Validate products (client side)
The client portal lets your clients give feedback on the products you propose, without accessing the full agency interface.
Visible products
A client only sees products with Proposed status or later. Products hidden from the client remain invisible until the agency proposes them.
See Product statuses for the full lifecycle.
Client actions
On each proposed product, the client can:
| Action | Effect |
|---|---|
| Validate | Product moves to Validated status |
| Reject | Product moves to Rejected status |
Validation requires confirmation before it is saved.
The client can also undo their choice and return a product to Proposed status.
Agency-only actions
Post-validation statuses are managed by the team:
- Ordered
- In delivery
- Received
- Installed
The agency updates these statuses as the project progresses.
Notifications
The agency can be notified when:
- A client changes a product status
- A client sends a message in chat
Configure your preferences in Notifications.
Best practices (agency side)
- Make sure the product is complete (images, price, description) before moving it to Proposed
- Use client preview to check the display
- Adjust sharing settings (prices, links) before inviting the client
- Respond quickly to validations via the external chat
Product chat
Each product has its own discussion thread with two channels (Internal and External). The client accesses the External channel to ask questions about a specific product without leaving its sheet.
Project chat (the Chat tab) remains available for general exchanges.