Submitting a Contract for Approval and Tracking It | Zoho Contracts

Submitting for Approval and Tracking

Submit a Contract for Approval

  1. Select the Contracts tab at the top of the page. 
  2. Click to open the contract in the Draft Complete state that you want to submit for approval.
  3. Click Submit for Approval at the top of the page. 

Note: 

  • The approvers will receive email and in-app notifications about the approval request.
  • Only the contract owner can submit a contract for approval.

View Approval Workflow

  1. Select the Contracts tab at the top of the page. 
  2. Click to open the contract you want to view the approval workflow of.
  3. Select the Approval tab in the contract details panel on the left.
  4. Click View next to the Approval Workflow. 




Recall an Approval 

  1. Select the Contracts tab at the top of the page. 
  2. Click to open the contract in the Approval Pending state that you want to recall.
  3. Click Recall Approval at the top of the contract details page. 

Note:

  • The approvers will receive email and in-app notifications about the request recall.
  • Only the contract owner can recall an approval request. 

View Approval Activity

  1. Select the Contracts tab at the top of the page. 
  2. Click to open the contract you want to view approval activity for.
  3. Select the Approval tab in the contract details panel on the left, then view the Activity section. 



The table below explains the status icons in the Activity tab.

Icon
Represents
Tooltip*

Email notification received
Displays the time when the approver received the email notification.

Yet to view the email notification
-

Email notification viewed
Displays the time when the approver viewed the email notification.

Yet to submit the negotiation review 
-

Contract approved
Displays the time when the approver approved the contract. 

Contract rejected
Displays the time when the approver rejected the contract document. 
Hovering the mouse pointer over the icon will display the tooltip information.