Active Projects
4
2 require attention
Pending Approvals
3
Awaiting client action
Open Proposals
2
Sent to clients
Avg Rating
4.9
From 18 reviews
Action Required
Loading…
Active Projects
Loading…
All Projects
| Project | Client | Phase | Progress | Status | Due Date |
|---|
Website Redesign & Development
In Progress—
Project Phases
Phase 3 of 6 Active✓
Discovery & Kickoff
Initial call, scope document delivery, and project brief approval.
Completed — Feb 3✓
Proposal & Contract
Proposal submitted, approved, and contract signed by client.
Completed — Feb 73
Design Draft Review
Wireframes and visual mockups submitted for client review.
Awaiting Approval
4
Development
Front-end and back-end development of all approved designs.
Not Started5
QA & Client Testing
Cross-browser testing, mobile review, and client test environment.
Not Started6
Final Delivery & Launch
Final files delivered, site launched, review request sent to client.
Not StartedProject Files
Design_Draft_v2.pdf
🖊 Annotate
Homepage_Mockup.fig
🔗 Open CanvaScope_Document.docx
Contract_Signed.pdf
Messages
3 messages
Project started — February 3, 2026
AS
MC
Thanks! I reviewed the scope document — everything looks great. Looking forward to working together. One question: will the homepage include an animated hero section?
AS
Yes, absolutely! The hero section will have a subtle scroll-triggered animation. I'll include a couple of concept options in the first draft so you can pick your preferred style.
Design Draft v2 uploaded — February 14, 2026
Client
Project Info
Start Date
February 3, 2026
Due Date
March 15, 2026
Project Value
$4,800
Invoice Status
50% PaidQuick Actions
Proposals & Estimates
Open (2)
Signed (5)
Declined (1)
◧
Social Media Management Package
Novus Digital · Sent Feb 17 · Expires Mar 3
$1,800
per month
Awaiting Signature
◧
E-Commerce Website Build
Harlow Boutique · Sent Feb 16 · Expires Mar 2
$6,200
one-time
Awaiting Signature
Create Proposal / Estimate
Proposal Details
Line Items
Description
Qty
Rate
Amount
Total Estimate
Deposit: 50% due on signing
$0.00
Terms & Notes
Send Options
Signature Settings
Client receives a link to review and digitally sign. You'll be notified instantly on approval or rejection.
Require e-signature
Auto-create project on sign
File Storage
Drop files here or click to upload
PDF, DOC, PNG, JPG, ZIP — up to 100MB per file
Recent Files
| File Name | Project | Type | Size | Uploaded | Status | |
|---|---|---|---|---|---|---|
| Loading files… | ||||||
Approvals
Pending
Approved
Revised
Loading…
Client Reviews
Review Summary
4.9
★★★★★
Average Rating
18
Total Reviews
94%
5-Star Rate
Auto-Send Settings
Send on project close
7-day follow-up
Loading reviews…
Automations
Proposal Automations
Proposal Sent Confirmation
Email client when a proposal is sent with a link to review and sign
Follow-Up Reminder
Remind client 3 days before proposal expiry if not yet signed
Provider Notification on Sign
Notify you instantly when a client signs or declines a proposal
Project & Draft Automations
Draft Submitted Notification
Notify client when a new draft is uploaded and ready for review
Approval Confirmation Email
Send confirmation to client after they approve a draft or final delivery
Revision Request Alert
Alert provider when client requests a revision with their notes
Phase Completion Notification
Notify client when a project phase is marked complete
Review Automations
Auto-Request Review on Close
Automatically send review request when a project is marked complete
7-Day Review Follow-Up
Send gentle follow-up if client hasn't submitted a review after 7 days
Auto-Publish 5-Star Reviews
Share 5-star reviews to your connected testimonials widget automatically
Archived Projects
No Archived Projects
Completed projects will appear here.
Clients
Step Templates
Templates
Web Design Project
Brand Identity
Social Media Retainer
Copywriting Package
Web Design Project — Steps
Drag to reorder steps. Applied to all new projects using this template.
⠿1
⠿2
⠿3
⠿4
⠿5
⠿6