Edit

Features

One platform for the whole job. Here is everything Edit does, grouped by the part of your business it handles.

Clients and projects

  • Client records Keep every client, their contact and billing details, and their full history in one place.
  • Client portals Give each client a private, branded portal to proof, sign, pay, and download.
  • Multiple client logins Add extra people under a client, like an accounts-payable contact or an executive, with per-person access.
  • Suspend a portal Temporarily lock a client portal while keeping messaging and invoices open.
  • Archive clients Tuck away finished clients without losing their records.
  • Projects One home per shoot for its gallery, deliverables, agreement, and timeline.
  • Status pipeline Track each project from booked through proofing and post-processing to delivered, some stages advancing automatically.
  • Folders for big jobs Group many same-day projects into one folder so your views stay clean.
  • Global search Find any client, project, gallery, invoice, or file fast.

Galleries and proofing

  • Image galleries Upload and present a project gallery under your brand.
  • Client proofing Clients select or favorite the images they want, and their picks come straight to you.
  • Studio picks Flag your recommended shots to guide the client through large galleries.
  • Cover images Set and position a cover so the gallery looks polished on open.
  • Share links Generate a private link to share a gallery without a full portal login.
  • Selection lock Galleries lock when the client submits their picks; reopen anytime so they can revise.

Deliverables and downloads

  • Final file delivery Deliver finished images to clients through their portal.
  • Packages Group deliverables into named sets, like full gallery and social crops.
  • One-click ZIP Edit builds a ZIP so clients can download everything at once.
  • Publish and notify Publishing alerts the client automatically that their files are ready.
  • Payment-gated delivery Hold final files until an outstanding balance is settled.
  • Lifecycle controls Expiry warnings and cleanup keep storage tidy over time.

Agreements and signatures

  • Online signing Clients sign agreements in their portal, no printing or third-party tool.
  • Templates Start from ready-made templates and tailor the wording to your business.
  • Image usage license A dedicated license template for spelling out usage rights.
  • Multiple signers Route one agreement to several signers and track who has signed.
  • Counter-signing Add your own signature to complete the agreement.
  • Signed snapshots Every signed agreement is stored as a final, tamper-evident record.
  • Reminders Nudge signers who have not signed yet.

Estimates and quotes

  • Send an estimate Build a quote with line items and send it to the client for review.
  • Accept, decline, or request a change Clients respond right in their portal, no back-and-forth email.
  • Built-in conversation Talk through changes in a thread on the estimate, both sides can reply.
  • One click to invoice An accepted estimate becomes a draft invoice automatically, ready to send.
  • Track every step See sent, viewed, accepted, declined, and revision-requested at a glance.

Invoicing and payments

  • Line-item invoices Build invoices with quantities, prices, and clear line items.
  • Deposits and retainers Split an invoice into a deposit now and a balance later.
  • Per-line discounts Discount specific lines, with control over what the discount applies to.
  • Tax and PO numbers Add tax, purchase-order numbers, and a billing address.
  • Payment terms Set terms like NET 15 and track due dates.
  • Online card payments Clients pay by card through your connected Stripe or Square account.
  • Bank transfer (ACH) Accept lower-fee bank payments that update to paid automatically when they clear.
  • Reminders and late fees Automatic pre-due nudges, past-due reminders, and optional late fees.
  • Record offline payments Log a payment you took by cash, check, or elsewhere.
  • Receipts Clients get clean receipts, and you keep a full payment record.

Calendar and scheduling

  • Unified month view Shoots, deadlines, and invoice due dates on one calendar, automatically.
  • Custom notes Add your own dated notes, like calls and personal deadlines.
  • Live navigation Move between months instantly without a full page reload.
  • Calendar subscribe Subscribe from Apple, Google, or Outlook to see your schedule everywhere.

Your brand and domain

  • Your logo and name Your branding across the portal, emails, galleries, and invoices.
  • Studio address A clean web address for your studio out of the box.
  • Custom domain Bring the portal onto your own domain (Agency plan).
  • Branded emails Client emails carry your studio name and branding.

Team and platform

  • Team members Invite a second shooter, editor, or assistant to your studio (Studio and Agency plans).
  • Roles and permissions Control what each teammate can see and do.
  • Tiered plans Pick a plan sized to your business, with a free trial to start.
  • Self-serve billing Manage your plan, payment method, and subscription yourself.
  • In-app support Reach us from a Support form right inside your settings.
  • Built for mobile Everything works on a phone, for you and for your clients.

New to Edit? Start with the Getting Started guide, or try it free on your next shoot.