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Reply to design inquiries and flag project details needed for follow-up.
Your website leads get a helpful first reply, and your sales team sees the questions and contact details it still needs.
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.
Clear extra copies of design files and email project owners a log.
Keep shared project folders tidy: this cloud duplicate file finder trashes confirmed extras and emails owners a Friday cleanup log.
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.
File design plans by client project and flag files needing a decision.
Your project folders fill with clearly named work files, while unclear uploads stay in intake for your coordinator to review.
Send approved interior design proposals to prospective clients.
Your proposals reach prospects with a personal note, while sales gets the active link and a record of what went out.
Email approved interior design contracts to the client signer.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
Keep installation milestones aligned with calendar dates as projects change.
Your project list and calendar agree when dates move or plans get canceled. Owners see what changed in a project comment.
Send approved interior design agreements to clients for signing.
Your signers receive the service agreement by email, and you can find its signing link in the client project.