Customer proposals
We aim to keep the proposal, requested changes and customer decision in one record.
Proposals, documents and deliverables
Stop chasing approvals in email threads.
Track replies to your proposals and documents, manage revision requests, and keep a clear record of which version was approved.
Early access · Pre-development
PROPOSALS & REVISIONS
Customer proposal · v2After revision
Versions change. Decisions stay.
- Proposal v1
- Revision
- Proposal v2
- Decision
Approvals / The intended experience
How it would work
Choose document/proposal & recipient
Track approval, rejection or requested changes
Find approved version and decision history
- Document v1
- Revision
- Document v2
- Approved
01 / Less chasing. A clear record.
How it would work
Invoice and proforma reviews
The intended experience would help agree on content before issuing a final document and follow requested corrections.
Freelance deliverables
We plan to keep feedback, revisions and the approved deliverable version together.
We are designing an approval experience that would let recipients respond without creating another account.
02 / Early access
Spend less time asking, “Was this approved?”
Leave your email and choose the approval problem you want to solve. You can also tell us how you handle it today.
A short description is enough. Please leave out confidential information.
Approvals
Personal approvals, explained
Which personal approval problem are you addressing?
We are focusing on proposal and document approvals scattered across email threads. We aim to keep responses, revisions and the approved version in one record.
What kinds of work is it being designed for?
Customer proposals, freelance deliverables, document reviews and invoice or proforma content checks. This page lets you describe your need without uploading any documents.
Will the recipient need an account?
We plan to let recipients respond without creating another account. That functionality has not been built yet.
Is the product available, and what does this form do?
Approvals is in pre-development. The form emails your personal early-access request to our team; it does not send a document, create an account or start an approval process.
Would the approval record be an electronic signature?
The intended workflow record would not replace a qualified electronic signature or proof of authority.
The workflow approval planned for Approvals would not replace a qualified electronic signature or proof of authority.
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