Amelia,

Maybe you started this trial right after a client changed a selection, and the budget, the draft proposal, and the purchase order all needed the same fix by hand. That is the exact job this platform was built for, and the project that made you look for a better way is the right one to start with.

Here is the whole ask: ten minutes, one project you know well. Bring in one live selection list and its budget. Then revise an approved selection once and watch what follows: the linked budget line, and any draft proposal, purchase order, or invoice tied to that item, update from the same record. Change made once, every record current.

Warmly,

Heather Sarna

Founder, Net Atelier

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