DCG Vendor List

Vendor list

DCGVendors

First-time setup

Load the starter file to bring in the researched vendors, the DCG logo files and fonts.

0 selected

Send vendor list

Client name Area shown on the list

Client email or phone (optional, fills the email or text)

Look

Note at the top (optional)

On this list (0)

Share opens your phone's share sheet with the PDF and link. Gmail and Mail app open a drafted email with the link; attach the PDF if you want one.

Each template is a Quick Send button. It pulls your Preferred vendors in its trades for the area you pick, with its own intro and look.

Replace all templates?

Name (shows as the Quick Send button) Intro on the client list

Look

Vendors per trade

Trades

Delete this template?

Company name

Trade New trade name Section

Your contact there (name and role)

Phone Email Website City

Areas served

What they do (shows on the client list) Line for the client (optional, e.g. "Ask for Lacey, mention Josh") Disclosure (shows on the client list)

Status

Private notes (only you see these)

License Reviews / proof

Cautions (private)

Delete for good?