Approval Forms

123 Templates

Design Approval Form

Submit designs through this free approval form. Clients can review and respond to entries instantly. Easy to customize, share, and fill out. No coding.

Go to Category:Services Forms

Approval Request Form

An Approval Request Form is a form template designed to streamline the approval process within organizations.

Go to Category:Request Forms

Field Trip Approval Request Form

A field trip approval request form is a document that schools use to request permission for organizing field trips for students from school principals or sponsor companies.

Go to Category:Education Forms

Purchase Approval Form

A purchase approval form is a document that is used by an employee to get approval for a purchase from a supervisor or management. No coding!

Go to Category:Business Forms

Banking Investment Approval Form

A banking investment approval form is an investment proposal or investment application that is submitted to a bank or financial institution for review and analysis.

Go to Category:Banking Forms

Proof Approval Form

A Proof Approval Form provides your customers with the proof of their order and asks for their approval.

Go to Category:Business Forms

Request For Approval And Verification Of Absence

The Request for Approval and Verification of Absence is a form used to document the approval or denial of a verified absence from work

Go to Category:Human Resources Forms

Print Approval Form

This Print Approval Form is specified for Wedding Stationery Business which asks for the approval and consent of the customers of the final status of their wedding invitation.

Go to Category:Business Forms

ID Card Approval Form

An ID card approval form is used by schools to approve student ID cards.

Go to Category:Education Forms

Project Approval Form

This is a project approval form that collects the project fee, contact information with their consent to the project terms and conditions.

Go to Category:Business Forms

Work Approval Form

A Work Approval Form is a form template designed to provide a structured way for individuals or teams to seek authorization before initiating specific work activities.

Go to Category:Work Request Forms

J.r.s Auto Loans Approval

Get Prequalified In Minutes & Be On Your Way To The Dealership. Great Rates. No Obligation. We Specialize In Connecting People With Local, Reputable Car Dealers. Saves Time & Hassle. A better way to buy a car. Bad credit? No Problem. Buy Certified Preowned.

Go to Category:Advertising Forms

Software Approval Form

A Software Approval Form is a form template designed to help organizations manage software acquisitions effectively.

Go to Category:IT Forms

Mortgage Pre Approval Checklist

A mortgage pre-approval checklist is a checklist of documents and information that mortgage lenders may require from prospective home buyers.

Go to Category:Banking Forms

Presidential Approval Survey

A presidential approval survey is a research instrument that can measure the approval rating of a current U.S. president by a cross-section of respondents.

Go to Category:Survey Templates

Course Approval Form

A Course Approval Form is a form template designed to initiate and formalize the process of approving a particular course or set of courses.

Go to Category:Education Forms

Mobile App Approval Form

A mobile app approval form is a business form used to collect information about an app in order to submit it to Apple or Google for approval.

Go to Category:Information Request Forms

Architectural Approval Request Form

The Architectural Approval Request Form is a beneficial document in the homeowners associations and construction industries.

Go to Category:Request Forms

HTLA Event Approval Form

Event Approval Forms that sends responses straight to your email inbox.

Go to Category:Event Booking Forms

Building Approval Form

A Building Approval Form is a form template designed to facilitate the legal and regulatory approval process for construction or renovation projects.

Go to Category:Construction Forms

About Approval Forms

Approval Form Templates are specialized online forms designed to streamline and automate the process of requesting, reviewing, and granting approvals for a wide range of business and organizational needs. These templates are commonly used for leave requests, purchase orders, expense reimbursements, project proposals, document sign-offs, and more. By providing a structured workflow, approval forms ensure that requests are routed to the appropriate decision-makers, tracked efficiently, and documented for compliance and transparency. Whether you’re managing internal HR processes, procurement, or project management, approval forms help standardize and accelerate decision-making.

With Jotform, users can easily leverage Approval Form Templates to build custom approval workflows without any coding. Jotform’s intuitive drag-and-drop Form Builder allows you to add fields, set up conditional logic, and integrate with over 40 payment gateways or third-party tools. Submissions are automatically stored and can be managed in Jotform Tables, making it simple to track the status of each request. Real-time notifications, customizable autoresponders, and advanced search features further enhance the efficiency of your approval processes, making Jotform an ideal solution for businesses seeking to digitize and optimize their approval workflows.

Use Cases of Approval Form Templates

Approval Form Templates are versatile tools that can be adapted to a variety of organizational scenarios. They solve common workflow bottlenecks by providing a clear, auditable path for requests and decisions. Here’s how they can be used, who benefits from them, and how their structure may differ:

- Possible Use Cases:

- Employee leave or vacation requests

- Purchase order approvals

- Expense reimbursement requests

- Project or budget proposals

- Document or contract sign-offs

- IT or facility access requests

- Event or travel authorizations

- Problem Solving Points:

- Eliminates manual paperwork and email chains

- Reduces approval delays by automating routing and notifications

- Ensures compliance and record-keeping with digital audit trails

- Centralizes request management for easy tracking and reporting

- Possible Owners and Users:

- HR managers (leave, travel, and expense approvals)

- Finance and procurement teams (purchase orders, reimbursements)

- Project managers (project proposals, resource requests)

- IT administrators (access and equipment requests)

- Department heads and executives (final approvers)

- Differences of Creation Methods:

- Content and Fields: Leave request forms may require employee details, dates, and reason for leave, while purchase order forms need vendor information, itemized lists, and budget codes.

- Approval Routing: Some forms may require multi-level approvals (e.g., supervisor, department head, finance), while others need only a single sign-off.

- Conditional Logic: Forms can display or hide fields based on user input (e.g., additional documentation for high-value purchases).

- Integrations: Expense forms may integrate with accounting software, while IT requests might connect to helpdesk systems.

In summary, Approval Form Templates can be tailored to fit any approval workflow, ensuring requests are processed efficiently and transparently across your organization.

How to Create an Approval Form

Creating an effective Approval Form with Jotform is a straightforward process that can be customized to fit any approval scenario, from simple one-step sign-offs to complex multi-level workflows. Here’s a step-by-step guide to building your own approval form, tailored to your organization’s needs:

1. Start with the Right Template or a Blank Form

- Log in to your Jotform account and click “Create” on your My Workspace page.

- Choose “Form” and either start from scratch or select from Jotform’s library of Approval Form Templates.

- Pick a layout: Classic (all questions on one page) or Card (one question per page).

2. Add Essential Form Fields

- Click the “Add Element” menu to drag and drop fields relevant to your approval process.

- For a leave request, include fields like employee name, department, leave dates, and reason.

- For purchase orders, add vendor details, item descriptions, quantities, and budget codes.

- Use the “Widgets” tab for advanced fields such as file uploads (for receipts or supporting documents) or e-signatures.

3. Set Up Approval Workflow Logic

- Use Jotform’s conditional logic to route submissions to the appropriate approvers based on form responses (e.g., requests over a certain amount go to a manager).

- Add multiple approval steps if needed, ensuring each approver receives a notification and can approve or deny the request.

4. Customize the Form Design

- Click the Paint Roller icon to open the Form Designer.

- Adjust colors, fonts, and layout to match your organization’s branding.

- Apply a professional theme or create a custom look for your approval form.

5. Configure Email Notifications and Autoresponders

- In the Settings menu, set up email notifications for approvers and confirmation emails for requesters.

- Customize messages to include request details and next steps.

6. Publish and Share Your Form

- Click “Publish” to get a shareable link or embed the form on your intranet or website.

- Share the form via email or internal communication channels.

7. Test and Monitor Submissions

- Use the Preview feature to test the form and approval workflow.

- Submit a test request to ensure notifications and approvals work as intended.

- Track submissions and approval statuses in Jotform Tables for easy management and reporting.

By following these steps, you can create a robust approval form that automates your workflow, reduces manual errors, and provides a transparent record of all requests and decisions. Jotform’s flexibility allows you to adapt the form to any approval scenario, ensuring a seamless experience for both requesters and approvers.

Frequently Asked Questions

1. What is an approval form template?

An approval form template is a pre-designed online form that facilitates the process of submitting, reviewing, and approving requests within an organization. It standardizes the workflow and ensures all necessary information is collected and routed to the right people.

2. Why are approval forms important in business workflows?

Approval forms help streamline decision-making, reduce bottlenecks, and provide a clear audit trail for compliance and accountability. They replace manual processes with automated, trackable workflows.

3. What information is typically required in an approval form?

Common fields include requester details, description of the request, supporting documentation, dates, and any relevant budget or project codes. The exact fields depend on the type of approval being sought.

4. Are there different types of approval forms?

Yes, approval forms can be tailored for various purposes such as leave requests, purchase orders, expense reimbursements, project proposals, and more. Each type may require different fields and approval steps.

5. Who can use approval form templates?

Anyone in an organization who needs to manage requests and approvals can use these templates, including HR, finance, procurement, IT, and project management teams.

6. How do approval forms improve transparency and compliance?

Digital approval forms automatically record each step of the process, including who approved or denied a request and when. This creates a transparent, auditable record for future reference.

7. Can approval forms be integrated with other business tools?

Yes, Jotform approval forms can be integrated with various third-party tools such as email, cloud storage, project management, and accounting software to further automate and streamline workflows.

8. Are approval form submissions secure and private?

Jotform uses industry-standard security measures, including encryption and secure data storage, to protect sensitive information submitted through approval forms. Access can be restricted to authorized users only.