Accelerate Your Approvals with Smart, Automated Workflows
Approve in Clicks, Output Perfect PDFs
How can I turn a PDF request into an online approval workflow?
Upload your request PDF to PlatoForms, review the fields detected by AI, and set the approval steps. Each reviewer completes their assigned step online, and your team receives the finished PDF when the workflow is complete.
Route requests to the right reviewers and collect signatures along the way. Need a new request or authorization document? Create it with PDF Document Creator before setting up the workflow.
End the Approval Bottleneck
Say goodbye to manual follow-ups, compliance risks, and broken formatting.
No IT team needed. Just upload, drag, drop, and deploy.
Launch Workflows in Minutes, Not Months
Creating a sophisticated approval system doesn’t have to be complex. Simply upload your original PDF, use our intuitive builder—with AI assistance—to map fillable fields, and configure your multi-step workflow. Define roles, add secure e-signature blocks, and publish. Your automated approval pipeline is ready in minutes.
Keep work flowing without lifting a finger.
Put Your Routing on Autopilot
No more ‘Did you get my email?’ follow-ups. PlatoForms’ smart routing automatically sends a pre-filled invitation to the exact right person the second a previous step is completed. Whether your team is at their desks or out in the field, they can securely review, comment, and sign without skipping a beat.
Never wonder where a request is stuck again.
Total Visibility at Every Step
Maintain absolute control over your entire approval pipeline. Our intelligent notification feature sends automated email nudges the moment it’s someone’s turn to act. Senders and managers get a real-time, bird’s-eye view of every document’s status, ensuring 100% transparency and zero delays.
Power up complex processes with Master Forms.
One Approval, Multiple Documents
Why sign five documents when you can sign once? By combining your workflows with PlatoForms’ Master Forms, a single approval sequence can automatically populate data across multiple different PDF templates simultaneously. Guarantee data consistency, save hours of redundant data entry, and keep your records perfectly audit-ready.
Start with a blank page, AI prompt, or ready-to-use template.
Create Approval Documents from Scratch
When an approval process needs a purchase request, agreement, policy acknowledgment, or authorization form that does not yet exist, build it with PDF Document Creator. Customize the sections, tables, form fields, signature blocks, and branding, then convert the design into an online form and add it to a multi-step workflow. You can also start with a ready-to-use PDF template.
FAQ’S
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Do external reviewers need a PlatoForms account to approve and sign?
Not at all. We believe in frictionless collaboration. When you route a document for approval, reviewers receive a secure, one-time invitation link via email. They can open it on any mobile device or desktop, review the details, and apply their e-signature instantly—no logins, downloads, or paid accounts required. -
Can I create a new document for an approval process if I do not already have a PDF?
Yes. With PDF Document Creator, you can start from a blank page, describe the document to the AI Assistant, or choose a ready-to-use PDF template. Customize it for purchase approvals, contract reviews, policy sign-offs, or other authorization processes, then convert it into an online form and connect it to a multi-step approval workflow. -
How does PlatoForms handle complex, multi-role approval structures?
Our advanced workflow engine is built for complexity. You can easily define multiple steps, assign specific form fields to different roles (like ‘Employee’, ‘Manager’, and ‘HR’), and set up sequential routing. Each person only sees and interacts with the sections assigned to them, keeping sensitive data secure and the process streamlined. -
Is the final approved document secure and legally compliant?
Absolutely. Security and compliance are built into our core. Every signature collected through our workflow is secure, and all data transit is encrypted. Once the final step is completed, PlatoForms generates a locked, tamper-proof PDF containing all the signatures and data, perfect for your official business archives. -
What if my original PDF has strict formatting requirements?
That’s exactly what PlatoForms is designed for. Unlike basic web form builders, our system uses your exact PDF as the underlying template. While your team fills out a user-friendly, mobile-responsive web interface during the approval steps, the final output perfectly mirrors your original document’s layout, ensuring strict compliance with your industry standards.
