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Get pieces approved
Approval covers the exact words. Here's how to send pieces for sign-off and follow them up.
Before you start
- A Team or Agency plan (on Solo you approve your own pieces)
- Each approver's name and email
- Pieces on an Ask that are ready to send
In short
Tick the pieces, choose who needs to approve, and send. Approvers review from a link with no account, choose Approve or Needs changes, and confirm by email. Every approval is recorded against the exact version.
Decide which batches need approving
When you make an Ask, choose "Yes, send it for approval" or "No, I'll check it myself". You can change it on the Ask with its Approvals On or Off switch.
Tick the pieces and send
On the Ask, tick Select on the pieces you want approved, then Send for approval. Add who needs to approve, a name for the set and an optional approve-by date.
Send for approval4 pieces ready to sendRavi Kapoor · ravi@yourfirm.comApril changesSend to Ravi They get an email straight away and don't need an account.FridayWhat your approver does
They see each piece as it will look and choose Approve or Needs changes. They can edit the wording or leave a note, or press Approve all remaining. Nothing is sent until they press Send my review.
James asked you to review 4 pieces1. Priya Shah's LinkedInApril is closer than it looksApprove2. Company page postThree things to do before AprilNeeds changes3. Article by Priya ShahWhat changes for clients in AprilTo review1 approved · 1 change · 2 to goSend my reviewThey confirm by email
We email them one link to confirm their approvals, once on each device. It records the exact version they approved, with the time and a secure reference, as their electronic signature.
Follow it up
Approvals in the menu shows what's waiting and what's done, and how many pieces are ready to post because everyone said yes. Press Remind next to anyone you're waiting on. Suggested changes appear on Home, on Approvals and on the piece.
Approvals6ready to post: everyone said yes.1 still waiting.Waiting 1Done 4Priya Shah · April changes4 pieces · sent MonWaiting on RaviRemind
What happens next
- Approved pieces move to Ready to post on the calendar
- Change a word after approval and it needs approving again; every version and approver is kept
- Experts can sign off their own words, and on Agency so can your clients
Related answers
Still stuck?
Email hello@quotem.ai and a real person will answer.