Gate the documents that matter
Turn on approval for quotations, invoices, and documents independently, so you only add friction where your business actually wants a second review.
Review only what needs it, not everything.
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Add an approval step before quotations, invoices, or documents go out — so a second set of eyes signs off before anything reaches a client.
fylt lets you require a sign-off step before certain client-facing documents go out. When a team member sends a quotation, invoice, or document that's covered by an approval flow, it's held in a pending queue until an owner or admin approves it — so nothing reaches a client without the review your business wants in place.
Explore the parts of Approvals that support a connected client workflow from the first action to the next useful handoff.
Turn on approval for quotations, invoices, and documents independently, so you only add friction where your business actually wants a second review.
Review only what needs it, not everything.
Every quotation, invoice, or document awaiting sign-off lands in one Pending approvals view for the owners and admins who can act on it.
Nothing waiting on approval gets lost in someone's inbox.
Configure up to 20 approvers per entity type, in the order they should review — an owner can also approve out of turn to move things along.
Match approval to how formal your business's sign-off process really is.
Every approval and rejection, including any reason given, stays in the History tab.
Answer "who approved this and when" with confidence.
Studio > Approvals (flyout menu) > Flow settings
Decide which document types require sign-off and who reviews them — leave a type unconfigured to send it without approval.
Open Flow settings and add approvers for each entity type you want gated.
Only the document types you choose ever pause for review.
Add active owner or admin team members and arrange the order they should approve in.
Creates a review chain that matches your business's real approval process.
Clear a document type's approver list to stop requiring approval for it.
Keeps the feature flexible as your process changes.
Approvals sits directly in front of Billing and Documents: a quotation, invoice, or document that needs approval simply pauses at the send step, then continues automatically the moment it's approved — no separate resend action required.
Approvals is wired to:
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