NO-code solution template

Document Approval Process Template

Guide users through the document approval process and streamline the stakeholder assignment, review, and signing process

Trusted by leading legal teams, globally

Automation Platform - 
Reduce Turnaround Time

Reduce turnaround time

Get contracts and deals signed faster and facilitate the negotiation and signing process with ease

Automation Platform - 
Refocus the team on higher value work

Streamline the approval experience

Automatically route to the appropriate stakeholders, generate an approval transcript and allow digital signing

Automation Platform - Eliminate errors
and maintain compliance

Refocus the team on higher-value work

Reduce time spent on inefficiently executing documents and refocus valuable time on strategic work

How It Works

See the Document Approval Process Template template in action.

Self-service Portal

Enable users to self-serve and launch their document approval request and facilitate negotiations, approvals & signatures

Forms and Intake

Capture and triage information from users and systems using dynamic, logic-driven forms.

No-Code Automation Software: Forms & Intake

Decision Automation

Design complex rules and decision-tree logic to automatically determine the necessary approval path for your document

No-Code Automation Software: Decisioning

Negotiations & Approvals

Guide users through document review and streamline the negotiation, approval and signing process.

No-Code Automation Software: Negotiations & Approvals


Send non-disclosure documents to be signed digitally with custom email notifications

No-Code Automation Software: E-signature


Gain instant visibility into contracts and approval statuses, and stay up to date with renewals through automated alerts

No-Code Automation Software: Dashboards

Application Development

Build, update and maintain workflow solutions faster and easier using a completely visual drag-and-drop canvas

No-Code Automation Software: Studio


Enterprise contracts often require multiple stakeholders to review and approve before executing. Complex rules for determining the appropriate approvers are often outlined in a Delegation of Authority or Document Approval Process guide. The work of interpreting these complex rules, however, are often left to the business user, resulting in and long, confusing and frustrating client experience. Organizations face the risk of business users spending time either misapplying approval rules, or engaging the incorrect approvers. This results in legal teams having to spend time inefficiently helping the business navigate the document approval process.

Automating the document approval process can accelerate the contract lifecycle, enabling business users to navigate complex approvals and get to a faster turnaround. The legal, procurement and people & culture teams at Coca-Cola Europacific Partners managed to semi- or fully automate the intake, drafting, approval and filing of simple, low-risk agreements. For example, they automated NDAs so that 90% are created automatically by the user without legal intervention. The 10% that requires legal intervention are completed in hours rather than days.

Seamlessly integrate with your
existing tools and work flow

Fit Checkbox into your current processes rather than fitting your processes to Checkbox

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No-Code Automation Platform - Integrations
No-Code Automation Platform - Integrations
No-Code Automation Platform - Integrations
No-Code Automation Platform - Integrations
No-Code Automation Platform - Integrations
No-Code Automation Platform - Integrations
No-Code Automation Platform - Integrations
No-Code Automation Platform - Integrations
No-Code Automation Platform - Integrations
No-Code Automation Platform - Integrations
No-Code Automation Platform - Integrations
No-Code Automation Platform - Integrations
No-Code Automation Platform - Integrations
No-Code Automation Platform - Integrations
No-Code Automation Platform - Integrations

Enjoy greater control over the time & cost of digital transformation

Quickly realize and justify the value of your automation investment.

Frequency of workflow per month
Number of {type} hours to complete one workflow
Number of business user hours spent per workflow
Average salary of workflow participants per hour
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Estimated savings/ROI


Annual hours saved per workflow


Annual cost savings


No-Code Automation
Platform - Capterra

Frequently Asked Questions

If you have any further questions, Get in touch with our friendly team or email us at

What is Checkbox?

Checkbox is the leading no-code service automation platform that empowers business functions to automate their tedious, manual processes and streamline their service delivery.

This enables teams to better manage and scale their services to improve access, value, and speed to the business.

Do you have templates for document approval processes so we do not have to start from scratch?

Yes, Checkbox has templates for document approval processes and for common use-cases across legal, human resources, compliance, IT and more, which you can get access to. Any application built in Checkbox can also be exported with a single click to enable template sharing.

Access our document approval processes template. Explore all our available solution templates

Can Checkbox integrate with our existing systems or database?

Yes, applications built on Checkbox can be integrated with any other system that has available REST APIs. Integrations within Checkbox applications typically streamline the flow of data and trigger events across your existing systems and workflow. You can pull data and documents from other systems into Checkbox and conversely push data and documents into other systems automatically.

Key integrations with Checkbox include DocuSign, AdobeSign, Xakia, LawVu, Salesforce, Sharepoint, Google Drive and more.

What is the profile or skill sets of users who typically build on Checkbox?

Checkbox is no code. Our completely visual drag and drop application builder means that anyone, including those with no technical background can build their own automation and workflow tools without coding or IT knowledge. We have lawyers, HR, procurement, risk and compliance professionals, business analysts all building on Checkbox, and across many different seniority levels (C-Suite, middle managers and interns).

How long does it take to build an application on Checkbox?

Checkbox is designed to be the fastest no-code development platform. We have seen simple applications (e.g. NDA automation) built in just 15 minutes, right up to complex end-to-end business processes (e.g. complete automation of an organization’s entire procurement framework) built over a few months. Regardless of the size and complexity of the solution, Checkbox’s completely visual drag and drop application builder allows solutions to be built and deployed in a fraction of the time, risk, and cost compared to traditional IT development.

Checkbox is no-code, but do you allow for coding if we want to?

Yes. Whilst Checkbox is no-code, some use-cases may still require coding either due to complexity or the need for integrations with other systems. The Checkbox authoring studio provides a component which enables code to be written and executed as part of the workflow, often leveraging the skill set of IT staff to build upon the no code foundation built by the business users.

Digitize and scale the delivery of your services