Agents help architecture and engineering firms spend more time on design decisions as projects move from plans to delivery.
Save design review decisions beside the room recording.
Your in-person meeting notes land in a searchable team library. Decisions and follow-ups stay linked to the recording.
Show how a revised design quote differs from the approved deal amount.
See quote changes beside the deal amount your team signed off, with the difference recorded on the deal.
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.
Share approved design tracker rows with project partners.
Your partner gets the tracker slice you chose as a CSV, with a note showing how many records the view left out.
Merge project proposals and supporting PDFs in bid order.
Get your proposal and supporting PDFs together in the shared account folder, with a link on the deal for your team.
Compare changed drawing links with prior design sign-offs.
Keep changed drawings from moving forward on an old sign-off. Your coordinator gets a linked review with the current file and prior decision in view.
Link revised drawings to earlier field approvals for review.
Get a new review tied to the earlier sign-off when your project drawing changes. Your handoff stays on hold for the coordinator.
Reopen review when a project proposal changes scope or fees.
Your delivery manager sees changed proposal terms and a pending review before the team moves forward.
Hold revised design documents for renewed client review.
Keep client drafts from moving forward on an old decision. See what changed and who needs to review the current version.
Route rejected project proposal notes to the person revising it.
Your proposal owners get the rejection reason and a link in private chat, so they know what to revise before resubmitting.
Link the current project scope to design quote reviews.
Your quote approver can review the latest client scope beside the proposed terms, with differences called out before they decide.
Send design scope and fee files with proposals for approval.
Your approvers get the proposal and its supporting files together, without hunting through a shared folder for pricing or scope notes.