Operations templates
Move requests from submitted to approved without chasing
Use it for spend, contracts, content, discounts or almost any internal approval. Change stages, rules and approvers to match your business.
Creates an editable copy in your Zippy workspace
Approval workflow
Internal workflow
Approval queue
Live flowSubmitted
Review
3Decision
4Complete
Software renewalA. Lee
Event spendT. Ross
Supplier exceptionN. Shah
Included
A working first version
Request forms
Multi-stage approvals
Evidence uploads
Status notifications
Audit history
Keep exploring
Related templates
Vendor onboarding
›Collect company details, documents, risk reviews and approvals through one guided flow
Vendor onboarding
Portal
Vendor onboarding
Collect details, documents and approvals through one visible onboarding process.
Supplier onboarding
In progressAtlas Office
Nexa Cloud
Harbour Events
Lead qualification
›Score enquiries, route strong opportunities and keep a clear record of every decision
Lead qualification
Workflow
Qualification queue
Live flowSubmitted
Review
3Decision
4Complete
Orbit LabsReady
Lime WorksReview
Kite StudioQueued