Interactive Documents, Client Portal, and PDFs: Three Ways to Share with Clients

Just as we know no design project is the same, we also know that no design firm operates the same way. This is why Studio Designer offers extensive customization options to manage your projects, handle your financials, and interact with your clients your way.

We are excited to offer you an additional option for sharing proposals and invoices with your clients: Interactive Documents. Now you have three different options for sharing proposals and invoices with clients: Interactive Documents, Client Portal, and PDFs.

HOW DO I DECIDE WHICH OPTION IS RIGHT FOR OUR FIRM? 

> If you want to offer your clients the ability to…

  • View and act on proposals and invoices without a login
  • View and act on only one proposal or invoice at a time
  • Make approvals on proposal or invoices through emailed links
  • Enter payment information for each transaction

…then Interactive Documents may be right for you!

 

> If you want to offer your clients the ability to…

  • Securely log in to view and act on current and past projects
  • Make approvals on individual items within a project
  • Save payment information and so you can apply it to current and future projects

..then Client Portal may be right for you! *This is the recommended option.

 

> If you want to offer your clients the ability to…

  • Access read-only proposals and invoices
  • View only one proposal or invoice at a time
  • Send payments offline

…then PDFs may be right for you!

 

WHAT ARE SOME OF THE OTHER DIFFERENCES?

Interactive Documents Client Portal PDF
A quick way to share proposals and invoices with clients to immediately view and pay directly from their email A secure destination for clients to view projects and act on individual items, proposals, and invoices A view-only copy of the proposal or invoice as a PDF
View only one proposal or invoice at a time View all items and project financials for current and past projects in one place View only one proposal or invoice at a time
Link from email Online portal via secure login Link from email
Unavailable View project financials including received, applied funds, and total balance Unavailable
Must approve or decline all items in a single proposal or invoice Approve or decline individual items on proposals and invoices Unavailable
Make a payment for each proposal and invoice Make payments on any invoice or proposal in the project Send payments offline
Must re-enter payment information for every proposal and invoice Save and reuse payment methods securely within Studio Designer Unavailable

 

WANT TO KNOW MORE?

Learn more about Studio Designer’s project management tools that allow you to share information with your clients instantly. Email info@studioesigner.com or visit this page to attend a live online demo.