Centralized Customer Proofing System
Prinmatics’ CCPS is fully integrated with its comprehensive workflow management. CCPS allows for your users to easily send customer proofs, via a centralized link embedded within an email.
Features Summary:
- Attachment of your proofs (pdf, jpeg, tiff, …) to a job
- Customizable html template design for your outgoing emails
- Editing outgoing emails on the fly by users
- Email will include a link (as well as attached images) to a centralized URL
- Customer will open a user-friendly URL with clear instructions on how to approve or reject a proof and write down their notes and instructions, if necessary
- The result will instantaneously get back to your shop and update Printmatics
- Once a proof is approved, job will automatically move to the next production node and will get rescheduled for the remaining nodes
- A rejected proof will have a clear view and technicians can easily see customers’ notes and instructions
- Multiple requests can be sent for a single job
Setting up a Production Node for CCPS
You can enable the Customer Approval feature for any desired production node that can relate to this process.
Also note that for these production nodes, you can define a Postponement period of time, before scheduling the next production node. This allows a nominal time during which you expect your customers to approve or reject a proof.
Once proofs are approved, the job will automatically move to the next production node, and the outstanding nodes will be rescheduled.
Customer Approval Email Template
The outgoing email template, shown below (Figure 1) is fully customizable in Printmatics’ Email Templates Setup.
Initiating an Outgoing Approval Request Email
To initiate an outgoing approval request, you start from the Prepare Orders screen by clicking on the ‘Envelope’ icon in the order row:
On the next screen you can select recipient, edit the outgoing subject line or body, upload and attach files, and write any notes deemed necessary for the outgoing approval request.
What Your Customer Sees
The customer will receive an email which includes a ‘Respond’ link which will take him to the centralized approval page:
Customer can enter notes, and click on the ‘Approve’ or ‘Reject’ button!
The results and the notes will be clearly seen by the technician in the ‘Prepare Order’ screen.
