The following steps outline how an Estimate moves through the Design Module in CoreBridge, from design needs through Customer approval or revision.
Table of Contents
Estimate Workflow for Design
Design Needed
When an Estimate requires design work, it enters the Design Needed Status.
A Designer reviews the files and determines if there is enough information to proceed.
- If additional information is needed, the Designer requests it before proceeding.
- Once all information and artwork are ready, the Designer uploads files, attaches notes, and updates the Status.
Customer Approval
The Estimate is updated to Awaiting Customer Approval.
The Customer reviews the Product in the Customer Portal and either approves or requests revisions.
Customer Decision
If the Customer approves:
CoreBridge automatically updates the Estimate to Approved.
The workflow continues in the Estimate Workflow – Sales process.
If the Customer does not approve:
The Customer enters revision notes.
CoreBridge updates the Estimate to Revision Status.
Design Revisions
The Designer makes the requested changes, uploads a new proof, and updates the Status.
If additional design work is required, the Estimate continues in the Design Module.
If no further design is needed, the Estimate may be routed for Sales Staff review.
Sales Review
If Sales Review is required, the Estimate moves to Sales Review.
Sales Staff review the changes, make any necessary adjustments, and determine the next step.
