How a client approves or rejects items in the portal
Agreeing an estimate by phone and messenger is slow, and decisions get lost. In the ArchiBoard client portal, the client approves or rejects each item themselves, without signing up. The decision and comment show up in the estimate at once.
- 1
Create a link with approval rights
Open the project → «Client portal» → «Link access». Create a link with «View + approve / reject» rights and send it to the client.
- 2
The client opens the estimate
In the portal, the client sees «Estimate and approval»: each item with photo, price and lead time.
- 3
The client decides
The client clicks «Approve» or «Reject». When rejecting, they describe what to change, for example «wrong colour, needs to be lighter».
- 4
See the decisions
In the estimate, the item shows «Approved» with the name and date, or «Rejected». For a rejected item, ArchiBoard creates a task labelled «Client rejected».
Good to know
- If the client should only view the estimate, choose «View only» rights.
- You can see the portal through the client's eyes on the «Preview» tab.
- You can offer the client a cheaper option by adding an alternative to the item.
Related guides
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