Optional: Set Up Contract Approval Workflow

You must set up a contract approval workflow so that you can send your draft contract to your internal stakeholders such as managers, and the legal team for review.

The approval workflow triggers when your contract is in a draft state and you click on Submit for Approval action. The Salesforce Contracts application verifies the list of approvers and automatically initiates the approval request notification via email based on configuration.

Here’s a sample configuration for a contract approval workflow to trigger and complete successfully. For more information, see Contract Approval Workflow.