How to handle incoming project requests?

Project requests land in Projects > Requests with a status (pending, quote sent, accepted, declined). Click a row to open the detail: visuals, client contact info, assigned artist, and the conversation thread. From this panel, you send a quote or decline the request.

Find incoming requests

Go to the Requests section from the Projects menu. The list shows every request received, with its status and the number of requests still pending at the top of the page.

• Pending: received, not yet handled.
• Quote sent: you've replied, waiting on the client's answer.
• Accepted: the client approved your quote, the project is created.
• Declined: you turned down the request.
• Declined by client: the client didn't follow up on your quote.

Review a request's detail

Clicking a row opens a panel with:

• The description of the requested project (area, style, planned size).
• The reference and placement visuals sent by the client.
• The client's contact info, clickable to call or write directly.
• The assigned artist, if your studio has several.
• The conversation thread tied to the request.

Reply to a request

From the detail panel, two actions are available.

• Send a quote: opens a form to price the request (price, duration, deposit, message to the client). See the dedicated article for the details of this step.
• Decline: opens a decline form with an optional reason to share with the client.

Once the quote is sent, the request moves to "quote sent" status and waits for the client's answer. If the client accepts, a project is created automatically and shows up in your project list, ready to be tracked.

Edge cases

The client doesn't reply to the sent quote. The request stays in "quote sent" status until the client answers. Follow up directly from the conversation thread in the detail panel.

You want to decline without giving a reason. The decline reason is optional: you can confirm the decline without typing anything.

A request looks like a duplicate. Check the client's contact info in the detail panel: two requests from the same client for two different projects are still legitimate and should be handled separately.