Legal approval workflow for Tallyfy

Move contracts through review without bottlenecks

Contract reviews stall when they bounce between legal, finance, and executives with no clear owner. This Tallyfy template routes proposals through each approval stage with documented handoffs, giving sales teams visibility while keeping compliance teams happy.

9 steps

8 automations

Import into Tallyfy Preview steps

Professional Services contracts

Run this workflow in Tallyfy

Import this template into Tallyfy and assign the intake step to sales ops, proposal prep to your drafting team, and approval steps to legal and finance reviewers

Configure Tallyfy's conditional rules so the quote variation step only appears when customers request changes, and declined proposals route to a feedback capture step

Track every contract in Tallyfy from initial request through acceptance, with a full audit trail of who approved what and when

Import this template into Tallyfy

Process steps

Collect information

1 days from previous step

task

Form fields in this step

First Name

Last Name

Another name

Title

Mobile

Work Phone

Address

Reasons for a new system

Current Pain Points

Current provider(s) if any?

How will we help transition from old system?

Date agreed with customer to present proposal

Other information/notes on proposal request

Prepare quote/proposal

2 days from previous step

task

Please attach a detailed proposal. Refer info below: Contact Name: {{first-name-7643809}} {{last-name-7643802}} Company: {{company-name-414612}} Reasons for a new system: {{reasons-for-a-new-system-7643812}} Current pain points: {{current-pain-points-7643807}} Current provider(s): {{current-pain-points-7643807}} How will we help transition: {{reasons-for-a-new-system-7643812}} Proposal Deadline: {{date-agreed-with-customer-to-7643805}} Other Notes: {{other-information-notes-on-7643808}}

Form fields in this step

Attach proposal here

Send Quote

1 days from previous step

task

Send proposal/quote to: Contact: {{first-name-7643809}} {{last-name-7643802}} Title: {{title-7643811}} Company: {{company-name-414612}} Email: {{email-7643813}}

Form fields in this step

Email Sent?