The same job usually needs several documents that say the same numbers: a quote or proposal to win it, an agreement to confirm it, an invoice to collect on it. When each one is built in a different tool, every rebuild is retyping — and retyping is where totals drift, terms go missing, and the invoice stops matching the quote.
Then come revisions. The client asks for changes twice, you adjust once more, and now the folder holds five near-identical files. When a question about price, scope, or dates lands later, nobody can prove which version the client actually agreed to.
The client's side has friction too: attachments that get buried, portals that demand yet another password, approval replies that reference an outdated version. Every step a client has to fight adds days between the quote going out and the work getting booked.
Build the line items once: quantities, rates, duration billing, named sections with client-facing titles and images, discounts, taxable flags, and labor lines. Quote, proposal, estimate, agreement, and invoice all read from that same build, so the numbers can't drift between documents.
Sending snapshots the document exactly as the client will see it: numbers, wording, and design locked. Revise as many times as the job demands; every version stays on record and the current one is always marked.
Clients open a private link on any device — no account, no password, no app. They can view the document, accept it, request changes with a message, or decline, and each action lands back on the work record.
Accepting means typing a full name and title against the exact frozen version. OpsVue stores the response, who made it, and the precise document it applied to — a clear record of agreement you can open from the work page.
Set a deposit percentage per job and the deposit and balance invoices generate as a pair, with NET terms stamping the due dates. Connect your own Stripe account and clients can pay the deposit right from the document link — the money lands in your Stripe, not ours.
Give documents an expiry per job or let your workspace defaults handle it. When a document expires, your workflow can treat that as its own path — a prompt to requote at current pricing rather than silently honoring old numbers.
A built-in template studio holds your brand: fonts, colors, and multiple named templates per document type. The template is frozen into each sent version, so redesigning next year never rewrites what a client already saw.
When scope changes after a client has agreed, the difference becomes its own change-order document instead of a silent edit, so the money story stays auditable end to end.
An AV company runs a show quote through three revisions; when the client accepts the third version on their link, the accepted numbers flow into the deposit invoice without retyping.
OpsVue for AV & Production →A photo booth operator sends a package quote with add-ons; the client accepts on their phone that evening and pays the deposit online through the operator's own Stripe.
OpsVue for Photo Booth & 360 →An event planner keeps the proposal, the service agreement, and the deposit and balance invoices for one wedding on a single record, with every revision preserved.
OpsVue for Event Planners →A photographer quotes a session, the couple asks to swap one package, and the second version they accept is stored exactly as they saw it.
OpsVue for Photographers →No. Every sent document gets a private link where the client can view, accept, decline, or request changes from any device. There's no account to create and nothing to install.
The client types their full name and title against the frozen version they were sent. OpsVue records that response together with the exact document it applied to and shows it on the work record as acceptance evidence.
Yes — deposits. Connect your workspace's own Stripe account and the document link offers deposit payment. The charge runs through your Stripe directly, and the work record updates when the payment lands.
Expiry dates come from the job, your workflow, or your workspace defaults, in that order. An expired document is a fork your workflow can catch — stage a follow-up, requote at current pricing, or close the job out.
Start for free and set up your first workflow today.
No credit card required.