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Promotional Merchandise - Managing a Branded Packaging Order

Brief to delivery. Spec to print. One clear process.

Step by step

1
Client BriefLeads

Receive the client brief and capture specification: dimensions, finish, quantity, PMS colour references, sustainability requirements, and delivery date.

2
Supplier SourcingRFQs

Contact two or three specialist packaging suppliers with the confirmed spec to obtain pricing, setup charges, and lead times.

3
QuotingQuotes

Build and send the client quote, including specification, lead time from artwork approval, and pricing against supplier costs.

4
Artwork and ProofJobs

Request print-ready artwork from the client, send to supplier for a digital proof, review against brief, and record client approval.

5
Purchase OrderPurchase Orders

Raise the purchase order to the selected supplier and confirm the production run and expected delivery date.

6
Delivery and InvoiceInvoices

Check delivery against the purchase order for quantity and quality, record the delivery note, and raise the client invoice.

What this workflow solves

Packaging dimensions and finish specs change after supplier costs are locked, forcing requotes that delay the job and erode margin.

Lead times for custom packaging run three to five weeks from artwork approval, but clients are not told this upfront, creating deadline pressure that can only be resolved with expensive rush charges.

Artwork approval, purchase orders, and delivery notes live in separate email threads with no link back to the original job, making it hard to know where any given order actually stands.

Frequently asked questions

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