Approval Workflow Templates

65 Templates

Telehealth Appointment Approval Process Template

Approve patient requests prior to scheduling appointments. Free automated approval flow template. Easy to configure. Optional HIPAA compliance. No coding.

Go to Category:Approvals
Preview

Work From Home Approval Request Template

Manage WFH requests from employees. Free approval flow template. Notify managers instantly. Send automated confirmation or rejection emails. No coding.

Go to Category:Human Resources
Preview

Affiliate Registration Approval Process Template

Find creators to promote your business. Free automated approval flow template for affiliate programs. Get applications fast. Add approvers, emails, and more.

Go to Category:Marketing
Preview

Car Loan Application Pre-Approval Process Template

Quickly approve or reject car loan pre-approval applications online. Easy-to-customize online approval flow template. Set up autoresponders, notifications, and more.

Go to Category:Application
Preview

Travel Expense Reimbursement Request Approval Template

Process travel expense requests from employees or volunteers. Easy-to-customize automated online approval flow. Send emails and notifications. Set up conditional logic.

Go to Category:Approvals
Preview

KYC Approval Process Template

Process Know Your Customer (KYC) applications online. Great for banks and other financial institutions. Easy to customize. Respond on any device. No coding required.

Go to Category:Application
Preview

Change Request Approval Template

Manage change requests for your team projects with ease. Free automated approval flow template. Add approvers, emails, conditions, and more. No coding.

Go to Category:Administration
Preview

New Patient Approval Process Template

Register new medical patients with a free automated approval flow template. Easy to customize conditions, emails, approvers, and more. No coding required.

Go to Category:Healthcare
Preview

Medical Patient Intake Approval Process Template

Intake your medical patients with an easy and free automated Medical Patient Intake Approval Process Template. Fully customizable with steps, emails, conditions, and more. No coding.

Go to Category:Approvals
Preview

Risk Assessment Approval Workflow Template

The Risk Assessment Approval Workflow Template is designed to help organizations efficiently manage and approve risk assessments, ensuring that all potential risks are properly evaluated and reviewed before any project or operational change is implemented.

Go to Category:Finance
Preview

Customer Service Request Approval Template

Address customer service requests with ease. Use conditional logic to send automated emails and forward requests to coworkers. Easy to customize. Respond on any device.

Go to Category:Project Management
Preview

Mortgage Pre-Approval Process Template

Speed up the mortgage pre-approval process at your financial institution. Easy drag-and-drop customization. Add approvers, conditions, custom emails, and more.

Go to Category:Application
Preview

Incident Report Approval Process Template

Manage incident reports with Jotform. Collect reports online and respond fast with an automated approval flow. Easy to customize and assign. No coding required.

Go to Category:Human Resources
Preview

Facility Use Approval Workflow Template

The Facility Use Approval Workflow Template is designed to simplify and streamline the process of approving requests for facility usage, making it ideal for schools, event managers, corporate offices, and community centers.

Go to Category:Approvals
Preview

Guest House Booking Approval Workflow Template

The Guest House Booking Approval Workflow Template is designed to streamline the process of booking guest house accommodations, ensuring that every request is efficiently reviewed and approved.

Go to Category:Approvals
Preview

Newsletter Approval Process Template

Process newsletter requests seamlessly on any device. Great for marketing departments. Easy-to-customize online approval flow. Send notifications, emails, and more.

Go to Category:Marketing
Preview

Personal Loan Approval Process Template

Process personal loan applications online. Easy-to-customize approval flow. Add approvers, customize autoresponder emails, and set up notifications with no coding.

Go to Category:Approvals
Preview

Business Card Request Approval Process Template

Manage orders for business cards with ease. Free approval flow template for online orders. Assign approvers via email. Track approvals from any device. No coding.

Go to Category:Human Resources
Preview

Vendor Approval Process Template

Get vendor applications for your next event. Automate the approval process. Send confirmation or rejection emails automatically. Easy to customize. No coding.

Go to Category:Approvals
Preview

Quality Control Planning Approval Template

Build a custom automated approval flow for your quality control planning efforts. Works on all mobile, tablet, and desktop devices. No coding required.

Go to Category:Administration
Preview

Cleaning Checklist Approval Template

Approve cleaning inspections and evaluate your services with ease. Free automated approval flow template. Add approvers, conditions, and more. No coding.

Go to Category:Administration
Preview

Prayer Request Approval Process Template

Collect and respond to prayer requests online. Free automated approval flow template for your church or faith-based organization. Easy to customize. No coding.

Go to Category:Nonprofit
Preview

Extracurricular Class Registration Approval Template

Build an approval flow for your students’ extracurricular activity requests with Extracurricular Class Registration Approval Template. Great for teachers and administrators. Accessible from all device types. No coding.

Go to Category:Education
Preview

Warranty Claim Approval Process Template

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

Go to Category:Sales
Preview