Proofs sent as attachments
Clients reply with vague feedback on the wrong file version.
Client proofing software for small teams—review, revise, approve, and move on
Proofing should not mean screenshot annotations in email. Small teams need a clear proof record, client comments in one place, and approval status the whole team can trust before delivery and invoicing continue.
Why teams struggle with this workflow
Internal teams guess approval state
Production starts before the client actually signed off.
Revision rounds are untracked
Scope creep hides inside endless proof comments nobody logged.
Approved work does not connect to billing
Final invoice goes out without proof that deliverables were accepted.
How TotalDeal helps
Portal-based proof review
Clients comment on the actual deliverable inside their portal—not scattered threads.
Approval status everyone sees
Pending, changes requested, approved—no more Slack archaeology.
Proof history on the project
Revision rounds stay attached to the client record for scope clarity.
Sign-off triggers next steps
Move to delivery completion and final invoice from the approved proof.
Frequently asked questions
What is client proofing software?
Software that lets clients review creative or project deliverables, leave feedback, and approve versions—usually through a portal instead of email attachments.
Do small agencies need dedicated proofing tools?
If you proof more than occasionally, yes—or a client work platform that includes proofing, CRM, and billing together.
How does TotalDeal handle proofing?
Documents, client portal review, comments, approvals, and e-sign connect to deals and projects on one record.
Related resources
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