The new Document Approvals feature gives you full control over which documents require approval before progressing.
Step 1: Enable Document Approvals
Go to Role Options by going to your profile > system setup
Locate the permission “Can Use Document Approvals.”
Switch this permission ON for the relevant roles.
Step 2: Configure Your Document Layout
Open the document layout you want to enable approvals for.
Click Edit to enter the layout settings.
Set Show Signature = Yes
Set Require Approval = Yes if you'd like it to be required
Add an Approval Accept Message (If required)
Add an Approval Reject Message (If required)
Step 3: Using Document Approvals
Once configured:
Preview the document within an order→ You’ll see Sign and Reject buttons.
Share approvals in one of three ways:
Internal Approval: Copy the URL from your browser and share with a colleague.
External Approval: Use Copy URL to share via CRM, Teams, or email.
Customer Approval: When emailing a document that requires approval, click Send Document Approval.
→ This sends an email with an approval link and an Approve button.
Step 4: After the Recipient Responds
When a customer or staff member approves or rejects:
The document is archived in the Document Approvals section for that record (e.g., Order).
An email notification is sent to the requester confirming acceptance or rejection.
The notification includes a copy of the signed or rejected document.
If needed, you can send additional documents (e.g., revised quotes) for approval later.