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 with scoped work and project costs.
Your prospects receive branded business proposals based on their emails and the pricing rules you set.
Welcome design clients with their project 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.
Send new clients their design scope and first steps after signing.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
Turn client consultations into design proposals with approved costs.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
Send new clients their design kickoff details and shared folder.
Your new clients get an automated welcome email with kickoff details and next steps. You hear when it arrives or what needs fixing.