Approval workflows for small & medium enterprises

Stop chasing approvals through email and spreadsheets.

Canvas Approvals gives your business one place to design approval chains, collect requests, and sign off — with every value locked and every action on the record.

Already have a workspace? Go to your-workspace.canvasapprovals.com

Running in an afternoon

No consultants, no implementation project. Draw a chain, upload a spreadsheet, share the form.

Sized for real teams

Works for the five-person trading firm and the five-hundred-person manufacturer alike.

No IT department needed

Everything is visual — workflows, forms, formulas. If you can use a spreadsheet, you can run it.

Everything an approval needs, nothing it doesn't.

From the first request to the final export, each approval moves through the exact path you drew — visible to everyone involved.

Draw your approval chain

Build workflows on a visual canvas — shapes are people, lines are rules. Either/or approvers, optional steps, endorsements, and reverts, no code required.

Bring your own data

Upload CSV or Excel and your forms come alive: dropdowns sourced from your real customers, products, and prices — restricted or free-entry, you decide.

Variables & formulas

Aggregate, pivot, and calculate across your data. Define your own formulas or use pre-built business and finance ones, then show the results right on the form.

Locked at submission

The moment a request is submitted, every value freezes. Approvers always sign off on exactly what was in front of them — even if the source data changes later.

Find anything fast

Search any approval by name or ID, filter logs by action or person, and see at a glance which stage every request is sitting at.

Export everything

Download any approval as PDF or CSV, pull a date range in bulk, and export full activity logs whenever your accountant or auditor asks.

From blank canvas to first approval in three steps.

1

Draw the chain

Drag shapes onto the canvas for each approver and connect them. Mark steps as either/or, optional, or endorsement-only, and set who can revert or edit.

2

Design the form

Add fields, wire them to your data, and set formulas — including line-item tables for multi-product requests. Canvas Approvals suggests card and overlay layouts for you.

3

Submit and approve

Requests appear as cards showing exactly where they stand. Approvers act in order, everyone sees the status, and the requester is notified the moment it's fully approved.

A record you can stand behind.

When the auditor, the bank, or the boss asks “who approved this and what did they see?” — the answer is one search away.

Values frozen on submit

What each approver saw is what the record keeps. Locked fields can't be edited — only refreshed from source data where you explicitly allow it.

Permanent approval IDs

Every request gets a unique, never-reused ID like 26060047 — easy to quote in a meeting, easy to find years later.

Every action logged

Each workspace and each approval keeps its own timestamped log of every action by every person. Filter it, search it, export it to CSV.

Deletion needs sign-off too

Records are removed only through their own approval chain, and anyone in it can cancel. Fully approved records can never be deleted.

A role for everyone who touches an approval

Admin

Builds workflows, forms, and variables. Manages data, members, and logs.

Member

Approves, endorses, or reverts at their step in the chain.

Viewer

Sees everything in their sub-spaces, changes nothing.

Guest

Fills the request form and gets notified on approval — nothing more.

No one refreshes a dashboard. Members and guests are notified by email or browser the moment a request is fully approved.

Questions we hear from teams like yours

Do we need an IT team to set this up?+

No. An admin draws the approval chain on a visual canvas, uploads data as CSV or Excel, and designs forms by picking fields — the system even suggests card and overlay layouts. Most teams have their first workflow running the same afternoon.

Can people outside the company request approvals?+

Yes. Invite them as Guests: they fill in the request form and are notified by email or browser when the request is fully approved. They never see your data, your workflows, or anyone else's requests.

What happens if our data changes after a request is submitted?+

Nothing changes on the request. All values are locked at submission so the record always reflects what approvers actually saw. Only fields you explicitly allow can refresh from updated source data.

Can someone quietly delete an approval?+

No. Deletion runs through its own approval chain that you define, anyone in that chain can cancel it, and a fully approved record can never be deleted at all. Every deletion attempt is logged.

Is our workspace separate from other companies?+

Completely. Each organization gets its own workspace on its own address, and every user account is restricted to that workspace.

How do we get our records out?+

Any approval can be downloaded as PDF or CSV. You can also bulk-export approvals by date range and download full activity logs as CSV — your records are never held hostage.

Bring order to your approvals.

Create your workspace, draw your first chain, and route your next request through it — this afternoon.