Enabling contract change review workflow

Beeline Professional supports a review and approval workflow for contract changes, giving you control over which updates are committed to a contract before they take effect. In this way, the system prevents rejected updates from propagating incorrect data to downstream financial systems.

Before you begin

  • You must have administrator access to Professional.

Steps

To enable contract change review workflow, perform the following steps:

  1. Sign in to Professional.

  2. In the left navigation, go to Settings  Processes.

  3. Open the process you want to update.

    The process must be of type Contract.

  4. In the Palette pane on the right side of the editor, select the Approve Change user task and drag it to the location you want in the process.

  5. Select the Approve Change task you added.

  6. In the User Task form, complete the Approve Change user task details.

  7. Select Apply Changes, then Save and Deploy.

Result

When a contract change is submitted, an Approve Contract Change task is generated and appears in the designated approver’s Tasks area in Professional.

A Pending Changes alert also appears in contract details when open changes exist. The alert links to the Change History tab.

The Approve Contract Change task puts the process in Pending status until the change is approved or rejected:

  • Approved: The changes are applied to the source contract record and propagated to downstream systems.

  • Rejected: The original contract values remain unchanged.

Documentation Assistant

Delete Chat Conversation

Are you sure you want to permanently delete the chat history?

Hi, I am Beeline Professional Docs Assistant. Here's how I can help you:
  • Type your question in the input below
  • I'll understand your query and provide a helpful response
  • You can ask follow-up questions