Complete Approval Workflow Management
Upload proofs, collect feedback, track approvals, and manage revisions—all in one streamlined workflow that reduces approval cycles and improves client communication.
Upload proofs, designs, or deliverables for client review. Clients can view proofs, add comments, request changes, or approve work directly from the portal. Track approval status in real-time and get notified when clients respond.
Set up structured approval workflows where clients can approve, reject, or request revisions. Track approval status for each deliverable, see who approved what, and maintain a complete audit trail of all approval decisions.
Clients can add comments, annotations, and feedback directly on proofs. Pin comments to specific areas, attach reference files, and have threaded conversations. All feedback is organized and easy to follow.
Track revision history automatically. See which version was approved, what changes were requested, and how many revision rounds each project required. Maintain a complete history of all approval cycles and feedback.
Handle approvals from multiple stakeholders on the client side. Set up approval workflows where multiple people need to approve, or allow any authorized stakeholder to approve. Perfect for agencies working with client teams.
When clients request changes, track those requests systematically. See what needs to be changed, prioritize revisions, and ensure nothing falls through the cracks. Link change requests to specific proofs and track completion status.
Why Approval Workflows Matter
Structured approval workflows eliminate confusion, reduce revision cycles, and ensure nothing falls through the cracks. Clients get a clear, easy way to review and approve work, while you maintain complete visibility into approval status.
Faster Approvals
Reduce revision cycles by 60%
How Approval Workflows Work
Setting up approval workflows is simple. Upload proofs, collect feedback, track approvals, and manage revisions—all through an intuitive interface that keeps everyone aligned.
Upload designs, deliverables, or proofs to the client portal. Add descriptions, set deadlines, and specify what type of approval you need. Clients receive notifications when new proofs are ready for review.
Clients view proofs, add comments and annotations, and provide feedback directly on the proof. They can approve, reject, or request revisions with specific change requests. All feedback is organized and easy to understand.
Monitor approval status in real-time. See which proofs are pending review, which are approved, and which need revisions. Get notifications when clients respond, and track the complete approval history for each deliverable.
When revisions are requested, make changes and upload updated proofs. Track revision rounds, see what changed between versions, and work toward final approval. Once approved, mark deliverables as complete and move forward.
Perfect for Agencies That Need Client Sign-Off
Any agency that creates deliverables for clients can benefit from structured approval workflows. Here are some common use cases.
Design agencies use approval workflows to get client sign-off on designs, mockups, and creative concepts. Clients can review designs, provide feedback, and approve final artwork before production begins.
Marketing agencies need approval on campaign concepts, ad creatives, and marketing materials. Approval workflows ensure all stakeholders sign off before campaigns launch, reducing costly mistakes and revisions.
Video production agencies share video proofs for client review and approval. Clients can review videos, provide timestamped feedback, and approve final cuts before distribution or publication.
Web development agencies use approval workflows for design mockups, page layouts, and feature implementations. Clients can review and approve designs before development begins, reducing scope creep and revisions.
Frequently Asked Questions
Get answers to common questions about client approval workflows and proof review processes.
You upload proofs or deliverables to the client portal, and clients receive notifications to review them. Clients can view proofs, add comments and feedback, and then approve, reject, or request revisions. You track approval status in real-time and get notified when clients respond. The system maintains a complete history of all approvals and revisions.
Yes! You can set up approval workflows where multiple stakeholders need to approve, or allow any authorized stakeholder to approve. This is perfect for agencies working with client teams where multiple people need to sign off on deliverables before they're finalized.
Clients can add comments and annotations directly on proofs. They can pin comments to specific areas, attach reference files, and have threaded conversations. All feedback is organized and easy to follow, making it clear what changes are needed.
Absolutely! The system automatically tracks revision history, showing which version was approved, what changes were requested, and how many revision rounds each project required. You can see the complete approval timeline and maintain a full audit trail of all approval cycles.
When clients request revisions, you'll see their feedback and change requests clearly organized. Make the requested changes, upload updated proofs, and the system tracks the revision round. Clients can review the updated proofs and approve or request further changes until final approval is reached.