Start the document
Select the customer, link a project when appropriate and prepare the document body.
Document Writer for construction teams
Prepare correspondence with the project and customer in context.
Review before finalising
Inspect the content and complete any configured approval requirements.
Retain the final record
Keep the finished correspondence and supported signature workflow with the company or project history.
Related workflows
Document Management for construction teams
Keep job files and company documents organised.
Explore →Drawing & PDF Markup for construction teams
Keep drawing revisions and markup connected to the work.
Explore →Takeoffs for construction teams
Turn calibrated drawing measurements into priced estimate quantities.
Explore →READY WHEN YOU ARE
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Start with a company workspace. Add the people and projects that make it yours.