Customer Review and Approval Process in IntoAEC

Once you’ve crafted a selection and enabled Customer Portal Visibility, the customer gains access to review the shared selection and take action.

Two Simple Choices for Customers

When customers log in to their portal, they’ll see the shared selection and can:

• Accept → Approves the selection, confirming that the listed items are good to go.

• Reject → Flags the selection as needing revisions or updates.

How Customer Responses Flow Back to You

• Accepted Selection → The status updates instantly to Approved, signaling your team that the project can move forward with the customer’s green light.

• Rejected Selection → The selection’s status changes to Rejected, clearly indicating that updates are required before work can proceed.

What Happens If a Selection Gets Rejected?

Rejection isn’t the end of the road — it’s just a chance to refine.

• The rejection status is permanently logged in the system.

• Selections cannot be resent after rejection → this prevents confusion and ensures clarity in communication.

• To move forward, you’ll need to create a new selection with updated details and share it again for review. 

Pro Tip: Treat every customer rejection as valuable feedback. Use it to fine-tune materials, design choices, or pricing so that the next selection you send lands closer to instant approval.