1 Choose what this client gets
Tick the features this client needs and fill in their options. Everything else stays as the template says.
Guide · 5 steps
Send a document for approval
Choose the features, freeze the version, pick who approves.
2 Freeze the version
Done? Freeze the version. A frozen version never changes — that is what the client approves.
3 Who approves it?
Pick the person at the client who will approve. They get an e-mail with a secure link — no account needed.
4 Send it
Click Send for review. You will be told the moment they decide.
5 Sent
You can follow the answer under Approvals and in the project's timeline.
The same steps run as a guided tour inside the app, on your own screens.