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The creative process is a complex and rich experience. Being in the creative business (marketing agencies, design agencies, and the like) can be rewarding.
However, working at record speed to consistently produce stellar creative assets for clients is strenuous. Additionally, coordinating with internal stakeholders and clients for feedback and approvals is time-consuming and occupies your team’s mind-share unnecessarily.
Churning out high-quality creatives with a quick turnaround time is almost impossible with all these impediments.
Today, collaboration with clients on assets happens via various disconnected channels - emails, Slack messages, phone conversations, and face-to-face meetings. A clear recipe for miscommunication. Inevitably, this leads to the endless sifting of emails in inboxes, DMs, and threads. All exchanges and comments (almost always lost in inboxes and messenger apps) can overwhelm stakeholders on both sides.
But it doesn’t have to be that way.
Meet Rocketlane’s Annotations & Proofing feature: it will speed up your review and approval workflow, keep track of file versions, and improve client collaboration making managing creative projects a total breeze!
Use Rocketlane to eliminate the chaos of digging through inboxes and Slack channels for the latest feedback and versions of assets. Clients can collaborate, review and approve creatives from the built-in client portal. Skip the messy process, help your creative team focus on work that matters.
Here’s how.
Attach image or PDF files to tasks on Rocketlane and streamline change requests for your creative or copy exactly where they’re needed–your clients and reviewers can leave comments, and you can respond to them and close feedback.
This means no more wading through email trails, Slack threads, or DMs! Communicate clearly, effortlessly, and efficiently with Rocketlane’s annotations and proofing feature.
With the Annotations and Proofing feature, you can view and compare different file versions. This is especially helpful in situations while proofing documents or creatives.
You can also link versions to rotate and zoom them in and out of them synchronously. Dive into the nitty-gritty of the creative and seek out the smallest of details for the perfect deliverable!
By default, the latest uploaded attachment is set as the final version. However, in case you want to revert a file to its earlier version and set that as the final approved version, you can do that too!

Proofing and providing feedback for creative assets is only the first step in the process. Once the feedback is incorporated, you can tag your client in a comment on the file to let people know you’ve worked on their comments, resolve comments, have conversations, and close the loop. Your clients and reviewers will get notified when you tag them in conversations that they can address from their portal.

If you want to see how Rocketlane can help marketing teams level up their client projects, click here. If you want to learn more about Annotations and Proofing on Rocketlane, check out our detailed how-to guide.
What are you waiting for? Sign up for Rocketlane, and give Annotations and Proofing a spin!
More features and resources on Rocketlane to check out:
“Speeds up CSV importing and saves me from having to get customers to use a template file or create mapped data exports. Quick to integrate and flexible outside the happy path. We found defining workbooks and templates confusing; at a prior job it was configured through code, which I preferred.”
Source: G2 review


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Ideal for expanding organizations needing more in-depth capabilities and integration for scaling.
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Great for teams desiring tailored workflows with comprehensive reporting capabilities.
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Tailored for large enterprises requiring a fully customizable, comprehensive delivery engine.

A Forward Deployed Engineer (FDE) embeds in the customer environment to implement, customize, and operationalize complex products. They unblock integrations, fix data issues, adapt workflows, and bridge engineering gaps — accelerating onboarding, adoption, and customer value far beyond traditional post-sales roles.





70–85% utilization. 94% G2 rating.
One platform does what the entire table above tries
to split across tools.
70–85% utilization. 94% G2 rating.
One platform does what the entire table above tries
to split across tools.

70–85% utilization. 94% G2 rating.
One platform does what the entire table above tries
to split across tools.
Enterprise implementations fail because customers don’t follow the process or provide clean data on time. Most delays are purely “customer-side” issues.
Implementations fail because complex environments need real-time technical problem-solving. FDEs unblock workflows, integrations, and unknown constraints that traditional onboarding teams can’t resolve on their own.
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Companies that embed engineers directly with customers see significantly higher enterprise retention compared to traditional post-sales models — because embedded engineers uncover “unknowns” that never surface in ticket queues.

VP Sales, Intercom

A Forward Deployed Engineer (FDE) embeds in the customer environment to implement, customize, and operationalize complex products. They unblock integrations, fix data issues, adapt workflows, and bridge engineering gaps — accelerating onboarding, adoption, and customer value far beyond traditional post-sales roles.






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