Design Sharing and Customer Proofing
Give customers and internal teams one secure place to review the product, design, configuration, comments and approval status.
Design sharing and customer proofing are in development. This page describes the intended workflow and the capabilities being built.
Where it fits
In developmentThe Problem
When a design leaves the system as a screenshot, everything that makes it producible is left behind.
Challenge: Screenshots do not preserve design data.
Printzoe’s approach: Reviewers open the proof itself through a secure link.
Challenge: Email attachments create version confusion.
Printzoe’s approach: Every revision is its own version, so there is only one current proof.
Challenge: Feedback lacks visual context.
Printzoe’s approach: Feedback is recorded on the review, next to the proof it refers to.
Challenge: Approval may not identify the correct design version.
Printzoe’s approach: Approval is recorded against the specific proof the customer saw.
Challenge: Production can receive an outdated file.
Printzoe’s approach: The approved version is the one passed downstream.
Challenge: Review history is difficult to audit.
Printzoe’s approach: Status changes are recorded on the review as they happen.
Capabilities
Everything here is in development. Capabilities that are not yet in scope are not listed.
Controlled access to a proof.
Secure review linksIn development
A tokenised link takes reviewers straight to the proof.
Review without an accountIn development
Guest customers can review and respond from the link.
Expiring accessIn development
Links carry an expiry date.
Revocable linksIn development
Withdraw a link when it should no longer be used.
Customer responses and internal discussion.
Customer feedbackIn development
Customers respond to a proof in their own words.
Revision requestsIn development
Customers ask for changes instead of approving.
Internal team notesIn development
Teams discuss a design without exposing notes to the customer.
A clear decision on a specific version.
Request approvalIn development
Send a proof to the customer and wait for their decision.
ApproveIn development
The customer signs off on the proof they reviewed.
Request changesIn development
The proof returns to the team with the customer’s feedback.
Reject a proofIn development
Teams can reject a proof that should not proceed.
Version-specific approvalIn development
Approval is recorded against the exact proof that was reviewed.
Approval notesIn development
A note can accompany a review decision.
A record of how the design reached approval.
Design versionsIn development
Each revision is kept as its own version.
Status changesIn development
Every move between review states is recorded.
Proofing Workflow
How a design moves from preparation to an approved, locked version.
The approved design is always the design sent to preflight and production.
The design is ready for the customer to see.
A review link is created with an expiry date.
The customer is asked to review the proof.
Feedback is recorded on the review.
Changes produce a new version of the design.
Approval is recorded against that version.
The approved version is fixed for downstream review.
The approved version moves to artwork checks.
Who It Is For
Reviews the proof, requests changes or approves.
Sends proofs and follows up on decisions.
Creates revisions in response to feedback.
Checks the design before it goes to the customer.
Receives only the approved version.
Business Outcomes
One current proof instead of a thread of attachments.
Responses stay with the proof they describe.
Who approved which version, and when, is on record.
Only the approved version moves downstream.
Implementation
Proofing works best when the rules are agreed before the first link is sent.
Decide which customers and internal roles can approve or reject.
Choose between guest review links and customer accounts.
Set how long review links stay valid.
Agree what happens next—preflight, production or both.
Questions
The workflow in development supports guest reviewers, so customers can review from a secure link without creating an account.
Yes. Review links in the workflow in development carry an expiry date and can be revoked.
Shared links are intended for review rather than editing. Editable sharing is not part of the current scope.
Approval is recorded against the specific proof the customer reviewed, not the design in general.
How approvals can be reopened is agreed during implementation. In the intended workflow, any change after approval becomes a new revision that needs its own approval.
Yes. Customer feedback and internal notes stay with the review record.
In the intended workflow the approved version is locked for downstream review. Changes create a new version that goes back through review.
Walk through the intended proofing workflow and tell us how approvals work in your business today.
Bring a sample product or workflow to your demo. We will show how it can be configured in Printzoe.