Customer Approval Portal
What your customers see when they review proofs, and how the approve/revision flow works.
When you send proofs to a customer, they receive an email with a secure link to the approval portal. No Shopify account or login is required — the link uses a unique token for secure access.
What the Customer Sees#
The portal shows a clean, mobile-friendly page with:
- Product information — title, quantity, and variant details for each line item.
- Custom attributes — any personalisation details provided at checkout (text, colour choices, etc.).
- Proof image — the latest proof for each line item, with a lightbox viewer for full-screen inspection.
- Designer notes — any message you included when sending the proofs.
- Proof version history — customers can view all previous proof revisions, not just the latest.
Customer Actions#
Each line item has two response options:
Approve#
The customer clicks Approve to confirm the proof is correct. You receive an email notification immediately, and the order status updates to "Approved" across the app, the Shopify order tags, and the dashboard.
Request Revision#
The customer clicks Request Revision and enters a comment describing the changes they need. You receive an email with their feedback, and the order status changes to "Needs Revision".
You can then upload a revised proof and send it again — the customer will see the updated proof alongside the full version history.
Branding#
| Plan | Branding |
|---|---|
| Starter | Default Proofed branding |
| Studio and above | Your custom logo on the portal and in emails, plus a custom sender name |
Upload your logo from Settings → Logo & Branding. Supported formats: PNG, JPG, or SVG (max 2 MB).
Security#
Portal links use UUID-based tokens — they're unique to each order and not guessable. There's no login step for customers, keeping the experience as frictionless as possible while maintaining security.
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