Templates / Contracts and approvals
Free template · Admin
Contract approval workflow template
Leases, vendor agreements and service contracts each get a ticket: reviewed, signed and filed with the signed copy attached. The renewal date is on record before it sneaks up on you.
Free during the pilot · Change any field or step
The steps
- Review · DraftRead the terms and flag concerns.
- Signatures · SigningCollect signatures.
- Filed · Signed (closed)Save the signed copy.
What your team tracks
- Who is it with? · Short text
- Value · Money
- Renewal date · Date
- Summary · Long text
These stay on the ticket for your team; requesters don't see them on the form.
Contracts and approvals
Your logo and colors go here
This one is for your team: there's no public form. Tickets are added by your staff or created on a schedule.
Who it's for
Owners signing leases and vendor deals
Every agreement and its renewal date in one place.
Office managers
Contracts routed for review and signatures.
Businesses with many vendors
Know what you've signed and when it renews.
Tips for using it
Always fill in the renewal date
Then a due-date reminder can warn you 60 days ahead.
Attach the signed copy
File it on the ticket in the Filed step.
Keep it private
Make the stack private to the people who handle contracts.
Summarize the terms
A two-line summary saves rereading the contract next year.
Questions
What is a contract approval workflow?+
The steps an agreement goes through: review, signatures and filing, with a record of each.
Does it collect signatures?+
Not yet. Collect signatures however you do today and attach the signed copy.
Can it remind me before a contract renews?+
Yes. Due-date reminders can email you before the renewal date.
Learn more
- How-toHow to manage contract approvals and renewal datesReview, sign and file leases, vendor agreements and service contracts, with the signed copy attached and a reminder before each renewal.
- BlogWhat is a ticketing system? A plain-English guide for small businesses
- BlogHow to choose a ticketing system for a small business (without paying for an enterprise help desk)
- BlogReports that answer real questions, dashboards that build themselves, and a scorecard in your inbox every Monday
- FeatureYour own fields, steps and rulesStacks with the fields, steps, rules and automatic emails each kind of work needs.
- FeatureAPI, webhooks and integrationsA public API, webhooks, Zapier and a connector for your own AI assistant.
- FeatureReports and dashboardsCharts in your brand colors, dashboards from templates, and a scorecard by email.
See how it works, step by step
- Help articleDue-date remindersEmail the owner, requester or a location a few days before a ticket is due, on the day, or after it while it's still open.
- Help articleWho can see a stack (stack roles)Team or private, and what Owners, Managers, Editors, Viewers and Requesters can each do.
- Help articleStatuses and stepsStatuses are the big picture (New, In progress, Done); steps are the real stages inside them. Here's how to set both up.
More templates
Start with the contracts and approvals template
Free while we build TicketStacker with a small group of businesses.