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Standard Approval Workflow for Salesforce Contracts
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 Submit for Approval action. The Salesforce Contracts app verifies the list of approvers and automatically initiates the approval request notification via email based on configuration.
This section details the sample configurations for a contract approval workflow to trigger and complete successfully.
To set up a contract approval process for your contract state model, you must create a contract approval process. You must then define the field update settings for final approval actions, final rejection actions, and recall actions. The contract approval process setup makes sure that the contract status reflects the defined action when the contract is approved, rejected, or recalled.
Here’s a list of minimum configurations that must be set up for a contract approval process:
- Approval Steps
- The approval steps define the approvers who all get the approval request.
- Final Approval Actions
- Once the contract is approved, you must define the next action. Here, the contract is set up to move to Negotiating status.
- Final Rejection Actions
- After the contract is rejected, you must define the next action. Here, the contract is set up to move to Rejected status.
- Recall Actions
- After the contract is sent for internal approval; you can recall the approval request to change the draft contract. Here, the contract is set up to move to Draft status.
- Define a Contract Approval Process
To set up a contract approval process for your contract state model, you must create a contract approval process. You must then define the field update settings for final approval actions, final rejection actions, and recall actions. The contract approval process setup ensures that the contract status reflects the defined action when the contract is approved, rejected, or recalled. - Set Up Approval Process Detail Page For Contracts
You cannot activate the approval process until you define at least one approval step. You must define who receives the approval request and the field update settings for final approval actions, final rejection actions, and recall actions. The contract approval process setup ensures that the contract status reflects the defined action when the contract is approved, rejected, or recalled.
