(You must have a Free Account or Paid Account to use the Deal Roles function.)
Approver is a Deal Role for a user who must approve a deal before it can move to the Signature Stage.
Approvers can approve a deal (with optional comment) or decline to approve and send a comment to the Owner.
Below are the actions that an Approver can do at each stage of the Deal:
Guided Review:
At this stage, an Approver can operate as a Reviewer.
Approval:
At this stage, an Approver must:
- Approve the deal and allow it to progress to signature, or;
- Request Changes: if a term or attachment needs to be revised, an Approver can request changes and leave a comment for the deal Owner. This action will prevent the deal from moving to signature until the parties have come to agreement on these requests.
Signature:
At the Signature Stage, there is nothing left for the Approver to do. They will still have access to view the current status of the deal.
Updated