The client asked for a change and nobody knows if it was approved.
When more than one person is moving a job forward, what breaks isn’t the work: it’s knowing where things stand.
One person writes the proposal, the client replies to someone else, and whoever invoices finds out last. Revisions arrive by email, by chat and on a call, and the approved version ends up being whichever one someone remembers.
What changes in your week
- Every proposal reads like whoever wrote it
- A shared starting point each person adapts
- Revisions come in through three different channels
- Changes are requested on the document itself
- Only accounting knows where the payment stands
- Paid, outstanding and overdue in plain view
Lo que deja de estar repartido
- Clients and live projects
- Proposals and their versions
- Approvals and change requests
- Payment status per job
An agency sends the proposal for a campaign. The client asks to adjust two deliverables from the link; the team updates the document and gets the signature on the new version. The deposit is logged the same day and the balance stays visible to whoever needs it.
Start where it hurts most.
You don’t have to set up the whole process on day one. One well-sent document already changes the conversation.
Start free