Signature Request with Approval

A common workflow with electronic signatures is with approvals by a 3rd person, usually a manager in your organization. Xodo Sign does not offer an explicit feature for this because you can easily achieve this with the existing functions.

• Document creation
  • Enable Signing Order
    The document (or template) you create needs to have enabled ☑ Signing Order.
  • Add Approver role before the signer.
    
• Prepare / Quick Send document

   

• Approve / Decline / Reassign

   

  Sign Reassign Decline

  Sign the document if you approve the content.

  

  Reassign to someone else if you can't approve it yourself.

  

  Decline the document if there's something wrong.

  
• Signer will receive document

  Only if you signed the document in the previous step, the signer will receive the document for the signature request.