Agents help architecture and engineering firms spend more time on design decisions as projects move from plans to delivery.
Send design agreements for signature after client intake approval.
Your client agreements go out for signature after intake approval, and the intake owner can see who received the request and whether it was sent.
Recheck revised drawing sets against prior approvals before handoff.
Your coordinator gets a linked review for changed drawing packages, while handoff waits for a current decision.
Prepare a new review when approved design scope or dates change.
Your client scope changes reach the right reviewer before work moves forward, with the earlier decision linked for context.
Record design review decisions and owners beside the meeting recording.
Your team gets a searchable meeting note with decisions and follow-ups. The recording link stays with the details in your shared notes library.
Prepare design proposals from client needs and approved fees.
Get a business proposal draft shaped by your team's sample, with current costs and a link to review.
Add the latest project scope PDF to each draft design quote.
Keep the latest client scope beside draft quotes, so your approver can review both documents together before approval.
Draft design proposals with agreed scope, milestones, and fees.
Get a proposal draft tailored to your prospect and based on your business proposal template. Review the terms before sharing it.
Draft project scope and milestones from revised client needs.
Get a business proposal draft in your company’s format, with costs and open questions ready for your review.
Draft posts about finished design projects using approved client results.
Get a social media post for your business from completed customer work, grounded in verified results and ready for review.
Keep project meeting decisions tied to the recording.
Your team gets meeting notes with confirmed decisions and a link to the recording. Follow-ups stay tied to what people actually said.
Send approved design service agreements for project signatures.
Your signers receive the service agreement by email, and you can find its signing link in the client project.
Ask clients for decisions on design quotes at the agreed check-in.
Your quote follow-ups go out when agreed check-in dates come due, and you see who replied or needs a personal touch.