What is TryApprove used for?

TryApprove is a white-label client portal for agencies and freelancers that handles onboarding, deliverable approvals with visual feedback, invoicing and team chat without client signups. It is a good fit for collecting design approvals from clients, and onboarding new clients with contracts and questionnaires.

Yes. TryApprove has a free plan, and paid plans start at $29 per month. A free trial is also available.

Is TryApprove open source?

No. TryApprove is proprietary (closed-source) software and can't be self-hosted. In the Project Management category, open-source options include Plane, Huly and WeKan.

What are some alternatives to TryApprove?

TryApprove competes with Ziflow, Filestage and ProofHub.

TryApprove: features, pricing and alternatives

About TryApprove

TryApprove gives each client a branded portal reached by a magic link, with no account or password. Inside, clients find onboarding documents, deliverables, approvals and invoices. Onboarding covers contracts with e-signature, intake questionnaires, kickoff call scheduling and welcome documents, and everything can be automated.

For deliverables, you upload images, PDFs, videos or live links with version history so clients can compare versions, and clients approve or request changes in one click or pin comments directly on designs and videos. Notifications go out automatically when tasks or versions are added, approvals are chased with reminders, and multiple client stakeholders can review in one portal. Projects are split into tasks with their own files, comments and status, and there is built-in invoicing and billing, team chat and white-label branding.

It is a hosted platform that you can start free with no credit card. The site also advertises a limited-time lifetime deal alongside its pricing page, and a blog and FAQ are available. Clients can invite several contacts to review in the same portal.

Key features

White-label branded client portal
Contracts with e-signature and intake forms
One-click approvals and revision requests
Pinned comments on images and videos
Version history for deliverables
Automatic reminders and notifications
Invoicing and billing

Good fit for

Collecting design approvals from clients
Onboarding new clients with contracts and questionnaires

Tags: client-portal; approvals; agencies; white-label; freelancers; project-management; invoicing

TryApprove: questions and answers

What is TryApprove used for?: TryApprove is a white-label client portal for agencies and freelancers that handles onboarding, deliverable approvals with visual feedback, invoicing and team chat without client signups. It is a good fit for collecting design approvals from clients, and onboarding new clients with contracts and questionnaires.
Is TryApprove free?: Yes. TryApprove has a free plan, and paid plans start at $29 per month. A free trial is also available.
Is TryApprove open source?: No. TryApprove is proprietary (closed-source) software and can't be self-hosted. In the Project Management category, open-source options include Plane, Huly and WeKan.
What are some alternatives to TryApprove?: TryApprove competes with Ziflow, Filestage and ProofHub.