Agreement workflow

Contract workflow software with approval rules

Contract workflow software moves an agreement from draft to signature along rules you set once. Signee checks each contract for its value, discount and changed clauses, sends it to the right approvers in order, unlocks sending only when every step is approved, and then runs follow up actions after the last signature.

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Approval rules by value, discount or clause
Approver chains in a fixed order
Sending locked until approved
Actions after signature, such as CRM updates

Approval rules, Order Form Q4

Order Form, Acme Retail 72,000 USD, 18 percent discount

Discount above 15 percent

Routes to Head of Sales

Approved
Annual value above 50,000 USD

Routes to Finance lead

Waiting for approval
Limitation of liability edited

Routes to Legal counsel

Queued

Sending unlocks when every step is approved. Each decision lands in the audit trail.

Three colleagues reviewing an agreement draft together before it goes for approval

Where contracts really stall

Most delays are not in the signature. They happen before it, when a sales rep sends a draft to finance in one email, to legal in another, and waits. Nobody knows who has the latest version, the discount was approved in a chat message that cannot be found later, and the customer asks why the paperwork takes a week.

Signee is contract management software that puts these steps in one place. Approval rules live next to the template, approvers get a link to the exact version under review, and the contract cannot be sent until the chain is complete. Every decision, with the name and time, goes into the audit trail that is later attached to the signed PDF.

The workflow is not limited to approvals. If you already generate drafts from deal data with our contract automation software, the same rules apply to every generated contract, so automation does not mean less control.

Order Form Q4, Harbor Analytics 2 of 3 signed

Maya Lindqvist
Signed

Head of Sales, approver

Approved Oct 6, 09:12
Owen Carter
Signed

Finance lead, approver

Approved Oct 6, 11:47
3

Grace Okafor
Awaiting signature

COO, Harbor Analytics

Signing link sent Oct 6, expires Oct 20

Reminders

Every 2 days

Expires

In 14 days

Authentication

Email link

Rules

Approval rules that match how you sell

Rules are written once by an admin and checked on every contract before it can go out for signature.

By contract value

Send anything above a threshold you choose to finance, and anything above a higher one to the founder or CFO as a second step.

By discount

Compare the price in the contract with the list price in the template and route discounts above your limit to the head of sales.

By clause change

When someone edits a protected clause such as liability, payment terms or governing law, the contract goes to legal before sending.

Approver chains

Set the order of approvers. The next person is asked only when the previous one approves, and a rejection sends the draft back with a comment.

Sending locked

The send button stays disabled until every required approval is in place. No side door, no forwarded PDF.

Decisions on record

Each approval or rejection is stored with name, time and version, and appears in the audit trail certificate.

Version 3 compared with version 2 v3 to v4

8.1 Liability cap. Each party's total liability is limited to the fees paid in the prior three months the fees paid in the prior twelve months.

8.2 Exclusions. The cap does not apply to breach of confidentiality or data protection obligations.

11.3 Notice. Notices go to the email addresses on the order form.

History

v4, counterparty edit
2 changes in section 8
v3, legal approved
Approved by Legal counsel
v1, AI draft
From one sentence

Approval needed for v4

Approvers see what changed, not the whole contract again

Legal does not need to reread twenty pages every time a customer edits one sentence. When a draft comes back, Signee shows the difference between versions, marks the clauses that triggered the rule, and keeps the history of who changed what. Our contract redlining software page explains how versions and comments work in detail.

Because the approval belongs to a version, a later edit to a protected clause starts the relevant step again. An approval given on version 2 does not quietly carry over to a version 3 with a new liability cap.

Who approves is your decision

Approvers are people in your workspace. On the Business plan you have 10 users and on Company 30, with roles and permissions on Company so that only admins can edit the rules themselves.

How it works

One workflow from draft to filed contract

1
Draft

Start from a template, CRM deal data or one sentence for the AI draft.
2
Check rules

Signee reads value, discount and edited clauses and builds the approval chain.
3
Approve

Approvers decide in order from a link. Rejections return to the author with a note.
4
Sign

Sending unlocks, signers sign in the order you set, reminders run on their own.
5
Follow up

After the last signature, the actions you configured run automatically.

What happens after the signature

A signed contract usually starts more work. Someone has to move the deal in the CRM, tell the onboarding team, and make sure billing knows the start date. In Signee these are post signature workflows. You pick a trigger, for example an agreement being signed or declined, and chain actions after it.

Available actions include updating the CRM deal stage in HubSpot, Pipedrive or Salesforce, posting a message to a Slack channel or sending an email, creating a task for a teammate, and calling a webhook in your own system.

The signed agreement is also filed in the repository with its key dates extracted, which is where a workflow tool connects to contract lifecycle management software: the renewal date and notice period are tracked without anyone typing them in.

Workflow, order form signed

When

Order form signed

Move CRM deal to Closed won

Pipedrive, Sales pipeline
Post to Slack

Channel for onboarding
Create kickoff task

Assigned to Customer Success
Send webhook

Your billing system

Which plan includes the workflow

Internal approvals by value, discount or clause change and post signature workflows are part of the Business plan at 149 USD a month, or 74 USD a month billed yearly, with 10 users and 150 documents sent per month. Company at 499 USD a month, or 249 USD billed yearly, adds 30 users, SSO, roles and permissions, a clause library with approved fallbacks, and an exportable audit log.

Starter covers drafting, templates, signing order, reminders and renewal alerts for a small team, but it does not include approval rules. If you only need a second pair of eyes now and then, Starter with a shared template may be enough. If deals regularly carry discounts or edited terms, written rules replace the email chains that slow those deals down.

Contract workflow questions

Can one contract need several approvals at once

Yes. If a contract matches more than one rule, for example a large discount and an edited liability clause, every matching step is added to the chain in the order you set.

What happens when an approver rejects a draft

The draft goes back to its author with the comment. After edits, the rules are checked again and the chain restarts from the steps that are affected.

Can someone skip the approval and send anyway

No. Sending stays locked until every required step is approved. Admins can change the rules, and those changes are recorded too.

Do approvers need a paid seat

Approvers are users in your workspace, so they count toward the users included in your plan. Signers outside your company never need a seat.

Which CRMs can a workflow update

HubSpot, Pipedrive and Salesforce connect by OAuth. A workflow can move the deal stage once the agreement is signed. For other systems, use the webhook action.

Is the workflow available on Starter

Approval rules and post signature workflows are included in Business and Company. Starter includes signing order, reminders, expiry and renewal alerts.

Keep reading

Contract automation Contract automation software that fills agreements from CRM data, routes approvals, sends reminders and starts workflows the moment a contract is signed. Read more Contract lifecycle management CLM software that covers proposal, contract, approval, signature and renewal in one workspace. Self service setup, plans from 24 USD a month billed yearly. Read more Contract redlining Contract redlining software that keeps every version, shows changes between drafts and sends only the approved version out for signature. Read more

Put your approval rules in one place

Write the rules once, let Signee route every contract, and send only what has been approved. Business starts at 74 USD a month billed yearly with 10 users included.