Design Manager provides a range of tools for managing client documents and approvals. This article will clarify the platform’s current capabilities, limitations, and future enhancements for handling client-related documents.

Design Manager enables users to email system-generated documents, such as invoices, proposals, and purchase orders, directly to clients. These emails can be sent seamlessly through the built-in functionality of the platform. However, if your document originates outside of Design Manager—such as a client contract created with another software—this document cannot be emailed through the same built-in functionality. Instead, you can attach the external file manually to an email sent from within Design Manager. This provides a workaround for sharing essential documents outside the system’s native workflow.

Through the implementation of the new Client Portal though Design Manager, clients can approve items & proposals and sign off on these proposals. If you use the option of "require signature" with this new client portal, the client will need to do an e-signature in order to approve or decline any proposals. Currently the signature the client creates is not put on the proposal, however, future functionality will include this client signature on any approved proposals.
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For more information on the client portal, please see the article attached below:
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​Understanding the client portal

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