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Introducing Programa’s Product Approvals

Streamline client feedback and approval processes
Programa
Programa
Updated: 03 July 2024

Product Approvals are engineered to streamline designer-client collaboration.

The purpose of this feature is to facilitate valuable client feedback in the design process. By providing a dedicated platform for clients to review and approve or reject products, the feature aims to ensure that their preferences and opinions are effectively captured and integrated.

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Main Benefits Of Product Approvals

  1. Streamlined Review Processes - Within the client dashboard, clients will find a schedule with a notification icon indicating the products that require their attention. By clicking on the schedule, they can access the dedicated Approvals & Feedback tab for review.
  2. Approve or Reject with Ease - Clients have the flexibility to review products either from the summary view or the detailed product view. In the summary view, they can quickly scan through the list of products, make individual approval or rejection decisions, and provide comments or feedback in the provided comment box.
  3. Easy Access to the Client Dashboard - Once you notify your clients about the pending product reviews, they can access their client dashboard by clicking on the provided schedule link in the email notification.
  4. Detailed Product Examination - Clients can also dive into the product details view, where they can review specifications and further information. From there, they can approve or reject the product with a single click and provide specific feedback in the comment box.
  5. Efficient Bulk Actions - To expedite the review process further, clients have the option to bulk approve or reject products. With a simple click on the “Approve All” or “Reject All” button, they can efficiently handle multiple items at once.

Creating & Submitting Approval Requests

Enhance efficiency in your Schedules with our new multi-select feature. Seamlessly update the status of designated items, whether individually or in bulk, by choosing the ‘Client Review’ status. Eliminating unnecessary file exchanges and tedious back-and-forth as our automated email system notifies your clients for quick and convenient reviews within their Client Dashboard.

NEW CLIENT DASHBOARD ALERTS
NEW REVIEW OPTIONS FOR CLIENTS

Client Approval Process

Once notified via email, clients can access their dedicated client dashboard by following the provided schedule link. Within the dashboard, they will find the schedule with a notification icon indicating products requiring their review. By clicking on the schedule, clients can explore the dedicated Approvals & Feedback tab. Here, they have the ability to review and assess the products awaiting their approval or rejection.

With intuitive options available, such as individual or bulk actions, clients can conveniently make decisions and provide specific feedback. The streamlined process enables seamless communication and fosters a productive partnership between clients and designers.

NEW APPROVAL OVERVIEW FOR DESIGNERS

Tracking Approval Statuses and Feedback

Upon receiving notifications in their schedule, designers can access the dedicated Approvals tab, where they gain a comprehensive overview of all products submitted for review. This centralised section allows designers to monitor the status of each item and view client feedback.

By utilising the intuitive interface, designers can easily change the status of specified items, whether through individual or bulk selection. The seamless integration of automated email notifications enables designers to keep clients informed and engaged throughout the approval process. With Product Approvals, designers can streamline their workflow, ensure timely decisions, and maintain effective collaboration with clients.

Available now to Programa users as part of your Pro subscription. Log in or start free.

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Table of contents
  1. Schedules Update:
  2. Client Dashboard & Brag Stats
  3. Pinboards Update
  4. Web Clipper Update
  5. On the Horizon
  6. Q3 Product Update
  7. The world’s best scheduling software gets even better.
  8. The All-new Web Clipper
  9. Other Improvements
  10. What’s next?
  11. The Issue
  12. The Result
  13. The Solution
  14. Latest Updates
  15. Goodbye Fragmented Financial Management
  16. Build Connected and Efficient Processes<br />
  17. Meet The Programa x QuickBooks Integration<br />
  18. Seamless Integration with Product Library
  19. Tailored PDF Exports
  20. Intuitive Schedule Navigation
    1. The Hidden Cost of Chaos
    2. Enter the Digital Design Revolution
    3. Master Your Design Universe
    4. Design Intelligence at Work
    5. The Feedback Doesn't Lie
    6. Beyond Organization: Empowering Creativity
    7. A Day in the Life with Programa
    8. The Future of Interior Design is Here
  21. 29 April 2024
  22. 24 April 2024
  23. 22 April 2024
  24. 16 April 2024
  25. 15 April 2024
  26. Other updates
    1. Partnership
    2. It Makes Sense
    3. Key Benefits of the Programa and IDS Partnership
    4. About Programa
    5. About the Interior Design Society
    6. 13 June 2024
    7. 07 June 2024
    8. 06 June 2024
    9. 04 June 2024
    10. What is a Spec Sheet?
    11. The Power of Programa
    12. Flexible Design Features
    13. Ease of Use
    14. Cost Savings
    15. Increased Productivity
    16. Designed for Designers
    17. Dedicated In-House Design Team
    18. A Commitment to Progress and Trust
    19. Discover the New Outdoor Range
    20. Start Sourcing GlobeWest Today
    21. 30 September 2024
    22. 25 September 2024
    23. 20 September 2024
    24. 19 September 2024
    25. 17 September 2024
      1. What’s New at Programa?
      2. Looking Ahead: Upcoming Features
      3. Pricing Update: Supporting Continuous Improvement
      4. Thank You for Being Part of the Programa Community
    26. 13 November 2024
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  27. The future of sales and marketing for A&D brands
    1. What sets Programa apart?
  28. What’s in Trade Portal 2.0?
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    3. Showcase product collections by category
    4. Curated recommendations
    5. What's unique for brands?
      1. Support
      2. Nickolas Gurtler Studio: Redefining Interior Design with Programa
    6. What is an Interior Design Quotation?
    7. Key Components of an Interior Design Quotation
    8. Interior Design Quotation Format and Free Template
    9. How Do You Create an Interior Design Quotation Quickly & Easily?
    10. Beyond the Proposal: Invoicing with Programa
    11. Start Your Project Proposals with Programa
    12. Product Approvals are engineered to streamline designer-client collaboration.
    13. Main Benefits Of Product Approvals
    14. Creating & Submitting Approval Requests
    15. Client Approval Process
    16. Tracking Approval Statuses and Feedback
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Introducing Programa’s Product Approvals

Programa introduces Product Approvals, an innovative feature engineered to streamline designer-client collaboration by facilitating valuable client feedback into the design process. This feature provides a dedicated platform for clients to review and approve or reject products, ensuring their preferences and opinions are effectively integrated into the project.

Main Benefits of Product Approvals:

  1. Streamlined Review Processes: Clients can easily review products from the dedicated Approvals & Feedback tab within the client dashboard, streamlining the review process.
  2. Easy Approval or Rejection: Clients have the flexibility to approve or reject products with ease, either from the summary view or the detailed product view, and provide specific feedback.
  3. Efficient Bulk Actions: Clients can expedite the review process by bulk approving or rejecting products with a single click, enhancing efficiency.

Creating & Submitting Approval Requests: Enhance efficiency in your Schedules with the new multi-select feature, allowing seamless updating of item statuses to 'Client Review' status. Automated email notifications notify clients for quick reviews within their Client Dashboard, eliminating tedious back-and-forth.

Client Approval Process: Upon receiving email notifications, clients can access their dedicated client dashboard to review products awaiting approval. With intuitive options for individual or bulk actions, clients can conveniently make decisions and provide specific feedback, fostering productive collaboration.

Tracking Approval Statuses and Feedback: Designers can monitor the approval status of submitted products and view client feedback in the dedicated Approvals tab. The intuitive interface allows for easy status changes, ensuring timely decisions and effective collaboration with clients.

Product Approvals is available now to Programa users as part of the Pro subscription. Log in or start your free trial today to streamline your designer-client collaboration.