Overview
Admins can create approval workflows to help streamline contracts and give RevOps teams more control over what's sent out for signature. In the following guide, we'll walk through how to configure these from the admin panel.
Alternatively, watch the video below:
Add a New Rule
Step 1: From your Dock homepage, click Settings on the bottom left nav.
Step 2: Under Order Forms, select Approval Rules.
Step 3: Click the blue button, New Rule.
This will open up the workflow to set rules!
Step 1: Name your rule.
Step 2: Select who the terms apply to (everyone, all teams, or check teams off individually).
Step 3: Select your "If" value.
There are multiple options you can select from:
Order form total
Discount size (total)
Custom agreement
Billing frequency
Contract length
Discount size (line item)
Rule Types
Discounts and Totals
For discounts and totals, you will be required to specify the rule condition using less than, greater than, etc.
Once selected, you can set an amount.
Custom Agreement
For custom agreements, it's a simple Included or Not Included selection.
Billing Frequency and Contract Length
For billing frequency and contract lengths, you can select one or more options.
Creating Additional Rules
Within one approval workflow, you can build out multiple rules. Keep in mind, this means that ALL rules must be met in order to trigger.
In the example above, an order form would need to have a contract length of two years AND have a total value greater than $10,000. Only then would the approval workflow trigger!
Finalize the Approver and Create the Rule!
Step 4: Select the approver(s) from the list of Dock users. You can select as many people as you want!
Step 5: Click Create on the top right to save.
Turning Off, Editing, and Archiving Rules
At any point, you can archive a rule or toggle it into a "draft" state so that it's not active. You can also edit or archive rules.
