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#20 Contracts

Contract approval workflow with versioning

Model-Driven app for legal/procurement to review contracts, comment clauses, approve or request changes, with auditable history.

Implementation: 3-4 weeks 5 technologies
The pain

What it costs you today

In a firm signing 60 to 100 contracts a month across sales, suppliers and strategic clients, a contract travels by email in 8 hand-numbered copies labelled v1, v2, v2-final, v2-final-real, and the latest version is always held by someone who is not in Friday's meeting, which means the approver reviews and comments on a stale version without knowing. Legal and procurement spend 15 to 25 hours a week reconciling Word comments scattered across 12 different email threads, while legal close stretches to 8 or 10 weeks and the sales team complains that the client gave up and signed with the competition. "We just signed the contract on the Thursday version, not the Friday one" was the real case with a USD 1.2M client that triggered this project and almost ended in dispute. How much pipeline do we lose to contracts signed on unapproved versions, and how much business goes cold each week the legal close drags without traceability?

The value

What changes when you have it

The contract enters the Model-Driven app from SharePoint with a single click, every new version is versioned automatically with author, date and a visual diff against the previous one, and each reviewer comments directly on the specific clause without having to download the file. Power Automate routes by value, contract type and risk level, pings inactive approvers at the 48-hour mark and records the signature with an immutable timestamp in Dataverse including the signer's IP. The legal team sees the complete cycle in a dashboard with average time per stage, bottlenecks and ageing per contract, and sales receives the closure notification on Teams. The visible output is the Model-Driven app with per-clause diff plus a Power BI panel with contract-closure KPIs sliced by business unit. The solution is in production at a commercial firm with 80 contracts a month where time-to-close fell from 9 weeks to 18 days and no version-confusion incidents have been reported in 14 months. The investment pays back inside the first quarter through accelerated pipeline and avoided disputes.

Stack
Technologies we touch in the implementation
Power Apps Model-DrivenDataverseSharePoint (documents)Word OnlinePower Automate
Contract approval workflow with versioning
#20 · Contracts

Clauses view with comments and approvals

Technical references
Contracts

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