.
Attach the submitted job scope to the draft construction quote.
Your quote approver can review the client's scope beside the draft quote, with the uploaded file attached from the scope form.