Draft approvals, quick one-off sign-offs, and a calmer send
Build an approval, look it over, then send when you're ready. Fire off a one-off approval in a single screen. And watch every send happen with a clear, reassuring progress screen.
Getting an approval out the door should feel deliberate, not nerve-wracking. This update is all about control at the moment you hit send: room to review before anything reaches a client, a faster path for the small stuff, and a send flow that shows you exactly what's happening.
Draft first, send when you're ready
New approvals now start life as a draft. You create one, land straight on it, and nothing goes to the client until you say so. No email fires, the task stays put, and the approval is hidden from your client's view until you send it.
That gives you a proper review gate: check the wording, the price, and who it's going to, then send to the client as a first-class action that's always one click away. It's the difference between "published the second I finished typing" and "sent when I was happy with it".
For your agency, that's fewer half-finished approvals slipping out, and a lot less of the sinking feeling that you've emailed a client something before it was ready.
Simple approvals for the quick stuff
Not every sign-off needs the full task wizard. Simple approvals let you spin up a quick, one-off approval from a single screen: one form, and you're on the review page ready to publish and send.
Underneath, it's still a normal task and approval, so conversation, request-changes and resubmit, assignment, history, and everything in your reporting all work exactly as they would otherwise. It's just a shorter road in for the small, standalone asks that don't warrant a whole project.
A send you can actually watch
When you publish or send, you now get a clear progress screen that shows each step as it happens, right through to a confident "Approval sent". No more clicking send and wondering whether anything actually left the building.
We've also made room for the way you really work: you can publish an approval without sending it, and managing recipients now happens in a tidy popup rather than fiddly inline editing, so it's easy to get the right people on the right approval before it goes.
Smaller things that smooth the day
- Optional descriptions: task and approval descriptions are no longer required, so you can move quickly when the title says it all.
- Sharper Insights numbers: we fixed a couple of issues that could distort your revenue view, including paid extras on free or price-on-application approvals now counting correctly, and some historical dates that were inflating totals. The figures you see are more trustworthy.
- A batch of quiet fixes across the send and approval flows, so the everyday path feels steadier.
Want to try the new flow? Start free. Or if you're already with us, just log in. It's all live.