Features
Everything the business of a project needs. One source of truth.
A product enters CoCanvas once. The same record drives the moodboard, the spec sheet, the purchase order, and the invoice. Here’s what runs on top of that.
Enter it once. It flows everywhere.
Source
Build a product library that works everywhere else.
A product enters CoCanvas once. The same record drives the moodboard, the spec sheet, the purchase order, and the invoice. No re-keying between surfaces, no copy-paste drift.
Chrome clipper extension
Clip a product page on any vendor site and the title, price, images, and vendor land in your library — already organized.
Unified product record
Name, vendor, dimensions, weight, retail price, trade price, client price, primary and secondary images, custom fields, and tags. One row, every surface.
Vendor relationships
Every product is tied to a vendor record with contact info, lead times, and order history. PO and RFQ flows reuse it.
Background removal
Cut backgrounds from product images with one click — useful for moodboards where vendor photography is inconsistent.
Design, present, approve.
Design
A canvas that gets out of the way.
The moodboard editor is the heart of the studio surface. It's a real canvas — drag, rotate, layer — with the product library docked beside it so you never lose context.
Drag-and-drop canvas
Snap-to-grid or freeform, z-index control, multi-select, rotation. Designed for the way studios actually compose a room.
Library docked beside the canvas
Add a product without leaving the board. The same product appears with one click on every board where it belongs.
Multiple boards per project
Living Room v1, v2, v3. Track revisions side-by-side; never lose the version a client signed off on.
PDF export
One-click branded PDF for client meetings, take-home leave-behinds, or vendor coordination.
Present
Spec sheets and PDFs that look like the work.
Long-form documents pull from the same product record as the moodboard. Editorial typography, your logo at the top, no fighting with a Word template.
Auto-generated spec sheets
Pull product, vendor, dimensions, and pricing into a branded PDF without re-entering anything. Order changes, the spec sheet changes.
Your brand on every page
Apply your firm's logo and brand color to every PDF the system generates. Clients should see your firm, not generic vendor chrome.
Designer-led layout
Tasteful margins, hairline rules, restrained color. Looks like something you'd actually leave on a client's table.
The Care & Details package
At close-out, generate the client's hand-off book from the project itself: cover, your letter, table of contents, client paint summary, lighting and bulbs, rug and textile care, furnishings, warranties. Choose the sections and their order, pick the look, and the PDF is yours.
Approve
A client portal that doesn't look like someone else's software.
Every firm gets its own portal — cocanvas.studio slash your firm name slash portal. Clients see your logo, your colors, your work. They don't see ours, and they don't have to create an account anywhere new.
Branded portal
cocanvas.studio/your-firm/portal with your logo, brand color, and accent color. The portal feels like a continuation of your firm, not a tool you bolted on.
Per-product approvals
Clients approve, decline, or comment on individual items. Decisions are linked to the product, so the same approval flows into the spec sheet and the invoice.
Threaded messaging
Designer-client conversations live in the project, not in email. Every reply is tied to the room, the board, or the item it's about.
Contracts with e-signature
Reusable templates with variable substitution and built-in e-signature. Clients sign in the portal — no separate account needed.
Questionnaires
Designer-built multi-section forms. Send via portal link; responses land in the project for reference during design.
The money, in the same place as the work.
Budget
A budget that keeps itself honest.
Room by room, line by line: trade cost, markup, client price. Estimate first, design against it, then watch the actuals arrive from the POs and invoices you already write. The variance column is never a spreadsheet you meant to update.
Estimate, design, actuals
Three views of the same budget. Estimate is what you planned, Design is what's on the boards, Actuals & Overruns is what it really cost - with the variance per line, per category, and per room.
Purchase orders from the budget
Select lines, generate POs. The PO's lines stay linked to the budget lines they came from, so what the vendor bills flows back in as an actual, freight and tax included.
By room or by category
Flip the axis in one click. A summary band underneath shows the other axis, so the money in each room and each category is a glance, not a pivot table.
Templates, versions, export
Save a budget as a template and apply it to the next project. Save a version before a big change and restore it if the change was wrong. Export the whole thing to CSV when someone needs it in a spreadsheet.
The whole business, including the money.
Invoice
Bills that look like the rooms.
Invoices auto-generate from approved line items. Send via email; clients pay in the portal — card or ACH, no separate Stripe account on their end.
Auto-generated from line items
Approved products and tracked time become invoice lines without re-entry. Markup, taxes, and retainers handled at the org level.
Card and ACH payments
Stripe Checkout in the portal. ACH for larger invoices where 3% card processing is meaningful money.
Status tracking
Draft, sent, viewed, paid, overdue. Overdue reminders sent automatically — no awkward Friday-afternoon emails.
Editorial PDF design
Same typography and brand language as the spec sheets. Looks like part of the firm's deliverable.
Sync
QuickBooks Online, on autopilot.
When an invoice is paid, the QBO sync runs without anyone clicking anything. The bookkeeper isn't re-keying receipts at month end. The books stay current because the events stay current.
OAuth-connected per firm
Connect QuickBooks once via Intuit OAuth. Each org has its own connection; multi-tenant from day one.
Customers, invoices, payments
Created in CoCanvas, mirrored into QBO. Account mapping is configurable; default chart-of-accounts setup on connect.
Event-driven, not batch
Every state-changing operation publishes a domain event. The QBO sync subscribes — so invoice-paid mirrors into QBO within seconds, not at month end.
Your assistant, your rules.
Assist
An assistant that knows the project - and can't overstep.
CC is built into every dashboard page. It answers from your firm's real data, looked up live, and drafts work you approve card by card. Prefer Claude or ChatGPT? Connect your own, with exactly the access you grant.
Ask CC, on every page
What does this client still owe? What's unapproved in the primary bedroom? Which POs haven't shipped? It looks it up now - never from memory - and answers in the panel beside your work.
Drafts you approve, one at a time
Ask for a purchase order, an invoice, a task, or a note and CC prepares it. A card shows exactly what it wants to create; you approve or cancel. Nothing happens until you do.
Bring your own assistant
Claude or ChatGPT connects at one URL. Two permissions, each yours to grant: Look things up, and Draft and add things. It runs as you, never above your role, never sees your financials, and disconnecting is instant.
What no assistant can ever do
Send an invoice or PO, record or refund a payment, message a client or vendor, delete anything, or change your team, billing, or integrations. There is no tool for any of it - so it isn't a setting that can be flipped.
Built for how firms actually work.
The tools that hold the studio together.
Team & permissions
Five roles, one boundary.
Owner, Admin, Designer, Project Manager, Bookkeeper. Every user belongs to one firm. Every record is scoped to the firm. No data leak across orgs, by design.
- ·Owner — full access, including billing
- ·Admin — full access except billing
- ·Designer — projects, moodboards, products, spec sheets
- ·Project Manager — tasks, timeline, POs, RFQs
- ·Bookkeeper — read-only invoices and payments; can issue refunds
- ·Google Drive mirroring. Project files and folders mirror to Drive.
Procurement
Purchase orders and RFQs that share the product library.
POs are generated from approved products. RFQs go to multiple vendors and let you compare responses side-by-side. The winner converts to a PO with one click — same product record, no re-entry.
- ·Generate POs from approved products
- ·Track PO status: created, sent, acknowledged, fulfilled, partially fulfilled
- ·RFQ comparison: same product, multiple vendors, side-by-side
- ·Vendor records hold the contact and order history
Tasks, time, and budget
Track the work, then pull it onto the invoice.
Tasks are assignable and due-dated. Time entries can be started from a per-user dock and tied to a project or task. When the bookkeeper is ready to invoice, tracked time becomes labor line items.
- ·Per-user time tracking dock with start/stop
- ·Billable flag at start, not after the fact
- ·Pull approved time onto invoices as labor lines
- ·Budget builder: estimate vs. actuals per project
Try the whole thing for 14 days.
Every feature on this page is in the trial. No credit card required.