ApproveThis Docs
Build approval workflows with confidence
Guides and walkthroughs for creating workflows, routing approvals, managing request activity, and keeping your team moving.
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Core guides for getting your first workflow ready.
Template Library
Start from one of 146 ready-made approval workflows — each with a complete pre-built form — instead of designing yours from a blank page.
Read docThe Guided Setup
Answer four questions — what you're approving, how requests arrive, who approves, and what the form asks — and the guided setup assembles a working workflow, drafted form included, ready to test before anything goes live.
Read docAdd an Approval Step
Add a step to a flow's approval chain on the canvas and set up everything about how it approves: who signs off (one person or several), conditions so the step only runs when it matters (skipped unless all conditions are met), the approval requirement (everyone, a majority, a fraction, or a specific count of approvers), and whether approvers must sign electronically — drawn or typed — before the step can complete. Everything saves as you go.
Read docGuide categories
Browse feature guides by the work you are doing.
Use-case walkthroughs
End-to-end patterns for common approval processes.
Human approval gates inside your automations
a Zap or webhook creates the request, a person decides, and your systems read the decision back over the API.
Read docClient approvals under your firm's brand
a bookkeeping firm's approval emails carry the firm's own colors and sender, and every client authorization is timestamped.
Read docCapex requests with committee sign-off
a majority vote resolves the committee step, the CFO signs, and an auditor can verify the certificate independently.
Read docClient creative approval with timestamped feedback
clients watch the cut inline, pin comments to exact moments, and sign off without an account.
Read docClient onboarding intake and kickoff approval
a public form collects the details, and finance signs billing terms before work starts.
Read docSales discount approvals that keep deals moving
small discounts stop at the manager, deep ones add the VP and finance, and reps get answers in one click.
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