Prepare a packet draft — nothing sends; you review and tap send
Forms Fast Lane — a client's vendor form or contract: upload, extraction, clause flags, prefill
Vendor pipeline
No vendor onboardings yet.
AP-facing page: portal.permitspros.com/vendor-packet/ · Signature step: forms advance to awaiting-signature prefilled — you sign, then mark sent; the client's payment method + terms live on the vendor record and the card.
One-run stitch — intake to submit-ready
Run a fire-alarm job in one pass — intake → read → scope (Sal's format) → Checker gates → express decision → submit-ready packet on one card. The run STOPS at submit-ready: nothing files, nothing uploads to a city portal, nothing sends. Signature + ID stay Sal's touches.
Checker facts — read off the actual PDFs (the reader lane) or confirmed at this desk; the gates re-check them on every run. Blank = not captured, and the gate says so.
No run yet this session.
Runs
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Private working view — nothing here is shared or sent anywhere.
Data: B2B command center · Statuses update from the OpenGov watch + your edits.
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