PDF Workflow · 4 min
How to merge client contracts in 2 mins
Intent: merge client contracts online
A fast workflow for combining client agreements and proposal documents into one review-ready PDF.
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Transactional playbooks and workflows for AI + PDF productivity.
Document Ops · 5 min
Convert scanned PDF to editable draft workflow
Intent: convert scanned pdf to editable draft
A practical process to extract text from PDF documents and move quickly into client-ready edits.
Read PlaybookAI Workflow · 6 min
AI-first client proposal drafting playbook
Intent: ai proposal draft generator
How to generate proposal first drafts with AI while keeping your agency voice and delivery quality.
Read PlaybookOperations · 5 min
Proposal-to-contract handoff with AI and PDF tools
Intent: proposal to contract workflow
A conversion-focused workflow from first proposal draft to final contract packet delivery.
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