Three ways to route a step
- Everyone in the step. Finance and Legal both approve before it moves on. Team and above
- Any one of them. Whichever finance manager gets to it first. Team and above
- A quorum. Any two of your three directors. Business and above
Steps run in order, so the supplier is only asked to sign after Finance has approved, and your Director only countersigns after the supplier has signed. See how that works for purchase orders, supplier agreements and CAPEX requests.
Approve, reject, or ask for changes
Approvers can approve, reject with a reason, or ask for changes with a comment. When they ask for changes, the sender revises the document (or explains why it stands) and everyone reviews the new version. Refrendo keeps every version, fingerprinted, with each decision tied to the exact version it was made on.
Each person asked when it’s their turn
Each person is emailed only when it’s their turn, reminded automatically if they don’t act, and on Team and above can pass their turn to a colleague. Your dashboard shows what needs you, what’s waiting on others, and what’s done.
Use it from your own systems
On Business and above, send approval requests from your ERP or finance system through the REST API, and get a webhook the moment a document is approved, rejected or signed.
Details about other products are from their public websites as of September 2026 and may have changed. Product names are trademarks of their owners; Refrendo is not affiliated with them.