CUT YOUR WORKLOAD IN HALF WITH THIS SIMPLE CHANGE TO YOUR DESIGN BUSINESS

How much time would you save if you never had to create quotes, invoices, POs, spec sheets or product lists from scratch ever again? 

What if you could just automatically generate 90% of these documents with just a few clicks?

With that extra time you could complete projects faster, take on more clients or carve out more time for yourself and have a better work/life balance. 

Workflow automations like this is how DesignFiles has helped designers cut their workload by 50% and triple their profits and in today's blog post we're diving in to understand exactly how that works. 

Five ways to cut your workload in half with DesignFiles

1. Source in half the time with the DF product clipper

One of their most popular and timesaving features is the product clipper which allows you to save products directly to your DesignFiles account as you surf the web. The clipper grabs all product images and details in seconds and you can choose to save items to specific projects or to your main product library for future use. No more hours spent manually creating spreadsheets to track and organize all that product info.

2. Create detailed design boards in minutes with robust design software

Any item you clipped from the web can instantly be added to a design board. But you can also browse close to a million products from top vendors that are already available in the DesignFiles product library, saving you hours of sourcing time. 

The easy-to-use editing tools  make it a snap to remove product backgrounds, crop, angle, and layer images into place to create realistic designs that clearly get your vision across to your clients. 

FYI > You can also create 3D floor plans and renders.

3. Auto-generate product lists directly from your designs

Product lists are automatically generated for each design board you create and include, all product details, source links, quantity and the total cost of all products.  

Oh and if you decide to make a change to your design, the product list will update to match so you never have to worry about manually updating these details yourself.

4. Collect client feedback and approvals

You can invite clients to review the designs and product lists where they can easily approve items and leave feedback, all of which is saved directly to the project. And YES, you do have full control over what product details your client can see. 

Include shop links to let the client shop the items themselves, or hide shop links and other details if you want to be in charge of the ordering process.

5. Auto-generate quotes, invoices, POs, Spec Sheets, PDF presentations and more

Here’s where the automation really kicks in to save you loads of time on the admin side.

From that product list you can instantly generate any document you need.. 

Quotes: Automatically add all products to a quote and submit it to your client for approval.

Invoices: You can turn approved quotes into invoices and submit them directly to your client for payment.

Purchase Orders: Auto-generate purchase orders with just a couple clicks. And all purchase orders are also automatically added to your Product Tracker where you can see the status of all orders and stay on top of them.

Spec Sheets: Auto-generate detailed spec sheets for any product and the system will populate the spec sheet with all saved product details.

PDF Presentations: Create professionally branded pdf presentations and include all design boards and products and choose which product details to include.

With all your tools in one place, you’ll be more efficient every day. You can finish projects faster and work smarter—not harder.

Explore all of DesignFiles’ features and start your free trial.