Negotiation, redlining & approval — found from sitemap — Tomorro

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Facts read from this source

• Approval workflow trigger Report an error

  “Tomorro allows you to trigger and monitor an approval workflow directly from the contract, before: Sending to the counterparty Sending for signature”

• Approval reminder interval Report an error

  “An automatic reminder is sent every 2 days until a decision is made.”

• Initiator skipped Report an error

  “The person who triggers the procedure is not among the validators, even if they are configured as an approver in the contract type: sending for approval counts as their approval and their request is automatically skipped.”

• First to approve block Report an error

  “In a "First one to approve" block, if the initiator is one of the approvers, the whole block is considered approved.”

• Auto send after approval Report an error

  “Once all approvals are validated: The contract is automatically sent to the counterparty, or Sent for signature, depending on the configured step. No additional manual action is required.”

• Add approvers anytime Report an error

  “If no approval workflow has been defined, you can: Add one or more approvers (administrators or managers) Do so even during negotiation”

• Oror agent approver actions Report an error

  “The Oro agent can do this for you: ask it in the chat to add or remove an approver, when the contract type does not already provide its own approval workflow.”

• Approval tracker Report an error

  “The tracker displays: The different workflow steps The status of each approver (pending, approved, rejected) The real-time progress of the process”

• Rejection recovery Report an error

  “When the workflow was requested before the contract was first sent, a rejection no longer forces you to start from a new document. The sending actions stay available in the tracker”

• Home page approval queue Report an error

  “No need to open your contracts one by one: the Tomorro home page gathers what is waiting for you, including the approvals to handle.”

• Multi step visibility Report an error

  “A contract only appears there when it is your turn to approve. In a multi-step workflow, it therefore does not show up until the steps before yours are done.”

• Reassign approver Report an error

  “In case of absence, an administrator or manager can: Reassign the approval to another administrator or manager”

• Cancel workflow Report an error

  “You can cancel an ongoing approval workflow. Cancelling allows you to: Freely edit the contract Relaunch a new approval workflow Add approvers if none were initially defined”

• Cancel requires participant Report an error

  “You must be a participant in the contract to cancel an approval workflow.”

2 facts read from this page are not shown because they could not be confirmed on the page as captured.

Scores citing this record

• The Data Protection Officer Negotiation, redlining & approval
• The General Counsel Negotiation, redlining & approval
• The IT Integrator Negotiation, redlining & approval
• The Procurement Analyst Negotiation, redlining & approval
• The Sales Ops Owner Negotiation, redlining & approval
• The Skeptic Negotiation, redlining & approval