Build a form with an approval workflow
Route each request to the right approver. They decide in one click from an email link, get reminded when they don’t, and can send it back for fixes.
- Decide from an email link, no login
- Reminders and a backup approver
- Send back instead of reject
Sign up free, no card. Approvals are part of Pro: $29/month, or $25 billed yearly.
- Build the request form, or start from the expense reimbursement or time-off request template.
- Add an Approval step to the form’s workflow and pick up to 10 approvers: any one of them decides, or everyone must approve.
- Publish. Each approver gets an email with their own link. It opens the response and the choices, Approve, Deny or one you add, with a comment field. One click decides.
Route it to the right person
Submissions don’t all go to the same approver, so the workflow decides from the answers: an amount over a threshold, a particular department, a country that isn’t your own. Approvals can run in steps, so a request clears a manager before it reaches finance, and each step sees the decision before it.
Reminders, backups and deadlines
An approval that sits in an inbox is the normal failure, so it’s handled directly. The approver is reminded every few hours, you choose how many. After a set time the request goes to their backup, who can answer in their place. And it expires when you say, up to 14 days, following the branch you picked for that case.
Send it back instead of rejecting it
Most requests aren’t wrong, they’re incomplete: a missing invoice number, a date that can’t be right. Rejecting means the person starts over and retypes everything.
Instead, an approver can send it back for changes. The submitter gets a link to their own answers, already filled in, fixes the part that was wrong, and resubmits. The revision is linked to the original, so the history stays in one place.
Every decision on record
Each decision is kept with the response: who decided, which outcome, when, and their comment. If an owner decides for an absent approver, that’s recorded as an override, with the reason.
And then the rest of it
A decision can trigger the next steps: email the requester from your own address, add the approved request to Google Sheets, post to Slack or Microsoft Teams, or call a webhook. Those steps, the form and the workflow builder are free; the approval step itself is part of Pro.
Good for
Purchase and expense requests, time-off bookings, content and design sign-off, vendor onboarding, grant and membership applications, and any internal request that currently lives in somebody’s inbox.