Those of you running Word + PerfectIt, what are you pairing it with to keep client intake, deadlines, version compares, and invoicing in one sane flow? I’m juggling 8–10 projects a month and want a lightweight hub where a signed scope creates the job, tracks style sheets, runs a compare (Draftable?), and kicks out Net‑15 invoices — what’s working and helping you win/retain clients?
Signed scope in Bonsai auto-creates the project and deadlines; I keep the style sheet in the project files, run Word’s built‑in Compare + PerfectIt, and let Bonsai send “Net‑15” invoices (https://www.hellobonsai.com). For 8–10/month, Draftable feels heavy — do you need side‑by‑side or is Word’s Compare enough?
Went with Plutio as the hub: a signed scope spins up the project with due dates, the style sheet lives in the project, and invoices go out on 15‑day terms. For “compare,” Draftable Desktop + a simple Explorer context‑menu action drops a report alongside the doc, then I run PerfectIt in Word. At about 8–10/month this stays sane; if you need lighter, @aletayl, Indy works but its automations are thin — do you prefer templates or triggers?
Airtable + Make has been my lightweight hub; when a scope is signed in PandaDoc, Make creates the job, adds dates, saves the style sheet, builds a Draftable Web compare link, and sends a Harvest invoice on 14-day terms. I still launch PerfectIt manually from Word — , the only click left — but the Airtable record keeps every revision and style guide tied to the project. Would a simple Airtable base cover your “signed scope creates the job” bit, or do you need a full client portal?
I run Dubsado into ClickUp via Zapier: when the agreement’s signed, a Zap creates the task with dates, attaches a style guide, and I use Draftable Desktop (Document Comparison Software for Desktop - Draftable) for ‘diffs’; Dubsado sends invoices on 15-day terms. Keeps me from herding cats — are you already in ClickUp or leaning Notion?