Floor Plans and Mood Boards

List of Product Categories 

How to use the project Overview view

List of product fields

Installing thesheet Product Clipper

Project Sorting 

How to Start and Structure a New Project

Alternative products

How to Build Your Product Library in thesheet

List View and Card View

Product Statuses and Multi-select

Update account settings

How to Change Your Project Currency in thesheet

Exporting Project Spec Sheets in thesheet

Filtering projects in thesheet

Client Notifications in thesheet

Managing project finances with thesheet’s financial overview

Paid and free accounts

Save products with the Product Clipper

Add team members and leads

Studio branding

Service items

Project import from XLSX

Product Import from URLs

Add products to a project

Manage projects from the dashboard

Share a project with a client or project contact

Add a collaborator to a project

Learn the basics to start using thesheet in your interior design process

Get started with thesheet

Learn everything you need to know about using the thesheet Product Clipper to easily save product information directly into thesheet.

thesheet Product Clipper

Learn how to leverage thesheet to look professional in front of your clients

Leveraging thesheet

Overview

Export to PDF

Managing Contacts

The Client View

The Supplier View

Account Settings

About thesheet

Features

All the frequently asked questions about thesheet

<h2>How to Install thesheet Product Clipper</h2>thesheet Product Clipper is a Chrome extension that lets you quickly add product images and details directly to your projects in thesheet.&nbsp;<h3>Requirements:</h3>Our Product Clipper only works on Google Chrome right now, so make sure that's the browser you're using. If you don’t have it installed,&nbsp;<a href="https://support.google.com/chrome/answer/95346">download and Install Google Chrome</a>.<h3>Installation:</h3><ol><li>Click on your account icon in the upper right-hand corner of thesheet. In the dropdown menu, click "Clipper." Alternatively&nbsp;<a href="https://chromewebstore.google.com/detail/thesheet-clipper/occbdpeggcmngfdfjcgdjdgihihmklcl">click this link</a> <img src="https://cdn-assets.productfruits.com/f7f3db91-3a24-40f8-95b0-c088afa70b10"></li></ol>&nbsp; 2. &nbsp; A new tab will open in your Chrome browser. Click the “Add to Chrome” button in the Chrome Web Store. <img src="https://cdn-assets.productfruits.com/23152e7b-fc7a-4d11-9497-2f1f2921d03c">&nbsp;3. &nbsp;Follow the prompts to allow the thesheet Clipper access to your browser. This ensures you can save images and products from web pages directly to your projects <img src="https://cdn-assets.productfruits.com/a1fb5526-2712-4151-ad97-28ad6705d86a">Optional: Pin the thesheet extension for easy access.&nbsp;Click the puzzle icon in the top right corner of your Chrome browser, then click the pin icon next to the thesheet Clipper.<figure class="image"><img src="https://cdn-assets.productfruits.com/572b5021-52b1-4fe0-9ab0-e112932d6763"></figure>thesheet icon will now appear next to the puzzle icon, making it easy to open the Clipper on any supplier website. <img src="https://cdn-assets.productfruits.com/9ddb2270-1086-4b42-9584-2220146e3a03"> <img src="https://cdn-assets.productfruits.com/6843e5e4-51f5-4c74-8f4d-7750ddfedc4f">*Note: The first time you use thesheet product Clipper, you’ll need to login to thesheet to authorise the extension. After that, your login will be saved until you clear your cache or there is an update. You won’t need to log in every time.&nbsp; &nbsp;

<figure class="media"><div data-oembed-url="https://youtu.be/zmRayy-QjUo"><div style="position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;"><iframe src="https://www.youtube.com/embed/zmRayy-QjUo" style="position: absolute; width: 100%; height: 100%; top: 0; left: 0;" frameborder="0" allow="autoplay; encrypted-media" allowfullscreen=""></iframe></div></div></figure><h2>Start a new project</h2>Learn how to start a new project within thesheet.&nbsp;<ol><li>In the&nbsp;<a href="https://app.thesheet.co/workspace/projects/active">Projects view</a>, click the&nbsp;+ Project button in the top right corner.&nbsp;</li><li>Add a relevant project image and name.</li><li>Add your&nbsp;client’s information. Note: This will automatically create a new client contact in your&nbsp;<a href="https://app.thesheet.co/workspace/contacts/clients?view=grid">Contacts view</a>.&nbsp;</li><li>Set the client's&nbsp;budget, which will be visible during project quoting.</li><li>Select the project&nbsp;currency. &nbsp;Note: Keep in mind that all products added to the project will be in this currency.</li><li>Add the project's location and address.&nbsp;</li><li>Save the project details.&nbsp;</li></ol><h2>Structure your project with spaces&nbsp;</h2>Learn how to organise your projects using Spaces in thesheet.<h3>What are spaces?&nbsp;</h3>Spaces help you structure a project by separating it into different areas. For example, in a residential project, spaces could be "Living Room," "Kitchen," or "Bedroom." In a commercial project, you might use “Floor 1”, "Reception," "Conference Room," or "Offices."<h3>How to add spaces to your project&nbsp;</h3><h4>Option 1: During initial project creation</h4><ol><li>After creating a project, you'll be prompted to either "Get started with Spaces" or "Start from scratch."</li><li>To add spaces, type the name of a space (e.g., "Living Room") in the provided field.</li><li>Click on the + icon to add the space to your project.&nbsp;</li><li>Repeat for additional spaces.</li><li>Once all spaces are added, click&nbsp;Get started with Spaces to see them in your project.</li></ol>Note: If you selected "Start from scratch" or skipped adding Spaces, you can add them later using Option 2.<h4>Option 2: During the project</h4><ol><li>With your project open in the Sheet view, click the blue&nbsp;+ icon at the bottom right of your screen.</li><li>Select&nbsp;Add Spaces from the three main features that appear.</li><li>In the Organise Space menu, type the name of the space (e.g., "Living Room") and click the&nbsp;+ icon to add it.</li><li>Repeat for additional Spaces.</li><li>To reorder Spaces, click the dots icon and drag the space up or down.</li><li>Close the menu to return to your project.</li></ol>

<h2>Build your Product Library in thesheet&nbsp;</h2><figure class="image"><img src="https://cdn-assets.productfruits.com/79c28385-edb4-44ec-a722-4830dc6db2c0"></figure><h2>Why build a Product Library in thesheet&nbsp;</h2>Sourcing products can take up over 40% of your project time. The time invested in finding the perfect pieces and networking with suppliers is invaluable. With thesheet Product Library, all that hard-earned information is right at your fingertips. Source a product once, and easily reuse it in your future projects.Having your previous products organized in one place accelerates your future projects. For example, the coffee table that took two hours to find for Project A but wasn’t used, could be the perfect fit for Project B. Plus, all the specifications are already saved, making it easy to include in your spec sheet.Building a product library means time saved on sourcing and creating spec sheets. All that’s left is to reconfirm pricing with your supplier and present the options to your client.<h2>Favourites and tags&nbsp;</h2>Pin frequently used items as favorites. That means less scrolling and faster reuse across projects.Tags work like folders — organise products exactly how your brain works, not how a category list tells you to. Add tags such as Mood lighting or Tabletop accessories to always find exactly the right vibe. You can use the searchbar to search for specific tags or even just click on the tag to see all products with the same marking.<figure class="image"><img src="https://cdn-assets.productfruits.com/54e4ea4b-1a1e-4fb0-9ab6-5282ee16c691"></figure><h2>Adding products to your Product Library&nbsp;</h2><h3>How to add products from the Product Clipper to your library.&nbsp;</h3>The Product Clipper is the easiest way to add products directly to your Product Library. The Chrome extension lets you clip images and product details from supplier websites or PDFs.For a full guide on using the Product Clipper, click here:<ul><li><a href="https://support.thesheet.co/en/article/installing-thesheet-product-clipper">Installing the Product Clipper</a></li><li><a href="https://support.thesheet.co/en/article/using-thesheet-product-clipper">Using the Product Clipper</a></li></ul>When clipping a product, after entering all relevant information, simply click the&nbsp;Save to Library button at the bottom of the Clipper.<figure class="media"><div data-oembed-url="https://www.youtube.com/watch?v=7-o0-ZcLnNk"><div style="position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;"><iframe src="https://www.youtube.com/embed/7-o0-ZcLnNk" style="position: absolute; width: 100%; height: 100%; top: 0; left: 0;" frameborder="0" allow="autoplay; encrypted-media" allowfullscreen=""></iframe></div></div></figure><h3>How to add products from active projects to your product library&nbsp;</h3><ol><li>Open your project in Sheet view and make sure you are in list view.</li><li>Click on the three dots on the right-hand side next to the product you want to add to your library.&nbsp;</li><li>From the dropdown select&nbsp;Add to library</li></ol>The product will now be added to your library.<figure class="image"><img src="https://cdn-assets.productfruits.com/82bd0bb6-3142-4e8b-a0d0-2fe9e8b2cee0"></figure><h2>How to add products from your product library to your projects</h2><figure class="media"><div data-oembed-url="https://youtu.be/591EF08PdpU"><div style="position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;"><iframe src="https://www.youtube.com/embed/591EF08PdpU" style="position: absolute; width: 100%; height: 100%; top: 0; left: 0;" frameborder="0" allow="autoplay; encrypted-media" allowfullscreen=""></iframe></div></div></figure><h3>From your library.&nbsp;</h3><ol><li>Go to your <a href="https://app.thesheet.co/workspace/library?view=grid">Product Library</a> within thesheet</li><li>Use the search bar to find the product or material you need (e.g., "chair").</li><li>Click the&nbsp;Add to Project button on the desired product.</li><li>A sidebar will appear; select the project from your list of active projects.</li><li>Select the space to which you want to add the product.</li></ol>The product will now be added to your selected project.&nbsp;<h3>From your project</h3><ol><li>In the Sheet view of your project, click the blue&nbsp;+ icon at the bottom right of your screen.</li><li>Select&nbsp;Search Library from the three main features.</li><li>Use the search bar to find the product or material you need (e.g., "chair").</li><li>Click the&nbsp;+&nbsp;icon next to the product you would like to add</li><li>A sidebar will appear; select the space to which you want to add the product.</li></ol>The product will now be added to your project.&nbsp; &nbsp;

<h2 class="LexTKB__h2 hashed-header" id="save-products-with-the-product-clipper">Save products with the Product Clipper</h2>Use the Product Clipper to save product details from supplier websites into thesheet without copying everything over by hand.Product Clipper is available only for Google Chrome. If you haven’t added it yet, <a href="https://chromewebstore.google.com/detail/thesheet-clipper/occbdpeggcmngfdfjcgdjdgihihmklcl" class="LexTKB__link">Install Product Clipper</a>.<h2 class="LexTKB__h2 hashed-header" id="open-the-supplier-product-page">Open the supplier product page</h2><ul class="LexTKB__ul"><li value="1" class="LexTKB__listItem">Open the product page on the supplier website.</li></ul><ul start="2" class="LexTKB__ul"><li value="1" class="LexTKB__listItem">Open Product Clipper from your Chrome extensions.</li></ul><ul start="3" class="LexTKB__ul"><li value="1" class="LexTKB__listItem">Choose Donut’s fetch option to pull product details from the page.</li></ul><h2 class="LexTKB__h2 hashed-header" id="fetch-product-details-with-donut">Fetch product details with Donut</h2><ul class="LexTKB__ul"><li value="1" class="LexTKB__listItem">Select Ready to fetch in Product Clipper.</li></ul><ul start="2" class="LexTKB__ul"><li value="1" class="LexTKB__listItem">Review the details Donut finds, including the product name, images, supplier information and any other fields available on the page.</li></ul><ul start="3" class="LexTKB__ul"><li value="1" class="LexTKB__listItem">Edit anything that needs correcting before you save it.</li></ul><h2 class="LexTKB__h2 hashed-header" id="use-snip-to-clip-when-images-are-blocked">Use Snip-to-Clip when images are blocked</h2>Some supplier sites don’t let you drag or copy images.Use Snip-to-Clip to capture them instead:<ul class="LexTKB__ul"><li value="1" class="LexTKB__listItem">Select the scissors icon.</li></ul><ul start="2" class="LexTKB__ul"><li value="1" class="LexTKB__listItem">Use the snip tool to clip the image from the supplier page where images otherwise can’t be dragged or copied.</li></ul><ul start="3" class="LexTKB__ul"><li value="1" class="LexTKB__listItem">Add the clipped image to the product before saving.</li></ul><h2 class="LexTKB__h2 hashed-header" id="save-the-product">Save the product</h2><ul class="LexTKB__ul"><li value="1" class="LexTKB__listItem">Choose where to save the product.</li></ul><ul start="2" class="LexTKB__ul"><li value="1" class="LexTKB__listItem">Select an active project or your Product Library.</li></ul><ul start="3" class="LexTKB__ul"><li value="1" class="LexTKB__listItem">Check the product name, images and details.</li></ul><ul start="4" class="LexTKB__ul"><li value="1" class="LexTKB__listItem">Save the product.</li></ul><h2 class="LexTKB__h2 hashed-header" id="review-the-product-in-thesheet">Review the product in thesheet</h2><ul class="LexTKB__ul"><li value="1" class="LexTKB__listItem">Open thesheet.</li></ul><ul start="2" class="LexTKB__ul"><li value="1" class="LexTKB__listItem">Go to the project or Product Library where you saved the product.</li></ul><ul start="3" class="LexTKB__ul"><li value="1" class="LexTKB__listItem">Check the product details before using it in a specification.</li></ul><img src="https://cdn-assets.productfruits.com/e0c2ade2-cdb5-4761-9f8a-8aab6cf8f368" alt="browser screenshot 92bdb1e67517406caa067d5180a7155c" style="width: 100%; height: auto; float: full; z-index: 20;" class="lexical-inline-image position-full"><h2 class="LexTKB__h2 hashed-header" id="whats-included-by-plan">What’s included by plan</h2>Solo accounts include 5 Donut/Product Clipper fetches per day. This resets daily.Studio and Agency accounts include unlimited fetches.<h2 class="LexTKB__h2 hashed-header" id="when-to-edit-clipped-information">When to edit clipped information</h2>Supplier websites are not all structured in the same way. If something is missing or looks wrong, edit the product before saving.If Donut can’t read the page clearly, use Snip-to-Clip for images and add any missing details manually.

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