Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Note differences between job scope and quoted work for approvers.
Your quote approver can review the latest client scope beside the proposed terms, with differences called out before they decide.
Attach current bid scope and pricing files before proposal approval.
Your approvers get the proposal and its supporting files together, without hunting through a shared folder for pricing or scope notes.
Send approved build contracts for signature and log the invite on the deal.
Your signers get the agreement to sign, and your seller sees the invitation details on the deal.
Send approved subcontract agreements for signature and share signer links.
Your agreement reaches the intended signers, and their invitation links return to the email thread that started the request.
Send approved subcontract agreements for signature and return signer links.
Your signers get personal signature requests from the final agreement you email, and you get a reply with the invitation wording and their links.
Log crew purchase receipts and flag unclear amounts for review.
Your expense log stays current as receipts arrive, with links to the originals and unclear details flagged for your review.
Merge linked plan sections into one packet for project review.
Your reviewer gets a single PDF in the order you set, with the finished packet attached and linked on the project task.
Send approved project contracts for signature and notify their owners.
Your agreements move from approval to signature requests, and owners get a link to follow signing.
Route approved subcontracts to signers in the stated order.
Your agreement reaches the named signers with their own fields, and you get a link showing who received it and in what order.
Route trade contractor proposals for review and log the file sent.
Your reviewer gets a request for a decision, while the proposal item shows which file went out and when.
Send approved project agreements to the required signers.
Your agreements reach the right signers, with a signature request link beside the document in your handoff note.
Send approved subcontract agreements for signature.
Your contracts reach the right signers after your team approves them, with the send date visible on the contract.