Tomorro allows you to trigger and monitor an approval workflow directly from the contract, before:
Sending to the counterparty
Sending for signature
Trigger an approval workflow
Sending a contract for approval and sending the contract itself are managed from the same panel.
From this panel, you can:
View the approval workflow
Identify the steps required before sending or signature
Add approvers if no approval workflow has been defined
Once the contract is sent for approval, approvers receive a notification.
An automatic reminder is sent every 2 days until a decision is made.
Automatically send the contract after approval
Once all approvals are validated:
The contract is automatically sent to the counterparty,or
Sent for signature,
depending on the configured step.
No additional manual action is required.
Add or modify approvers
If no approval workflow has been defined, you can:
Add one or more approvers (administrators or managers)
Do so even during negotiation
This applies to:
Sending to the counterparty
Sending for signature
Track approval progress
Approval tracking is available directly within the contract.
The tracker displays:
The different workflow steps
The status of each approver (pending, approved, rejected)
The real-time progress of the process
The view updates automatically after each action.
Reassign an approver in case of absence
In case of absence, an administrator or manager can:
Reassign the approval to another administrator or manager
This action is performed directly from the contract.
Cancel an approval workflow
You can cancel an ongoing approval workflow.
Cancelling allows you to:
Freely edit the contract
Relaunch a new approval workflow
Add approvers if none were initially defined
You must be a participant in the contract to cancel an approval workflow.