Three ways to route a step
- Everyone in the step. Finance and Legal both approve before it moves on.
- Any one of them. Whichever finance manager gets to it first.
- A quorum. Any two of your three directors.
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.
Approve, reject, or ask for changes
Approvers don’t just click yes. They can 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.
Nobody gets lost
Each person is emailed only when it’s their turn, reminded automatically if they don’t act, and 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 the Business plan, 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. DocuSign and Adobe Acrobat Sign are trademarks of their owners; Refrendo is not affiliated with them.