Share your work with clients

Client delivery used to mean exporting boards, emailing PDFs, and hoping nothing got lost in the thread. In Tailor, sharing is the same system as everything else: presentations generate from your selections, links open without a login, and when a client approves a sofa, the status changes on your schedule in real time. The work you already did — importing, specifying, rendering — is the presentation. Sharing it is the short part.

Three things worth sending

Tailor gives you three client-facing artifacts, each suited to a different moment. A mood board is for the concept conversation about direction, palette, and feel, before anything is priced. A presentation is the pitch: generated from your selected products and organized by room, it shows the design as a whole and asks for a reaction. A schedule link is for decisions: every line item with its image and pricing, where the client approves, flags, or comments item by item. Early conversations get a board, the big reveal gets a presentation, and the working phase runs on the schedule link.

Links that need no login

Every share in Tailor is a signed link: the URL itself carries the access, scoped to exactly what you shared. Your client clicks and they are in. No account to create, no password to reset, no app to install. This is a deliberate choice. Every wall between a client and your work is a place where momentum dies, and an approval that takes one click happens days sooner than one that takes a signup.

The client portal: one place for the relationship

Where a share link is scoped to one artifact, the portal is the client’s standing home for the whole engagement: their projects, presentations, invoices, agreements, and documents behind one branded link. It carries your firm’s name, colors, and logo, so the client never sees Tailor’s brand, and on Agency plans it can live on your own subdomain. Proposals and agreements collect e-signatures there, and invoices are paid through Stripe without a separate billing tool. Portal access is available on Studio and Agency plans; invite a client from any project’s settings.

Approvals that land back on the schedule

This is the part that changes how projects run. When a client approves a line item from a schedule link or their portal, the decision does not sit in an email waiting to be transcribed. It syncs straight back: the row’s status flips to Approved on your schedule, in real time, and your team sees it the moment it happens. On Studio and Agency plans, the approved item flows into a draft purchase order automatically. The client’s yes and procurement’s go are the same event.

The follow-through: signatures and invoices

Approvals are half of client delivery; the paperwork is the other half, and it lives in the same system. Agreements go out for e-signature from the portal. When a client accepts a proposal, Tailor drafts the agreement and a deposit invoice for you, ready for review. Invoices are issued and paid through Stripe, tied to the project, so finance gets one clean trail from specification to payment. The thread never breaks: the sofa the client approved is the line on the invoice they pay.