Features · Approvals & agreements

Sign-offs and contracts that move as fast as the work

Set the approvals a step needs and Align routes and gates them in order. Send agreements for signature and store every signed version alongside the work — no contract folder, no chasing PDFs.

Approval workflows

Multi-step approvals, in the order you decide

Define an approval workflow once and reuse it across projects — each stage routed to the right role or person, in sequence. Align holds the work at each gate until it’s cleared, and shows everyone exactly where it stands.

Reusable, project-scoped approval templates
Ordered stages routed by role or by person
Release gates that block until every stage clears
Estimate approval · ALN-2841
In review
Admin
Approved · May 14
Done
Manager
Approved · May 14
Done
Client
Awaiting sign-off
Pending
Agreements & eSignature

Agreements, signed in place

Send a contract or SOW for signature from a reusable template, sign it without leaving Align, and keep every signed version on the record. The same audit trail that settles a release settles a dispute.

Send, sign, and store agreements in one place
Reusable templates with merge variables
Version history and a time-stamped audit trail
Master Services Agreement
Signed
MSA · v3
Signed by both parties
Signed
Version history
3 versions kept on the record
Audit trail
Who signed what, and when
What’s included

Everything in this area

Approval workflows
Project templates
Release gates
eSignatures
Agreement templates
Version history
Audit trail
Approval reminders
Questions

Approvals & agreements, answered

Can we customise the approval steps?
Yes. Build an approval workflow with as many stages as you need, route each to a role or a specific person, and reuse it across projects. Releases can be gated on those approvals.
Are agreements signed inside Align?
They are. Send a contract or SOW for signature, sign it in place, and every signed version is stored on the record with a complete, time-stamped history.

See it on a real project, end to end

A 25-minute walkthrough with the Align team — we’ll show you this in the context of the whole loop.