For marketing, creative, and web agencies
Send a proposal with your own sections and pricing tiers, turn the signed payment schedule into milestones, and bill retainers every month without rebuilding the invoice. Everyone on the team sees what they own and moves it along.
What agencies use most
Sound familiar?
The scope sits in one doc, the package prices in a spreadsheet, and the signed copy in someone's inbox, so nobody is sure which version the client agreed to.
With Stacwork
Build the proposal in Stacwork with your own sections and pick-one tiers. The client signs on screen, and the version they accepted is saved exactly as they saw it.
The homepage design goes out for feedback, comes back in three replies from two people, and the round you finished last week was never clearly signed off.
With Stacwork Team and up
In the client portal, clients open the files you share and approve each deliverable or ask for changes, right where they follow the project's milestones.
Design is waiting on copy, copy is waiting on the client, and the launch date lives in one person's calendar.
With Stacwork
Give each milestone and deliverable an owner and a due date. Owners see their work on their phone and move it along, and the dates show on the calendar.
How it runs
A new site for a local bakery, sold with three tiers and billed in two milestones.
Sample names and figures.
A request from your website
The bakery's owner asks for a new site through the request form on your agency's website.
Proposal with three tiers
Starter, Standard, and Plus, each built from your catalog, with your scope section and a schedule of two payments.
Signed on screen
They pick Standard at $3,600 and sign, and the two payments become the project's milestones: design and launch.
Owners on each milestone
Priya owns design and Sam owns launch, each with a due date on the calendar and on their phone.
Homepage design approved Team and up
The bakery opens the homepage design in the portal and approves it.
Design milestone billed
You invoice the $1,800 design milestone, and the client gets it with a pay link.
Paid by bank transfer
The bakery pays from the link by bank transfer, and the invoice reads paid once the money clears.
Features for marketing, creative, and web agencies
Anything tagged Team and up needs Team or Unlimited. Everything else is on every plan, Free included.
Proposals with your own sections
Proposal mode adds your own sections and pick-one pricing tiers.
Pick-one tiers built from your catalog
Build each pricing tier from catalog items, so prices stay consistent.
A payment schedule the client signs
Add a payment schedule to a proposal. The client signs it with the proposal, and it becomes the project's milestones.
Templates for the lines you quote most
Save the quotes you send most as templates.
Milestones with an owner, due date, and fee
Track each project's milestones, each with an owner, a due date, a fee, and a status.
Deliverables alongside the milestones
Track deliverables alongside the milestones.
Due dates on the calendar
Milestone and deliverable due dates show on the calendar next to your jobs and appointments.
Files and notes on every project
Keep each project's files and notes on it, from the office or a phone.
Owners move their work along from a phone
Whoever owns a milestone or deliverable sees it on their phone and moves it along.
Time logged at each person's own rate
Log time on the job at your hourly rate, or a person's own, and billable time carries onto the invoice.
Team members see only their own work
By default, a Team member sees only the work assigned to them, and the client, invoices, and payments of that work.
Clients approve deliverables in the portal Team and up
In the portal, clients follow a project's milestones, pay a billed one, open the files you share, and approve deliverables or ask for changes.
Bill each milestone when it is done
Invoice each project milestone when it is done. The final invoice bills whatever is left.
Monthly retainers as recurring invoices
Recurring invoices for service plans and memberships: weekly, monthly, quarterly, or yearly.
Autopay for retainer clients
Autopay charges a recurring or rent bill to the client's saved card or bank account on its due date, after the bill is emailed with the card and the date on it.
Clients pay by card or bank from a link
Every invoice has a pay link. Clients pay by card or bank transfer, with no account needed.
Plans
Free covers request to paid in all five ways of working. Team and up adds the tools that keep clients close and the office ahead.
For a solo operator getting started.
billed monthly
For a small team running the day together.
billed monthly
The card and bank fees are Stacwork's platform fee, on top of standard Stripe processing on the payments you take. The Team trial needs no credit card. After 7 days you stay on Free unless you subscribe, and your data stays.
Straight answers about how Stacwork runs your day.
Yes. Proposal mode adds your own sections and pick-one pricing tiers, and each tier is built from catalog items so your prices stay consistent. The client picks a tier and signs on screen, and the proposal they accepted is saved exactly as they saw it.
Put a payment schedule on the proposal, and the client signs it with the scope. Each payment becomes one of the project's milestones, which you invoice when that stage is done. Anything left over is billed on the final invoice.
On Team and up, clients follow the project's milestones in the portal, open the files you share, and approve each deliverable or ask for changes. They can pay a billed milestone there too.
Set each retainer up as a recurring invoice, weekly, monthly, quarterly, or yearly. Recurring invoices wait for your review unless you switch them to send on their own, and autopay charges the client's saved card or bank account on the due date, after the invoice is emailed.
Yes. Log time on the work at your hourly rate or at a person's own, and billable time carries onto the invoice.
Yes. Free covers every step, from the first request to the paid invoice. The client portal, deliverable approvals, and Co-work come with Team, and every new account gets Team free for 7 days with no card. The plans below show the prices.
Free runs the whole loop for up to 2 people. No credit card.