Approvals: Streamline Form Review and Decision-Making Workflows


Speed up approvals and keep workflows moving with built-in, no-code automation that routes requests, notifies stakeholders, and tracks every decision in one secure place.

Why Manual Reviews Slow Teams Down

Key Benefits

Approvals shouldn’t rely on scattered email chains or disconnected tools. With FormAssembly, you can automatically manage form reviews from start to finish.

Human Resources

Route PTO requests, onboarding checklists, and policy acknowledgments for approval.

Healthcare

Track policy sign-offs and compliance approvals within one system.

Higher Education

Approve student applications, research proposals, or academic waivers.

Finance

Review budget submissions, purchase requests, and reimbursement forms.

IT & Governance

Manage software access requests and internal IT support forms.

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From approval workflows to document generation, we’ve got you covered.

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Built-In Approval Workflows, No-Code Required

Guide Every Submission From Request to Resolution

FormAssembly’s Approvals feature lets you define custom workflows that trigger actions based on reviewer input – no coding or outside tools required.

Smart Routing

Automatically assign requests to the right approver using form logic and conditions.

Streamlined Reviews

Approvers can review, approve, reject, or comment directly within the platform.

Real-Time Slerts

Keep stakeholders informed with automated email notifications throughout the process.

Audit-Ready Logs

Track every decision, timestamp, and user interaction for clear documentation.

Multi-Step Logic

Build simple or complex approval paths using linear or conditional branching.

Status Visibility

Give submitters and approvers real-time insight into where a request stands.

Salesforce admin integration web forms to Salesforce

Why Choose FormAssembly?


Unlike standalone approval tools, FormAssembly connects the entire process, reducing delays and eliminating system gaps.

  • No-code configuration: Build approval workflows with drag-and-drop simplicity.
  • Flexible and scalable: Handle everything from one-step reviews to complex, multi-layered processes.
  • Compliance built in: Maintain logs and audit trails for HIPAA, GDPR, and SOC 2 readiness.
  • Works with your stack: Push approvals and form data to Salesforce, email, or cloud storage.
  • Centralized control: Keep your forms, data, and decisions in one secure environment.

See FormAssembly in Action

Whether you’re building a quick survey or a highly customized workflow, FormAssembly meets you where you are – and grows with you.
Request a demo today to see how flexible form building can transform the way your team works.

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