Clients forget to respond
Approvals sit in inboxes while projects stall and staff send the same follow-up again.
Staff portal
Sign in to create approval requests, monitor client decisions and manage templates. Customers only need the secure link you send them — no account required.
Customer portal preview
Client approval portal
Kitchen renovation — scope variation v2
APR-000318 · Version 2
Client
Sarah Naidoo
Deadline
Friday, 4 July
Additional cost
R12,400 incl. VAT
ApproveRequest changesReject
oraxis.co.za/services/apps/oraxis-approve/approve/secure-link-preview
Oraxis Apps · Client approval software
Stop chasing clients for approval.
Oraxis Approve gives every customer one secure link to review, comment and approve quotes, designs, scopes, variations and deliverables, so work keeps moving and every decision is clearly recorded.
- Faster client decisions
- Fewer approval delays
- Clear version history
- Recorded customer sign-off
Projects should not stall inside email and WhatsApp threads.
Approvals get lost, feedback is vague and nobody can prove which version the customer signed off on.
Feedback is scattered
Comments land across email, WhatsApp and calls with no link to the version under review.
Nobody knows what was approved
Teams cannot prove which quote, design or scope the customer signed off on.
- Approvals are given vaguely.
- Additional costs are agreed verbally.
- Customers later claim they approved something different.
- Work stops while staff repeatedly follow up.
- Final invoices are delayed because sign-off is unclear.
From request to decision, every step is clear.
- 1
Create the approval request
Start from a template or blank request.
- 2
Upload files, quotes or options
Attach the exact version customers must review.
- 3
Set the client and deadline
Choose recipients and when a decision is due.
- 4
Send one secure link
Email or WhatsApp — no customer account required.
- 5
The client reviews and responds
Approve, reject, request changes or select an option.
- 6
The team receives the decision immediately
Staff see status, comments and recipient progress.
- 7
The exact version and decision are recorded
Immutable approved versions and a full timeline.
- 8
Track, Collect or another workflow continues
Link approved variations to journeys or payment requests.
One secure link. No account required.
Customers review, respond and upload in a focused portal — without creating credentials.
- View the approval request
- Preview attached files
- Download files if allowed
- Compare versions
- Approve, reject or request changes
- Leave comments
- Approve an additional cost
- Select an option
- Upload reference material
- View the decision deadline
- Review prior responses
- Pay a deposit through Oraxis Collect where configured
Always know exactly what was approved.
Version control keeps every decision tied to the files the customer actually reviewed.
- Every file revision is versioned.
- Customers only approve the current published version.
- Old links resolve safely to the valid version or show superseded state.
- Approved versions become immutable.
- New revisions require a new approval decision.
- The timeline records every version and decision.
Know what is approved, blocked or overdue.
Operational metrics and a priority queue keep staff focused on approvals that need action.
- Awaiting client
- Due today
- Overdue
- Changes requested
- Approved this week
- Rejected
- Expiring soon
- High-value approvals
- Additional costs awaiting approval
- Average approval time
- Reminder delivery failures
- Requests requiring staff action
Approvals dashboard
Priority action queue
Awaiting client
14
Due today
3
Overdue
5
Approved this week
11
APR-000318 · Sarah Naidoo
Scope variation · overdue 2 days
APR-000312 · Brightline Studio
Changes requested · v2 needed
APR-000305 · Northline Build
Additional cost awaiting approval
oraxis.co.za/services/apps/oraxis-approve/app/approve/dashboard
Built for teams that need clear client sign-off.
Marketing agencies
Web-development studios
Graphic designers
Printers and signage companies
Builders
Installers
Interior designers
Architects
Event planners
Photographers
Videographers
Repair centres
Custom manufacturers
Attorneys
Consultants
Recruitment agencies
Property managers
Training providers
Part of the Oraxis suite.
Approvals sit between progress visibility and payment — without forcing customers through three different experiences.
Oraxis Track
Show the customer what is happening on their job or application.
Oraxis Approve
Capture the customer's next decision with versioned files and recorded sign-off.
Oraxis Collect
Request deposits and approved additional costs through secure payment links.
- 1Customer tracks a project in Oraxis Track.
- 2A variation requires approval.
- 3Customer opens Oraxis Approve.
- 4Customer approves the updated cost.
- 5Oraxis Collect requests the required deposit.
- 6Oraxis Track continues to the next stage.
Faster client decisions
One link replaces scattered follow-ups.
Clear version history
Know exactly what was approved and when.
Recorded sign-off
Decisions, comments and timelines stay auditable.
Suite integration
Connect approvals to Track journeys and Collect payments.
Simple plans for client approval workflows.
Focused approval software — not a bloated project-management platform.
Starter
R399/ month
- Up to 20 active approval requests
- Secure customer links
- Approve, reject or request changes
- Email notifications
- File attachments
- Basic decision history
- One organisation
- Standard support
Business
R899/ month
- Higher approval limits under fair-use terms
- WhatsApp and email notifications
- Automated reminders
- Version control
- Comments and uploads
- Multiple staff users
- Additional-cost approvals
- Reusable templates
- Oraxis Track integration
- Oraxis Collect integration
- Approval analytics
Pro
R1,799/ month
- Multiple branches
- Custom branding
- Multi-stage approvals
- Multiple decision-makers
- Advanced roles and permissions
- Conditional workflows
- API and webhooks
- Advanced reporting
- Priority onboarding
One-time onboarding and workflow setup may range from R1,500 to R5,000 depending on branding, templates and integration requirements. Messaging, file-storage and payment-provider fees may be billed separately.
Frequently asked questions
No. Each customer receives a secure private link and responds in their browser without creating credentials.
Quotes, designs, artwork, scopes, variations, production proofs, milestones, deliverables, options and additional costs.
Yes. Customers can request changes with comments. Staff publish a revised version for a new decision.
Yes. New versions increment the version number. Prior decisions remain attached to the version reviewed.
Yes. Configure single recipient, all recipients, minimum approvals, first response or sequential modes.
Yes. Additional-cost approvals record the amount, version and recipient, and can trigger a Collect payment request.
No. Oraxis Approve focuses on client decisions and recorded sign-off, not certified electronic signatures.
Yes. Approvals can link to Track journeys and update blocked or ready statuses when decisions are recorded.
Yes. After approval, Approve can create a Collect payment request for deposits or approved additional costs.
Yes. Links use cryptographically secure tokens stored as one-way hashes server-side, with expiry and revocation.
Business and Pro plans support WhatsApp reminders using your configured provider templates.
Custom branding is available on Pro and can be included during onboarding.
Keep work moving. Make every client decision clear.
Book a demo to see how Oraxis Approve replaces scattered follow-ups with one secure link, versioned files and a recorded decision timeline.