Create and send a proof
- Click New Proof.
- Under Who is this proof for?, pick a Customer. Optionally pick a Project, and under Attach to pick the quote, invoice, proposal or job it belongs to.
- Give it a Title, an optional Message to customer and Revisions included, and click Upload artwork.
- Click Create proof. The proof opens.
- Click Send to customer, choose Email or Text (SMS), and click Send.
What the customer does
They open the link, enter their name, and click on the artwork to comment on that spot. Then they either click Request changes or Approve design. Approving asks them to tick each item on your approval checklist, type their name and sign.
Work on a proof
- Feedback lists the customer's comments. Click Resolve on each one as you handle it.
- Reply with Reply to customer, or leave an Internal note only your team sees. You can also record a voice note.
- Send new version uploads revised artwork. Say What changed? and click Add version.
- Record approval logs an approval the customer gave you in person or by phone.
- Copy review link, View as customer, Export timeline and Void proof are in the same panel.
Proofing settings
Click Settings on the Proofs page. Set the Approval checklist customers confirm, how many Revisions included, and whether to Show the count to customers. Turn on Require proof approval before a job starts to get a warning before a job with an unapproved proof moves to In Progress.
Important
Voiding a proof stops the customer link and closes the proof. It can't be undone.