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