Approvals Rules by value and type

The right yes, from the right person, before anyone signs.

Whereas approvals usually live in email threads that nobody can find later, Yesnsheall routes each contract to the people who must approve it, and keeps their decision on the record.

Over $50,000Goes to Finance automatically.
Off playbookNon-standard terms go to Legal first.
Approvals Vendor Services Agreement$84,000 / year
Workspace
Drafts
Review
Approvals
Signatures
Vault
Renewals
Obligations
Rule applied: Vendor contracts over $50,000 or non-standard payment terms
Contract ownerProcurementSubmitted 09:14
Legal reviewLiability and renewal editsApproved 10:02
Finance HeadPayment terms 90 days (policy 45)Waiting
DirectorFinal sign-offNext
ApproveApprove with noteSend back
Clause 1 - Rules

Approval rules that read like your policy.

Write rules in plain conditions: contract type, value, department, and whether review found anything off playbook. Yesnsheall builds the approval chain for each contract from those rules.

  • 1.1By value. Thresholds for managers, Finance and directors.
  • 1.2By type. Employment offers to HR, vendor contracts to procurement.
  • 1.3By exception. Any flagged clause adds the owner named in the playbook.
Approvals Vendor Services Agreement$84,000 / year
Workspace
Drafts
Review
Approvals
Signatures
Vault
Renewals
Obligations
Rule applied: Vendor contracts over $50,000 or non-standard payment terms
Contract ownerProcurementSubmitted 09:14
Legal reviewLiability and renewal editsApproved 10:02
Finance HeadPayment terms 90 days (policy 45)Waiting
DirectorFinal sign-offNext
ApproveApprove with noteSend back
Clause 2 - Decisions

Approve from the email, the browser, or a phone.

Approvers see a short summary of the contract and the flagged clauses, then approve, approve with a note, or send it back. Every decision is time-stamped on the contract.

  • 2.1Parallel or sequential. Legal and Finance at the same time, or one after the other.
  • 2.2Delegation. Hand approvals to a colleague while you are away.
  • 2.3Reminders. Pending approvals are chased automatically.
Review Vendor Services Agreement 3 flags
Workspace
Drafts
Review
Approvals
Signatures
Vault
Renewals
Obligations
Clauses read
48
14 pages
Off playbook
3
2 edits ready
Time taken
38s
first pass
ClauseTheir paperYour playbookRisk
7.2 LiabilityUnlimited liabilityCap at 12 months' feesHigh
9.1 Renewal3 years, 180 days1 year, 60 days' noticeMedium
11 Payment90 days45 daysApproval
13 IndemnityMutualMutualOK
Particulars

What approvals include

(a)

Departments

Separate rules for sales, procurement, HR and operations.

(b)

Named approvers

Roles or named people, with backups for each step.

(c)

Decision record

Who approved what, with which conditions, and when.

(d)

Turnaround

See how long approvals take and where they wait.

Schedule A

Questions on this clause

A.1Can a contract skip approval?

Only if your rules allow it. For example, a standard NDA built from a locked template can go straight to signature.

A.2What happens if an approver is away?

Approvers can set a delegate, and admins can reassign any pending step.

A.3Do approvals change the contract?

No. Approvers can add notes or send it back, but edits happen in the draft, so the version history stays clean.

Execution pageTrial agreement - 10 contracts

This page has been left for your signature.

Ten contracts, fully reviewed, approved and signed, at no cost. Bring the vendor agreement that has been sitting in your inbox.

Party: Your teamTerm: 10 contractsConsideration: $0
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