Twelve jobs that mission‑critical companies ask for first. Each one is drafted from your own documents, shows where every line came from, and waits for a named person before it goes anywhere.
Showing 12 use cases
Read the enquiry and its attachments, pull past prices and BOMs, and draft a priced, formatted offer ready for review.
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A person approves: Technical and pricing review, then release to the customer
A clause-by-clause comply, deviate or clarify sheet from a tender or specification, each line linked to its source page.
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A person approves: The bid owner signs off every deviation
Draft clarification questions before the deadline, then track the buyer's replies and every corrigendum against your offer.
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A person approves: The bid owner, before queries are sent
Every mandatory document, certificate, declaration and signature confirmed present and in date, with gaps flagged by name.
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A person approves: The authorised signatory. Submission stays with your staff
Assemble evidence packs for ISO, customer, statutory or regulator audits, mapped to each requirement.
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A person approves: The quality or compliance head
Draft deviation, NCR or incident reports and the CAPA that follows, from the batch record, SOPs and site notes.
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A person approves: QA signs the report and the CAPA
Ask a question of years of correspondence, drawings and contracts. The answer points to the page it came from.
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A person approves: Owners confirm facts before they become company knowledge
Who has to sign what, by when, and what is stuck. Reminders go to the person holding it up.
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A person approves: Each named approver, in the order your rules set
Assemble variation, delay, demurrage or warranty claims from the record, inside the notice period.
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A person approves: The contracts lead, before the claim is issued
Summarise new circulars, orders and standards, and show which internal policies and documents they affect.
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A person approves: The compliance officer decides what changes
A one-page summary of a customer, tender or project from everything in the workspace, with sources.
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A person approves: Nothing leaves. The brief is for you
Licences, consents, certificates and bank guarantees tracked by expiry date, with the renewal pack drafted in time.
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A person approves: The owner signs the pack before it is filed
The workflow we usually build first. An enquiry arrives by mail with drawings and a specification. The workspace does the reading and the first draft; your engineers and commercial team make the calls.
Read the enquiry
Mail, drawings, datasheets and the specification, including scanned PDFs.
Pull the evidence
Past quotations, rate contracts, BOMs and item masters for each line.
Draft the offer
Priced, in your template, with each line linked to its source and gaps raised as questions.
Route for approval
Technical, pricing and final release by the people your rules name.