Can a form be routed for different levels of approval or sent off for signature?

Hi There!

Can a JotForm be routed to different recipients for approval? Or sent off to receive a signature?

Yes, this is possible with the use of email alerts, widgets, and conditions. Please check this helpful user guide: https://www.jotform.com/help/432-A-General-Approach-on-Building-an-Approval-Process-Workflow.

If you have any questions, let us know. Thank you.

This is helpful.
Is it possible to have a chain reaction of approvers?
For example once Person A approves, the form sends to Person B to approve,
...

That is exactly what that guide covers: https://www.jotform.com/help/432-A-General-Approach-on-Building-an-Approval-Process-Workflow 

Let us know if you have more questions.

W
​ell, yes- but without getting too in the weeds- I don't know if this
workflow is going to allow me to do what I need to do.
​My form in a perfect world would do the following-
Scenario 1-
1) Customer signs and submits the form
-The customer gets a copy of the form (but not any of the subsequent edited
copies)
-A sales assistant gets a copy of the form (but not any of the subsequent
edited copies)
-The sales rep gets a copy of the form (but not any of the subsequent
edited copies)
-The form is sent to manager #1 for edit and approval. (but not any of the
subsequent edited copies)
-The form approved by manager #1 is sent to manager #2 for edit and
approval (but not any of the previous or subsequent edited copies)
-The form approved by manager #2 is sent to manager #3 for edit and
approval (but not any of the previous or subsequent edited copies)
-The form approved by manager #3 is sent to accounting for final receipt(but
not any of the previous or subsequent edited copies)
​2) Sales rep fills out form, but has to submit and send off to customer
for signature and approval​
-The form is sent to the customer for edit and approval (but not any of the
subsequent edited copies)
-A sales assistant gets a copy of the form (but not any of the subsequent
edited copies)
-The sales rep gets a copy of the form (but not any of the subsequent
edited copies)
-The customer gets a copy of the form (but not any of the subsequent edited
copies)
-The form is sent to manager #1 for edit and approval. (but not any of the
subsequent edited copies)
-The form approved by manager #1 is sent to manager #2 for edit and
approval (but not any of the previous or subsequent edited copies)
-The form approved by manager #2 is sent to manager #3 for edit and
approval (but not any of the previous or subsequent edited copies)
-The form approved by manager #3 is sent to accounting for final receipt(but
not any of the previous or subsequent edited copies)
Where I am running into issues is with email notifications versus
autoresponders and with too many copies of the edited forms being sent to
recipients that don't need them.
Right now I have three checkbox dropdowns indicating the sales rep,
assistant and manager emails that would receive copies of the agreement and
a field that has to be entered with text for the customer email to either
sign for approval or get a copy of the form.
This is the form currently.
https://form.jotform.com/81154254349154
​
Thanks!
Laura Ray Iwanski
Digital Media Sales Director
Savannah Morning News & Bluffton Today
Laura.ray@savannahnow.com
O: 912.652.0230
C: 502.741.8028
Sent from my iPhone
...

If an email is sent conditionally, it will only be sent if the condition is met, even with edits.  There would need to be a field or fields in the form that is changed at each step in the approval process and emails set based on that field.