Deliverables track what you need to provide to clients and help you share completed work. This guide explains how to manage deliverables and close out deals professionally.
Adding Deliverables #
From the request detail page, click Add Deliverable. For each deliverable, specify:
- Title – What you are delivering
- Description – Details about the deliverable
- Due date – When it should be completed
Create multiple deliverables to break larger projects into trackable pieces.
Uploading Files #
Attach files directly to deliverables. Supported file types include documents, images, videos, and archives. Clients can download files through their portal once you share them.
To upload:
- Open the deliverable
- Click Upload File
- Select files from your computer
- Add optional descriptions
Marking Complete #
When a deliverable is finished, mark it complete. This updates the progress indicator on the request and notifies the client that work is ready for review.
Client View #
Clients see their deliverables through the client portal. They can:
- View deliverable status and descriptions
- Download attached files
- Send messages about specific deliverables
Completing the Deal #
Once all deliverables are marked complete and final payment is received, you can close the request:
- Verify all deliverables show as complete
- Confirm all invoices are paid
- Click Mark as Completed
Completed requests move to your archive. You can still access them for reference, but they no longer appear in your active request list.
After Completion #
Consider following up with clients after project completion. Ask for feedback, request reviews, or discuss future work. Building strong client relationships leads to repeat business and referrals.
