Platter

What it does

• Keep a list of clients
• Prepare a proposal with scope, two priced options and a deposit percentage
• Approve the exact version, then send the client a private link
• Let the client verify by email code, choose an option and accept with their name
• Export the deposit invoice once as a CSV in Xero's sales-invoice format
• Replace a lost or expired client link without changing the offer
• Let an agent prepare drafts while only the owner approves and sends
• Back up, restore and erase unused clients

What it promises

• Only the owner approves a proposal or sends it, and any edit clears the earlier approval.
• Once sent, an offer is frozen; a replacement link can be issued without changing it.
• A client can accept only with a verified email, a typed name, one offered option and their consent.
• The agreed scope, prices and deposit are kept exactly as approved, with the deposit worked out in whole cents.
• An accepted agreement and its deposit CSV cannot be changed, and repeated exports return the same invoice.
• Agent keys expire and can be revoked; they can read and prepare drafts but never approve, send, export or erase.
• Client import shows a preview first, keeps the originals and a journal, and refuses undo if clients changed or have proposals.
• Offers are GST-free AUD; Platter does not collect payments or calculate GST.

Move in from

• Client CSV (name and email)

Run it yourself

Install the command once, then clone a product and start it.

$ npx -y @runeditrun/rer cli install
$ git clone https://github.com/just-every/run-platter
$ cd run-platter && rer dev

No npm? curl -fsSL https://runeditrun.com/install.sh | sh installs the same command.