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Use cases4 min read

How to Ask a Client for Design Approval From Their Phone

Send a versioned design link with a PingRoom Question, get one named approve-or-revise answer, and keep detailed feedback with the design.

A PingRoom avatar presents a blank cream print sample to a reviewer while Pingo watches from the studio table.

Send the client a link to the exact design version, then ask one Question with two clear answers. In a private PingRoom Room, a request such as Approve invitation v3? can offer Approve v3 and Needs changes. The first valid answer settles the Question, and the Room shows the choice and who responded.

This is useful when a client already has a place to review the design but you still need a definite answer before continuing. They open the link, review the work, and answer in PingRoom on their phone.

This guide is published by PingRoom. It describes a small client decision workflow, with an illustrative print-design example.

Check whether a simple Question fits

PingRoom works well when there is one designated reviewer, one version, and one decision. Keep the design and detailed comments in the tool you already use. PingRoom carries the request and the answer.

If you need annotations pinned to artwork, side-by-side version comparison, or a locked approved proof, use a dedicated review tool. For example, Wraptor’s proofing workflow supports pinned comments, version tracking and approval locks. Those capabilities matter when the decision depends on exactly which mark, frame or layout someone reviewed.

A PingRoom Question does not freeze a file, gather a signature, or automatically publish the design. It also requires the client to join your Room; it is not a guest proof-review link.

Put the sender and decision-maker in a private Room

Create a private Room for you and the client reviewer. Invite them, confirm that they joined, and check they receive a practice Ping on the phone they use.

Keep the membership deliberate. A Room Question resolves on the first valid response, so a large project Room with several possible respondents is a poor place to request one particular person’s approval. A Question does not collect a separate vote or approval from every member.

Questions and links are included in the free plan for private Rooms. This example uses a link to a design hosted elsewhere. Uploading a file into PingRoom requires Pro.

Name the version and the next step

Before asking, open the review link on a phone. Check that the client can access the exact version and see enough detail to make the decision. If a design needs close inspection on a larger screen, allow time for that before requesting an answer.

Avoid a changing link whose contents will silently become “the latest design.” Name the version in both the request and the review destination, and keep that version available when a new one is created.

For an invitation project:

Invitation v3: approve this layout for the final export? Please review the linked v3 proof first. Choose “Needs changes” if anything needs another pass. Reply by Thursday at 15:00 Dubai time.

Use two answers:

  • Approve v3
  • Needs changes

The request names what is being approved and what you will do next. Avoid a broad Looks good? that might mean either “I like the direction” or “I checked every detail.”

Send the design link with the Question

Open the Room’s custom Ping composer. Write the request, attach the review link, and use the Options menu to add the two answers. You need permission to Ping that Room. The composer guide explains Questions and linked context.

The client can open the Ping, inspect the linked version, and answer inside the app. Supported notification actions vary by device; do not assume every phone displays the same buttons or the complete design preview.

A seated PingRoom avatar looks at a phone beside Pingo and a blank print sample.

AI-generated editorial illustrations feature Pingo the Pigeon, PingRoom’s fictional mascot, and PingRoom avatars. They depict an example review, not a customer or an app screen.

Treat each outcome differently

What you seeWhat to do next
Approve v3, from the designated reviewerRecord the decision with v3 in your project records, then perform the agreed final export
Needs changesCollect specific feedback beside the design, revise it, and send a new Question naming v4
No answer, or an expired or cancelled QuestionKeep the decision open in your project plan and contact the reviewer before proceeding

Writing a reply deadline in the message communicates your request; it does not create an automatic approval rule. Silence does not mean the design is approved.

Check the responder as well as the choice. If someone else answered, clarify with the designated reviewer before acting. When you revise the design, ask again with the new version instead of treating an old answer as approval of new work.

Start with one upcoming review: get PingRoom, invite your reviewer, and send a versioned link with Approve and Needs changes.

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