Create sourcing boards clients can actually review
You're sourcing for three clients, each with their own stores, budget, and taste. The current setup is a spreadsheet, a PDF mood board, and an email chain. Tote keeps every project separate and shareable — no PDF required.
How do you keep sourcing decisions usable across client projects?
Save products from different suppliers into one client-facing board, come back later to compare them, keep the shortlist and budget moving, and share the same link for review. Tote keeps sourcing usable after the first round of saves.
- Save products from suppliers, retailers, and trade sites
- Compare options and keep the shortlist moving
- Share one board with your client for review
You're sourcing materials for three clients at once. Each project has its own set of stores, budgets, and preferences. You're saving links in spreadsheets, emailing mood board PDFs, and losing track of which option the client liked. When prices change, your spreadsheet is already stale.
From sourcing links to a client-ready shortlist
Save from every supplier
Trade sites, retail stores, wholesale suppliers, brand sites. Everything lands in one board instead of getting split across spreadsheets and PDFs.
Keep the shortlist moving
Compare options by room or category, keep the budget visible, and narrow the board to what the client actually needs to review.
Share one client-ready board
Send one link instead of a PDF, a spreadsheet, and an email thread. The client sees the same shortlist you are working from.
Try this setup
A clean sourcing workflow usually stays simple:
- Create one collection per client or per project phase
- Add slots only where they help the review: “Living Room”, “Lighting”, “Tile”, or “Hardware”
- Set a budget before you share and use selections to highlight the shortlist you want the client to review
How it works
- Source from anywhere. Browse supplier websites, retail stores, and trade sites. Save products to the right client collection using the Chrome extension.
- Organize your picks. Use slots to group options by room or category. Mark your recommended selections. Set budgets to stay within the client's range.
- Share and get feedback. Send a public link to the client. They see a polished mood board with everything laid out. Update and reshare as many times as you need.
Tip:Clients do not need every option you found. They need the shortlist you are ready to stand behind.
Frequently Asked Questions
Can I manage multiple client projects?
Absolutely. Create a separate collection for each client or project. They're completely independent — different items, different budgets, different sharing settings.
Can clients view without editing?
Make the collection public and share the link. Clients can browse the board, see images and prices, and click through to products — but they can't modify anything.
How do I share a mood board for approval?
Make the collection public, then send the link to your client. They see a visual board with all your curated options. You can update the collection anytime and the link stays the same.
Does it work with trade and wholesale sites?
Tote works with any website that has product pages — trade sites, retail stores, wholesale suppliers, all of it. If you can view it in a browser, you can save it.
Related use cases
- Home Renovation — the same room-by-room approach for personal projects
- Wardrobe & Style Board — curate style boards for personal or client wardrobes
- Shared Family Shopping — collaborative shopping for group projects