How do I send Multiple versions as options to the customer to choose from?

Santosh Updated by Santosh

There are two options to send several design options for a single Line Item. If the project is a logo or a simple image that can be shown on a single page, then this can be laid out on the page and uploaded as an image file.  

Here is an example of how this could look.

A second option would be to create a multiple page PDF, which would allow for a single layout per page that the customer could choose from.  

NOTE: The customer would need to download the file to review the separate pages.

Approval Process

The approval process for a multiple options would be in two stages.  

Step One

The first stage would be the Image file or PDF file with all the choices. When sending the proof, you should create a standard Email Document template that states that this has options to choose from. Each option should have a name, letter or number to identify it. In the email ask them to use the Reject Proof and Make a comment on their decision from the Options presented and maybe include any slight changes they would like.

Step Two

Send a second Proof with the chosen Option for them to Officially approve.. to verify and avoid any confusion as to which one they actually want.  This will also help for future re-orders, as to which design they picked.

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