Approval Management
Manage the approval process for IT service requests, purchase requisitions, content publishing, and more at your company.
Approvals
Maintain all approvals and associated records in a central repository.
Status
Monitor the status throughout the approval lifecycle.
Workflows
Configure parallel, conditional, and branching routing logic.
Integration
Connect with Docusign, Slack, SAP B1, and 1,000+ product integrations, plus REST API.
AI
Customize the application to your company's workflows and process using AI.
Security
Protect your data with SSO, ISO/IEC 27001, and SOC 1 & 2 Type II certifications.
Manage all your requirements from a unified interface
Record
Initiate a structured record for approval. Configure the fields of the form based on conditions (show/hide, fetch data, run validations, trigger mandatory checks, display hints, etc.). Manage the lifecycle of the record from initiation to approval.
Status
Monitor the status of the record throughout the approval lifecycle and configure notifications and auto escalation/de-escalation logic based on the status. Filter records based on the status of the fields.
Workflows
Configure routing logic (sequential/parallel, conditional, branching, exception handling, approval matrix, etc.). Set up out-of-office handling and rules for low-risk and high-risk records for automatic/manual approval.
Files
Attach photos/videos and .docx/.pdf/.xlsx files, import .xlsx/.csv files to convert into records, and hyperlink resources. Export the records into various formats and format the style and layout of records for printing.
RBAC
Set up role-based access control for employees and non-employees. Configure view/edit access based on the fields of the records. Give non-employees access to portals (vendors, suppliers, contractors, etc.).
Compliance
Maintain a time-stamped audit trail for each record. Search records by unique ID to find the approver and associated details. Use comments for discussions and @mention specific users to trigger notifications.
Frequently Asked Questions
Zoho Creator is an AI-powered application development platform that's used to automate business processes and workflows in organizations. With it, you can build custom applications specific to your requirements.
The Approval Management application is installed and runs on Zoho Creator. You can fully customize the application to your company's requirements if desired.
Yes, there is a 15-day free trial.
Yes, you can book a demo from here.
Zoho Creator ensures the logical separation of your data from everyone else's. Data retention and backup happens in a secure manner, and all data is stored in data centers in multiple geographies to ensure enterprise-grade security and high availability.
You can find the pricing plans here.