Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
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.
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.
Assemble drawing PDFs in order and send the combined file link.
Get PDFs merged in the order you list. The folder owner gets a link in chat. You choose where the finished file goes.
Attach the reviewed project scope to the draft client quote.
Your draft quote carries the scope version your team signed off, so approvers can review the right file.
Add the client's project scope to the draft design quote.
Your quote approver can review the client's scope beside the draft quote, with the uploaded file attached from the scope form.
Find the right project drawing or specification in approved folders.
Your coworkers get a file link on their request, even with only a topic or project. Unclear matches come back with a question.
Link current design files to project review packets.
Your internal reviewer sees current packet files alongside the form answers, while your team can resolve missing files before sign-off.
Send project agreements for client signature and file final copies.
Your client gets the signature request, and your team finds the signed agreement with its audit page in the final folder.
Update draft fee quotes with the latest project scope.
Your draft quote shows the revised deal scope after sales updates the file on the deal, so reviewers see the right attachment.