Offer workflow features for modern review and approval teams

Offer Review & Approval delivers a fast, flexible, easy-to-implement workflow that helps teams manage drafts, internal reviews, customer reviews, and version history without endlessly emailing offer files back and forth.

Dashboard status visibility

A real-time dashboard shows active offers, offers awaiting your review, offers awaiting customer review, change requests, approved offers, and fulfilled offers.

Offer lifecycle tracking

Every offer moves through draft, internal review, customer review, approval, and fulfillment states with clear status badges and progress tracking.

This is not an enterprise signing platform. It is a lightweight process for teams that need a structured offer approval workflow without managing heavyweight signature systems.

Internal review

Authors can request internal review from selected team reviewers. Reviewers receive notification and can approve, reject, or request changes.

Select reviewers and submit an internal review request.
Reviewers can approve or send the offer back for changes.
Decisions are recorded in the offer history and audit log.

Customer review

Once an offer is internally approved, the customer review workflow generates a secure review link. Customers can approve or request changes without creating an account.

Issue customer reviews by email with a secure review token link.
Customers can approve or request changes directly from the review page.
Customer review status is tracked in the offer timeline and dashboard counts.

Version control

Every offer supports versioned PDF uploads. Current and previous versions are visible, and each upload captures file details and author metadata.

Upload new offer versions as PDF files with optional change comments.
View previous versions, download documents, and preserve an immutable history.
New versions invalidate existing customer reviews until the offer passes internal review again.

Audit & activity history

The application records audit events for review requests, decisions, approvals, and changes so teams can trace offer activity clearly.

Track who requested reviews, approved offers, or requested changes.
See time-stamped events in the offer audit trail.
Support compliance and team accountability without extra email attachments.

Offer list and navigation

The offer index supports search, status filters, and quick access to offer details, including edit, view, and fulfill actions.

Status badges make it easy to understand whether an offer is in draft, under review, has customer changes requested, is approved, or fulfilled.