Document Approval Management Software
Turn messy document-driven processes into smooth, automated workflows
People ❤️ Tallyfy
Simple for everyone. Robust for champs.
"Tallyfy has been transformative for us. It's reduced manual errors, sped up processes like onboarding, and helped us document workflows that are critical as we grow. The ability to track tasks and aggregate them in one place saves us so much time and ensures that nothing falls through the cracks.
"We can finally delegate work with confidence and focus on growing the business.
"A paper-based approval for critical purchases could take a couple of days before if someone was waiting for a director to be available for a signature. Now approvals are often completed in minutes.
"Tallyfy is intuitive, fun and visually appealing. We can quickly gather every detail we need from our client in order to finish it on time. All the documents, specific details and comments are in one place.
"It has become a regular thing that people say 'put that in Tallyfy'. They know it by name. It has become the executive approval tool for our company. We have bi-weekly Tallyfy calls where we review what needs approval and what is pending - it keeps everyone aligned.
"It used to take us two days to run monthly client campaigns, now, with the help of Tallyfy, we complete them in just a few hours!
"Tallyfy is a very reliable way to delegate and track tasks with confidence. It has taken the guesswork out of the equation and has helped our team focus on delivering a service within deadlines. Thank you for making my life much easier!
"Our clients and team sail through the Tallyfy process - there is no need for clients to log in, there is one link for everything they need to do, everything saves in real-time - it all works incredibly well! I can't imagine scaling our agency without Tallyfy.
"Tallyfy transformed how we manage client onboarding and policy renewals. It eliminated inefficiencies, reduced meeting times from hours to minutes, and helped us avoid costly penalties by automating key processes. We now have full visibility over tasks, and I no longer need to chase down updates - it's all right there.
"Tallyfy has revolutionized how we manage our marketing projects at West Community Credit Union. It allows us to quickly launch tailored campaigns and track every moving part, ensuring nothing falls through the cracks. The ease of creating flexible, repeatable processes has saved us significant time and improved team collaboration.
"With Tallyfy, we have seen clarity in our processes as well as any bottlenecks. Tallyfy would be a good fit for any company that has a design, approval and implementation process that needs to have a quick turn around and that is growing fast.
"Tallyfy has helped our team streamline the efficiency of our processes. We now have smooth processes from beginning to end - without any steps being forgotten or skipped.
"If you want to be efficient and scale your business then Tallyfy is the way go. There is no question about it.
"Routing multiple documents is far quicker and there's immediate accountability and oversight. After switching to Tallyfy, routing documents and layouts went from taking over a week to taking just 2-3 days.
"Tallyfy has been transformative for us. It's reduced manual errors, sped up processes like onboarding, and helped us document workflows that are critical as we grow. The ability to track tasks and aggregate them in one place saves us so much time and ensures that nothing falls through the cracks.
"We can finally delegate work with confidence and focus on growing the business.
"A paper-based approval for critical purchases could take a couple of days before if someone was waiting for a director to be available for a signature. Now approvals are often completed in minutes.
"Tallyfy is intuitive, fun and visually appealing. We can quickly gather every detail we need from our client in order to finish it on time. All the documents, specific details and comments are in one place.
"It has become a regular thing that people say 'put that in Tallyfy'. They know it by name. It has become the executive approval tool for our company. We have bi-weekly Tallyfy calls where we review what needs approval and what is pending - it keeps everyone aligned.
"It used to take us two days to run monthly client campaigns, now, with the help of Tallyfy, we complete them in just a few hours!
"Tallyfy is a very reliable way to delegate and track tasks with confidence. It has taken the guesswork out of the equation and has helped our team focus on delivering a service within deadlines. Thank you for making my life much easier!
"Our clients and team sail through the Tallyfy process - there is no need for clients to log in, there is one link for everything they need to do, everything saves in real-time - it all works incredibly well! I can't imagine scaling our agency without Tallyfy.
"Tallyfy transformed how we manage client onboarding and policy renewals. It eliminated inefficiencies, reduced meeting times from hours to minutes, and helped us avoid costly penalties by automating key processes. We now have full visibility over tasks, and I no longer need to chase down updates - it's all right there.
"Tallyfy has revolutionized how we manage our marketing projects at West Community Credit Union. It allows us to quickly launch tailored campaigns and track every moving part, ensuring nothing falls through the cracks. The ease of creating flexible, repeatable processes has saved us significant time and improved team collaboration.
"With Tallyfy, we have seen clarity in our processes as well as any bottlenecks. Tallyfy would be a good fit for any company that has a design, approval and implementation process that needs to have a quick turn around and that is growing fast.
"Tallyfy has helped our team streamline the efficiency of our processes. We now have smooth processes from beginning to end - without any steps being forgotten or skipped.
"If you want to be efficient and scale your business then Tallyfy is the way go. There is no question about it.
"Routing multiple documents is far quicker and there's immediate accountability and oversight. After switching to Tallyfy, routing documents and layouts went from taking over a week to taking just 2-3 days.
Start by Tallyfying one recurring process
Perfect for digitizing procedures, from triggered workflows and approval chains you run manually today.
Tallyfy® is Document Approval Workflows Made Easy
Your document storage system holds the files, but it can't route them for sign-off. Tallyfy bridges that gap - it's document approval software that mid-market teams actually use to track who needs to approve what, and when.
Approvals without the bottlenecks
Route documents to the right people at the right time - with full audit trails
Are approval delays okay?
Are you hearing this at work? That's busywork
Enter between 1 and 150,000
Enter between 0.5 and 40
Enter between $10 and $1,000
Based on $30/hr x 4 hrs/wk
Your loss and waste is:
every week
What you are losing
Cash burned on busywork
per week in wasted wages
What you could have gained
160 extra hours could create:
per week in real and compounding value
Total cumulative impact over time (real cost + missed opportunities)
You are bleeding cash, annoying every employee and killing dreams.
It's a no-brainer
Document workflow skills without the bills
Need help? We guarantee you can schedule free 25-minute screen-sharing calls with our approval workflow designers for life.
SCHEDULE A CALL
Tallyfy is secure, proven and enterprise-grade
API & Webhooks
Free SSO
Middleware
BI & Data Export
Events & Triggers
AI & Automation
Security
Documents
Analytics & Metrics
Email Integration
Legal & Enterprise
Related Questions
What is document approval management software?
It's software that helps teams track, manage, and control who reviews and approves documents. Pretty simple concept. With Tallyfy, those approvals become visual workflows - everyone can see exactly what they're responsible for, and nothing gets lost in email.
What exactly is Tallyfy?
Tallyfy gets workflows out of people's heads and into documented systems. For document approvals specifically? It creates trackable workflows that free up about two hours per person daily. You can assign tasks to people or AI - whatever makes sense for your team.
Why do traditional document approvals fail?
In our conversations, we've heard the same story over and over. Email chains. Chat messages. Paper trails that go nowhere. Documents go missing. People don't respond. And there's no easy way to track progress or spot where things got stuck.
How does Tallyfy make document approvals easier?
You can see exactly where each document stands. Who acts next. What's causing delays. The platform creates transparent, visual approval processes. Automated emails, complete change histories, and audit trails are all built in. Templates keep everything consistent.
What happens if you don't use proper document approval software?
Based on feedback we've received, it's not pretty. Missed deadlines. Lost documents. Compliance headaches. Frustrated teams. Approvals scatter across email and chat with no clear records of who approved what - or when.
How does Tallyfy handle external approvers?
External approvers get one permanent link for all their tasks. No signup. No passwords. They can review, accept, and approve documents through a branded interface. You get real-time tracking on your end.
Can I see customer reviews of Tallyfy?
Yes! Head to tallyfy.com/customers. You'll find stories from organizations using Tallyfy for document approvals and other processes - with actual results they've measured.
Does Tallyfy offer country-specific pricing?
We do. Pricing is tied to GDP per capita of your country, with lifetime discounts up to 90%. It's how we make the software accessible globally - company size doesn't matter.
How does Tallyfy handle document templates?
The templating is surprisingly flexible. Fill-in-the-blanks documents. Fields you can define as editable or read-only. Content shared across templates. Fields that auto-populate with existing information. It saves a lot of repetitive work.
Does Tallyfy offer a free trial?
Yes. Request a personal demo and you'll get access to a free trial configured for your specific document approval needs. Book at tallyfy.com/booking.
Does Tallyfy offer free help with implementing document approval workflows?
Absolutely. We provide free consulting and support for setup - template creation, automations, team training, all through scheduled conversations. We won't leave you hanging.
How do I get started with Tallyfy for document approvals?
Book a personal demo at tallyfy.com/booking. You'll see how Tallyfy improves document approvals and start a trial with guided setup assistance. Pretty straightforward.
How do pharmaceutical and life sciences teams handle regulatory document approvals?
In our conversations with life sciences teams, we've seen them track FDA submissions, patent documentation, manufacturing approvals, and quality certifications through entire product lifecycles. Each document flows through the required review chain with timestamps and signatures. The goal? One place for all regulatory processes. No more hunting through email threads or shared drives to find approval status.
Can Tallyfy handle contract and statement-of-work approvals?
It can. Professional services teams route contracts and SOWs through legal, finance, and executive sign-off in sequence. Conditional rules can skip certain approvers based on contract value or client type. External parties? They review and approve via guest access without creating accounts. Just one permanent link.
Ready to streamline your operations?
Join thousands of teams using Tallyfy to eliminate inefficiency