Agents help architecture and engineering firms spend more time on design decisions as projects move from plans to delivery.
Set up approved phase folders for design project handoffs.
Your project handoff task points to a folder with the right Agile or PRINCE2 phases, while your lead sees what details still need attention.
Send approved project proposals to prospective clients for review.
Your proposals reach prospects with a personal note, while sales gets the active link and a record of what went out.
Send approved project agreements 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.
Check project fee quotes for internal sign-off before sending.
Your sender can see whether a quote has cleared internal review before it goes to a customer. Missing sign-off stays on the document for follow-up.
Create project folders for plans and approvals with team access.
Your project workspace is ready before work starts. The kickoff packet holds folder links and any setup gaps for your coordinator.
Draft project RFP answers from approved firm qualifications.
Get a response draft your sales team can review, with answers backed by your company documents and gaps clearly marked.
Draft design qualifications into buyer response fields.
Get your buyer's RFP answer template filled in its existing format, with source links and proof gaps ready for sales review.
Mark exact copies of project drawings across shared folders.
Get a linked review list of exact copies across your shared folders, with extra files marked where they sit so you can decide what to keep.
Flag copied drawings before project teams review plan sets.
Spot repeated files before you review a team's batch. Your folder shows flagged copies, and a results file shows where their matches live.
Combine design PDFs in task order into one review packet.
Your reviewer gets a single PDF in the order you set, with the finished packet attached and linked on the project task.
Find identical drawing files and trash extra copies from project folders.
You can clear exact duplicate files from a shared folder and see what stayed, what went to trash, and what still needs your choice.
Send approved design service agreements to the client signer.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.