Contract approvals and e-signatures

Modeve streamlines the contract approval process and supports electronic signatures, making it faster and more secure to finalize agreements.

1. Contract Approval Workflow

1. After creating a contract (see previous section), change its status to Sent for Approval.

2. Add approvers (internal team members) in the contract details.

3. The system sends notifications to the assigned approvers.

4. Approvers review the contract and can:

   • Approve

   • Reject (with comments)

   • Request changes

The contract status updates automatically and the creator receives notifications.

2. E-Signatures (Electronic Signatures)

Once internally approved, you can send the contract for external signature.

Steps to Send for E-Signature:

1. Open the contract.

2. Go to E-Signature or Sign Document tab.

3. Upload the final contract document (PDF recommended).

4. Add signature fields for:

   • Your company representative

   • Client / Franchise Partner

5. Enter the recipient’s name and email.

6. Add a personal message.

7. Click Send for Signature.

Recipients receive an email with a secure link to review and e-sign the document.

3. Tracking Signature Status

You can monitor:

• Sent

• Viewed

• Signed by one party

• Fully Signed

• Declined

Once both parties sign, the contract status automatically changes to Signed or Active, and you can download the final signed version with audit trail.

4. Best Practices

• Use clear version numbering for contract drafts (e.g., v1.0, v1.1).

• Complete internal approvals before sending to clients.

• Set reminder notifications for pending signatures.

• Store all signed contracts in the system for easy access and compliance.

• For franchise agreements, use templates with standard clauses to speed up the process.

5. Permissions

Only users with proper permissions (usually managers and admins) can initiate approvals and e-signatures.

Note: Advanced e-signature features may depend on third-party integrations enabled by your company administrator (e.g., DocuSign, HelloSign, or built-in tools).

Need Help?
Contact your Modeve administrator if you need assistance with approval workflows or e-signature setup.