Google Contacts, the address book built into Gmail, lets you keep track of all your contacts, see when you last interacted with them, and more.
Assemble project document pages into one PDF in the requested order.
Your report or invoice packet is ready on the same spreadsheet row as the source PDFs, with its pages in the order you chose.
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.
Email job notes and attached files to named project contacts.
You can send a ready note to saved contacts with its attachments and see the send result in the note.
Flag copied project documents before handing over a shared folder.
You can review marked extra copies and their locations before handing a shared folder to another team.
Email project reviewers links to new plans placed in the review folder.
Your reviewers get an email when a file lands in your shared review folder, with its name and a link they can open.
File signed client contracts and share links with project teams.
Your team gets links to the final signed agreement and its signing record, with both filed in the folder you choose.
Email a weekly list of matching project documents and their locations.
You get a Friday email grouping exact duplicate files. Extra copies carry review notes pointing to the oldest file to keep.
Archive emailed project files under the names they arrived with.
Your email attachments land in the archive folder you choose, with their original filenames, ready for your team to find.
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.
Report duplicate project documents with their original and kept locations.
Your duplicate file report lands in your inbox with copy locations and decisions, so you can spot anything that needs your review.
Send approved project handoff notes and files to each site contact.
See every send result beside the recipient's name after you mark a handoff note Ready in your shared folder.
Follow up on project bids when the sales pipeline calls for contact.
Keep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.