Round four is free by accident
The proposal said two rounds of revisions. By the third, nobody checks, and the logo project that was quoted at 30 hours ships at 55.
Creative agency project management software for revision rounds, scope and billing.
Creative projects run in rounds: brief, concept, two rounds of revisions, approval, delivery. Each round produces a new file version, and every round past the quoted ones is unbilled work unless someone catches it. Workspace369 keeps the round count, the files and the money on one client record.
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14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
See team pricingRoundsrevision rounds written into the proposal
Versionsevery file version kept, with share links
Changeschange orders on accepted work from Specialist
On every plan from $29 a month (Cadet, 1 seat), it covers proposals with optional add-on lines and a deposit on acceptance, file versioning with share links, contracts with e-signature and staged invoices. From Specialist ($149 a month, 10 seats), approved change orders amend an accepted proposal or a paid invoice, and proposal version history shows what the client agreed to at each step. Markup on the design itself stays in your design or proofing tool.
Key facts
Creative agency project management software at Workspace369 covers 10 areas, including proposals with optional add-ons, deposit on acceptance, revision rounds in scope.
The workflow runs in 4 steps, from "quote the rounds, not just the deliverable" to "bill in stages".
Workspace369 starts at $29/mo for 1 seat, and the Commander plan includes 20 seats and 12× Cadet usage at $299/mo.
Additional seats cost $10 each; full pricing is public on the Workspace369 pricing page.
Proofing and creative project tools compared
If feedback on the file itself is the bottleneck, use a proofing tool. Filestage and Ziflow both annotate files and keep every version, from $199 a month billed yearly ($249 billed monthly) for 10 and 15 users, and Asana lists approvals and proofing on Advanced at $24.99 per user billed yearly. Workspace369 lists no on-file markup. It fits studios whose rounds slip on scope and billing: proposals with optional lines and deposits, file versions, change orders from Specialist and invoices on one client record.
| Tool | Price | Feedback on the file | Scope and billing | Main limit | Trial |
|---|---|---|---|---|---|
| Filestage | $249 a month, or $199 billed yearly (Starter, 10 seats) | Annotations, unlimited versions, side-by-side compare | Not listed | Free plan: 1 active project | 14 days, no card |
| Ziflow | $249 a month, or $199 billed yearly (Standard, 15 users) | Proof markup and versions; unlimited proofs and reviewers | Not listed | Free plan: 2 users | Free trial, no card |
| Asana | $30.49 per user a month, or $24.99 billed yearly (Advanced) | Approvals and proofing on PDFs and images (Advanced) | Not listed | Per-user price; proofing not on Starter | Not stated |
| Workspace369 | $29 a month (Cadet, 1 seat); $149 for 10 seats (Specialist) | File versions and share links; no on-file markup | Proposals with optional lines, deposits, invoices; change orders from Specialist | Proposal version history from Specialist | 14 days, card required |
Prices and features from each vendor's official pricing page, checked October 24, 2026, in USD, with both billing views read. Prices change, so confirm before you buy. Read the creative agency project management guide.
Where creative projects lose money
The final file is one of six
logo_final_v3_REAL.pdf lives in an email, a drive folder and a chat thread. When the client asks which version they approved, the answer takes an hour.
Scope changes have no paper trail
“Can we add a social kit?” gets a yes on a call. Without an amended proposal, it never reaches an invoice, and the deposit was sized for the original job.
See the workspace your clients feel.
01
Every channel in one inbox
Email lands beside the client record on every plan; texts, calls and voicemail join it from Voyager, with AI call summaries from Specialist.
02
Client work, organized as projects
Tasks, files, and status for every engagement — visible to the team and, through the client portal, to the client.
03
Proposals to paid invoices
Send quotes, bill milestones or retainers, and let automated reminders chase anything outstanding.
04
A portal clients actually check
Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.
How a creative studio runs rounds in Workspace369
01
Quote the rounds, not just the deliverable
Write the number of revision rounds into the proposal, add extras such as a social kit or animation as optional add-on lines the client can tick, and take a deposit when they accept. All on every plan.
02
Keep every version where the client can find it
Upload each round to the project. File versioning keeps earlier versions instead of overwriting them, and a share link sends the current round to the client without an attachment.
03
Turn extra rounds into a change order
On Specialist, an approved change order amends the accepted proposal or a paid invoice, and proposal version history shows what was agreed at each step. On lower plans, send a new proposal for the extra work.
04
Bill in stages
Convert the accepted proposal to invoices for the deposit, the milestone and the final delivery, and track the hours you actually spent. On Specialist, project profitability shows whether the job made money after all its rounds.
What a creative studio uses in Workspace369
- Markup: if clients comment directly on the artwork, you need a proofing tool such as Filestage or Ziflow, or Asana on Advanced. Workspace369 lists no on-file markup.
- Scope: the number of rounds should be in the signed proposal, and extra rounds should become a priced change, not a favor.
- Versions: ask whether the tool keeps every earlier file version or overwrites it.
Proposals with optional add-ons
Deposit on acceptance
Revision rounds in scope
File versioning
File share links
E-signature contracts
Change orders
Proposal version history
Staged invoices
Project profitability
Priced for the team, not per person.
Each team plan includes seats. Retainers, recurring invoices, proposals and client records are on every plan. Extra seats are $10 a month each.Voyager
$74 / month
2 seats included
Start Voyager trial14-day free trial. Card required. After the trial: $74/month for Voyager. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Specialist
$149 / month
10 seats included
Start Specialist trial14-day free trial. Card required. After the trial: $149/month for Specialist. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Commander
$299 / month
20 seats included
Start Commander trial14-day free trial. Card required. After the trial: $299/month for Commander. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
USD monthly billing. Compare all plans. Prefer a guided walkthrough first? Book a demo.
Free account setup & migration help
Our team sets up your workspace with you and helps move your clients and invoices from the tools you use now.
Export your data as a spreadsheet and AI Import maps the columns for you. Support can help with anything unusual.
Offer ends .
Start free trial
14 days free · card required · then $29/mo · cancel anytime
After signup, claim free setup in your workspace.
What reviewers say about Workspace369.
★★★★★
SMB ModernizationGreat tool for modernizing small businesses. Ability to leverage AI without technical background.
★★★★★
True all-in-one systemIt beautifully combined my CRM, team calendar, and billing tools so I could finally stop paying for a bunch of separate software subscriptions
★★★★★
Best app for my construction businessGreat app. This app solved all my needs! Not only did it help, but it is cheaper than other apps. I highly recommend this app if you want to start organizing and automating your business on another level. Also love the design
Quoted exactly as written, in the reviewer’s own language. This is a selection of reviews, not all of them. Reviews from our own team are left out of the selection, but the overall rating includes their ratings.
See Workspace369 on your own client work.
Start your trial, invite the team and, for a limited time, claim free setup and migration help in your workspace. Prefer a walkthrough first? Book a demo. Start free trial
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Book a demoWhat to check before you choose creative agency software
What is the best project management software for creative agencies?
It depends on where rounds go wrong. If feedback on the artwork is the problem, Filestage, Ziflow or Asana Advanced handle on-file proofing. If rounds slip on scope and billing, Workspace369 keeps the quoted rounds, file versions, change orders and invoices on one client record from $29 a month.
Can clients mark up designs in Workspace369?
No. Workspace369 keeps every file version and shares it by link, but it lists no on-file markup or annotation. Studios that want comments pinned to the artwork use it beside a proofing or design tool.
How do I bill for extra revision rounds?
Write the included rounds into the proposal. When a client asks for more, an approved change order on Specialist amends the accepted proposal or a paid invoice; on Cadet and Voyager, send a separate proposal for the extra round.
Does Workspace369 keep old file versions?
Yes. File versioning is on every plan, so a new upload keeps the earlier versions, and you can send the current one by share link.
See where Workspace369 fits into your client-work flow.
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
