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.
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
- Instant estimateA few quick questions, then a price range. Customers ask for a firm quote and you get the lead.
- Job intake with photosThe questions you'd ask on the phone, and photos of the problem. Everything arrives as one lead.
- Consent formParental, photo, activity or treatment consent: the wording, a few tick-box questions, a typed name and a finger signature, back to you as a lead.
Send your first approval today
Start free. Add your logo and colours, say what you need, and send the link.
Start free