Add an approval step to the work your customers do in your product

An enterprise customer wants a second person to approve certain actions in your product before they take effect. An approval step, set by each customer for the actions they choose, gives them that.

Before: one person at your customer sends a payment on their own, and it takes effect. After: the same person asks for the payment, and the request waits in your product until a second person, the approver, approves it.
  • One person can send a payment or publish a page alone, and some customers object.
  • Each customer chooses which actions need a second person's approval.
  • The action waits until that second person approves it, then takes effect.

What changes for you

An enterprise customer reaches the end of a sales conversation and raises one more point. In your product today, one person on their side can send a payment, publish a page or place a large order, and it takes effect. Their own rules say a second person should approve actions like these first. Until your product can do that, the deal waits, or the customer works around it with emails and screenshots outside your product.

The same request tends to come from customers you already have. A finance lead wants a colleague to approve payments. A marketing team wants someone to approve a page before it goes public. A purchasing team wants a second name on large orders. Each one is reasonable, and each one ends up as a message to your support team asking whether the product can do it.

An approval step answers that request inside your product. Each customer chooses which actions need approval. When someone on their side takes one of those actions, it does not take effect yet. It waits as a request until a second person at that customer approves it, and then it goes through. Actions the customer has not chosen work exactly as they do now.

Your sales team gets a clear answer to a question that used to stall a deal. Your customers keep the rule they already follow, in the product they already use, rather than around it.

What you decide

You decide which actions can carry an approval step. Payments, published pages and large orders are typical examples, but the list is yours, based on what your customers ask for. Each customer then chooses, from that list, the actions they want approved.

You decide who may approve at each customer. Often that follows the roles their admin already sets, as described in giving your customers’ admins control of their own users. If your customers sign in with their company login, as in adding single sign-on for your enterprise customers, you decide how the requester and the approver appear, so their colleagues recognise them.

You decide how a waiting request looks to the person who asked and to the person who approves, and where it sits in your product, so it reads as part of what customers already use. You also decide how to tell customers about it, whether that is a note to the prospect who raised it or a mention to your larger accounts.

You decide what ships. Nothing reaches your users without your approval. That is your approval of the work on your product, and it is separate from the step your customers use among themselves.

What you see along the way

You see the approval step take shape in your repository, as small changes your team can read and approve. A choice that is yours, such as how a waiting request is worded, reaches you with the question and a link.

What it costs you in time

A first conversation about who is asking, which actions they mean and what their own rule says. After that, a little time from the person who hears these requests now, often in sales or customer success. They know which customers raised it and which action came up first, and that knowledge shapes a step customers recognise as their own rule.

What if you want to stop

Customers who have not chosen any actions see no difference. The approval step is code you own, so your own team or another one can carry it on.

Starting small

A sensible first piece covers one action that customers ask about most, such as payments, with one approval by a second person at the same customer. That shows whether the request stops coming up before you decide what comes next. Every engagement is tailored to your product and your goals. It starts with a conversation, with no obligation.

Start with one small first piece and judge the result yourself.

Questions leaders ask

Is this the approval we give Zefana for changes to our product?

No. This page is about a feature inside your product, for your customers. A person at your customer asks for an action, and a colleague of theirs approves it. How you approve the work on your own product is a separate matter, and this page makes no promise about it.

Will an approval step prevent fraud or meet a compliance requirement?

We make no promise about either. Whether a second approval satisfies a particular customer's policy or auditor is a question for that customer and for you. What the page offers is simpler: the actions a customer chooses wait for a second person before they take effect.

Do all our customers have to use it?

No. Each customer chooses the actions that need approval. A customer who wants none keeps working as they do today, and a customer who wants one action covered sets just that one.

Which actions should we offer first?

The ones customers already ask about. If prospects raise payments in the sales conversation, or a customer has asked for a second pair of eyes on publishing, start there. One action that customers use is worth more than a long list nobody chose.

  • Show your customers who changed whatAn enterprise customer asks who changed a setting in their account last month, and nobody can tell them. A history inside your product lets their admins read who changed what, and when.

Lift your eyes and let us carry the rest.

Talk to us and see what carrying your product forward looks like.

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