Skip to content
Start free trial

CLIENT APPROVALS

Ask for sign-off.
Keep the record.

Send updates, milestones, assets, estimates and decisions for client approval, and keep a decision log both sides can see.

Start free trialRead the how-to guide

Approvals and decisions are on every plan. Multiple approval steps need the Agency plan.

Approvals

Angelwood’s approval workflow lets you ask the right client contact to approve a specific item: an update, a milestone, an asset, an estimate or a decision. You set the approvers in order, and each approver approves or rejects in their portal with an optional comment. Every response is kept in the approval history.

Only client contacts with approval permission see the Approvals page in the portal, so sign-off comes from the people who are allowed to give it.

The decision log

Each portal has a decision log (the Decisions tab, also called a decision register). Record a decision that’s needed or already made, with context, impact and a due date. Clients can raise decisions from their side too, so open questions don’t get lost in email.

Read more about running sign-off in our guide to the client approval workflow.

HOW TO

How to use client approvals in Angelwood

Request a client approval

  1. Open the Approvals tabIn Portals, open the client’s portal and go to the Approvals tab.
  2. Choose what needs approvalSelect Create approval route. Pick the target type (update, milestone, asset, estimate or decision) and the item.
  3. Add approvers in orderUnder Approvers in order, add the client contacts who must approve. On the Agency plan you can add several steps.
  4. Track the responseThe approver sees the request on their portal’s Approvals page and selects Approve or Reject, with an optional comment. The status updates on your Approvals tab.

Record a decision

  1. Open the Decisions tabIn the portal, go to Decisions and select Record decision.
  2. Describe itAdd a title, the context, options or outcome, the impact (low, medium or high) and a due date.
  3. Close it outWhen it’s settled, mark it Decide; archive decisions you no longer need on the log.

GOOD QUESTIONS

Questions about this feature.

Talk to us
What can clients approve?

Updates, milestones, assets, estimates and decisions. You choose the item when you create the approval route.

Can more than one person approve?

Yes. Add approvers in order. Multiple approval steps are on the Agency plan.

Is there a record of who approved what?

Yes. Each response, with its comment, is kept in the approval history on both your side and the client’s portal.

What is a decision log?

A list of decisions that are needed or have been made on a project, with context, impact and dates. In Angelwood it lives on each portal’s Decisions tab and clients can raise decisions too.

KEEP EXPLORING

Related features and guides.

Client approval workflow guideStatement of work templateClient updates

THE CLIENT EXPERIENCE, IN ORDER

See it with your own clients.

Bring the work you share with clients into one place.

Start free trial See pricing