Collect the request.
Start from a template such as purchase approval or expense reimbursement, then edit every field, requirement and option for your process.
APPROVAL WORKFLOWS
Approval workflows your team can follow from request to decision.
Klarstig turns a request form into a clear approval path. Someone submits a request, the approver is notified by email, reviews the full submission in your workspace, and approves or rejects it with a comment. The decision is recorded and the workflow can continue with a document, an email or a status update.
Free Platinum setup help is included on every plan, including Free.
Purchase approval request
- Decision requested
- Replace two headsets for the support desk
- Amount
- 180.00 USD
- Decision needed by
- Friday
- Approver
- Operations lead
- Status
- Pending → Approved, with comment “Order from the usual supplier.”
From request to decision in four steps.
Route it.
Add a Request approval step to the form’s workflow. Name the approver, or let it default to a workspace owner or admin. Condition steps can direct requests, for example only when an amount is above a limit you set.
Decide with context.
The approver gets an email, opens the submission in the workspace, and approves or rejects it with an optional comment. Pending approvals appear on the workspace dashboard.
Continue the process.
After the decision, the submission status updates and the workflow can generate a PDF, send an email to the requester or, on Starter and Pro, call a webhook to your other systems.
Common approval workflows
Purchases and spending
Purchase requests and expense reimbursement claims with amounts, receipts and a named approver.
Time off and team requests
Leave, equipment and internal service requests that need a manager’s yes or no on record.
Nonprofit operations
Volunteer applications and program enrollments that a coordinator reviews before the next step.
What to know before you start
- Each submission has one pending approval at a time. Sign-off by several people is set up as separate steps, not parallel voting.
- Approvers review and decide inside the Klarstig workspace, so they need access to it.
- Approval requests created from a submission expire after 7 days if no decision is made; a new request can then be created.
- If a generated document changes after an approval was requested, the approval must be requested again for the new version.
- Plan limits on submissions, PDFs and users apply. The Free plan includes 1 user, 5 active forms and 100 submissions a month.
You do not have to set it up alone.
Platinum Service includes setup, migration guidance and training at no additional service charge, including on Free. Tell us about your process and we will help you configure the form and its next steps. Third-party fees are separate, and custom development is not included.
Get free help setting this upQuestions, answered
Can I choose who approves each request?
Yes. The Request approval step takes an approver email. If none is set, it uses a workspace owner or admin.
Can approvals depend on the answers?
Yes. Use a condition step, for example to request approval only when an amount is greater than a value you choose.
Is every decision recorded?
Yes. The decision, comment and time are stored with the submission, and the submission status changes to approved or rejected.
Can the requester be told the outcome?
Yes. Add a Send email step after the approval. Emails can include answers from the form using field placeholders.
Do I need to pay to try it?
No. Start on the Free plan, which is free forever with no credit card. Upgrade only if you need more users, forms or submissions.
Start with a template you can change.
The Free plan is free forever with no credit card. Upgrade to Starter or Pro only when you need more.