Client acceptance workflow and sign-off tracking

Purpose

1.1. Automate client sign-off tracking and acceptance workflows for delivered animation projects, ensuring timely approvals, compliance, and multi-stage stakeholder feedback before final delivery.
1.2. Facilitate digital document flows between post-production teams and clients, auto-collect acceptance, handle revision requests, log feedback, and maintain audit trails.
1.3. Support synchronized multi-format delivery (previews, finals), controlled access, status notifications, and centralized archival of acceptance records.

Trigger Conditions

2.1. Animation sequence or episode rendered and marked "Ready for Client Review" in the project management system.
2.2. Upload or version change of specified deliverables to shared storage.
2.3. Team member manually completes post-production task or checklist.
2.4. Scheduled milestone reached (e.g., due date for delivery or pre-release checkpoint).
2.5. Client request for revision or secondary approval detected via email or portal.

Platform Variants

3.1. DocuSign
• Feature/Setting: Envelope sending with custom workflow; API: Envelopes: create and send
3.2. Adobe Sign
• Feature/Setting: Automated agreement routing; API: POST /agreements
3.3. HelloSign
• Feature/Setting: Embedded sign request; API: sign_request/send
3.4. PandaDoc
• Feature/Setting: Document workflow status change; API: POST /documents/send
3.5. Dropbox Sign
• Feature/Setting: Signature request automation; API: POST /signature_request/send
3.6. Jotform
• Feature/Setting: Approval flow upon form submission; API: POST /form/{form_id}/submissions
3.7. Monday.com
• Feature/Setting: Status column automation; API: change_column_value
3.8. Asana
• Feature/Setting: Task completion triggers; API: POST /tasks/{task_gid}/stories
3.9. Slack
• Feature/Setting: Automated direct message or channel notification; API: chat.postMessage
3.10. Microsoft Teams
• Feature/Setting: Automated approval flow; API: Create approval with Graph API
3.11. Trello
• Feature/Setting: Card movement triggers; API: POST /1/cards/{id}/actions/comments
3.12. Google Drive
• Feature/Setting: New file or update triggers for folder; API: Files: watch
3.13. Box
• Feature/Setting: File event webhook; API: POST /webhooks
3.14. Dropbox
• Feature/Setting: File change webhook; API: /2/files/list_folder/longpoll
3.15. OneDrive
• Feature/Setting: File modified webhook subscription; API: /subscriptions
3.16. Jira
• Feature/Setting: Issue transition automation; API: /rest/api/3/issue/{issueIdOrKey}/transitions
3.17. Zendesk
• Feature/Setting: Ticket status change automation; API: PUT /api/v2/tickets/{id}.json
3.18. Salesforce
• Feature/Setting: Approval process and contract status update; API: ProcessInstance object
3.19. HubSpot
• Feature/Setting: Deal stage automation; API: PATCH /crm/v3/objects/deals/{dealId}
3.20. Notion
• Feature/Setting: Page property update on review; API: PATCH /v1/pages/{page_id}
3.21. Smartsheet
• Feature/Setting: Row status change automation; API: POST /sheets/{sheetId}/rows
3.22. ClickUp
• Feature/Setting: Task automation on status change; API: POST /api/v2/task/{task_id}
3.23. Zoho Sign
• Feature/Setting: Automated document send-out; API: POST /restapi/v1/documents
3.24. Airtable
• Feature/Setting: Automated record update; API: PATCH /v0/{baseId}/{tableIdOrName}/{recordId}

Benefits

4.1. Faster, error-free acceptance; live status visibility; audit-ready logs for compliance.
4.2. Fewer manual follow-ups; unified feedback and sign-off documentation per client and project.
4.3. Seamless integrations for both internal and client-side review, anytime/anywhere access.
4.4. Easy escalation of overdue approvals and smart routing for multi-tier acceptance chains.
4.5. End-to-end data security and centralization of approval assets for legacy and QC tracking.