Contract Management · Intake Form
Contract Request Intake
Give the contract request process one front door, one owner and one visible status. Built for legal teams across industries.
Explore templateContract Review and Approval Template
A ready-to-run workflow that helps legal teams move an agreement from draft to signature with the right reviewers in the right order. 6 stages, 8 pre-built fields and 4 automations, live in about 45 minutes.
- Stages
- 6
- Fields
- 8
- Automations
- 4
- Setup
- 45 minutes
Contract Review and Approval Approval Workflow · Contract Management
- 1Request raised
- 2Drafting
- 3Internal review
- 4Negotiation
- 5Approval and signature
- 6Executed and archived
Quick answer
The Contract Review and Approval template is a pre-built contract management workflow used to move an agreement from draft to signature with the right reviewers in the right order. It runs across 6 stages, from request raised to executed and archived, captures 8 standard fields including contract reference and reviewers, and applies 4 automations so routing, checks and record-keeping happen without manual chasing.
What the Contract Review and Approval template does
The Contract Review and Approval template turns an informal process into a structured one. Instead of tracking each contract across email, spreadsheets and chat, every request enters one workflow with 8 fields captured at submission, 6 stages that make the current status obvious, and approval routing that reaches the legal and finance approver automatically. legal counsels get a single view of what is open, what is waiting and what is closed. The template is built for legal teams across industries and connects to DocuSign and Adobe Acrobat Sign, so records stay aligned with the systems finance already relies on.
The problem it solves. Draft versions circulate as email attachments, so the signed version is not always the version that was approved. The template replaces that with one record, one owner and one visible status.
The Contract Review and Approval workflow, stage by stage
Every contract follows the same 6 stages, so anyone can see where a record is without asking. Stages, owners and exit conditions are configurable if your policy differs.
-
Request raised
The business team raises the contract with counterparty, value, term and the commercial outcome they need.
-
Drafting
The right clause set and template are selected, and the first draft is generated against the approved playbook.
-
Internal review
Legal, finance and the business owner review in parallel, with every comment captured against the version.
-
Negotiation
Redlines and counterparty versions are tracked so the team always knows which version is live.
-
Approval and signature
Approval routes by value and risk, then the agreement goes out for e-signature from the same record.
-
Executed and archived
The executed agreement is stored with its key dates, obligations and renewal reminders already set.
Every field the Contract Review and Approval template captures
These 8 fields are pre-configured on the intake form. Mandatory rules, picklists and validation are already applied, so a contract cannot progress with gaps in it.
- Contract reference
- Counterparty
- Agreement type
- Value and term
- Reviewers
- Version history
- Approval status
- Signature status
Automations that ship with this template
Parallel legal, finance and business review
Zapro applies this to every contract as it enters the workflow, so nobody has to remember to do it.
Version control with a single live draft
Configured once during setup, then enforced consistently on every record without further effort.
Approval routing by value and risk
It triggers the moment the condition is met, so nothing waits on someone noticing it first.
E-signature dispatch from the record
This runs as a built-in rule, which removes the follow-up chasing that usually surrounds it.
What changes once the Contract Review and Approval template is running
- No agreement renews silently
- Every version and redline is traceable
- Key dates and obligations are visible to the owner
- Legal review starts with complete information
- The team can move an agreement from draft to signature with the right reviewers in the right order from a single record
Manual process versus the Contract Review and Approval template
| Aspect | Manual process | With the Zapro template |
|---|---|---|
| Contract handling | Draft versions circulate as email attachments, so the signed version is not always the version that was approved | One workflow that helps you move an agreement from draft to signature with the right reviewers in the right order |
| Approvals | Forwarded emails with no record of who approved what | Rules-based routing with a time-stamped approval trail |
| Data quality | Re-keyed between spreadsheets and the ERP | Captured once, validated at entry, synced to the ERP |
| Audit readiness | Evidence reassembled from mailboxes at audit time | Complete trail generated as the work happens |
| Cycle time | Depends on who is chasing this week | Predictable, with reminders and escalation built in |
Systems this template connects to
This template is designed to run alongside your finance and operations stack rather than beside it, so records stay consistent in both places.
- DocuSign
- Adobe Acrobat Sign
- SharePoint
- Slack
- Microsoft Teams
- Zapro Supplier Portal
Guides that go with this template
- Contract Management
The Zapro product page behind this template and everything it connects to.
- Contract Management Guide
The complete guide to contract management in procurement.
- Contract Management Software
How Zapro stores, tracks and renews every agreement.
Contract Review and Approval template FAQs
What is the Contract Review and Approval template?
It is a pre-built contract management workflow in Zapro that lets legal teams move an agreement from draft to signature with the right reviewers in the right order. Each contract is captured on an 8-field form, moves through 6 stages with a named owner at each step, and is supported by 4 automations covering routing, validation and record updates.
How long does the Contract Review and Approval template take to set up?
Most teams have it running in about 45 minutes. The stages, fields and automations are already configured, so setup is mainly adjusting approval thresholds, field labels and owner assignments to match your own policy.
Who uses the Contract Review and Approval template?
Primarily legal counsels, working with in-house counsel and contract managers. It is most commonly used by legal teams across industries, though the workflow itself is not sector-specific.
Does Zapro support e-signature?
Yes. Agreements route to e-signature from the contract record, and the executed copy returns to the same record with its key dates already captured.
Can we restrict who sees commercially sensitive agreements?
Yes. Role-based permissions control visibility at the record and field level, so sensitive terms are only visible to the people who need them.
Run your Contract Review and Approval process in Zapro
Zapro ships with this template plus the rest of the procurement and vendor management suite. Start with the contract process and expand into sourcing, contracts, invoices and spend when you are ready.