Skip to main content

V.12.02 Tailored Approval Workflow

Powerful new functionality to support more flexible and integrated approval workflows

C
Written by Contract Eagle
Updated this week

This feature allows users to capture additional information during the approval or rejection of a contract, directly through a Custom Form, replacing the default approval modal popup.

Custom Forms are available to customers on a Contract Eagle Ultimate (or legacy plan “Enterprise”) subscription.


If you wish to discuss how to upgrade your subscription plan to improve your team's daily workflow, please contact us at support@contracteagle.com.


📆When will it be available?

  • Now – Available in Staging (Ultimate/Enterprise subscriptions only)​.

  • 25 August 2025 – Available to all Ultimate/Enterprise Cloud Customers.

  • Available to on-premise Ultimate/Enterprise customers by arrangement​.

🪄 What’s New?

With this enhancement, Custom Forms can now be used as part of the approval process, giving you greater control over what information is collected, what status updates occur, and how contracts move through the approval flow.

Instead of clicking "Approve" or "Reject", the entire process can now be handled directly within the form itself — including setting:

  • The approval status

  • The contract status

  • The approval/rejection comment

🔁 More Dynamic Approval Workflows

This update supports branching or skipping steps in an approval flow based on answers in the form. For example:

  • A form can determine whether a contract should be approved or rejected based on specific responses.

  • All actions happen within a single, user-friendly form screen.

⚙️ How to Use It

On the Approval Rules screen, you’ll now see new fields available:

  • Approval Form
    A Custom Form to replace the standard approval/rejection popup.

  • On Approved Form / On Rejected Form.
    Custom forms that appear after a contract is approved / rejected.

You can use either the Approval Form or the On Approved / On Rejected forms — not both.
Note: The settings will normally be maintained by Contract Eagle in combination with Custom Forms configuration.

📰Sample Screens: Standard vs Enhanced Approval Process

Standard Approval Process:

Enhanced Approval Process:

👀 Want to See It in Action?

We’d be happy to walk you through this feature and help you explore how it could streamline your approval workflows.

👉 Book a demo call with our team, and we’ll show you how to tailor your Approval Workflow via Custom Forms.

Did this answer your question?