Proofs SOP

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• Preparing the Proof for Customer Approval

  • After working with the customer on a design, ensure it's ready for proofing.

  • Open the relevant opportunity in TORQ.

  • Confirm the file is uploaded in the quote proposal section (acts as a backup for installers).

• Sending the Proof to the Customer

  • Navigate to the proof image section on the left side.

  • Upload the proof file and confirm upload (stores it in the customer’s documents).

  • Use snippets to insert the "Proof Review Request" message.

  • Send the request, generating a link for the customer to review.

• Customer Review Process

  • Customer receives an email with a "Click here to see your proof" link.

  • They review the proof and can approve or request changes.

  • If approved, they digitally sign and submit it.

  • Any additional comments can be added before submission.

• Internal Confirmation & Installer Access

  • A notification is sent to the team once the proof is approved.

  • The proof is stored inside the customer's contact in TORQ.

  • Installers can access the proof by searching for the customer’s name.

  • They can view, zoom, and rotate the proof as needed.

• Handling Multiple Proofs for Different Vehicles

  • If another proof is needed for a different vehicle:

    • Delete the previous proof request.

    • Upload and send a new proof request with the updated image.

    • Confirm the upload to ensure it's stored in the customer’s documents.

This ensures a smooth proofing workflow, clear communication with customers, and easy access for the install crew. 🚀