Human Approval Workflow

Different documents, different approval paths

Proposal, RFP, security, and POC each follow the path your compliance team expects.

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Paths by document type

Sales → Manager for proposals; Security → Legal for RFP rows; and more.

Best practice

  • Reviewer assignment
  • Comments
  • Version history

Avoid

  • One approver for every file type
MendLane

Unapproved content cannot export as final.

Proposal Lane
Proposals · Pricing · Cases
Sales Manager
Word · Google Docs
Required before send

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