Manage Your Approval Process

Straightforward software to create, share, and track approval requests

Make better decisions

See the Approvals process in action with sequential approvals, custom fields, financial tracking, and more.

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Why choose Biztera Approvals?

Custom Fields

You can add custom fields to approval requests. Need to track requests by office location or department? No problem. You can add any fields you like.

Financial Tracking

Track amounts requested. Financial and budget information are captured so you can stay on top of the numbers.

Data Analytics

We’ll generate custom data analytics. Biztera makes it easy to gain valuable business intelligence. Track approved spending vs. total budget by department for the first quarter. See which locations requested funds that exceeded their budgets. We’ll work with you to gather and display the data you need most.

Sequential Workflow

Choose parallel or sequential approval workflow. Streamline the approval process by aligning it with your organization. Save time by letting the whole team approve at their convenience. Or make sure top decision-makers only see requests once they’ve been vetted by their reports.

Automated Rules

Set up automated signature authority and visibility rules. Take out the guesswork by setting up filters that automatically assign requests based on factors like department or the amount requested.

Single Sign-On

Get your organization onboard with SAML single sign-on (SSO) through your identity provider (e.g. Okta). A streamlined and secure sign-in process makes it a breeze for your team to integrate Biztera into their workflow.

Moderators

Assign moderators who can see all requests and control activity. Granular settings let you decide how much to manage and how much to automate.

Audit Log

You can feel secure that no one can make changes to your organization without your knowledge. The Audit Log tracks all activity.

Ready to manage your company’s approval process with customized content, financial tracking, and automation?

$40 per user / month

Create an organization

Biztera uses organizations to connect people in a workflow. You can invite anyone you want. You might create an org for approvals within your company. Or just your department. You could also create an organization for a team from your business and representatives from your key partner. You can have as many organizations as you want.

Customize your approval workflow

Create custom fields, choose your financial currency, and set up rules to automatically assign requests.

Submit a new approval request

Create a request for one person or as many people as you need. If it’s time-sensitive, add a decision date. Make a strong case by enriching your request: include links, attachments and comments.

Approve via email

Stay on top of what’s happening with Biztera’s notifications. Emails and in-app alerts are standard. You can even approve, deny and comment on an approval request directly from an email.

Review a request for your approval

Approve or deny a request quickly and easily. If you make a mistake or change your mind, it’s just as easy to change your decision. Start a discussion by adding a comment and @mentioning any username in the organization.

Approval tracking

See a list of all the approval requests that pertain to you. You can filter by organization, the current approval status, and much more. All requests are also searchable by user name and any text in the title or description. Export data on all decisions in the organization.

Eliminate Costly Miscommunication

Set up an automated approval process in minutes.