We used to have a huge binder for every single client proposal

I mean a literal three inch binder, printed out every email and contract draft, it was a mess. After we lost a key page for a big Phoenix account, I forced the switch to a shared Google Drive folder system last quarter. Now everything is searchable and we can all see the latest version, no more hunting. How do you guys keep track of proposal changes without it getting chaotic?

3 comments

3 Comments

mitchell.wade1mo ago

Ever try a live document with edit history turned on?

murphy.lisa1mo ago

Why does everything need a paper trail now?

rowanp1525d ago

What if the paper trail is the only thing keeping people honest? Look at how many times a simple email receipt has saved someone from a wrong charge. Or when a text message log proves what was really said in a fight. Without that stuff, it's just your word against theirs, and people forget or lie all the time.