Approve.
A yes, or a no with the reason, from the person who can give it. A no stops the run.
Work that knows where to go next,for every approval.
Your processes run on email threads, spreadsheets and memory.
Stepply turns them into workflows. Build a template once, start it whenever the work comes in, and each step (an approval, a signature, a form, a task) goes to the right person in order. Nobody chases. Everyone can see where it stands.
Build it once. Run it every time.No code. No chasing.
Template · Purchase request
- FormRequest details
- ApproveManager approval
- ApproveBudget check
- TaskPlace the order
BuilderBuild a template →
- ApproveLaptop purchase · $1,840Purchase requestToday
- SignOffer letterNew hire onboardingFri
- Fill inVendor tax detailsVendor onboardingTomorrow
- ApproveMSA redlinesContract review2 days late
TodosEvery step finds its owner →
Sign · Offer letter
PDFOffer letter · Jordan Avery.pdf84 KB
Jordan Avery
Type your full name to signSigned
SignaturesSigned and on the record →
Median cycle time
2.4 days
Finished on time
91%
Throughput · 12 weeks
AnalyticsSee where work waits →
The end of disconnected work
Every process you run by hand has a tax, and your team is paying it.
A purchase needs two approvals, so it goes out by email and waits. A new hire needs eleven things done by five people, so someone keeps a spreadsheet and checks it every morning. A contract needs a signature, and three weeks later nobody is sure who has it.
None of this is hard work. It is work about work, and it exists because the process lives in people's heads instead of somewhere everyone can see. It grows with every team and every request, and it takes the time your people would otherwise spend on the job itself.
Approval chases in email threads
Spreadsheets tracking who has what
Forms living in someone's inbox
Signatures nobody can find
Status meetings to learn the status
Reminders sent by hand
Checklists copied for every new hire
Work stuck with someone on leave
01 · Build
Write the process down once, as steps anyone can follow.
A template is your process in order. Add a step, pick what kind it is (an approval, a signature, a form to fill in, or a task to do) and say who owns it: a person, or a group like Finance where whoever is free picks it up. If the owner changes from run to run, leave it open and Stepply asks when the workflow starts.
Templates keep their history. Every saved version is kept, so a change to how you onboard vendors never rewrites how last month’s vendors were onboarded.
No code, no consultants, no IT ticket.
VENDOR ONBOARDING
V3 · 5 STEPS
- 1FORMVendor details
- 2APPROVEProcurement review
- 3APPROVESecurity questionnaire
- 4SIGNMaster services agreement
- 5TASKCreate vendor in accounting
+ ADD STEP
One template. Every vendor, the same five steps, in the same order.
02 · Run
Start a workflow and every step finds its owner, in order.
Start a workflow from a template and Stepply walks it for you. The first step goes to its owner, and only when they finish does the next one open. Each person sees just what is theirs, in one list, with what it is for and when it is due.
Reminders go out before a step is due and again when it is late, once each, so nobody has to send the nudge. Anyone on the workflow can see exactly where it stands, and whoever started it hears the moment it finishes, or the moment someone says no.
Sign.
Attach the document, collect a typed signature, keep it with the step.
Fill in.
Ask for the details you need, as text or a choice from a list.
Do.
The work itself: set up the account, ship the laptop, file the form.
Run · Vendor onboarding, Acme Supply
- Vendor detailsDana at Acme Supply
- Procurement reviewProcurement
- Security questionnaireIT · Sam
- Master services agreementLegal
- Create vendor in accountingFinance
Lands with
Sam's todos
- Security questionnaire · Acme SupplyToday
- Approve software request · Figma seatsTomorrow
- Laptop setup · New hire, Priya N.Thu
- Review access list · Q3 auditNext week
03 · See
Know where every request is, and where your process slows down.
Every step is timestamped as it moves, so the record builds itself: who did what, and when. Analytics turns that record into the numbers that matter. How many workflows started and finished, the median time from start to done, how many finished on time, and where the time actually goes.
Median days from start to finish
- Vendor onboarding6.8d
- New hire onboarding4.1d
- Contract review3.2d
- Purchase request1.6d
- Expense report0.9d
Longest · Vendor onboarding
Vendor onboarding takes three times as long as anything else. Worth a look.
Also on the Analytics screen
StartedCompletedMedian cycle timeFinished on timeThroughput
Who it's for
For the teams whose work is mostly handoffs.
If a process needs more than one person and happens more than once, it belongs in Stepply. These are the ones teams usually build first.
Operations
The processes that cross every department: purchases, vendor setup, change requests. One place to run them and one place to see them.
- Purchase request
- Vendor onboarding
- Change request
People & HR
A hire touches IT, Finance, the manager and the new person themselves. Onboarding becomes one workflow instead of a checklist someone copies.
- New hire onboarding
- Offboarding
- Time off over 2 weeks
Finance
Approvals that follow the amount and the budget owner, with the reason recorded when the answer is no.
- Expense report
- Budget change
- Invoice approval
Legal & sales
Contracts move from redlines to approval to signature without anyone asking where they are.
- Contract review
- NDA
- Discount approval
Every step.
The right person.
On the record.
Pricing
Every feature, on every plan.
Look around the live demo first, no account needed. When you are ready, start a 7-day free trial in your own workspace.
Pro · 7-day free trial
Pro
One price for the whole team. Bring everyone who owns a step; the price does not change.
Enterprise
Many teams, one workspace. Talk to us about volume pricing and invoicing. Contact us
Every plan includes
- Templates with version history
- Approvals, signatures, forms and tasks
- Groups and owners asked at start
- Due dates and reminders
- In-app and email notifications
- Analytics
Not ready to sign up? Open the live demo.
Questions
Questions and answers.
What is Stepply?
A place to run the processes your team repeats. You write a process down once as a template of steps, then start a workflow from it whenever the work comes in. Stepply sends each step to its owner in order, reminds them when it is due, and keeps the record of who did what and when.
Do I need to know how to code?
No. A template is a list of steps. For each one you choose what kind it is, who owns it and what it asks for. If you can write a checklist, you can build a template.
What kinds of steps can a workflow have?
Four. An approval asks someone to approve or reject, with a reason. A signature asks them to sign, usually against an attached document. A form asks them to fill in details. A task asks them to do something and mark it done.
What if I don't know who should own a step until the work comes in?
Leave the step without an owner in the template and Stepply asks for one when the workflow starts. Or give the step to a group, like Finance or IT, and whoever in that group is free can pick it up.
What happens when someone says no?
Rejecting an approval stops the workflow. Their reason is recorded on the step, and the person who started the workflow is told straight away, so nobody downstream is asked to work on something that is not going ahead.
Can I change a template people are already using?
Yes. Every saved change becomes a new version, and the history is kept. Workflows already running carry on with the steps they started with; new ones use the latest version.
Can I try it before I sign up?
Yes. The live demo opens a real workspace with templates, workflows and todos already in it, no account needed. When you are ready, start a free trial in your own workspace.
Stop running your processes from your inbox.
Build your first workflow this afternoon. Your team will know what is theirs by tomorrow morning.