How a contract moves through Opando¶
Every contract has a status that tells you where it is and what can happen next. The status appears as a badge next to the contract title, in the contracts list and on the Kanban board.
Along the way a contract can be returned to Draft or rejected during approval, go into Negotiating when the other party proposes changes, be declined by counterparty at signing, or be cancelled before it is signed.
The stages¶
- Draft. You create the contract and edit it. Only people who can open the contract see it. See Create a contract and Editing.
- Approval. You submit the contract and it follows the workflow that matches its type and value. Each approver approves, returns it for changes, or rejects it. See Approvals on a contract.
- Negotiation (optional). The other party reviews the contract in the signing portal and proposes changes. You accept, reject or counter each change, round by round. See Negotiation.
- Signing. You send the contract for e-signature. Each signer signs in the order you choose. See Signing.
- After signing. The contract becomes Signed, then Active on its effective date. Opando tracks the notice deadline, sends renewal alerts, and tracks obligations until the contract expires or renews. See After signing.
Contracts that were signed outside Opando skip stages 1 to 4: you upload the signed copy and Opando sets the status from the dates.
Status reference¶
| Status | What it means | What you can do |
|---|---|---|
| Draft | Being written. Not yet submitted. | Edit, add variables and clauses, comment, submit for approval, delete. |
| In review | Being reviewed internally before a formal approval. | Edit and comment, then submit. |
| Pending approval | Waiting for an approver in the workflow. | Approvers approve, return or reject. Everyone else can read and comment. |
| Approved | All approvals are done. | Send for signing, or record a signed copy if it was signed elsewhere. |
| Negotiating | The other party has proposed changes and a negotiation round is open. | Respond to each issue, send counter-proposals, accept and re-approve. |
| Pending signature | Out for e-signature. | Track progress, remind or resend links, void the request. |
| Declined by counterparty | The other party declined to sign. The signing round ended for everyone. | Revise and resend, resend as is, or cancel. |
| Signed | Fully signed, but the effective date is still in the future. | Download the signed copy, track obligations. |
| Active | Signed and in force. | Track renewals, notice deadlines and obligations. |
| Expired | The expiry date has passed and it didn't renew. | Read only. Complete obligations that survive the contract. |
| Terminated | Ended early. | Read only. |
| Rejected | An approver rejected it. This is final. | Legal or an admin can re-open it; the owner can clone it. |
| Cancelled | Withdrawn before it was signed. | Read only. Clone it to start again. |
Auto-renewing contracts
A contract set to Auto-renews (evergreen) doesn't expire. When it reaches its expiry date, Opando rolls it forward by the renewal term and recalculates the notice deadline.
Which side-panel tabs you see on a contract also depends on its status. See The contract page.