When the contract creator (GC / Client) routes a client contract for approval, the other party will receive email notifications, instructing them to review the contract. The status of the contract will change to ‘Awaiting Acceptance’ which indicates it's awaiting the other party’s acceptance. 


The other party users will have the option to accept, decline, or request revisions for a client contract in the "Awaiting Acceptance" stage. When the other party accesses the ‘Client Contracts’ tile of the FINANCE Module, they will be presented with contracts waiting for approval and can view all the tabs, download related files, and review the terms and conditions, including inclusions, exclusions, and cover letters.


Sign and Accept the Contract:

  • If the contract terms are satisfiable, they can choose to accept it by clicking on the "Sign & Accept Contract" button

  • They’d need to sign the document as required, and check the "I Agree" checkbox

  • The "Accept" button will be enabled. Clicking on "Accept", the status of the contract will change from "Awaiting Acceptance" to "Active" 

  • A toast message indicating contract accepted successfully will be displayed


Decline the Contract:

  • If the contract terms are NOT satisfiable, they can choose to decline it by clicking on the "Decline Contract" button

  • A "Decline Contract" popup will appear which asks for a signature and confirmation checkbox

  • The "Decline" button will be enabled. Clicking on "Decline", the status of the contract will change from "Awaiting Acceptance" to "Declined". 


Revise and Resubmit the Contract:

  • If there are concerns about the contract terms and the users would like to request modifications, they can request the contract creators to revise and resubmit the contract

  • Clicking on the "Revise and Resubmit Contract" button, a popup will appear which asks for a signature and confirmation checkbox

  • The "Submit" button will be enabled. Clicking on "Submit", the status of the contract changes from "Awaiting Acceptance" to "Sent back for Revision." 


Email notifications will be sent to the related parties in all the above use cases of a Client Contract





Last Updated: Dec-11-23