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Project Discovery for Designers

Updated over 2 months ago

Dribbble is built to help you land work and manage projects from start to finish. You can scope the work, meet with clients, and build trust—all without leaving the platform.

Here’s how to make the most of project discovery while keeping things simple and secure.

What if a client wants to send an NDA, contract, or project files?

That’s not a problem. Clients can upload files directly in Dribbble messages. You can review, sign, and return documents right in the thread. Just make sure no personal contact info is included in the files themselves.

If a client needs to share access to tools like Figma or Notion, they can send a public or exported version. You can also review files together on a discovery call using Dribbble’s built-in video feature.

Can I meet a client on a call or video chat?

Absolutely! Meeting with clients is a great way to build trust and align quickly on project details. Dribbble supports both instant and scheduled video calls. Learn more about Video Calls here.

Can I share my contact information before the project is booked?

You’ll be able to exchange contact details once a project is fully booked and paid. Until then, all communication should stay on Dribbble. That said, you can fully scope the project, hold discovery calls, and share files—all within the platform.

Can I share my website, portfolio, or case studies?

You can share links to any work that’s published on your Dribbble profile. Clients can also view your full Dribbble portfolio right from the message thread. If your work isn’t fully published on Dribbble, this is a good time to upload it so you can showcase your full portfolio to potential clients.

You’re also welcome to share links to live work you’ve done (for example, a product or website you’ve designed) as long as they don’t redirect the client off-platform for further conversation.

Can clients share their own website or branding links?

Yes, absolutely. Clients are encouraged to share their brand materials or website so you can understand their goals. Just remember: continuing the conversation off-platform using these links isn’t allowed and could impact your ability to work on Dribbble.

Can I use a project intake form?

Yes. Intake forms are a great way to organize discovery. Just make sure your form doesn’t ask for or include any contact information. As long as everything stays within Dribbble’s guidelines, you’re welcome to use whatever method works best for gathering project info.

What should I do if a client asks to move the conversation off Dribbble?

If a client asks to take the conversation elsewhere or requests your contact details before booking, you’ll need to keep the discussion on Dribbble. A simple redirect works well—and you’re welcome to send them Dribbble’s guidelines for clients if they have questions.

What if a client needs an invoice?

The Project Proposal acts as the invoice—it outlines everything from scope to payment and is shared before the client books the project. After payment, clients automatically receive a detailed receipt for their records.

If they need a more formal invoice, you can also upload a PDF in the message thread, as long as it doesn’t include contact information and specifies that payment will be made through Dribbble.

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