Client Content Approval
Time estimate: 2-10 days depending on revision rounds | Difficulty: Easy | Best for: Marketing agencies, content teams, ...
15 steps
14 automations
Professional Services Approval
Workflow template for Tallyfy
Contract Review & Legal Approval Workflow
A complete 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 workflow helps you stay on top of every contract review with proper documentation and clear audit trails - so nothing slips through the cracks.
9 steps
8 automations
Run this workflow in Tallyfy
1
Import this template into Tallyfy and assign the right people to each step 2
Set deadline rules and add any automations you need for your team 3
Launch the workflow and track every task in real-time from your dashboard Process steps
1
Collect information
1 days from previous step
Form fields in this step
First Name
Last Name
Another name
Title
Email
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
2
Prepare quote/proposal
2 days from previous step
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}}
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
3
Send Quote
1 days from previous step
Send proposal/quote to:
Contact: {{first-name-7643809}} {{last-name-7643802}}
Title: {{title-7643811}}
Company: {{company-name-414612}}
Email: {{email-7643813}}
Contact: {{first-name-7643809}} {{last-name-7643802}}
Title: {{title-7643811}}
Company: {{company-name-414612}}
Email: {{email-7643813}}
Form fields in this step
Email Sent?
4
Proposal meeting
1 days from previous step
Form fields in this step
Date of the meeting
Is a proposal variation required?
Customer Response
5
Quote Variation
1 days from previous step
Refer notes/requirements for proposal revision:
{{customer-response-7643800}}
{{customer-response-7643800}}
Form fields in this step
Attach updated proposal
6
Proposal accepted/declined?
1 days from previous step
Form fields in this step
Proposal accepted?
7
Acceptance
1 days from previous step
Form fields in this step
Attach signed and acknowledged proposal
8
Declined / No Indication
1 days from previous step
Form fields in this step
Reasons for declining the proposal
9
Close request
1 days from previous step
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