Electronic contract approval within the company

Specify who needs to confirm or sign the prepared contract and in what order. At each step, you can see who is next in line, and the final document is saved along with the process history.

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  • multiple internal and external parties
  • configuration of the signing order
  • process status in one place

The contract is ready. Now it has to go through the company

Before being sent to the client, a contract may need to be signed by a sales manager, an executive, or another authorized person. Subsequently, it requires confirmation from the client and, at times, an additional representative from their company.

In a standard workflow, the document is passed between various email inboxes. The salesperson then has to find out who has already signed, who currently has the contract open, and where the process has stalled.

With OKdokument, you add the necessary individuals to a single process, define the signing order, and track the document's status in real time.

The contract must be signed by a manager or an executive

You include internal personnel in the process either before or after the client.

Multiple parties are involved in the document

Each participant will receive their own challenge.

It is not clear with whom the process has stalled

You can view the status of individual signatories in your account.

The responsible person forgot about the document

Send her an email reminder.

How the contract approval and signing process works

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You upload the prepared document

You upload the final contract and attachments—which the responsible persons need to sign or read—into OKdokument.

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You add both internal and external individuals

You include the salesperson, manager, executive, client, or other necessary individuals in the process.

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You set the order

You determine who is to sign the document first and to whom it will be made available after the completion of the previous step.

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You are monitoring the progress

You can see who has already opened or signed the document and who is still pending. Once completed, you have a signed contract.

Electronically sign business contracts quickly and easily

Option Standard email process OKdokument
The document will pass through the hands of several people. check_circle check_circle
Setting the exact order close check_circle
A unique challenge for each person close check_circle
Precisely defined signature fields close check_circle
Process status in one place close check_circle
Information on who is being awaited close check_circle
Submitting a comment close check_circle
Multiple documents in a single process close check_circle
Signature without an account close check_circle
Chronology of events close check_circle
One final version of the document close check_circle
Signing via mobile or computer close check_circle

 

What electronic approval in OKdokument means

OKdokument helps manage the process in which a prepared document moves through designated individuals to the final signature. You can configure the signers and their signing order, track the status, and log the progress of the process.

Who can be part of the process

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Trader

It prepares the document and initiates the signing process.

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Sales Manager

They will sign or confirm the contract at the designated stage of the process.

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Managing Director or Authorized Representative

They will add the signature on behalf of the company in accordance with the internal method of representation.

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Client

They will sign the document online without creating an account.

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Client representatives

Additional persons authorized to sign on behalf of the client may also be added to the process.

Features for a managed signing process

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Order of signatories

You determine the order in which the individual persons are to sign the document.

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More internal and external participants

You add people from both your company and the client's side to a single process.

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Multiple documents in one envelope

Send the contract, attachments, and related documents together.

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Status monitoring

You can see which person has already completed the document and whose turn it is.

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Comments

You can send a reminder to a specific signer directly from the system.

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Process history

The individual events and the signing process remain recorded alongside the document.

The sales representative has prepared the contract, but can only send it to the client after the executive has signed it

The salesperson uploads the final contract and adds the company executive as the first signatory. Once they have signed, the document is automatically forwarded to the client.

If the client has multiple authorized representatives, each receives their own notification. The salesperson can view the status for each individual without needing to check progress via phone calls or separate emails.

Upon completion, the final contract is available, along with the full process history.

For which documents is a controlled process suitable?

Commercial Contracts Framework agreements Cooperation agreements Addenda Orders requiring multiple signatures Price quotes with internal confirmation Non-disclosure agreements Acceptance and handover protocols Documents with multiple authorized persons

For individuals and sales teams

An individual salesperson can manage their own documents and clients. With the team package, each member of the sales team works within their own Premium account, while an administrator manages the users.

The team package includes:

  • 5 Premium accounts,
  • user management,
  • custom logo and colors,
  • post-signature redirection,
  • standardized document workflow.

Frequently Asked Questions

OKdokument focuses on the process of signing a prepared document. The content of the contract should be finally approved before uploading.

Yes. You determine who signs the document first and who follows.

Yes. You can include both internal and external signers in a single process.

In your account, you can see the current status of each signer.

Yes. You can send the reminder to a specific person directly from the system.

No. They will open and sign the document via a link sent by email.

Yes. You have access to the signing history for the document.

Add all the necessary people, set their order, and track the document from the first signature to the final version