Share a list for client approval
Send clients a link where they approve, question or reject each item — no account needed.
Create the link
Client links and approvals are included on every plan, including Free.
- Open the list and choose “Share”.
- Pick “Client”, then set client access: “View only”, “Can comment” or “Can approve”.
- Choose the language the client will see and what to show (for example prices and quantities).
- Optionally set a decision deadline, then copy the link and send it.
What your client sees
The client opens the link on any device without signing up. With “Can approve” they can approve each item, mark it “maybe” or reject it, and leave comments; with “Can comment” they can only comment. Where you offered alternative options, they can choose one.
On later visits, items that are new or changed since their last visit are marked, so they see what is different.
With a deadline, the page shows “Decision due in N days”. About 48 hours before it, you get a reminder and the client gets one reminder email if the project has a client email address.
Following up
Each decision appears as a badge on the item, with a history that shows the price at the moment of the decision and flags later price changes. You also get an inbox notification; a Reject creates a high-priority task and a Maybe a medium one.
The share dialog shows whether the client has opened the link (“Not yet opened”, “Opened”, “Reading now”). Views are recorded with an anonymised, daily-rotating identifier, not the client’s IP address, and are deleted after 180 days. From the share dialog you can also export an approval record as a PDF.
Trade links and QR codes
Choose “Trade (no prices)” instead of “Client” for contractors and installers: a trade link shows the specification with no prices or totals and cannot be approved or commented on.
Any link can be turned into a QR code to download (PNG or SVG) or print for site visits.