Pass on decisions, carry revision notes, open supplier setup. 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.
Assemble project document pages into one PDF in the requested 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.
Send complete trade bid packets to reviewers and log the versions.
Your evaluator gets the proposal and price sheet together, and your review task shows which versions went out.
Email job notes and attached files to named project contacts.
You can send a ready note to saved contacts with its attachments and see the send result in the note.
Flag copied project documents before handing over a shared folder.
You can review marked extra copies and their locations before handing a shared folder to another team.
Show material invoice differences against project purchase orders.
Your reviewer gets the invoice, purchase order, and exact differences in a task that's ready for a decision.
Answer construction service inquiries and flag missing scope details.
Your website leads get a helpful first reply, and your sales team sees the questions and contact details it still needs.
Pair repeat supplier quotes with requests for job materials.
Your sourcing team gets the repeat quote and original request in the shared register, ready to open from the same entry.
Email deal owners when project proposals are rejected.
Your deal owners get rejection emails when someone else created the proposal, so they know which offer needs revision.
Email project meeting transcripts for reviewing build discussions.
Get a meeting transcript with timestamps in your inbox, ready to check against the video before you write minutes.
Turn project requirements into proposals with milestones and costs.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
Track emailed jobsite purchases and ask for missing details.
You can track emailed purchase requests on cards while employees get a clear list of missing details.