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Features Approvals

Collaborate smarter with Formstack Approvals.

Create a seamless online approvals system for hiring, proposals, PTO requests, and more.

If you're using tangled email threads or piles of paperwork to share data and get your work done, Approvals can help you clean up the mess and streamline your day-to-day. Easily build a document approval workflow for projects, manage requests for HR, and much more.

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Simplify tasks.

Use online forms to set up a seamless approvals process that lets team members easily sign off on requests, proposals, and projects.

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Stay informed.

Keep everyone in the loop on tasks and requirements. Projects and requests can be approved or denied directly from everyone's email.

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Boost efficiency.

Allocate resources effectively, accomplish more tasks, and keep important initiatives on track. Your team (and your sanity) will thank you.

Access powerful online approval workflow tools.

  • Approver Permissions - Ensure sensitive data is only accessed by authorized users.
  • Email Approvals - Let team members review form submissions directly from their email.
  • Multi-Step Workflow - Allow key people to approve or deny submissions step by step.
  • Email Routing Logic - Keep your team updated on the status of pending approvals.
  • Approval Records - Track when people have completed and submitted their review.

How It Works:

Step 1

Add approvers to your form to give them the ability to approve or deny submissions. They'll be notified of new approval requests via email.

Step 2

As different approvers complete their reviews, you'll receive their acceptance or denial in your email. The form will move in the order you set.

Step 3

Once everyone submits their feedback, you can look at their comments, make adjustments to your request, and resend for a final review.

For complete details on setting up online approvals, check out our documentation on Approvals and Multi-Step Approvers.


Ready to Get Started?

See our Approvals feature in action during a free, 14-day trial. You can also demo our form builder to get started.

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