Workflow

New requests to the shooting.

Every job follows the same process - from the first customer inquiry to the quote and contract to the final invoice. CreatorDesk guides you step by step through your entire workflow.

Test free of charge

6 steps. One system.

From the first contact to project completion - every step is mapped in CreatorDesk.

1

Request received

A customer finds your link page or your contact form and sends a request. CreatorDesk automatically creates a new contact.

  • Automatic contact system
  • E-mail notification
  • Form integration
2

Create offer

Create a professional quote with your packages and prices. Send it as a PDF by email - directly from CreatorDesk.

  • Individual packages & positions
  • PDF dispatch by e-mail
  • Online view for customers
3

Send contract

Generate a legally compliant contract from your templates. Your customer can view and accept it online.

  • Contract templates
  • Digital contract acceptance
  • PDF archiving
4

Date confirmed

As soon as the contract is accepted, the appointment is confirmed in the calendar. Your customer will receive a booking confirmation.

  • Calendar integration
  • Automatic reminders
  • Booking confirmation by e-mail
5

Carry out a shooting

On the day of the shoot, you have all the information at a glance - client details, location, special requests and checklists.

  • Customer details & notes
  • Project timeline
  • Mobile-optimized
6

Invoice & Closing

After the shoot, you create the invoice with one click from the quote. E-invoice, payment tracking - all included.

  • Create invoice from quotation
  • ZUGFeRD / e-invoice
  • Payment tracking
Live preview

This is what your workflow looks like

A sample project - from inquiry to completion. Every step is documented and can be traced at any time.

Lisa Meier - Wedding shooting

Example project - workflow view

Request

15.01.2026 - Done

Offer

16.01.2026 - Done

Contract

20.01.2026 - Done

Date confirmed

14.06.2026 - Current

5

Shooting

14.06.2026 - Open

6

Invoice

– Open

Project status

In progress

Order value

2,450.00 €

Shooting date

14.06.2026

Progress

3 / 6 Steps

Your workflow. Automated.

No step is lost - from the request to the invoice, CreatorDesk guides you through your entire workflow. Start now and work in a more structured way than ever before.

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