Contract approvals: from draft to signature and archive, with every approval recorded.
The contract starts from a template, with the partner and the value filled in. Legal and finance approve it in turn, and above the value threshold management approves it from a card in Teams. The contract is signed in DocuSign, and the application files the signed copy in the partner's folder in SharePoint.
A 30-minute conversation about your contract workflow.
I need a services contract with a new supplier.
Contracts
Draft from template
- Template
- Services
- Partner
- From the app
- Approvals
- Legal, finance
- Draft
- Legal
- Approval
Today
- The contract is drafted from an old version, copied over.
- Legal and finance comment by email, on different versions.
- Management approval is requested separately, by email or on paper.
- The signed contract is saved wherever each person puts it.
With the flow
- The contract starts from a template, with the partner and the value filled in.
- Legal and finance approve in turn; their comments are saved on the contract.
- Above the value threshold, management approves from a card in Teams.
- The contract is signed in DocuSign and filed in the partner's folder.
Step by step
Contract approvals
Teams to Process app
Step 1: Draft
The contract starts from a template, with the partner and the value filled in.
Process app to Teams
Step 2: Legal
Legal reviews the contract; the comments are saved on it.
Process app to Teams
Step 3: Finance
Finance checks the value and the payment terms.
Process app to Teams
Step 4: Management
Above the set threshold, management approves from a card in Teams.
Process app to DocuSign
Step 5: Contract
The application sends the approved contract for signature in DocuSign.
DocuSign to SharePoint
Step 6: Signed
The application files the signed copy and the certificate in the partner's folder.
What it is based on
Six-step, role-based approvals, delivered to a manufacturing client. Signing in DocuSign, which we use on our own orders.
Workflow walkthrough
We walk through it together, from draft to archive, with a contract like yours.
What the workflow does
- 01
Every contract is approved in the same stages, with the partner, the value and the deadline filled in.
- 02
The value threshold sets whether management is part of the approval.
- 03
Comments from legal and finance are saved on the contract.
- 04
The application files the signed copy and the DocuSign certificate in the partner's folder.
What it runs on
Microsoft 365, SharePoint, Power Apps, Power Automate and DocuSign. Everything in your own tenant, with no separate platform to license.
- Microsoft Teams
- SharePoint
- Power Apps
- Power Automate
- DocuSign
Questions from legal and finance
Where are the signed contracts kept?
In your SharePoint, in the partner's folder, with the DocuSign certificate next to them.
Who sets the threshold above which management approves?
You do. The threshold is configured in the application, without asking us for a change.
Which licences do we need?
Microsoft 365, Power Apps for the people who work in the workflow, and a DocuSign account. You can buy the Microsoft licences directly from us, as a CSP partner.
How is a contract approved in your company today?
Tell us in 30 minutes. We will tell you what can be automated, and at what fixed price.
Thank you.
We will reply within one business day.