- Open Quarterly review on the client's workspace. The figures are already there: spend by provider and type, bills checked and flagged, savings realized, renewals coming up and what is waiting on whom.
- Write the summary and the next steps. Everyone on the account sees them, so write for the client.
- Share it. The share link opens the review for people outside the workspace, read-only, until the date you set. Print it for a PDF.
In the app: Quarterly review. Sign in to open them in your workspace.