Contract Workflow precedes the Contract Acceptance Stage. You can customize thee contract workflow by including as many stages as needed, such as:
Contract Terms Review
Internal Review
Compliance Review
Learn how to create one in this article.
Steps:
1) Contract workflows depend entirely on the standard workflow, which can be created by navigating to Contracts > Contract Workflows.
2) Go to Contracts > Contract workflows > Add Contract Workflow
3) Next, you will see the familiar interface for configuring the contract with stages.
Learn how to create a workflow from scratch here.
Linking Contract Workflow to a Contract
Once you have created your workflow, you can link it to the template.
Support/Resources
Have questions about the contract workflows?
Click the Support button in the bottom left to contact our amazing Support team or reach out to [email protected]