Start from a template. Add your identity, visuals, scope and prices. Send one clear link for your client to review, accept or decline.
Your name, logo and project images
View tracking and client decisions
Expiry dates and email reminders
Proposals
01Your name, logo and project images
02View tracking and client decisions
03Expiry dates and email reminders
Connected to your client. Part of your workspace.
02 / CLIENTS
A home for every client.
Keep contact details and connected proposals, invoices and contracts in a dedicated client profile. Choose a saved client instead of typing everything again.
Contact and company details
Connected documents in one place
Separate workspace for your business
Clients
01Contact and company details
02Connected documents in one place
03Separate workspace for your business
Connected to your client. Part of your workspace.
03 / CONTRACTS
Put the agreement in writing.
Edit your contract, link it to a client and invite both parties to sign electronically with email verification. Keep a downloadable copy and a record of the agreement.
Editable contract content
Email-verified electronic signing
Version and signing evidence
Contracts
01Editable contract content
02Email-verified electronic signing
03Version and signing evidence
Connected to your client. Part of your workspace.
04 / INVOICES
The details, professionally presented.
Create an invoice with your client details, services, taxes and payment instructions. Save a draft, or save and send it directly by email.
Reusable invoice templates
Saved clients and proposal links
Client link and print / PDF export
Invoices
01Reusable invoice templates
02Saved clients and proposal links
03Client link and print / PDF export
Connected to your client. Part of your workspace.
05 / PROJECTS & TASKS
Know what happens next.
Map out your projects, break them into tasks and see deadlines on a timeline. Keep the next step visible, from the first concept to final delivery.
Project and task timelines
Priorities and due dates
Completion and overdue tracking
Projects & tasks
01Project and task timelines
02Priorities and due dates
03Completion and overdue tracking
Connected to your client. Part of your workspace.
06 / BUSINESS INSIGHTS
See the bigger picture.
See accepted proposal value, estimated profit, recorded expenses, client growth and task progress. Switch between daily and monthly views.
Figures based on client approval
Currencies displayed separately
Charts that start at zero, ready to grow
Business insights
01Figures based on client approval
02Currencies displayed separately
03Charts that start at zero, ready to grow
Connected to your client. Part of your workspace.
YOUR NEXT CHAPTER STARTS HERE
Good work deserves a good workspace.
Bring your clients, your ideas and your ambition. We’ll help you keep it all together.
