Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
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.
Link current design files to project review packets.
Your internal reviewer sees current packet files alongside the form answers, while your team can resolve missing files before sign-off.
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.