Studios and design teams

Proposal, client approval, project and settlement in one place, with the files where the work is.

A proposal the client accepts in one click

Build the proposal from sections and price lines and send the client a link. They accept or reject it without logging in, and an accepted proposal turns into tasks - or into a whole project with the Projects module.

Files next to the work

Briefs, mockups, revisions and contracts stay on the task and in the project drive instead of in email threads. A file can be shared through a link with a password and an expiry date.

Know whether the project pays off

Logged hours are compared with the project budget, and with employee settlements the cost of the team is counted too. You see which kinds of projects earn money and which ones only keep the team busy.

In short

  • Proposals and cost estimates with online acceptance.
  • Projects with milestones, budgets and templates.
  • A drive with files under the task and protected share links.
  • Time tracking and the project budget counted from it.
  • A client portal with the progress of the client's own work.

Where to start

Start with the free account - for 3 people with 100 MB of disk space, free and without a time limit.

Modules worth switching on later

  • Proposals

    Proposals and cost estimates for clients.

  • Projects

    Projects, project teams and budgets.

  • Clients

    Client companies, client portal, statuses and default assignees per client.

  • Client settlements

    Settling work with the client: hour packages, overtime, instalments.

    Requires: Clients

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