4/15/25

Pt. 3 of 3 Creating Design Boards & Client Proposals in Mydoma

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In this final part of the series, Jenna dives into how she uses Design Boards in Mydoma to present curated selections to clients, collect feedback, and turn approvals into proposals—quickly and beautifully. This video is a full behind-the-scenes look at how to take your filtered product views and turn them into shareable, shoppable, client-facing design presentations.

You'll learn how Jenna:

  • Creates room-specific design boards using products already tagged and assigned to views

  • Filters products by tag or view to keep boards super organized

  • Uses hotspots to link product data, swap in alternate images or descriptions, and personalize details

  • Shares boards via link or embeds them on a website—keeping the client experience clean and focused

  • Uses Loom videos to walk clients through selections, making remote communication personal and clear

  • Tracks client feedback using thumbs up/down, then filters that data to build a clean, sign-off-ready proposal

  • Sends proposals for client approval and links them directly back to the design boards

  • Uses the notes section for each room to track feedback, to-do items, and team communication

  • Shows how tagging in notes helps keep everything searchable and tied to specific rooms

  • Emphasizes how combining AI tools, like Mydoma’s Max assistant, with personalized workflows helps her save hours on setup and client management

This is the perfect watch if you're looking to elevate your client presentations, create professional digital boards, and streamline the selection → approval → invoicing process—all from one system.

Whether you’re new to Mydoma or ready to refine your existing process, this video shows how to make your design boards more interactive, personalized, and efficient than ever.

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Pt: 2 of 3 Organizing Products in Mydoma Using Tags, Views & Client Sharing Tools

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Pt. 1 of 2- Exploring Perplexity AI Research & Program Features