Approval Workflow Module for Perfex CRM

Important: ApprovalFlow is a module that runs inside Perfex CRM — not a standalone application. You need an existing install of Perfex — Powerful Open Source CRM to use it.

Right now, any staff member with write access to your Perfex CRM can create a $50,000 invoice, apply a 40% discount, sign a contract or submit an expense without a single manager seeing it first. ApprovalFlow fixes that. One blocked unauthorized transaction pays for this module a hundred times over.

ApprovalFlow installs in under 2 minutes, requires zero code changes and adds a configurable approval-request system to the five core financial document types in Perfex: invoices, estimates, proposals, contracts and expenses. Unlike generic staff-request modules, this is governance for your actual CRM transactions — the documents that directly represent money in or money out.

Why ApprovalFlow is different

• The only module on CodeCanyon that covers all 5 Perfex financial documents in one install. Invoices, estimates, proposals, contracts and expenses — unified under a single rule engine. Competitors cover HR requests or task automation. ApprovalFlow covers your money.
• Rule engine with 7 configurable conditions. Set thresholds by amount, discount percentage, specific client, specific staff creator, document status, contract type or expense category. Combine any conditions with logical AND — no code required.
• One request per document, priority-ordered rules. When multiple rules match the same document, the highest-priority rule wins. No duplicate notifications, no conflicting requests.
• Visual enforcement via persistent warning banners. The approval banner appears inline in the native Perfex invoice, estimate, proposal, contract and expense views. It stays visible until resolved — survives page reloads and user sessions.
• Immutable audit history. Every state transition (created, approved, rejected, cancelled, reassigned, reminder sent) is recorded in a dedicated history table that is never modified. Compliance-friendly by design.
• Self-hosted, source included. No external API calls, no cloud, no monthly fee. Install once on your server and own it. Zero telemetry.

What’s inside

DASHBOARD

• 6 KPI cards: Pending approvals, Approved this month, Rejected this month, Average approval time, Highest-value approval, Top requester
• Hero CTA jumps straight to the pending queue sorted by oldest first — reduces approver decision latency
• Recent pending approvals widget with direct deep-links to each affected document
• Recent activity feed showing the latest state transitions across the organization
• Scope-aware: regular staff see only their own metrics; view_all unlocks the organization-wide view