Set clear ownership for agreement wording, approvals and term work.
| Role | Contracts | Counterparties | Templates and clauses | Redlines | Approvals | Execution | Obligations and renewals |
|---|---|---|---|---|---|---|---|
| Contract Manager | Edit | Edit | View | View | View | View | Edit |
| Legal Counsel | Approve | View | Edit | Edit | Approve | — | — |
| Sales Manager | Approve | View | — | View | Approve | — | Edit |
| VP Sales | Approve | View | — | View | Approve | — | View |
| CFO | Approve | — | — | — | Approve | — | View |
| CEO | Approve | — | — | — | Approve | — | — |
| Procurement | Approve | Edit | View | View | Approve | — | View |
| Admin | Edit | Edit | Edit | Edit | Edit | Edit | Edit |
Owns the contract record and coordinates reviews, signatures and dates.
Starts on: Signature queue
Maintains approved wording and resolves changes to contract clauses.
Starts on: Approval inbox
Reviews commercial terms and follows contracts owned by the team.
Starts on: Approval inbox
Decides assigned commercial approval steps.
Starts on: Approval inbox
Decides assigned financial approval steps with contract value in context.
Starts on: Approval inbox
Decides assigned executive approval steps.
Starts on: Approval inbox
Coordinates supplier-side agreements and assigned approval steps.
Starts on: Approval inbox
Maintains reference records, user access and operating setup.
Start free, then use Proto to change fields, steps and approvals before your team goes live.