Document Approval Management Software
Turn messy document-driven processes into smooth, automated workflows
People ❤️ Tallyfy
Simple for everyone. Powerful enough for pros.
"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 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.
"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 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.
"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.
"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.
"When asked for an update on a pending request, I would have had to look through several email threads, make phone calls, and often have to wait for a reply to give an accurate update. I can now go into Tallyfy and view all of the information in one place. In two seconds, I am able to update the requestor on the status of their order.
"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.
"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 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.
"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 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.
"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.
"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.
"When asked for an update on a pending request, I would have had to look through several email threads, make phone calls, and often have to wait for a reply to give an accurate update. I can now go into Tallyfy and view all of the information in one place. In two seconds, I am able to update the requestor on the status of their order.
"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.
Are approval delays okay?
What busywork costs your company
per week
per year
over 5 years
What will your team run on Tallyfy?
Start with one process your team repeats often.
- Done: Gather requirements
- In progress: Create draft 1
- Waiting: Approve draft 1
- Done: Gather client and contract details
- In progress: Prepare quote/proposal
- Waiting: Send the quote to your client
- Done: Review brand and content guidelines
- In progress: Create initial content draft
- Waiting: Proofread and self-edit content
- Done: Please review the scope of work
- In progress: Email Client for Social Business Objectives during {{during-which-month-do-these-8222693}}
- Waiting: Strategy Development Template
- Done: Pre-proposal checklist
- In progress: Draft the proposal document
- Waiting: Understand the opportunity
- Done: WordPress
- In progress: System 1
- Waiting: System 2
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.
Document sign-off is a chain of tasks
90% per task, 10 tasks in a row, is about 35%. A 10-step job done blind is worse than a coin flip.
Read why AI is for tasks, not jobsYou cannot automate a process that doesn't exist
Old documents and people's memories aren't a process, and nobody follows them the same way twice. Write the steps down in Tallyfy, and people and AI get through, with every step tracked.
What a form or an email can't do
A form collects answers. Tallyfy turns each answer into work someone owns and finishes.
Turn forms into tasks
Split one long form so each person fills their part, with a deadline and reminders.
Show the right task at the right time
A short kickoff form, then rules that show only the steps that apply.
Your AI updates Tallyfy from email and chat
Connect the AI you already use. It fills in fields and completes tasks.
Your AI updates Tallyfy from meetings
Give it the meeting transcript. It updates the tasks and fields that came up.
Direct your other apps through AI
Instructions saved in each step tell your AI what to do, the same way every time.
Write it once, run it every time
Each run follows the same steps, and every change you make improves the next one.
Approvals without the bottlenecks
Route documents to the right people at the right time - with full audit trails
| Status | Step | Assignee | Deadline |
|---|---|---|---|
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 1. Document uploaded | AU Author | On time |
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 2. AI checks for compliance issues why this works | AI AI agent | 8m left |
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 3. Legal reviews and approves | LB L. Brooks Legal | 6h left |
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 4. Auto-publish when approved | Conditional On approval | Auto |
Tallyfy mixes people, AI, and automation in one accountable workflow. Each step has an owner, a status, and a clear next action so document approval management software stops being a black box.
Why Tallyfy is the AI control layer
Set up
Define the recipeLay out your steps, deadlines, and who does each: a person, AI, or a rule.
Run
People + AI togetherLaunch in one click. AI does the routine steps; people approve. No glue code.
Track and improve
Audit and learnWatch every step live, then refine - a gradual shift, never a total redo.
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
Legal & Procurement
Integration hubs
AI & Automation
BI & Data export
Triggers & Forms
Plus Google Drive, Dropbox, SharePoint, Box, and many more via integrations.
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.
Pick one process. Run it this week.
Start with the one your team repeats most, and stop chasing it.