Clients & approvals
Keep client records in one place and let customers approve quotes online without logging into your system.
Clients
Each order is tied to a client (company or contact). Client profiles store billing details, tax settings, and contact info used on quotes and invoices.
Shop → Clients — search, open a client, and see their orders and history.
When creating an order, select an existing client or add a new one inline.
Customer approval links
When a quote is ready:
- Open the order and send the approval request (email with a secure link).
- The customer opens the link on phone or desktop — no account required.
- They review line items, artwork, and totals, then approve or request changes.
- You get notified; approved orders can move to production and invoicing.
Approval links are token-based — they expire and are scoped to that order only.
What customers see
The public approval page shows:
- Order summary and line items
- Artwork previews where attached
- Approve / reject actions
- Status updates you choose to make visible
Tips
- Double-check client email before sending approval — typos delay jobs.
- Use order Activity to see when approval was sent and when the client responded.
- Tax-exempt clients can be flagged on the client record so quotes stay accurate.