Define the client job
Decide whether clients need proposal review, project-status updates, selections, files, change approvals, invoices, payments, or all of them. Each need creates different permissions and records.
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BuildVision AI includes a focused customer quote review: a branded share link can be password protected, reviewed, accepted or declined, and optionally signed. It is not a full project portal for schedules, files, progress, invoices, and payments.
Working principles
Decide whether clients need proposal review, project-status updates, selections, files, change approvals, invoices, payments, or all of them. Each need creates different permissions and records.
Share only after reviewing the drawing revision, quantities, assumptions, inclusions, exclusions, alternates, validity, and customer details in the quote editor.
Name where the approved contract, current drawing, decision, and payment record live. Avoid copying the same document into several systems without ownership or revision rules.
Decision guide
Evaluate the complete communication and record-keeping job instead of selecting from a screenshot.
| Factor | What good looks like | How to verify it |
|---|---|---|
| Audience and permissions | Separate owner, architect, subcontractor, and internal access by project and document type. | Run a guest-user test and confirm what each role can view, edit, download, approve, or share. |
| Revision control | Clients should see the current issued document without losing the historical record. | Upload a revised proposal and drawing set, then confirm superseded files are unmistakable. |
| Approvals and audit trail | Important decisions need identity, time, version, and the exact content approved. | Review the exported audit record and confirm it matches the team’s contract requirements. |
| Data exit | Project records must remain exportable when the subscription, project, or client relationship ends. | Test a complete project export before committing live records to the platform. |
Practical sequence
Name the plan issue, addenda, estimate revision, scope, and validity date.
Complete internal quantity, price, exclusions, alternates, and commercial review.
Create the public link, apply password protection when required, or send it to the customer from the quote workflow.
Track viewed, accepted, or declined status and keep any signature or notes tied to that quote version.
Common questions
BuildVision AI includes a branded shared quote page with optional password protection, accept or decline actions, notes, and an optional signature. It is not a full project-status, document, invoice, or payment portal.
Start with role-based access, current documents, revision history, messages or decisions, approvals, notifications, and export. Add schedules, photos, invoices, or payments only when those are real project requirements.
Often, yes. A clear proposal, disciplined revision naming, documented acceptance, and a reliable communication channel may be simpler and safer than rolling out a portal the team will not maintain.
Verify current product capabilities, material systems, code requirements, commercial terms, and local pricing with the responsible vendor, designer, contractor, or authority.