The ENTERPRISE workflow for purchase agreements was developed to standardize and optimize the review, approval, signing, and archiving of purchase agreements within an organization. By integrating SAP with Agree&Sign, the entire lifecycle—from initiation to secure archiving—runs through a fully digital, traceable, and compliant process. This ensures faster processing times, greater transparency for stakeholders, and a significantly reduced administrative workload. Each step includes clear tasks, automated notifications, and verifiable actions, making the workflow efficient and compliant.
A purchase agreement is created in SAP and automatically sent to Agree&Sign, where the approval workflow begins. The contract immediately changes to "Pending Approval" status, and all designated approvers are notified that the document is ready for review.
Approvers log in to Agree&Sign to review the content of the contract. They can then either approve or reject the document. Once a document has been approved, the system updates the workflow status to "Approved," ensuring that every validation step is fully logged and transparent.
If multiple approval levels are required, Agree&Sign guides each approver through the contract review process. The approvers evaluate the document and confirm their decision. Once final approval has been granted, the workflow remains in "Approved" status and the next phase is triggered.
Once approved, Agree&Sign automatically notifies the signatories assigned to the contract. The contract then changes to "Signature pending" status. The signatories then authenticate their identity using the required verification method and prepare to sign the document.
Signatories can use Agree&Sign to sign the contract electronically. This process includes validated identification steps such as KYC or eID to ensure compliance with legal requirements. Once all required signatures are in place, the status of the workflow is updated to "Signed."
Once the document is fully signed, Agree&Sign starts the archiving process. The contract is bundled together with its complete audit trail for long-term storage. This signals that the document is ready for secure transfer and has reached the "Archive" phase of the workflow.
Agree&Sign then transfers the signed and validated contract to the connected archiving system. Upon receipt, the archiving system confirms that the document has been successfully captured and will be stored in accordance with the company's retention standards.
The archiving system confirms that the document has been securely stored. As soon as Agree&Sign receives this confirmation, the workflow is updated to the final status "Archived." If SAP integration is activated, the status can also be updated in SAP for reconciliation or auditing purposes.
