Projects · Design and branding
Client approvals and project management for designers
For brand and graphic designers, creative directors and small design studios. Design work is rounds of feedback. Keep every round, every comment and every decision on the project, and let the client sign off where the work lives instead of in a reply-all.
Needs Business or above · Designs tab with Canva and Figma and Contracts and e-sign from pro
How it's soldSold as a fixed-fee project, often from a packaged offer with a deposit up front and the balance on sign-off.
What you get
Pick “Design or branding project” and this is set up for you
When you create a project, Ambital asks what it's for. The answer sets the billing model, the phases and the tabs. Change any of it, or save your own version as a template.
How project setup works →Design or branding project
Concepts, rounds of refinement and a signed-off final.
Phases
- Discovery
- Concepts
- Refinement
- Sign-off
- Handover
Tabs switched on
- Overview
- Financials
- Tasks
- Time
- Phases
- Milestones
- Designs
- Approvals
- Client Portal
- Calendar
The setup also asks how the client signs off: in the portal, or by emailed link for clients who'd rather not log in.
How it runs
Design and branding, run through Ambital
Every round, kept
Concepts, refinements and the final each become a version. The client compares two versions side by side, pins a comment to a spot, and approves or asks for changes.
- Approvals with versionsFrom Business
- Side-by-side compareFrom Business
- Pinned commentsFrom Business
The client sees what you choose
Switch each design into the portal when it's ready. Files and links from your design tools sit on the project; the portal shows only what you switched on.
- Canva linksFrom Pro
- Figma linksFrom Pro
- Choose what the client seesFrom Business Pro
Deposit in, balance on sign-off
A deposit invoice on start and the balance on delivery, from the invoice schedule. Hours logged show what the fixed fee really earned.
- Deposit and delivery invoicingEvery plan
- Fixed-fee profitabilityEvery plan
- Accounting software syncFrom Business
Start to finish
A brand refresh, from deposit to final files
- Day 1Deposit paidThe contract is e-signed and you raise the deposit invoice from the schedule.
- Week 2ConceptsThree routes go to the client as one approval. They pick one and pin their comments.
- Week 4Round twoThe refined mark goes out as version two. The client compares it with version one and approves.
- Week 5ApplicationsStationery and signage follow, each switched into the portal when it's ready.
- Sign-offBalance invoicedThe final files are approved and you raise the balance invoice. The hours show what the fee earned.
Client names are fictional, from Ambital's demo organisation.
Everything it uses
The features, and the plan each needs
Each links to a step-by-step guide in the help centre.
- Phases and milestonesEvery plan
- Deposit and delivery invoicingEvery plan
- Designs tab with Canva and FigmaFrom Pro
- Client approvals with side-by-side compareFrom Business
- Contracts and e-signFrom Pro
- Brand kits for each clientFrom Business
Works with Google Workspace, Microsoft 365, Google Drive, Fireflies.ai, Slack, Canva, Figma. Every integration →
Design and branding questions
Straight answers
- Can clients compare two versions?
- Yes. Versions sit side by side, and the client can pin a comment to the exact spot they mean.
- Do clients need to log in to approve?
- No. They can approve in the portal or from an emailed link.
- Can I keep each client's brand assets in one place?
- Yes. Each client gets a brand kit with logos, colours, fonts and tone of voice.
- Which plan do I need?
- It needs Business (£59 a month) or above. Prices exclude VAT.
Often run alongside
Who runs design and branding
Be first in when we launch
Ambital is in private beta. Apply to test and you'll get in first, with free months at launch for committed testers.
Free plan · No card required · Built in the UK