No matter which industry your company belongs to, streamline the way you onboard new clients with the help of a free online Client Approval Process Template! When you receive a new customer registration form submission, it will be sent to your customer relations manager who will review the application and decide to approve or deny it. The client will then receive an autoresponder email letting them know the result.
Need to customize this Client Approval Process Template? Add new approvers and approval tiers, set up instant notifications, customize the autoresponder emails you send to clients, and more by dragging and dropping fields with JotForm’s user-friendly platform. You’ll be able to manage your Client Approval Process Template flow on any device — and approvers can approve or deny applications in one click using JotForm Inbox.