An approval workflow allows contracts to be sent to one or more people for approval or rejection. The approval steps in the workflow establishes automation, ensures compliance and streamlines the process to reduce backlogs.

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Approval Rules

Maple allows admins to set up rules that can be checked against any contract finalized and initiate an approval process if one is needed, based on the criteria.

Under Settings -> Contracts, you can create or edit approval rules.

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Rule Criteria

Maple supports the following options for rule criteria

  • Discount Based
  • Contract Value Based

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Approval Alerts

When a contract is finalized that meets the criteria, the approvers will be automatically notified via email and in the product about the task.

They can review the contract to either approve or reject it and optionally provide a reason.