Contract review and approval process template
Move contracts from request to signature with every review in order. Business, legal and finance approvals are visible, so nothing gets signed early.
- 9 steps
- 4 approval steps
- Rename, reorder or remove any step
The 9 steps
- 1
Request intake
Who needs the contract, with whom, and by when.
- 2
Draft or redline
Start from a template or mark up the other side's draft.
- 3
Business owner review Approval
The business owner confirms the commercial terms.
- 4
Legal review Approval
Legal checks liability, termination and data terms.
- 5
Finance approval Approval
Finance approves price, payment terms and budget.
- 6
Negotiation
Agree the open points with the other party.
- 7
Final approval Approval
The authorized signer approves the final version.
- 8
Signature
Both parties sign.
- 9
Archive and set renewal reminder
File the signed copy and set a date before renewal.