Approval Workflow
Automate approval workflows to enforce company policies, protect brand integrity, and keep print spending under control without slowing down your teams.
As organizations grow, print requests often require approval from managers, budget owners, or brand stakeholders. Customer's Canvas Portal automates that process, ensuring every request follows the right path while keeping approvals fast, transparent, and easy to manage.
Send every request to the right person automatically.
Not every order requires the same level of oversight. A simple business card reorder may need no approval at all, while a high-value marketing campaign might require sign-off from multiple managers or financial controllers. Customer's Canvas Portal routes requests automatically based on rules you define, including department, user role, product type, order value, or other business criteria.
Why it matters:
Review the design and the budget before approving production.
Approving an order is about more than clicking a button. Managers need confidence that the requested materials meet brand standards and that the associated costs are appropriate. The portal presents the final proof alongside key order information, allowing approvers to verify personalized artwork and review financial details in a single place before giving the green light.
Why it matters:
Keep approvals moving without unnecessary bureaucracy.
Managers can review pending requests from a centralized queue and approve, reject, or return them for revision in seconds. If changes are needed, feedback is sent directly to the requester, creating a fast, transparent review cycle without long email threads or offline conversations.
Why it matters:
- check_circleApprove, reject, or request revisions with a single click.
- check_circleNotify requesters automatically when action is required.
- check_circleShorten review cycles without sacrificing oversight.
- check_circleReduce administrative workload for managers.
Know who approved what—and when.
Every action in the approval process is automatically recorded, creating a complete history of submissions, decisions, comments, and status changes. When questions arise, there's no need to search through inboxes or chat messages. The information is already available in one place.
Why it matters:
- check_circleMaintain a complete history of every approval decision.
- check_circleEliminate confusion and lost requests.
- check_circleSupport compliance and internal audits.
- check_circleIncrease accountability across teams and departments.
Bring Control to Every Print Request
Stop chasing approvals through emails and spreadsheets. Automate your review process, enforce company policies, and ensure every order reaches production only after the right people have signed off.
Book a personalized demo to see how Customer's Canvas Portal adapts approval workflows to your organizational structure, budget rules, and brand governance requirements.