A controlled workspace for document review
Move documents from intake to decision without losing the record.
SignoffTrace connects intake, review stages, version lineage, decision state, evidence, and portfolio oversight—without putting document content into the public site.
The SignoffTrace platform
One working system for the whole operation.
Each module answers a different question. Together they give the team a shared record of what exists, what needs attention, who decides, and what happened next.
Intake register
Record what entered the process, its type, owner role, and required route.
Review stages
See every package against the buyer-defined path and control points.
Version lineage
Keep superseded, current, and disputed versions distinct in the record.
Decisions
Capture decision state and authority without making the decision for the buyer.
Evidence
Link every status to the supplied metadata and retain unresolved ambiguity.
Portfolio
Review volume, ageing, bottlenecks, and handoffs across document classes.
Where the work gets stuck
The system is rarely the whole problem.
For professional-services and operations teams with one recurring, multi-step document workflow.
Email approvals hide progress and force requesters to ask for updates.
Generic builders become complicated when policies, customers, or approver paths vary.
A file can be marked approved without a clear record of what evidence was reviewed.
Approval Evidence Operations · managed delivery
A complete trail of owners, evidence, decisions, and exceptions.
We keep the records, definitions, checks, exceptions, and review pack moving across the six-module model. Your team keeps every decision that carries financial, legal, operational, or customer impact.
- One named workflow with explicit decision and evidence rules
- Exception-first status instead of a maze of generic tasks
- Exportable audit history for the selected process
Evaluate the product
Everything you need to decide whether this fits.
Explore the application model, exact deliverable, input boundary, rollout, and trade-offs before you share operational data.
Product tour
Move through all six modules in a realistic workspace built with fictional data.
02Capabilities
See the repeatable work behind every operating cycle.
03Sample deliverable
Walk through the reviewable output your team receives.
04Implementation
See the four checkpoints, responsibilities, and acceptance criteria.
05Data requirements
Review the accepted fields, excluded data, and handling lifecycle.
06Full FAQ
Get direct answers on capacity, switching, security, and service boundaries.
How it works
A complete operating view without a drawn-out rollout.
Start with the working records you already have. We map them into the connected model, run the review cycle, and improve the control record with your team.
- 1Step 1
Choose one repeated document type and define its policy in plain language.
- 2Step 2
Run five historical cases through a fixed approval-and-evidence schema.
- 3Step 3
Receive the exception map and a working approval flow ready for supervised use.
Why we work this way
We started with the complaints, not a feature list.
Public operator discussions showed us where existing tools create extra work. Those recurring problems now shape the service and every client deliverable.
Email · Excel · Ticketing systems
A five-step email approval process took four weeks and gave the requester no visibility into progress; replies emphasized that the core problem was knowing where work was stuck.
What we changed: Make elapsed time, current owner, required evidence, and stuck reason the primary interface rather than another generic checklist.
Read the source notesSalesforce Flow Approvals
A practitioner reported failed variables, misrouting, stuck states, generic errors, interface friction, and insufficient documentation while configuring approval flows.
What we changed: Limit the setup to one workflow, verify each path with historical cases, and keep a human-readable error and state history.
Read the source notesUseful before you hire us
Put the workflow into a register your team can actually run.
The approval evidence requirements canvas is a five-tab Excel workbook with a ready-to-fill register, worked fictional example, weekly review agenda, and metric dictionary.
Download the Excel workbook- 01Name the document, trigger, requester, and final decision owner
- 02List required evidence before routing starts
- 03Define rejection, rework, delegation, and out-of-office paths
- 04Record who decided what, when, and against which version
Monthly service plans
Choose the plan that matches the workload.
Every plan is a month-to-month managed service with a generous, published capacity, a named cadence, and human review. The middle plan is the practical fit for most teams. Prices are in US dollars and exclude applicable sales tax.
Our promiseNo annual contract. If a workflow cannot be expressed safely in the agreed schema, we say so before its plan begins. We take on no more than 5 new clients at a time, so every delivery gets a human review.
Compare the detailsStart with fit
Tell us where the work gets stuck.
Share the situation in general terms. We will review it personally and tell you which plan fits. No card or operational files are needed.
The practical details
Questions people ask before we start.
Is this a general no-code platform?+
No. The offer is deliberately limited to one repeatable approval workflow.
Can AI approve documents?+
No. AI can classify, route, check completeness, and summarize evidence; an authorized person decides.
What if our policy has exceptions?+
Exceptions are first-class states with an owner and reason, not hidden manual workarounds.
Can we export the trail?+
Yes. Portability is part of the agreed delivery criteria.
What do we receive each cycle?+
A human-reviewed approval evidence pack, the supporting exception log, and the plan-specific review cadence shown on the pricing page.
What do you need from us?+
A named owner, the agreed definitions, and metadata-only approval policy and event CSVs. The public inquiry form accepts none of that operational data.