AI-Agents for Approval Routing

Check reviewer assignments, route requests, flag exceptions.

Send Agreement for Signature

Your client gets the agreement to sign online, and your reviewer gets a reply with the signer and request ID.

Works with10 tools
Send Agreements for Signature

Your agreement reaches the intended signers, and their invitation links return to the email thread that started the request.

Works with5 tools
Send Signature Requests

Your signers get personal signature requests from the final agreement you email, and you get a reply with the invitation wording and their links.

Works with5 tools
Backfill Proof Send History

Your coordinator can trace the revision recorded for a proof send, even when its send history was missed.

Works with5 tools
Check Asset Review Requests

Your asset row shows whether the current file version already has a review request, so your team can avoid asking twice.

Works with5 tools
Published by Campaigns Essentials
Check Reviewer Access

Know whether your reviewer has access to the right proof before you send a review request, with a clear reason when access is missing.

Works with
Check Reviewer File Access

See whether your assigned reviewer can reach the file before review starts, with the result on the review card.

Works with7 tools
Flag Reviewer Gaps

Your board highlights ready assets missing reviewers, and their owners get a direct link to make the assignment before review stalls.

Works with5 tools
Open Proof Approval Subitems

Your reviewers get a dated task for the current proof, with the decision they need to make before launch.

Works with5 tools
Open SOP Approval Review

Your quality manager gets a linked SOP review showing the new step and required sign-offs before the revised procedure can be released.

Works with7 tools
Open Training Guide Reviews

Get revised training guides ready for review with changed instructions and required sign-offs together before you issue them.

Works with7 tools
Prepare Proof Approval Tasks

Your reviewers get a clear task for the current proof. They know what decision to make and when it is due.

Works with6 tools
Published by Creative Review Essentials
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