Introducing ApproveEase – Zero friction approvals

Frequently asked questions

Everything you need to know about keeping your projects moving with ApproveEase.

Getting Started

What is ApproveEase?
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ApproveEase keeps client projects moving. Clients review and approve work in one place, approvals are documented, reminders happen automatically, and if a client approves late, your delivery dates move with them instead of putting your team under pressure. It's a client approval portal built around momentum, not just storing sign-offs, with effortless client access via magic links.

How do I get started?
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Sign up for free, add your first client, create a task, and publish. Your client gets a magic link email, no sign-up needed.

Is ApproveEase really free?
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Yes, and not just as a trial. The free Starter plan gives you 3 active clients and unlimited tasks with no time limit, so you can run real client work on it for as long as you like. No credit card required. Upgrade to Pro or Business when you take on more clients or want the advanced features.

Do I need a credit card to sign up?
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No. You can get started without entering any payment information.

For Agencies

How does the approval process work?
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Create a task, add approval options, publish. Your client gets a magic link, clicks through, and approves with one click.

Can I send multi-option approvals?
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Yes. Present two or three options and let the client choose the one they want.

How do recommendations work?
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Recommendations are upsell proposals with multiple tiers, pricing, and a recommended badge. Clients review and accept from the same portal.

Can I approve on behalf of a client?
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Yes. Mark it as approved on their behalf with a note. Full audit trail maintained.

What happens when a client approves late?
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With dynamic completion dates, your delivery date moves with them by the same number of days, automatically. The lost time never lands on your team as an evening or a weekend, and the timeline still tells the truth. It's the single biggest reason agencies switch.

Can I set approval dependencies?
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Yes. Block Approval B until Approval A is signed off. Available on the Business plan.

For Clients

Do my clients need to create an account?
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No. Clients access their portal via a secure magic link, no sign-up, no passwords.

How do magic links work?
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Clients receive a secure, time-limited link via email. One click authenticates them instantly.

Can multiple people approve?
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Yes. Invite multiple team members with different roles (viewer, approver, admin).

Is the portal mobile-friendly?
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Yes, fully responsive. Works on phone, tablet, and desktop.

Security & Data

Is my data secure?
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Yes. All data is encrypted, proxied through secure server routes, with configurable token expiry.

Do you support passkeys?
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Yes. WebAuthn and passkey support for passwordless login.

Can I manage active sessions?
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Yes. View and revoke active sessions from your account settings.

Where is data stored?
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UK/EU servers. GDPR compliant.

Billing

What plans are available?
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Starter (free), Pro, and Business. See our pricing page for full details.

Can I switch plans?
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Yes. Upgrade or downgrade anytime. Changes take effect immediately.

What happens if I outgrow the Starter plan?
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Upgrade to Pro or Business anytime. Changes take effect immediately.

Do you offer annual discounts?
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Yes. Save 20% with annual billing.

Integrations

Can I integrate with other tools?
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Integrations are on the roadmap. Webhook support is planned for future releases.

Do you have an API?
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API access is under active development and is planned for release in Q3 2026.

Still have questions?

We're here to help. Reach out and we'll get back to you quickly.