Feature available to administrators only.
The Review tab helps structure and control both internal and external exchanges.
Define document edition rights
Manage contributors edition rights
Contributors rights | Edition | Suggestion | Comments |
Fill in contract fields | ✅ | ✅ | ✅ |
Add comments to the document | ✅ | ✅ | ✅ |
Make suggestions | ✅ | ✅ | ❌ |
Make edits | ✅ | ❌ | ❌ |
Manage counterpaty edition rights
For all new templates, Suggestion rights are selected by default.
To learn more about counterparty edition rights, read this article.
Configure approval workflows
Approval before sending to the counterparty
Approval before signature
For approval before sending, you can choose whether it applies only to the first send or to every send.
The contract cannot move forward unless these rules are met.
Create an approval workflow
Click Add a workflow and choose:
Create a workflow from scratch
Or from an existing workflow
Add approvers
Only Administrator or Manager users can be approvers.
You can assign a specific user, or the contract supervisor.
Define the approval order
At the same time: all approvers must approve
First one to approve: validation as soon as the first approval is given
One after another: defined order, one after another
Add approval conditions
You can make an approver or a block conditional:
Click … > Make conditional
Select or create a condition
Examples: contract value above €X, duration longer than X months.
Good to know
A conditional approver is not a participant by default. They become a participant only if the condition is met and their approval is required.
This makes it possible to build dynamic approval workflows tailored to the contract’s context.
Advanced approval workflows
Scale and Enterprise plans only
Add multiple approval blocks
Each block has its own approvers and rules
Blocks can be triggered sequentially or in parallel
Edit or delete a workflow
Click … next to an approver or a block to remove it.
Changes apply to all projects except those already in the approval process.
Apply a negotiation playbook
Define expected contractual positions
Identify acceptable, non-acceptable, or missing clauses
Deviations are automatically flagged
To learn more about creating a playbook, click here.