Finalize allows you to choose who needs to approve each document, if multiple people need to approve each document, and in what order the document should be approved, by setting "multiple approvers" when drafting a new agreement.
Finalize makes it easy to manage the contract approval process with your team. You can add multiple approvers, and set the order your end users need to approve each agreement.
When creating a new template, you can set up multiple approvers and select Any if you want to give anyone listed the ability to approve a document. Or, you can require All approvers listed to approve the document before it’s finalized. When All is selected, you can also Set the Approval Order and arrange the order that these approvers will need to approve the document.
Once your Finalize end users have created a new contract template, you will see an Approvers tab displaying the approvers and their status. This helps keep track of who needs to approve a document next. We will also keep your team notified via email when it's their turn to approve an agreement.
Watch this short feature video to learn more about multiple approvers in Finalize.