Documents together
Bring the proposal, agreement and supporting files into one room.
What you can do
Client discussion
Keep questions, feedback and document annotations in context.
Your presentation
Set the room’s cover, colours and client-facing content.
Access for the right people
Invite participants and manage the room’s published content.
The workflow
Create a room
Choose the documents for this client.
Set the presentation
Add your branding and a clear introduction.
Review and publish
Check the content and participant access.
Keep work moving
Discuss the documents and share the next steps.
Built around your work
One place to return to
Give the client a home for the project conversation.
Less searching
Keep the current documents easy to find.
A smoother handoff
Carry the agreement and shared payment requests into the next stage.