Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
Turn project briefs into design proposals with scoped fees and milestones.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
Combine drawing sheets into one PDF in the specified page order.
Your report or invoice packet is ready on the same spreadsheet row as the source PDFs, with its pages in the order you chose.
Email design notes and files to colleagues on the project.
You can send a ready note to saved contacts with its attachments and see the send result in the note.
Mark matching project files before design folders change hands.
You can review marked extra copies and their locations before handing a shared folder to another team.
Reply to design service inquiries and flag missing project details.
Your website leads get a helpful first reply, and your sales team sees the questions and contact details it still needs.
Alert deal owners when design proposals need revision.
Your deal owners get rejection emails when someone else created the proposal, so they know which offer needs revision.
Send design review transcripts with timestamps for meeting minutes.
Get a meeting transcript with timestamps in your inbox, ready to check against the video before you write minutes.
Draft design proposals from client needs and project milestones.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
Flag project scope and delivery commitments in signed client contracts.
Your account team gets a contract summary and a link to the signed agreement in chat, with unclear terms flagged for review.
Send design reviewers the name and link of each new project file.
Your reviewers get an email when a file lands in your shared review folder, with its name and a link they can open.
File signed design agreements and send project teams their links.
Your team gets links to the final signed agreement and its signing record, with both filed in the folder you choose.
Mark extra copies of design files and link the oldest one to keep.
You get a Friday email grouping exact duplicate files. Extra copies carry review notes pointing to the oldest file to keep.