Project Approval Form
An approval that happens after the money's already spent doesn't hold up in an audit. Route requests to the right approver, and keep a record of who authorized what, and when, before work begins.
A project approval form is often the only record that a project was actually authorized, and by someone with the authority to authorize it, not after the fact. For public companies, that record ties directly to Sarbanes-Oxley Section 404, which requires documented internal controls over financial reporting, and auditors specifically test whether spending was approved before it happened, not reconstructed afterward from an email thread or a verbal go-ahead. A missing or backdated approval is a classic finding that can turn into a material weakness, not just a paperwork gap.
Who's allowed to approve what also isn't supposed to be arbitrary. Standard internal control frameworks call for segregation of duties, the person requesting a project generally shouldn't be the same person approving it, especially above a set dollar threshold, and most companies define an approval matrix that routes larger projects to higher levels of authority. A form that lets anyone check an "approved" box regardless of project size or role skips the control that's supposed to be there.
Typeform's project approval form routes requests to the right approver based on project cost or department, using conditional logic instead of a single generic sign-off field, and requires the requester and approver to be different people before a submission counts as approved. Every submission becomes a timestamped record of who requested the project, who approved it, and when, the file you want if an auditor asks whether spending was authorized or a project's approval gets questioned after the fact.
A project approval form is an online form used to document that a proposed project was reviewed and authorized by someone with the authority to approve it, before work or spending begins, rather than after the fact.
Auditors testing internal controls, especially under Sarbanes-Oxley Section 404 for public companies, look for evidence that spending was approved before it happened, not reconstructed afterward. A form that timestamps the request and the approval separately gives you that evidence directly instead of relying on an email thread or someone's memory.
Capture what an approval actually needs to hold up later:
- Project name, description, and estimated cost
- Requester's name and department
- Approver's name, separate from the requester
- Date the request was submitted and the date it was approved
- Any conditions attached to the approval
Generally no. Segregation of duties, a basic internal control principle, calls for the person requesting a project to be different from the person approving it, especially above a set dollar threshold, so no single person can authorize their own spending without a check.
Yes. Add a conditional logic branch based on estimated cost or department, and larger or higher-risk projects can route to a more senior approver automatically instead of relying on someone remembering the threshold.
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