Staff Teams & document brand
Named teams for projects and automations, plus document branding, and sent-file control when you Resend. Set brand on the Branding page, override one file when you need it, and keep clients on the last sent copy until you Resend.
Approvals & brochure proposals
Gate sensitive automation steps with human approval from Home or the project Automations tab. Clients pick packages and add-ons in the portal with live totals, and sent documents stay true to the locked share they received.
Brand setup & clearer timing
Paste your studio website to draft logo, colors, socials, and address for review. Schedule project and contact emails for later, and see how quickly the team first emails a lead or shares a document.
Multi-page docs & studio reports
Clients step through proposals, brochures, contracts, and invoices page by page. Open studio reports for pipeline, bookings, cash, offerings, and team widgets you can hide, reorder, and export.