1. Contract Lifecycle Management
  2. Process
  3. Approval and execution
Process · Approval and execution

Approval and execution

Record assigned decisions and check the signature result before activation.

Step by step

  1. Route approval Contract Manager

    Contract Manager checks the applicable chain and names each approver on the agreement's ordered steps.

    • Establish ordered named decisions.
    • Updates Approval chains, Approval steps, Contracts
  2. Record approval Legal Counsel

    The assigned approver decides the pending step and records a date and rationale.

    • Preserve the decision and its outcome.
    • Updates Approval steps, Contracts, Operation receipts
    ApprovalA person approves before the work moves on.
  3. Track signature Contract Manager

    Contract Manager connects the provider envelope to the approved agreement and follows its status.

    • Connect provider status to the agreement.
    • Updates E sign envelopes, Contracts
  4. Record execution Contract Manager

    Contract Manager checks the completed envelope, executed link and date before posting the approved contract as active.

    • Record completion evidence and active date.
    • Updates E sign envelopes, Contracts, Operation receipts
Contract Manager
Coordinates the route and execution; assigned Legal Counsel, Sales Manager, VP Sales, CFO, CEO or Procurement approvers decide their steps.

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Start free, then use Proto to change fields, steps and approvals before your team goes live.

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