Admins in Dock can configure approval rules around order forms. This ensures there's another set of eyes on a contract before the customer is asked to sign.

In the article below, we'll walk through what this means for you as a rep— what to do if your request is declined, how to publish an order form after it's been approved, and how to comment on a request.

In the order form creation flow, the final step you'll be taken to is the Review step. Here, you will see the finalized order form including any attachments you may have added. You will also see a list of any items that require approval. This is automatically generated based on your order form configuration.

Click the blue Request approval button to submit requests.

If you'd like to add context to a request or send a reminder of sorts, you can click into it to expand a comment thread. This will automatically send a notification to the approver.

If an approver has declined your request, you will automatically be notified and will be prompted to make an adjustment before you re-submit.

To adjust the order form, click into it to view and make edits. You can make edits to any step of the order form process.

Once you're ready, make sure you navigate back to the Review step and click into the appropriate request. From there, click Ask for approval.

Once all requests have been approved, you'll be notified via email.

As a final step, you'll want to remember to send the order form out for signature.

Keep in mind, at this point, the form will be locked for edits. If you choose to adjust the order form after this time, you'll need to re-submit the entire thing for approval.

To send it out for signature, navigate to the Review step of the order form and click Publish and send on the bottom right of the screen.

Clicking that will automatically send an automated email to signers. If you'd like, you can send an additional message through Dock or copy the link to share directly.