How to Set Up an Internal Approval Workflow

Some documents shouldn't reach the customer until legal has blessed them. Approval workflows (Business plan) add a review gate before signing even begins — the approver acts first, and signers hear nothing until approval lands. 

Steps 

1.  On the Approvers and Signers step, switch to the Approvers tab. 

 2.  Add the approver's name and email — or an approver group (see the groups article below). 

3.  Switch back to Signers, add your signers as usual, and send. 

How the Flow Runs 

1.  The approver is notified first and reviews the document. 

2.  Approved → signing invitations go out automatically; the flow continues on its own. 

3.  Rejected → the request stops. You're notified with the approver's reason; signers never knew it existed. Fix and send fresh. 

Every approval event is timestamped in the audit trail. 

Tip: Approvals shine for anything with variable terms — discounted deals, negotiated contracts, exceptions to standard templates.