How to Request Artwork Approval from Your Customer
YoPrint makes it easy to share mockup artwork and request customer approval directly from your Sales Order or Quote. In this article, we’ll walk you through requesting, approving, and resending artwork approval.
Request artwork approval
- From the job, click Mockup to open the dialog for your mockup(s) and then click Request Artwork Approval. This sends an email to all recipients listed under Email Recipients.
You can also click the ⋮ (more) menu on the Quote or Sales Order page and choose Request Artwork Approval.
- Add notes for your customer (optional) and click Email Now to send right away or Email Later if undecided yet. Your notes will be displayed in the approval view when the customer receives your email.
Approve an artwork
Your customer will receive a white-labeled email with your branding.
- Clicking Review Approval takes them to the customer portal, where they can:
- Zoom in and inspect the artwork
- Switch between mockups and revise their approvals if needed
- Click Approve if everything looks good, and sign the terms and conditions
- Select Not yet, I need to change something! and leave comments (required)
See it in action below:
Note: The portal is mobile-optimized so customers can approve artwork on the go!
- After clicking Agree and Sign, they’ll review your custom terms and conditions and sign before submitting.
You’ll receive both an email and an in-app notification once the customer has reviewed and signed.
- Click the notification or the View Artwork Approval button (see image above) to go to the order.
- Double-click the art approval status on the right to read their comments.
Resend artwork approval and view approval history
When your customer requests changes to your artwork, you'll need to upload a new mockup based on their feedback.
- Remove the old file from the mockups
- Upload the new version
- Request for approval once again (you can resend only the new or all artwork for confirmation)
To check the approval history:
- Click on the approval status to view past activity
- Toggle between previous versions and comments
Once all artwork is approved, you'll be notified. You’re now ready to take payment and proceed to production!