Sales Approval Process Templates

4 Templates

No matter what you sell — be it products, subscriptions, or services — you need an efficient way to communicate with and respond to customers. Automate your company’s sales process with our free Sales Approval Process Templates. Whether you need one for order approvals, cancellations, refunds, or warranty claims, just select the readymade sales approval process template that best suits your needs and assign approvers via their email addresses. When a customer fills out your online request form, their submission will instantly go to a manager for review and they’ll receive an automated confirmation or rejection email based on whether or not their request has been accepted. With JotForm’s Sales Approval Process Templates, you can keep track of every step of your sales pipeline while keeping customers happy!

Refund Request Approval Process Template

Preview

Manage refund requests from customers. Free automated approval flow template. Easy to customize. Assign approvers via email. Respond to tasks fast. No coding.

Requisition

Cancellation Approval Process Template

Preview

Manage order cancellation requests from customers. Free automated approval flow template. Easy to configure. Works on any device. No coding required.

Sales

Order Approval Process Template

Preview

Approve or reject orders based on what’s in stock. Send customers automated emails. Streamline your approval flow. Easy to customize. Assign to staff. No coding.

Sales

Warranty Claim Approval Process Template

Preview

Process warranty requests seamlessly from any device. Easy-to-customize online approval flow. Set up notifications, autoresponder emails, time limits, and more.

Sales