A clear request
Describe the proposal or scope the customer needs to review.
CUSTOMER APPROVALSCustomer approval software.
Customer approval software.
Make the next decision clear.
Share a proposal or scope of work through an approval link. Keep the response with the request so the next step is easier to understand.
Included in Business Suite. 7 day trial. No card required.
Approval request
- Proposal or scope of work
- Shareable review link
- Customer decision
See Customer Approvals in action.
Screenshots of the actual Business Suite interface using fictional customers and demonstration records.
See the approval request form
A link your team can share
Create an approval link and send it through your usual communication channel.
A recorded decision
Keep the customer’s response with the approval request.
A clearer way to get started.
Describe the work for the customer to review.
Create and share the approval link.
Review the response and decide the next step.
One tool. A more connected business.
Customer Approvals is included with all eight Business Suite tools in one subscription. Keep your customer work together as your needs grow.