How many rules can we have?

Professional allows 3 active rules. Firm has no cap.

Can an approver edit the proposal?

No. Approvers review read-only and approve or send back with a note. The creator makes changes.

Open Approvals
From the workspace menu choose Approvals. You see your rules and the review queue.
Create a rule
Give the rule a name and a condition, such as total fee over $50,000. Choose the approver or approver role.
Activate it
Active rules apply to new proposals. Professional allows 3 active rules; Firm has no cap.
Work the queue
Approvers see proposals waiting for them, with customer, creator and fee. They open the proposal read-only and approve or send it back with a note.
Record
Every approval and send-back is recorded in the audit log against the proposal version.

The creator is notified and can send. The approval is recorded against the version that was approved.

Approvers and reviewers do not need a creator seat. Invite partners as approvers from Users.

Still stuck? Email support@feebeaver.com. Professional plans get a reply within 1 business day; Firm plans get priority support.