The workflow feature allows users to require internal approval flows for the contract prior to its signature. This feature is only available with Plus and Enterprise subscription.
You can add contract approval requirements directly in the template summary sheet or when in draft mode.
Step 1: Adding a rule
To add an internal approval rule:
- Go to the template's summary sheet (right of the page).
- Click on "Set an approval workflow".
- Select either "All" or "One" depending on the number of users required for approval.
Select "One" if the approval of only one person is required prior to signature. Select "All" if multiple approvers are needed prior to signature.
Step 2: Requesting approval
Once the rule is in place, all the contract creator has to do is request approval by going to the Summary tab in the contract and clicking on the "Request Approval" button.
The approval rule will only block the ability to sign the contract, but not the validation or negotiation stage.
Users can see the person required for approval directly in the summary tab, as well as the status of their decision (rejected or approved).
Step 3: Granting or rejecting approval
Users with approval rights can:
- Approve the contract.
- Reject approval of the contract.
- Or cancel their approval or rejection once granted.
Users can still edit a contract before or after approval has been granted. However, if any party (user, approver, or third party) edits the contract after it has been approved, approval will need to be granted once again, for the contract to be signed.
Once approval has been granted, all parties will be able to sign it.
The timeline of changes and approvals will be listed in the Audit Trail to the right of the contract in the summary tab, and will not be shared with third parties once the contract is sent for signature.