Frequently asked questions

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Getting started

Is there a free version?

Yes. Anyone can sign up and create, print and keep their own requests for free. Organizations, approvals and processors come with a paid package.

Can we try it with our organization first?

Every new organization starts with a free 30-day trial. You can choose a package any time during the trial.

How do coworkers join our organization?

Invite them from the Members page, or add your email domain so anyone who signs up with a school or company address joins automatically.

Requests and approvals

Who approves a request?

The requester's supervisor first, then each tier above them, set up the way your organization works. A step can also be shared, such as needing 2 of 2 people in the superintendent's office.

What if an approver is out of the office?

Someone set up as a stand-in can approve for them, and the request shows that it was approved on their behalf.

Can we add our own fields to the form?

Yes. Add fields such as Account No. or Grant Name, and choose whether the requester, an approver or the processor fills each one in, and whether it prints on the PDF.

Can I attach quotes and receipts?

Yes. Attachments are merged into the request PDF, so one file has everything.

Billing

How can we pay?

Online by card, by check, or with a purchase order. You can upload the PO right on the invoice.

Monthly or yearly?

Either. Yearly costs less, and the pricing page shows how much you save.

Can we change packages?

Yes, from your organization's Billing page. Unused time on your current package is credited toward the new one.

We need more users than a package allows, or a different setup.

Contact us and we can set up a custom package for your organization.

Do you offer discounts?

Contact us. We offer discounts in some cases, such as for nonprofits.

Records

How long are our records kept?

For the number of years your package includes, shown on the pricing page.

What happens if our subscription ends?

Everything keeps working for 14 days while the renewal is paid. After that your requests become read-only, so you can still view and download them for a while, as listed on the pricing page. Paying the renewal turns everything back on.