To find out what types of approvals exist, you can check out this article: What types of approvals exist?
Tomorro allows you to set up multiple approval workflows based on your templates, with configurable approvers before sending or signing. Additionally, you can define the order of approvals—for example, a process where the sales manager approves first, followed by the finance manager, and finally the legal officer can be easily replicated.
How to set up an approval with an order?
Here are a few steps to follow - they are the same whether it is for an "Approval before first sending" or an "Approval before signature".
1️⃣ Click on "No approval workflow" :
2️⃣ Select the "One after another" option - all the approvers you are going to add will have to approve, but in the order, you can define.
3️⃣ To add your first approver, click on "Add an Approver" :
Repeat to add as many approvers as desired.
How to choose the order of approval?
Once the different approvers are added, you will see arrows to the left of the approvers' names. They allow you to move the approvers up/down to define their order.
The up arrow moves the approver one step up, and vice versa, the down arrow moves the approver one step down.
The final order of the approvers will then be the one in which the approvers appear.
What happens once a project is created?
The order appears in the box that tracks the current approval process.
In the example below, we see that Lukas has to approve after Anne-Thaïs, so he will be notified once Anne-Thaïs has given her approval.
What if approver #1 rejects the approval?
If the first approver or a prior approver to another rejects the approval, the others will not have to approve, they will not be notified until the approval workflow is restarted.
Tomorro's tips:
You can define an approval order for approval before first sending and not define an order for approval before signing.
You can mix simple and/or conditional approvals to an approval order.
For example:
An approver A approves in position #1, if the contract is for 12 months or more.
An approver B approves in position #2 regardless of the duration of the contract.
Situation 1: The contract is for 18 months.
Approver A will have to approve in #1 and then Approver B in #2.
Situation 2: The contract has a duration of 6 months.
Only Approver B will have to approve.