Dock

How to set rules and approvers for order forms

Admin: Configuring Approval Rules

How to approve, decline, or comment on order forms as a rule approver

Rule Approvers: Responding to Requests

Submitting an order form for approval and adjusting if a request is declined

Approval Workflows as a Rep

Approval Rules

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Create your workspace and invite the people you work with.

Set up your account

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Ship something

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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