Get the client's approval on designs and products

Why this matters

A decision that only lives in an email or a phone call is hard to prove months later, when an order is questioned. Sending it through Moodiri gives every choice a clear answer from your client, stamped with the date and who made it.

The steps

1. Create an approval requestPut up to three options in front of your client with the context they need.
2. Send a product for approval or approve it directlySend a single product for approval, or approve it yourself when the client has already agreed.
3. Approve or request changesYour client picks an option and approves it, or asks for changes with a note.
4. Approval detailsFollow the response, review requested changes, resend, or close the request.
5. Decide on behalf of the clientRecord a decision your client gave you by phone or in person, with a note.

Good to know

• Your client can work through several open decisions in one sitting with Review your designs in the portal.
• Requests with a due date are marked when they're close and when they're overdue, for you and your client.
• Your client can change their answer until you close the request.