Submissions & Approvals

Submissions & Approvals gives every form submission a home: one inbox to review, accept, decline, or return, with optional approval gates and AI that clears the routine cases so your team handles only the judgment calls.

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The problem it solves

Manual review of partner submissions is slow, inconsistent, and easy to drop:

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Impact

How fast you answer a registration is the clearest signal a partner gets about how much you want their business. Seconds instead of days is the whole game.

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See it work

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How it works

Every form submission lands in one inbox where your team can review it and accept, decline, or return it for more information. You see who submitted, which partner it belongs to, and its status at a glance, and you can tailor the columns you review by. No submission falls through the cracks, and partners get a clear answer. A decline is not final: if circumstances change, you can reopen a declined submission and send it back into review. Volume does not have to mean volume of clicks. Where a run of submissions deserves the same answer, select them and accept or decline the whole batch with one message to the partners behind it - each submission still runs its own CRM automations, notifications, and approval steps. For workflows that need sign-off, you add an approval gate, including multi-step approvers, so a submission is only accepted once the right people agree. AI can review routine submissions against your instructions and auto-handle the obvious ones, collapsing approval time from days to seconds while keeping humans in the loop where judgment matters. Submissions & Approvals turns review into a fast, consistent workflow. Submissions land in one inbox, gates route the ones that need sign-off, and AI handles the routine majority. Your team spends its time on the decisions that actually need a human.

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Run it from your AI assistant

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Going deeper

Works with