Project → document → client
The handoff is the product.
A working document system that turns project facts into editable client material—then carries it through review, private sharing, and PDF output.
TIMELINE
- 01Discovery approvedDone
- 02Build and integrationReview
- 03Client sign-offReview
Not a gallery. A chain of custody.
- 01Project setup
One source, not four disconnected files.
Client, project, deliverable, and milestone data form the starting point. Missing commercial or legal details remain visible instead of being guessed.
- 02Draft
A boilerplate that expects an editor.
Choose an invoice, agreement, proposal, or timeline. The structure arrives filled where the project is factual and marked where a human decision is still required.
- 03Review
The document and its decisions stay together.
Edit narrative sections, dates, parties, milestones, currency, line items, dependencies, and approval points while seeing the client-facing sheet.
- 04Handoff
Publish once. Share one private link.
A published document gets a client route that can be replaced when access must be revoked. Draft and archived records stay private.
- 05PDF
The browser chrome disappears. The document remains.
The shared A4 print system preserves tables, sections, totals, and timeline context for a clean Save-as-PDF handoff.
Enough shape. No invented facts.
Each draft starts useful, stays visibly incomplete where business decisions are missing, and refuses publication until required details are resolved.
Invoice
Parties / dates / line items / currency / total / payment instructions
Agreement
Scope / responsibilities / payment / IP / revisions / termination / signatures
Proposal
Context / objectives / deliverables / schedule / pricing / assumptions / approval
Timeline
Milestones / dates / status / dependencies / feedback / sign-off
Automation stops where judgment starts.
No invented hourly rates. No assumed currency. No pretend legal certainty. No client claims dressed up as case-study metrics.
Project facts are reused. Missing commercial and legal decisions are marked. Publishing is a deliberate act.