Invoicing
Quotes and invoices, paid online by card or bank transfer.
For agencies, from accepted quote to delivered project
Your client accepts the quote and you record it in one click. The project then opens with its folder and its team channel, and the client follows progress from their portal.
Full trial of the Business plan, no card required.
Puwapi is built for an agency of two to twenty people. Email on your own domain and a client portal for each project are included in the subscription.
What Puwapi does for you
- Quotes and invoices, with online payment by link
- Projects as a board, list or timeline, with columns specific to each project
- A client portal where they follow progress without creating an account
- Your clients’ tickets after go-live, with the response time measured
What it doesn’t do, or not yet
- No timesheets yet: the budget sold is tracked by hand
- No full accounting: the FEC export goes to your accountant
A day at an agency, from request to open project
On the left, your day. On the right, what lands on the client record. Pick a time to replay it.
SLStudio LumenClient since today09:02
Client record · history
The day begins.
The modules agencies use most
They are included in the plan, like every other module.
Projects
Each project has its key, its columns and its timeline of phases.
Files
One folder per project, shared with the team working on it.
Chat
One channel per project, next to the files it discusses.
Support
Requests after delivery become tracked tickets.
A mailbox on your domain for every member of the agency.
Business
Up to ten people, each with a mailbox, and 500 GB of files. Beyond ten, the Scale plan.
What agencies ask us
Can my client follow the project without creating an account?
Yes. They receive a link by email and see the progress, the phases and the items you share. They never see your internal notes or your budgets.
Can I link a project to GitHub?
Yes. A task can open or follow a GitHub issue, and its status updates when the issue is closed.
How do I track a project’s profitability?
The budget sold is entered on the project and the linked invoices add up against it. Tracking of time spent does not exist yet.
Try Puwapi with your real clients
Import your client list during the trial, and find your own clients in Puwapi. No card required.
Start the trial