The Problem
Imagine sending an approval request to a client, then waiting days for a reply. Then sending another email to get their signature. It’s slow, messy, and easy to miss. For example, a plumber might spend hours chasing a client to sign a contract after a job is done.
Manual approvals also risk errors. If a client forgets to reply or hits 'reply all' to the wrong person, projects get delayed. This wastes time and money.
How It Works
When you create a project card (like a new job proposal), the system automatically sends an approval request to the client via email. The client clicks a link in the email to open your portal, review the details, and approve or reject.
If approved, the same portal lets them sign the contract digitally. Once signed, the system updates the project card status to 'approved' and notifies you. No back-and-forth emails required.
What It Means for You
You save time by eliminating manual steps. For a dental office, this could mean faster turnaround on patient contracts. For a roofing company, it reduces delays in finalizing project approvals.
Clients get a better experience too. They approve and sign in one click instead of juggling emails. This builds trust and increases the chance they’ll work with you again.
Getting Started
Start by creating a project card for any approval-needed task. The automation engine will handle the rest. You can customize the approval request email and portal layout to match your brand.
If you need help, use the pre-built 'Approval Workflow' template in the automations menu. Test it with one project first to ensure it works for your business.