FEATURES
The right decision. The right people. A visible route.
Route contracts through sequential or parallel approvals, keep the decision history connected to the document, and make the next handoff easier to follow.
Choose the order that fits the decision
Some agreements need legal review before a commercial decision; others can be considered by several people together. Configure a sequential or parallel approval route around the way your organization works. The routing decision should reflect responsibility, not the order of an email thread.
Give reviewers a shared version
Connect the approval request to the document being considered. Reviewers need the current terms and the relevant background before they decide. Review contracts and keep proposed edits in the same workspace so an approval has an understandable context.
Keep the history when the work moves on
Approved contracts still need signatures and follow-through. Retain the approval history alongside the agreement so sales, procurement, or operations can understand the route it took. Contract lifecycle management connects that decision to the next stage without losing the record.
View full screenshot ↗A FEW PRACTICAL QUESTIONS
Before your next step.
Are parallel approvals supported?
Yes. Sequential and parallel approvals with history are listed in Collaborate and Complete.
Can we build a larger process?
Complete adds the visual workflow designer for connecting fields, conditions, approvals, and other steps into a tested process.
What should happen immediately before signing?
Confirm the required decisions are complete and send contracts using the intended version. Review the signing request and responsible signers so the approval handoff remains clear.
What does the receiving team need?
A useful contract management platform gives the next person the approved version, decision history, and responsible owner. Check those details before you send contracts for signature, so the handoff reflects what was actually agreed.
LET’S TALK ABOUT YOUR WORKFLOW
Bring your agreements.
We’ll help you find the next step.
See how the documents, people, dates, and commitments fit together for your team.