luckpandaApproval workflows
Approvals are being built. You will decide who signs off on which documents and amounts, and nothing covered by a rule goes out without that sign-off.
Approvals is being built. The list below describes what it will do; anything that already works is said plainly above. Tools marked Live work today.
What approvals will do
- Will set rules by document type and amount.
- Will show each approver a queue of what is waiting for them.
- Will record who approved or rejected, when and why.
- Will apply the same rules to work drafted by agents.
Questions
Can I set approval rules today?
Not yet. Approvals are being built.
Can an agent approve?
No. Approvals are decided by people.
Keep everything you make
Sign in with your email and your drafts become documents in your own business, with clients, payments and books alongside.