Ask clients for approvals and answers
Choices, yes/no, free text, numbers, dates and ratings, all signed off in the portal.
- Open Approvals and choose Request approval.
- Pick the answer type: client picks one, client picks any, yes/no, short or long text, number, date or rating.
- Add options, images or a note, and a due date.
- Optional: under Who can approve, tick the people who must sign it off, e.g. the CFO for a budget. Others see it locked.
- The client answers in the portal. You're notified, and the answer is saved with who approved it, how (personal link, shared link or verbally) and when.
Got a yes on the phone? Choose Verbal approve, pick who said yes and add a note. It's logged under their name.
Didn't find what you needed?
Signed in? Use the chat in the corner of the workspace. Otherwise, send us a note and a person will reply.