Sample workflow · fictional customers and artwork. No real customer records are connected. Customer delivery and ordering are not available in this review.
Prepare your next customer conversation
Start with who you want to sell to. Choose what to show them, then set the next conversation.
First, sign in through My Work. Then choose Load customers.
Customers & customer collections
0 customers selected
A collection lets several customers choose from the same bundles. Each customer retains a separate offer, price and order. Save customer collection keeps membership and bundle choices centrally for your team, with version history. Browser copies are retained for recovery.
Choose artwork
Find designs to show this customer. Add the ones you want in the presentation.
Choose bundles
Add a bundle to the same presentation, or continue with individual artwork. Layout proposals are marked separately from saved catalog bundles; neither establishes a sale price.
Save selected bundles keeps the exact bundle versions centrally with this customer collection. Prepare customer editions to retain a separate offer for each customer. A collection does not pool or change customer prices.
Open the protected Bundle LibraryPrepare the customer presentation
0 artwork and bundle versions selected
Review catalog engagement · Existing artwork and quote-request review
Team groups & catalog drafts
Load shared preparation to work from the same versions as your teammates. Local drafts are not uploaded automatically.
Team saving requires the separately enabled shared preparation service.
Preparation version history
Internal presentation
This prepares an internal draft. Sending a priced offer, taking an order and handing off to production still require the existing review process. Local drafts stay in this browser unless deliberately saved to the team.