Can an agency use Paymarka with a team?
Yes. Workspace members can work on the same client workflow according to their assigned permissions.
Paymarka for agencies
Give every client project a clearer commercial workflow.
Paymarka helps agencies keep proposals, contracts, invoices, approvals, payment evidence, and receipts connected across their client work.
Use a consistent process for new engagements while preserving the project-specific scope, timeline, deliverables, and payment terms each client needs.
Why it helps
Keep the commercial record clear from the beginning.
Create consistent client-facing documents without losing project-specific detail.
Keep team members aligned on the agreed scope, deliverables, and payment structure.
Use milestones for campaigns, retainers, events, and staged delivery work.
Send a standalone invoice for a quick, already-agreed job without a full proposal or contract.
Give the team one place to review payment proof, scan-to-verify receipts, and deal status.
How it works
One connected workflow
- 1
Create the deal with the client and commercial structure.
- 2
Complete the guided brief and review the proposal.
- 3
Send the contract and invoice from the same deal record.
- 4
Track approvals, payment proof, receipts, and completion with the team.
Common questions
Frequently asked questions
Can agencies use milestones for client projects?
Yes. Agencies can define milestone percentages, calculate amounts from the deal value, and track delivery and payment timing separately.
Can clients approve agency proposals without signing up?
Yes. The client can use the secure proposal or contract link without creating a Paymarka workspace account.
Ready to make the next deal clearer?
Start with the commercial basics and build the record as the work progresses.