Every decision, recorded.
Route reviews and sign-offs through structured approvals with a complete audit trail.
Guided evaluation and rollout planning for your team.
- PO-4821Approver · L. Chen$18,400Pending
- INV-2201Approver · A. Patel$4,200Pending
- CH-118Approver · M. Ito$62,900Overdue
- EXP-88Approver · R. Silva$780Approved
Make every decision point visible.
What Approvals gives you.
Approval steps
Sequential or parallel approvers by role.
Thresholds
Route by value, category or customer type.
Revision requests
Send back with clear reasons.
Notifications
Approvers are notified with clear context.
Delegation
Cover approvals when someone is away.
Audit history
Immutable record of every decision.
A clearer way to run approvals.
Approvals happen in email replies that are hard to find later.
Every decision is recorded against the item with approver, time and note.
Requests sit for days while people work out who signs off.
Routing rules pick the right approver automatically, with delegation.
Audit questions require reconstructing a paper trail.
An immutable history is attached to each approved record.
Questions about Approvals.
Can approvals require more than one person?
Yes, sequential chains, parallel approvers, or a quorum, configured per approval type.
What about limits by amount?
Set thresholds so value determines who approves, with automatic escalation above each limit.
What happens if an approver is away?
Delegate to a colleague for a date range, or let a rule escalate automatically after a set time.
Can approvals be rejected with feedback?
Yes. Rejection requires a reason, which returns the item to the requester with the comment attached.
Let’s talk about how your team works.
Show us where your CRM and operations need to connect. We’ll help you work through the setup, migration and next steps.