Contract Review & Legal Approval Workflow

A comprehensive Tallyfy template for reviewing proposals and contracts through legal, finance, and executive approval stages. Estimated time: 1-3 days total. Difficulty: Intermediate. Team size: 3-5 reviewers recommended. Target audience: Legal teams, finance departments, executives, and sales operations. This Tallyfy template ensures consistent contract review with proper documentation and audit trails.

9 steps 8 automations

Professional Services contracts

Import this template free

Process steps

Collect information

1 days from previous step

task

Form fields in this step

First Name

Last Name

Another name

Title

Mobile

Work Phone

Address

Reasons for a new system

Current Pain Points

Current provider(s) if any?

How will we help transition from old system?

Date agreed with customer to present proposal

Other information/notes on proposal request

Prepare quote/proposal

2 days from previous step

task

Please attach a detailed proposal. Refer info below: Contact Name: {{first-name-7643809}} {{last-name-7643802}} Company: {{company-name-414612}} Reasons for a new system: {{reasons-for-a-new-system-7643812}} Current pain points: {{current-pain-points-7643807}} Current provider(s): {{current-pain-points-7643807}} How will we help transition: {{reasons-for-a-new-system-7643812}} Proposal Deadline: {{date-agreed-with-customer-to-7643805}} Other Notes: {{other-information-notes-on-7643808}}

Form fields in this step

Attach proposal here

Send Quote

1 days from previous step

task

Send proposal/quote to: Contact: {{first-name-7643809}} {{last-name-7643802}} Title: {{title-7643811}} Company: {{company-name-414612}} Email: {{email-7643813}}

Form fields in this step

Email Sent?