Attach invoices, collect vendor forms, request missing proof. Every one is ready to run, and you can adjust it in plain language.
Log client problem reports and alert the team to urgent issues.
Your team can review problem reports in a shared sheet and spot urgent cases or logging failures in chat.
Attach the client's implementation scope to the draft services quote.
Your quote approver can review the client's scope beside the draft quote, with the uploaded file attached from the scope form.