Project management software for agencies that need clients to sign off

Every project gets a portal link you can send to the client. It shows the live timeline, the next milestones, upcoming meetings, documents waiting for their signature, invoices and the latest status report. No account, no password unless you want one, and it stays in sync as the plan changes.

When a studio runs twelve client projects at once, the portal is what stops the Friday afternoon of “quick update” emails. The client checks the link; you keep working. Read more about the client portal.

Write the proposal in Planmoor with line items, tax and a validity date. The client opens it from a public page, accepts and signs. That one signature creates the project from your chosen template, raises the deposit invoice and files the signed PDF on the project. Nothing is retyped and the plan the client saw is the plan you deliver.

Proposals are numbered sequentially, so your P-0041 is exactly what the client's finance team expects to see on the invoice. More on proposals.

Agencies lose money in the gap between what was agreed and what was delivered. Planmoor closes that gap with signatures that are part of the plan rather than filed away in a folder:

• The scope of work is signed before delivery starts
• A milestone that requires sign-off cannot be closed until its acceptance is signed
• A signed change request with a schedule delta shifts the affected tasks and re-baselines the critical path
• UAT test cases roll up into a UAT certificate the client signs
• Every signature records who signed, when, from which IP, with a hash of the document content

Five signatures a month are included on Free; Pro and Agency are unlimited. See e-signatures.

Log time against tasks, submit weekly timesheets and approve them. Each person has a cost rate and a bill rate, so the profitability report shows labour cost against the budget or retainer on every project, live, before the month ends. Retainer projects show hours used against hours bought, both to you and on the client portal.

The utilisation report shows each person's logged hours against their weekly capacity, so you know who is overloaded and who has room for the next pitch before you say yes to it.

A status report in Planmoor is assembled, not written from scratch: milestones hit and missed, risks and issues from the RAID log, open change requests, signatures outstanding and the next period's plan. Add a paragraph of narrative, then publish it to the portal or send it as a PDF. On PRINCE2 projects it is called a highlight report and follows that structure. See status reports.

• Gantt chart with critical path, baselines and drag to reschedule
• Board, list, calendar and a portfolio roadmap across every client
• Kick-offs, reviews and stand-ups scheduled with calendar invites to anyone
• Custom templates so your second website project starts from your first
• Automations and approvals, an API, webhooks, Slack and Teams
• Two-factor enforcement, an audit log and SSO on Agency

Planmoor Pro is $9 a seat a month on annual billing, with unlimited projects, signatures and AI planning. Agency is $19 a seat and adds white-label portals, SSO and the portfolio roadmap. There is no seat minimum, clients are always free, and every new workspace gets a 14-day Pro trial without a card. If you are leaving a paid tool, your first three months of Agency are free. Full details on the pricing page, or compare with Teamwork and monday.com.