--- schema_version: "1" id: 628dcbe80213d1d329bba14efec7481ee9f61c354f35e737e7b573e64a4e4e24 title: Document Approval in Salesforce Spiff collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/spiff_documents_approval.md canonical_url: https://help.salesforce.com/s/articleView?id=sales.spiff_documents_approval.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 375973e68fa70dd9f441d9c8234222a015fa722ebbc31c6bf409f57c762708d0 description: Team leads and sales reps review and approve documents sent by an administrator from the Approval Requests page. products: - Sales Cloud - Sales Enablement release: "264" --- # Document Approval in Salesforce Spiff Team leads and sales reps review and approve documents sent by an administrator from the Approval Requests page. ### Required Editions
Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions
Available for an additional cost in: Professional Edition with Web Services API Enabled
## Notifications Users can receive notifications for pending approvals, depending on their notification settings. See [Manage Notifications in Salesforce Spiff](https://help.salesforce.com/s/articleView?id=sales.spiff_notifications_setup.htm&release=264.0.0&type=5 "Receive notifications by email, in-app, or in Slack for activity in Salesforce Spiff. Receive notifications for comments, statement approvals, change set deployments, and changes in ticket status. Admin users can also receive notifications for new tickets."). ## Approval Requests List The list of approval requests shows the date sent, status, approval progress, and options for sending a reminder, deleting the request, or downloading documents as PDF files. - To see which approvers have signed off, hover over the number in the Progress column. - To export a .csv file that includes the full Approval Requests table, click the download icon in the upper right. - To download multiple documents as PDF files at one time, select the documents and click the Download as PDF icon in the upper right. You receive an email when the download is ready. You can download up to 100 documents at a time. The Status column shows Completed when all required approvals are done. When you download a template with a Completed status, the download includes an audit trail with the approval history. ## Document Visibility Reps can view only their own documents. Team leads can view all documents for all reps that they manage, regardless of their team lead assignment effective dates. For example, if a team lead assignment is effective April 1, the team lead can access team member documents from dates earlier than April 1. ## Approver Requirements To approve a document, a user must have one of these privileges. - The Company Admin default role - The Finance default role - A custom role with Documents: View and Document Approval Requests: Manage permissions - An active team lead assignment for the user who requests the approval ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/images/icon_note.png) Note If you log in as another user and approve a document, Spiff records the approval under your name. For example, if User A logs in as User B and approves a document that is assigned to User B, the System Activity Log and approval history show that User A approved it. ## Electronic Signatures and Approval History If you receive a document for approval, select the option to sign and approve the document. Enter your name, which becomes an electronic signature (e-signature). Only users who have authenticated in Spiff can sign. ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/images/icon_important.png) Important Spiff makes no claim about the legal implications of electronic signatures. Your company's legal representation determines whether these electronic signatures are legally binding. When you view a document in Spiff or export it to a PDF, the document includes the signature, approval history, and these authentication details: - The name of the user who signed and approved the document. - The user’s IP address. - The date the user signed and approved the document. #### See Also - [User Roles and Permissions in Salesforce Spiff](https://help.salesforce.com/s/articleView?id=sales.spiff_users_roles_and_permissions.htm&release=264.0.0&type=5 "Give users the appropriate level of access so they can be successful in Salesforce Spiff, and enforce the principle of least privilege. Assign a default role to each user, or create custom roles with access to specific Spiff functionality.") - [Team Management in Salesforce Spiff](https://help.salesforce.com/s/articleView?id=sales.spiff_teams_management.htm&release=264.0.0&type=5 "Teams are an important component of commission plans. Sometimes team members receive commissions based on the entire team's performance, and managers receive commissions based on a team's performance, or even multiple teams. You can assign members to a team for a limited period by defining the start and end dates for the assignment. Teams can also be assigned team leads who can view the team members’ statements. When creating a variable for multiple plans, you can use custom fields in numerous plans and customize the value uniquely for each team.")