Create a reusable template for common approval wording.
Create an approval request for a customer, project, policy, quote, or document.
Create signer links and send them through Emailer or another approved channel.
Use statuses so staff can see draft, sent, viewed, approved, and changes requested records.
Templates
Templates store reusable subject, body, and terms text.
Use active templates for approved staff workflows.
Requests can still be customized before creating signer links.
Keep template language clear and reviewed before it is used with customers.
Approval Requests
Requests track customer, amount, due date, approval text, and status.
Use Draft while preparing and Sent after a signer link is created.
Approved and Changes Requested come from signer responses.
Use due dates to prioritize approvals that need customer attention.
Signer Links
Each signer gets a secure token-bound public page.
Approvers must enter full name and confirm consent before approving.
Request Changes requires a full name and message.
Do not post signer links publicly or send them to the wrong recipient.
Records And History
Events are logged for created, sent, viewed, approved, and change-request actions.
Use the event history to understand who acted and when.
Store final signed files in Cloud or Vault after suite storage integration.
This starter app stores approval workflow records, not regulated e-signature compliance guarantees.
Suite Integrations
Emailer can send signer links once the sender is configured.
Cloud and Vault can store final signed records later.
Billing can add approval notes to estimates, invoices, or work orders.
Control Panel manages subscriber access, plan status, quotas, and shared login later.
This app is a practical approval workflow. It does not replace legal advice or a regulated e-signature provider when a specific law or contract requires one. For support, include the request title, customer name, due date, signer status, and whether the customer approved or requested changes.