How proposals and approvals work

Public Help • Updated 23 March 2026

Understand what accepting a proposal does, what still needs approval, and when planning and production actually move forward.

Guide

Proposal lifecycle

  1. Your brief is reviewed and scoped into a product recommendation or bespoke proposal.
  2. A proposal is shared for review.
  3. You choose to accept, request changes, or decline.
  4. After acceptance, the order moves into billing, internal checks, and project setup.
  5. Planning and scheduling move forward once the required commercial and operational checks are complete.

What each decision means

  • **Accept** confirms the proposed scope and commercial basis.
  • **Request changes** sends the proposal back with structured feedback.
  • **Decline** closes that proposal version without progressing the order.

What happens after acceptance

  • Billing steps are confirmed, including card checkout or payment-plan expectations where relevant.
  • Internal review and project setup complete in the background.
  • Client planning actions appear in the portal when the project is ready for input.
  • Scheduling does not rely on acceptance alone if payment, approvals, or required planning inputs are still outstanding.

Best practice when requesting changes

  • State exactly what should change.
  • Separate must-have from nice-to-have changes.
  • Add deadline context for revised issue.

Before you accept

  1. Confirm deliverables, quantities, and ratios.
  2. Check location, travel, and timeline assumptions.
  3. Confirm who is approving internally on your side.
  4. Make sure the payment route works for your finance process.

FAQ

Does accepting a proposal mean filming is fully booked?

Not by itself. Payment, internal approval, planning completeness, and scheduling checks can still affect the start of work.

Can I accept and still ask for tweaks later?

You can still make clarifications, but any change to scope, price, or delivery assumptions should go through a proposal amendment.

Where can I check the latest version?

Use the latest proposal in the client portal rather than relying on an older email link.

What if my finance team needs more time after acceptance?

Raise it immediately through the client portal so billing and planning expectations can be adjusted before production is committed.

Frequently asked questions

Does accepting a proposal mean filming is fully booked?
Not by itself. Payment, internal approval, planning completeness, and scheduling checks can still affect the start of work.
Can I accept and still ask for tweaks later?
You can still make clarifications, but any change to scope, price, or delivery assumptions should go through a proposal amendment.
Where can I check the latest version?
Use the latest proposal in the client portal rather than relying on an older email link.
What if my finance team needs more time after acceptance?
Raise it immediately through the client portal so billing and planning expectations can be adjusted before production is committed.