Simplify internal and external approvals

Let clients approve quotes for new work and give managers the power to sign off on work, time and expenses.
Allow clients to accept quotes
Approve time logs for invoicing
Only reimburse approved expenses

Use Accelo to approve and sign off on:

Change orders
Deliverables
Designs
Documents
Proposals
Quotes

Take a tour of the client portal

Maintain integrity with clear processes for:

Getting the go-ahead from prospects and client

See when a quote has been accessed via the client portal, allow clients to leave comments and get notified when the quote is accepted.
Approvals and Signoffs
Approvals and Signoffs

Creating custom sign off requests

Send a file, deliverable or other important piece of work stored against a project, ticket or retainer to clients or team members for approval.

Selecting sign-off settings

Choose whether an approval process requires one or multiple people to approve and create an expiry date for each sign-off.
Approvals and Signoffs

Cross-checking time and expenses

Ensure alignment on completed work, billable time and expense submissions by giving project managers visibility and approval permissions.

Free up billable time and offer the visibility your clients want

Discover more about our robust sales capabilities

Turn curiosity into profits by streamlining how your team tracks and closes deals.

FAQs

What are the advantages of using Accelo for client approvals?

How will my team benefit from having signoff capabilities?

Can we try Accelo before signing up?

Test123 tag
Speak with an Accelo expert
Is something to test
Book a Demo
Speak with an Accelo expert
Free Guide
Buyer’s Guide for Client Work Management Software
Essential Considerations and Insider Advice
Download Now
Buyer’s Guide for Client Work Management Software
Free Guide
Buyer’s Guide for Client Work Management Software
Essential Considerations and Insider Advice
Download Now
Buyer’s Guide for Client Work Management Software
Try Accelo for 7 days
Fast and easy setup
No credit card required
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Preview Accelo's power
Learn how the platform works
Explore key features
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
No items found.