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Finalizo features
Give clients a branded archive they can keep.
Export clean project closeout records, sign-off certificates, and handover summaries for internal archives and client records.
Create a polished archive of handover details and support terms.
Keep completion records available beyond the live portal.
Add branding on paid plans for a more professional delivery.
Attach certificates and project records to your agency workflow.
Streamline your client handover process with targeted controls designed to protect your time and project quality.
Convert live handover portals and signed acceptance records into high-resolution, print-ready PDF documents.
Include your agency logo, brand colors, and contact info on all exported PDFs for a unified, professional appearance.
Keep PDF records in your own client or accounting workflow when you need an offline reference.