Sign inStart free
  1. Home
  2. Templates
  3. Approval

An approval request for one clear yes or no

Some decisions just need the right person to say yes, in a way you can point to later. This page sets out one question with the exact details, and offers two buttons: approve or decline, with an optional note. The first answer closes it, and it can come back to you or to an automated agent waiting on a human's decision.

When to use it

  • The owner of a business has to sign off an extra part before a technician carries on.
  • A manager needs to approve a purchase over a set limit.
  • An AI agent has drafted something and a person should check it before it goes out.
  • A client has to approve final copy or artwork as written.

What a good one includes

  • A question in plain words, with the action implied by a yes.
  • One or two lines on why it's needed.
  • The facts that matter as label and value pairs: cost, part, job.
  • The exact text, if wording is what's being approved, shown as written.
  • Button labels that fit, like 'Send it' and 'Hold off'.

Make one by saying what you need

Text it, type it or say it, the way you'd tell a colleague:

Ask Rob, the owner of Summerfield Motors, to approve a $340 alternator on the blue van, and let him add a note.

Worth knowing. Nobody is asked who they are. Whoever holds the link can press the button, so send it to one person directly and don't post it in a group chat. It records a decision, not a signature, so use the service agreement for anything that needs a signed name.

Questions

Can more than one person approve?

Not on one page. It's built for one decision by one person. For several approvers, send each their own page.

When should I use this instead of a change order?

A change order is for a customer agreeing to extra paid work on a job, with their name and the pricing. This suits a quick internal or one-line decision.

Read next

Related templates

Send your first approval today

Start free. Add your logo and colours, say what you need, and send the link.

Start free