Client approvals and comments

Client decisions, without the spreadsheet fog

Send clients a clear project view where they can review products, approve or reject items and leave comments in context.

Feedback stays attached to the project, so your team can see what’s decided, what needs changing and which alternatives are worth exploring next.

Client approval view with products and comments in thesheet

A calmer way to review selections

Clients can open the client view and look through products in a format that feels made for design work, not spreadsheet decoding.

Approvals stay with the item

When a client approves or rejects a product, that decision sits where your team needs it: beside the product in the project.

Comments with context

Questions, preferences and alternative ideas stay attached to the relevant item, instead of disappearing into email threads.

Client approval view with products and comments in thesheet

The first client right away started approving and rejecting products in the client view and leaving comments. It made the process a lot easier in choosing alternatives.

Ljudmila Funika-Müür

Interior Architect, Stuudio88

What you can do

Open the shared project view without logging in

Review products in a clean card or list view

Approve items when they’re happy with the selection

Reject items when something needs to change

Leave comments directly on products

Built specifically for modern finance operations.

Clean, intuitive interface designed for speed.

One platform — expenses, budgets, vendors.

Smart approval flows with built-in controls.

Real-time insights with budget health indicators.

Real life use

Workflow example

Share a curated set of products with your client, let them work through the options in their own time and collect their approvals, rejections and notes in one place. Your team can then move faster on alternatives, updates and next steps because the decision history is already attached to the project.

Client approval view with products and comments in thesheet

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Good questions

Answers to common questions about getting started and using thesheet day to day.

Book a demo call

No slides, no fluff, just a quick walkthrough of how designers use it day to day.

Do you prefer email? We're available at:

Book a demo call

No slides, no fluff, just a quick walkthrough of how designers use it day to day.

Do you prefer email? We're available at:

Book a demo call

No slides, no fluff, just a quick walkthrough of how designers use it day to day.

Do you prefer email? We're available at:

Can clients approve or reject individual products?

Yes. Clients can approve or reject products from the client view, so decisions are captured item by item.

Do clients need an account to leave feedback?

No. Clients can open the shared client view without logging in, which keeps the review process simple for them.

Where do client comments appear?

Comments stay attached to the relevant product, so your team can see the feedback in context instead of searching through separate messages.

Can clients see products in different layouts?

Yes. Clients can review products in card or list view, depending on what’s easiest for the selection you’ve shared.

How does this help during the approvals process?

It keeps product decisions and feedback together. You can see what’s approved, what’s rejected and what needs a follow-up without rebuilding the story from emails, calls or notes.