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Manage and track contract approvals

How to configure, monitor, and adjust approval workflows on a contract?

Updated yesterday

Tomorro allows you to centralize approval setup, contract sending, and process tracking throughout the entire contract lifecycle.


Configure sending and approvals

Approval configuration and contract sending are grouped within a single panel.

From this panel, you can:

  • view the approval workflow before sending or signature,

  • add approvers even when negotiations are ongoing.

An automatic reminder is sent every 2 days to approvers until they take action.


Send the contract after approval

Once all approvals are validated:

  • the contract is automatically sent to the counterparty for review or signature,

  • no manual action is required after approval.

Because approval and sending are linked, the process remains smooth and secure.


Add or edit approvers during the contract lifecycle

When no approval workflow has been defined, it is possible to:

  • add approvers (administrators or managers only),

  • even while negotiations are ongoing.

This configuration works both for:

  • sending the contract to the counterparty,

  • and sending it for signature.


Track approval progress

Approval tracking is accessible directly from the contract.

The tracker displays:

  • the different workflow steps,

  • the status of each approver (pending, approved, rejected),

  • real-time progress of the process.

The view updates automatically with each action.


Handle absence and reassignment

In case an approver is unavailable, administrators and managers can reassign the approval to another administrator or manager directly from the contract.


Approve or reject an approval

An approver can approve or reject the document if changes are required.

In case of rejection:

  • the approval process is interrupted,

  • the contract returns to the previous step,

  • a rejection note can be added to explain the decision.

This note is visible:

  • in the tracker,

  • in the activity feed,

  • and in the notification email sent to the requester.


Cancel an approval procedure

It is possible to cancel an ongoing approval procedure, regardless of any approver’s decision.

Cancelling allows you to:

  • freely edit the contract,

  • relaunch a new approval procedure,

  • or add approvers if no workflow was initially defined.

Good to know: you must be a participant on the contract to cancel an approval procedure.

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