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Use Case

Approvals & Sign-Offs

Multi-step review processes with conditional routing and eSignature triggers. Automate internal approvals, compliance reviews, and document sign-offs.

Types of approval workflows

Internal Approvals

Streamline internal approval processes with automated routing and notifications

1.
Purchase request formcollect item, amount, justification
2.
Manager reviewapprove/reject with comments
3.
Finance sign-offverify budget availability
4.
Procurement executionissue PO automatically
5.
Requester notificationinform of approval status

Multi-Step Reviews

Complex approval chains with parallel and sequential review stages

1.
Content submissionmarketing uploads draft
2.
Content revieweditor reviews and approves
3.
Legal reviewparallel legal compliance check
4.
Executive approvalfinal sign-off from leadership
5.
Publicationauto-publish when all approved

E-Signature Triggers

Automatically send documents for signature when approval is granted

1.
Contract draftsales creates contract
2.
Sales manager approvalverify terms and pricing
3.
Legal approvalensure compliance
4.
Auto-send for signaturetrigger eSign to client
5.
CRM updatemark deal as signed in Salesforce

Why automate approvals?

5x Faster Approvals

Eliminate email chains and manual tracking. Automated routing gets approvals done in hours instead of days.

Zero Bottlenecks

Parallel approvals, automated reminders, and escalation rules prevent approvals from getting stuck.

Complete Compliance

Audit trail shows who approved what and when. Enforce approval policies with conditional routing.

Approval workflow features

Sequential & Parallel Approvals

Configure approval chains that run in sequence (one after another) or in parallel (multiple approvers at once). Mix both for complex workflows.

Conditional Routing

Route approvals based on form data. If amount > $10,000, require CFO approval. If department = Legal, skip legal review.

Approval Policies

Enforce approval rules. Require 2 of 3 approvers. Prevent self-approval. Require manager + finance for purchases over threshold.

Automated Reminders

Send reminder emails if approval is pending. Escalate to manager if not approved within 48 hours. Notify requester of status.

Mobile Approvals

Approvers can review and approve from their phone. One-click approve or reject. View full context and history.

Audit & Reporting

Track approval metrics: average time to approve, approval rates by approver, bottlenecks. Export audit logs for compliance.

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