Chase unsigned agreements, compare invoices, flag purchase changes. Every one is ready to run, and you can adjust it in plain language.
Your review cards show whether a reviewer's proof grant lasts through the deadline, so you can spot access problems before a decision is due.
See whether your assigned reviewer has a direct file grant on the ready row before you send a campaign asset for review.
Your signers get the agreement to sign, and your seller sees the invitation details on the deal.
Your client gets the agreement to sign online, and your reviewer gets a reply with the signer and request ID.
Your agreement reaches the intended signers, and their invitation links return to the email thread that started the request.
Your signers get personal signature requests from the final agreement you email, and you get a reply with the invitation wording and their links.
Get a transcript with speaker labels and timestamps in your team's request thread, or a clear reason when it cannot be shared.
Your asset owners get a prompt to check reviewer availability when a campaign review deadline moves close.
Your reviewers can decide on the intended creative file. The Agent flags outdated versions and asks the owner for the current one.
See whether your assigned reviewer can reach the file before review starts, with the result on the review card.
Get a CSV and row count from the worksheet you choose when your team uploads an Excel file to the handoff folder.
Your teammate gets CSV files from your recurring report PDFs, plus a note showing which cells need a closer look.