Client work
Client approvals without the email chain
A client approval process for agencies: named approvers, review links that open without signing in, a clear decision with a note, and every version kept.
10 min read
Online proofing software
Proofs, comments and sign-off in one place.
Share a proof, collect comments pinned to the exact spot, and get a clear decision on every version. Reviewers open it from the email on a phone or a laptop. It all lives on the job your team already works on.
How proofing works
Share, mark up, decide, repeat.
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Step 1
Share the proof
Upload images, PDFs or video to the job and ask the people who decide.
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Step 2
Mark it up
Reviewers pin comments on images and PDF pages, or at a moment in a video.
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Step 3
Decide
Each reviewer approves, approves with changes, or requests changes with a note.
Markup
Comments on the proof, not about it.
A comment pinned to the right spot needs no explaining. Reviewers click on an image or a PDF page, or pause a video, and write what they mean.
- Pins on images and on every page of a PDF
- Comments at a moment in a video, or pinned on a paused frame
- Replies in a thread, then resolve
- Other files can be downloaded and discussed in general comments
A comment thread on the Brand guidelines v3 job with messages from Leo, the client Tom, and Priya, including @mentions, an emoji reaction and a mention picker.
Reviewers
Name who decides, and by when.
Choose up to 20 approvers, staff or client guests, and a due date. Everyone must approve, or the first answer from Any one approver decides.
- Reminders the day before, on the day and after it's overdue, at 9am in each person's time zone
- Nudge the people still to decide, once a day
- See what's waiting on you and on others in the Inbox
A phone showing a review opened from an email. Tom Becker, the client, pins a comment on the homepage hero, “Logo a touch bigger?”, chooses Approve with changes and says what to change, and the request turns Approved with changes: Leo Ortiz has been told.
Review from the email
No password to remember.
Every approver gets their own secure link that opens the proof without signing in, only for that one request. An administrator can add a one-time code we email, or ask everyone to sign in.
- Links stop working once the request is decided or cancelled
- Link checkers in email systems can't decide anything
Versions
Every round on the record.
A new version asks everyone again, with a note on what changed. Compare it with the last one, and keep every earlier version and decision.
Compare
Images side by side, with a slider or a fade. PDF pages turn together.
Carried comments
Open comments come across to the new version.
Sign-off record
A PDF of every version, its files and every decision.
Reports
Time to sign-off and rounds per deliverable, for your team.
- Three clear answers
- Approve, Approve with changes, or Request changes with a note.
- Images, PDFs and video
- Previewed in the browser, with comments on the spot.
- Clients review free
- Single-project guests are never billed, on either plan.
Approvals are on every plan: free for up to 5 users, then $3.99 per user a month. Clients approve free as single-project guests. See pricing
FAQ
Questions about online proofing
Everything about asking, reviewing and deciding is on the client approval software page.
What is online proofing?
Reviewing a proof in the browser instead of by email or on paper: reviewers mark up the file itself, and each version gets a clear decision. In Skybase the proof, the comments and the sign-off all sit on the job.
What file types can be proofed?
Images, PDFs and video preview in the browser, with comments pinned to the spot on images and PDF pages and at a moment in a video. Other files can be downloaded and discussed in general comments. Each file can be up to 120MB.
How many reviewers can I add?
Up to 20 approvers per request, from your team or your client guests. Choose Everyone must approve, or Any one approver to let the first answer decide.
Can reviewers proof on a phone?
Yes. The link in the email opens the review in the phone's browser, where they can comment and decide.
Is there a record of who approved each proof?
Yes. Each decision records who made it, when, and whether it came from the app or an email link. A sign-off record PDF lists every version, its files with their SHA-256 fingerprints, and every decision.
What does it cost?
Proofing and approvals are on every plan. Skybase is free for up to 5 users, then $3.99 per user a month, and clients review free as single-project guests.
Read next
Client work
Keeping clients apart: client teams and join links for agencies with several clients
Run several clients in one workspace without them seeing each other: client teams, join links that need your approval, and guests who stay free.
8 min read
- Guide Get work approved Ask the right people to approve files by a date, review and decide from the email, comment on the spot and keep track of every round. Read the guide
- Guide Invite your team and clients Members or guests? How to invite people to your workspace, a project or a single job, and which roles count towards your bill. Read the guide
Send your next proof from Skybase.
Free plan, no credit card. Clients review as free guests.
Free plan · No credit card · Clients always free