A contract is approved by the right people before it is sent
Who is involved
| Role | What they do |
|---|---|
| Requester | Submits the contract. |
| Legal manager | Approves the wording. |
| Approver | Approves the value as the finance step. |
Step by step
- Requester
Submits a contract whose value is above the kind's threshold.
What they see:The contract waits for approval and names who is next.
- Legal manager
Presses Approve as the first step of the chain.
What they see:The contract still waits, now for the finance step.
- Approver
Approves from the contract, or from Accounting's approval inbox.
What they see:The chain is complete and the contract becomes approved, whichever place the decision was taken in.
- Requester
Sends the contract for signature.
What they see:The contract is out for signature.
Who is told what
Approvers are told when a contract needs them; the requester when it is approved or rejected.
Related
- Contracts & E-Signature
- Accounting & E-Invoicing
- A signer declines and the contract is sent again
- A signer who has not signed is chased and, if needed, replaced
- An award letter is signed through Contracts
- An accepted quote becomes a draft contract
- Awards and framework agreements are signed through Contracts
- Team workflows