Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
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.
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.
Assemble project report PDFs in page order and save a shared copy.
Your teammates get a combined report PDF in their requested page order, with a link back in the email thread.
Send new project clients their scope details and shared folder link.
Your new clients get a welcome email with their project details and shared folder link. You see confirmation or the details needed first.
Welcome new project clients with their agreed scope and first steps.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
Reserve design review calls on the project lead's calendar.
Your client meeting requests become calendar bookings with private video links, and clients get the details by email.
Draft design proposals with agreed scope and project milestones.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
Build design service proposals around approved scope, fees, and milestones.
Get a business proposal in your company template, with the service team's agreed scope and costs ready for your review.
Find requested project drawings and flag links teammates cannot open.
Your coworkers get a shared file link they can open, or a clear next step when the file or access needs attention.
Draft design proposals against project requirements and approved fees.
Get a tailored RFP proposal draft in your sales inbox, with unanswered requirements clearly marked for review.
Send design clients their project plan and kickoff meeting details.
Your new clients get an automated welcome email with kickoff details and next steps. You hear when it arrives or what needs fixing.