Decide on behalf of the client

Why use it

Plenty of decisions happen out loud: at a showroom, on a site visit, or at the end of a call. Waiting for your client to also click in the portal holds up ordering, and leaving the request open makes your records wrong. Recording the decision yourself closes the loop while keeping an honest record that it came from you.

When to use it

• A verbal yes. Your client picked the walnut finish on the phone.
• Clients who don't use the portal. Record their emailed or spoken choice.
• Time-sensitive orders. Lock in the option before a price or lead time changes.

If your client can answer themselves, let them: Resend the request instead.

Before you start

• The request is a Draft, Sent, Viewed or Changes requested request.
• Make sure your client really chose this option. Moodiri records it as their approval.

Steps

1. 1

Try it: guided demo

1. Open the request and choose Select as final under the option your client chose, such as Brass Harbor Pendant.
2. Add an Internal note (optional), such as Confirmed with Alex on the site visit. Only your team sees it.
3. Tick I confirm the client chose this option. Confirm decision stays unavailable until you do.
4. Choose Confirm decision to record the approval in your client's name.

What happens next

• Moodiri shows Confirmed on the client's behalf, and the request shows as Approved with the chosen option stamped.
• The record shows the decision was confirmed by you, with your internal note, so it never looks like your client clicked.
• If you sent a message, your client sees it in the request's conversation in their portal.
• If the request was set up to create a product, the product is created as it would be after a client approval.

Limits

Troubleshooting

• The decision was recorded, but the message couldn't be sent. The approval is saved. Send your note from the request's Chat instead.