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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.

Table of contents
  1. 14 August 2024
  2. 12 August 2024
  3. 13 August 2024
  4. 07 August 2024
  5. 08 August 2024
  6. 09 August 2024
  7. 05 August 2024
  8. 01 August 2024
  9. What is FF&E in Interior Design?
  10. Why is FF&E Management Crucial?
  11. How Programa is Changing the FF&E Interior Design Software Game
  12. Why Programa Stands Out from Other FF&E Interior Design Software
  13. The Future of Interior Design with Programa
  14. 11 October 2024
  15. 10 October 2024
  16. 07 October 2024
  17. 03 October 2024
  18. 02 October 2024
  19. 09 April 2024
  20. 28 March 2024
  21. 22 March 2024
  22. The Issue
  23. The Result
  24. The Solution
  25. Latest Updates
  26. Why Time Tracking is Essential for Interior Designers
  27. How to Use Programa for Effective Time Tracking
  28. Tips for Maximizing Your Time Tracking Efforts
  29. Interior Design Software For Professional Interior Designers
  30. Our new release puts the Pro, in Programa.
  31. For Designers
  32. For Brands
  33. What’s Next?
  34. Studio WIP
  35. What else is new?
  36. What’s coming in February?
  37. 30 May 2024
  38. 27 May 2024
  39. 24 May 2024
  40. 23 May 2024
  41. 16 May 2024
  42. What’s New?
  43. Why Change?
  44. Key Enhancements
  45. Information about the Programa Terms of Service
    1. 1. Account Terms
    2. 2. Account Activation
    3. 3. Programa Rights
    4. 4. Your Responsibilities
    5. 5. Payment of Fees and Taxes
    6. 6. Confidentiality
    7. 7. Limitation of Liability and Indemnification
    8. 8. Intellectual Property and Your Materials
    9. 9. Additional Services - Programa In App Communication Tools<br />
    10. 10. Third Party Services and Integrations<br />
    11. 11. Beta Services<br />
    12. 12. Feedback and Reviews<br />
    13. 13. Takedown Procedure
    14. 14. Privacy and Data Protection
    15. 15. Programa Contracting Party
    16. 16. Term and Termination
    17. 17. Modifications<br />
    18. 18. General Conditions
  46. <strong>Contact Support</strong>
    1. Programa Interior Design Software: A Comprehensive Project Management and Collaboration Solution for Architects and Interior Designers
    2. User-friendly Interface and Tools for Seamless Project Management
    3. Tasks: The Building Blocks of Effortless Studio Management
    4. Phases: Your Project's Roadmap to Success
    5. The Magic of Combining Tasks and Phases
    6. Getting Started is a Breeze
  47. Product Approvals are engineered to streamline designer-client collaboration.
  48. Main Benefits Of Product Approvals
  49. Creating & Submitting Approval Requests
  50. Client Approval Process
  51. Tracking Approval Statuses and Feedback
Reading: Introducing Programa’s Product Approvals, Streamline client feedback and approval processes
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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.