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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. What’s New?
  2. Why Change?
  3. Key Enhancements
  4. Interior Design Software For Professional Interior Designers
  5. Support for ASID (American Society for Interior Design) members
    1. 31 October 2024
    2. 30 October 2024
    3. 29 October 2024
    4. 24 October 2024
    5. 23 October 2024
    6. 22 October 2024
    7. 17 October 2024
    8. 15 October 2024
    9. How are you using Programa?
    10. What challenges did the platform help overcome in a recent project?
    11. Designed for Designers
    12. Dedicated In-House Design Team
    13. A Commitment to Progress and Trust
    14. Discover the New Outdoor Range
    15. Start Sourcing GlobeWest Today
    16. Streamlining Complexities and Enhancing Collaboration
    17. Managing Multiple Projects with Conflicting Deadlines and Resourcing Needs
    18. Communicating with Clients, Contractors, and Suppliers
    19. Sourcing Materials and Products
    20. Resolving Conflicts and Addressing Challenges
    21. Streamlining Project Management with Programa’s Studio WIP: A Cross-Project Management Solution
    22. Enhancing Communication and Collaboration with Programa’s Client Dashboard
    23. Leveraging Programa’s Cloud-Based Specifications for Efficient Material and Product Sourcing
    24. Take Control of Your Studio Today
    25. Interior Design & Architecture Software For Professional Interior Designers & Architects
    26. 30 September 2024
    27. 25 September 2024
    28. 20 September 2024
    29. 19 September 2024
    30. 17 September 2024
    31. Welcome Back!
    32. 06 January 2025
    33. Overview of Each Platform
    34. Why Use Interior Design Client Proposal Templates?
    35. Key Components of an Interior Design Presentation Template
    36. Conclusion
    37. Master your time, profits, and creative vision with Programa
    38. Why attend this US focused Programa webinar?
    39. Template mastery: your secret weapon for scalability
    40. How to create your project management ecosystem
    41. Packaged design service: Transform how clients see your value
    42. The power of a Product Library
    43. Project template showcase: the design package
    44. Programa: Powerful tools
    45. Studio WIP
    46. What else is new?
    47. What’s coming in February?
    48. Why Don’t Spreadsheets Suit The Needs Of Interior Designers?
    49. Enter Programa
    50. Clear and Precise Presentations
    51. Easier Management of Data
    52. Exports That Work The Way You Do
  6. Offering Virtual Consultations and Collaborating with Others in the Industry
  7. Showcasing a Diverse Portfolio and Staying Ahead with Future Trends in Client Engagement Strategies
  8. Embracing the Evolution of Marketing for Interior Designers in 2025 and Beyond!
    1. 26 June 2024
    2. 19 June 2024
    3. 18 June 2024
    4. 17 June 2024
      1. Getting Started with Shared Invoices
      2. Real-World Applications for Designers and Architects
      3. Key Benefits of the Shared Invoices Update
    5. Product Approvals are engineered to streamline designer-client collaboration.
    6. Main Benefits Of Product Approvals
    7. Creating & Submitting Approval Requests
    8. Client Approval Process
    9. 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.