> For the complete documentation index, see [llms.txt](https://docs.greytrix.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.greytrix.com/sage-crm-add-ons/crm-contract-manager/user-guide/contract-workflow.md).

# Contract Workflow

**CRM Contract Manager** includes a predefined workflow that manages the complete lifecycle of a contract. A contract progresses through a series of workflow stages until it is approved by all required parties. The workflow can also be customized to meet specific business requirements.

The default workflow stages are:

* Editing
* Draft 1 Manager Review
* Draft 1 Supplier Review
* Draft 2 Manager Review
* Approved

**Editing**

A newly created contract starts in the **Editing** stage. During this stage, clauses are added and contract details are updated.

When editing is complete, selecting **Editing Complete** moves the contract to **Draft 1 Manager Review.**

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FbXBJ0XxGQiHxqePbPPwe%2FStages.png?alt=media&amp;token=a3dc23a6-bc49-4b00-b8c0-50b5a260fdc8" alt=""><figcaption></figcaption></figure>

**Draft 1 Manager Review**

When the contract enters this stage, an automatic email notification is sent to the approving manager with a link to the contract.

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FmVxGdzX1Dno6NTuulG9e%2FMail.png?alt=media&amp;token=63df6e4f-4084-4e72-898b-f9e59cac8bef" alt=""><figcaption></figcaption></figure>

After reviewing the contract, the manager selects **Draft 1 Manager Approve**, moving the contract to **Draft 1 Supplier Review**.

The contract can also be moved back to the **Editing stage** or **Draft 1 Change** stage if revisions are required.

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FqPsc2kYd5eRh5q5WfI2x%2FDraft.png?alt=media&amp;token=10dd9e7c-f0f4-4893-8767-1f640c426654" alt=""><figcaption></figcaption></figure>

**Draft 1 Supplier Review**

An automatic email containing a PDF version of the contract is sent to the supplier for review.

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FPqoggkgSC3BlzDyBNd2y%2FStage%20Change%20Mail.png?alt=media&amp;token=0bb03bcc-2abb-4bbc-8552-4283bf1f8a22" alt=""><figcaption></figcaption></figure>

Once the supplier approves the contract, selecting **Draft 1 Supplier Approved** automatically creates **Draft 2**, allowing the contract to move to **Draft 2 Manager Review**.

The contract can also be returned to the **Editing stage** or **Draft 1 Change** stage for additional revisions.

**Draft 2 Manager Review**

After approval by both the manager and supplier, the contract enters the final management review stage.

At this point, additional approvals can be obtained from legal teams or other relevant authorities before final approval.

If required, the contract can be returned to the **Draft 2 Change** stage for further modifications.

**Approved**

When the contract reaches the **Approved** stage, it is considered fully approved by all parties.

The contract becomes active, and the **Start Date,** **End Date,** and **Notify End Date** are calculated automatically.

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FWJCXx0QMwACFLl0bhRRT%2FDates.png?alt=media&amp;token=13464bf3-8d7e-42f3-b825-f6d147e8a744" alt=""><figcaption></figcaption></figure>
