Check requests, collect missing files, open approval tasks. 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.
Show possible repeat requests from project teams in the purchase sheet.
See possible repeat purchases in your review sheet, alongside the earlier requests you can compare before deciding what to do.
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.
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.
Send new clients the signed project scope and a link for shared files.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
Ask for missing reasons on large project purchases before approval.
Get the missing answers you need for large purchases, while complete requests arrive with a short summary and form link.
Attach subcontractor W-9s to matching purchase requests.
Your reviewers can find supplier W-9s on matching purchase requests instead of searching the paperwork mailbox.
Draft project proposals with agreed work and approved costs.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
Return subcontractor contract requests missing a W-9.
Your requesters get a clear W-9 correction email. Their contract tasks wait in your needs-documents section with a comment.
Turn approved project estimates into proposals for the deal owner to review.
Get a business proposal in your company template, with the service team's agreed scope and costs ready for your review.
Request missing quotes before job purchases move to approval.
Your requesters know what to add to their original purchase forms, while the approval waits for a reviewer.
Turn jobsite material requests into approved requisitions or focused questions.
Your storekeeper gets a clear materials requisition in the request thread, or the exact questions needed to finish an incomplete request.