Collaborate with your customers

The Whiteboard tool in Brandscope enables real-time visual collaboration on Buy Plans, allowing teams and retail partners to plan deliveries, add notes, and share presentation-ready PDFs. Here’s how it works:

• Create and Share: Begin by creating a new planning session and share it with your team or partners.
• Collaborate Live: Add notes, products, and colours to the whiteboard, and communicate with your team in real-time.
• Sync and Track: Keep track of deliveries, key dates, and product information all in one place.

Once the feature is activated, create your Buy Plan as normal and then navigate to the Visual Summary tab. The Whiteboard feature toggle will be available on this page. Click the edit icon to open the Whiteboard canvas.

The Whiteboard canvas opens and you can begin designing each delivery month for your customer. Customise each month by adding or removing filters, text, and other tools. Save your changes and export as a PDF. 

You can also add a Cover or Ending page, as well as additional notes. Send the exported PDF to your customer — they can use the included hyperlink to open it directly in Brandscope.