Draft Review & Approval

DealView supports collaborative review workflows for contract drafts. Submit drafts for review, get feedback, and track approval status.

Submitting for Review

When your draft is ready:

1. Open the draft
2. Click Submit for Review
3. Select reviewers (optional - depends on workflow settings)
4. Add review notes (optional)
5. Click Submit

The draft status changes to "In Review" and reviewers are notified.

Review Workflow

For Reviewers

When assigned a draft to review:

1. Open the draft from your notification or the Drafts page
2. Review the content thoroughly
3. Add comments inline or in the notes section
4. Choose an action:
   • Approve - Draft moves to "Approved" status
   • Request Changes - Returns to author with feedback
   • Reject - Draft is rejected with reason

For Authors

When changes are requested:

1. View reviewer feedback in the draft
2. Make requested modifications
3. Respond to comments
4. Resubmit for review

Review Statuses

Multi-Step Approvals

For contracts requiring multiple approvals:

1. Configure approval workflow in Settings
2. Define approval steps (e.g., Legal → Finance → Executive)
3. Each step must approve before the next can begin
4. Track progress in the approval timeline

Review Comments

Add comments to specific sections:

1. Highlight text in the draft
2. Click the comment icon
3. Enter your comment
4. Comments are visible to all reviewers and the author

Approval Timeline

View the complete approval history:

1. Open the draft
2. Click the Timeline tab
3. See all submissions, reviews, and status changes
4. Track who approved/rejected and when

Configuring Workflows

Workspace admins can configure review workflows:

1. Go to Settings > Workspace > Workflows
2. Set default reviewers by contract type
3. Configure approval chains
4. Enable/disable mandatory review

Notifications

Stay informed during review:

• Email when assigned as reviewer
• Email when your draft is approved/returned
• In-app notifications for all updates
• Optional Slack notifications (if configured)

Best Practices

For smooth reviews:

1. Complete drafts fully before submitting
2. Add context in review notes
3. Respond promptly to change requests
4. Track deadlines for time-sensitive contracts

Related Articles

• Creating Contract Drafts
• Finalizing Drafts
• Approval Workflows