Contract Signature Tracking: From Verbal Yes to Signed

Follow procurement, legal review and signature after the buyer says yes. Cobl shows where the contract is, what is missing, and alerts you when a step stalls.

Procurement & signature tracking

Track procurement, legal review and signature until the deal is signed.

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Which deal do you want to track to signature?

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They said yes. The contract is somewhere.

Stuck in legal, but whose?

Their legal has the redlines. Or yours does. Nobody can say who holds the contract, or since when.

Onboarding forms pile up

Vendor forms, insurance, bank details, the PO. Each one is small. One missing item holds the signature.

Settled points come back

A new contract version reopens a clause you settled 2 weeks ago. You find out on the next call.

Every step to signature, followed from your inbox

Cobl follows the contract emails, attachments and calls of the deal. It shows the current step, who holds it and since when, lists what is still missing, and alerts you with a draft when a step runs late.

Where the contract is

Current step, owner on each side and days in that step: procurement, legal, security, signature.

What is still missing

Vendor forms, documents and approvals still due, each one turned into a task with a date.

Alerts with a next move

When a step stalls or a version reopens a settled point, get an alert and a draft to unblock it.

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Where is the Helix Logistics contract right now?

Covered by

Get the current step, who holds it and how many days it has been there.

What is still missing for Helix vendor onboarding?

Covered by

See the forms, documents and approvals still to send, with owners.

Alert me if legal review takes more than 5 days.

Covered by

Receive an alert with the context and a draft to follow up with legal.

Did the new contract version change what we agreed?

Covered by

See the clauses that differ from the last version you agreed on.

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Keep the paper process on your close date

A verbal yes is not revenue yet. Many deals slip in the paper process, where nobody watches the clock. Seeing each step keeps your close date honest.

<!doctype html><html><head><meta charset="utf-8"><link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&display=swap" rel="stylesheet"><style>html,body{margin:0;height:100%;overflow:hidden;background:transparent;font-family:Inter,system-ui,sans-serif;-webkit-font-smoothing:antialiased;color:#181818}.c{position:absolute;inset:0;display:flex;align-items:center;justify-content:center}.serif{font-family:'STK Bureau Serif Variable Complete',Georgia,'Times New Roman',serif}.mono{font-family:ui-monospace,'SF Mono',Menlo,monospace}.a{width:300px;box-sizing:border-box;background:#fff;border-radius:14px;padding:16px 20px;font-size:16px;line-height:1.5;box-shadow:0 6px 20px -6px rgba(23,23,23,.10)}.a .h{background:#9eff78;padding:0 3px;margin:0 -3px;white-space:nowrap}.a .h{background:linear-gradient(#9eff78,#9eff78) 0 0/100% 100% no-repeat;animation:hl 5s ease-in-out infinite}@keyframes hl{0%,18%{background-size:0% 100%}40%,92%{background-size:100% 100%}100%{background-size:0% 100%}}@media (prefers-reduced-motion:reduce){*,*:after{animation:none!important}}</style></head><body><div class="c"><div class="a serif">Helix is at <span class="h">legal review</span>,<br>step 3 of 4 to signature.</div></div></body></html>

The whole paper trail

Procurement, legal, security, onboarding and signature in one view.

<!doctype html><html><head><meta charset="utf-8"><link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&display=swap" rel="stylesheet"><style>html,body{margin:0;height:100%;overflow:hidden;background:transparent;font-family:Inter,system-ui,sans-serif;-webkit-font-smoothing:antialiased;color:#181818}.c{position:absolute;inset:0;display:flex;align-items:center;justify-content:center}.serif{font-family:'STK Bureau Serif Variable Complete',Georgia,'Times New Roman',serif}.mono{font-family:ui-monospace,'SF Mono',Menlo,monospace}.at{display:flex;align-items:center;gap:11px;background:#fff;border-radius:10px;padding:12px 14px;box-shadow:inset 0 0 0 1px #e8e7e6,0 6px 20px -6px rgba(23,23,23,.10);width:300px;box-sizing:border-box}.ft{font-size:9.5px;font-weight:700;padding:4px 6px;border-radius:5px;background:#ffe4e0;color:#c4320a}.dn{font-size:13.5px;font-weight:600;white-space:nowrap}.dd{font-size:12px;color:#767473;margin-top:3px;white-space:nowrap}.ms{margin-left:auto;background:#fff3e4;color:#b54708;border-radius:99px;padding:4px 9px;font-size:12px;font-weight:600;white-space:nowrap}.ms{animation:pop 5s infinite}@keyframes pop{0%,24%{opacity:0;transform:scale(.6)}32%{opacity:1;transform:scale(1.08)}38%,92%{opacity:1;transform:scale(1)}100%{opacity:0;transform:scale(1)}}@media (prefers-reduced-motion:reduce){*,*:after{animation:none!important}}</style></head><body><div class="c"><div class="at"><span class="ft">PDF</span><div><div class="dn">Insurance certificate</div><div class="dd">Marta K. can send it</div></div><span class="ms">Missing</span></div></div></body></html>

Blockers flagged early

Delays and missing documents, with who can unblock them.

<!doctype html><html><head><meta charset="utf-8"><link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&display=swap" rel="stylesheet"><style>html,body{margin:0;height:100%;overflow:hidden;background:transparent;font-family:Inter,system-ui,sans-serif;-webkit-font-smoothing:antialiased;color:#181818}.c{position:absolute;inset:0;display:flex;align-items:center;justify-content:center}.serif{font-family:'STK Bureau Serif Variable Complete',Georgia,'Times New Roman',serif}.mono{font-family:ui-monospace,'SF Mono',Menlo,monospace}.r{display:flex;align-items:center;justify-content:space-between;gap:12px;width:300px;box-sizing:border-box;background:rgba(23,23,23,.94);color:#fff;border-radius:14px;padding:16px 18px;box-shadow:0 14px 36px -8px rgba(0,0,0,.25)}.r .t{font-size:11.5px;color:rgba(255,255,255,.6);white-space:nowrap}.r .n{font-size:20px;margin-top:3px;white-space:nowrap}.p{background:#9eff78;color:#181818;border-radius:99px;padding:4px 10px;font-size:13px;font-weight:600;white-space:nowrap}.p{animation:pop 5s infinite}@keyframes pop{0%,24%{opacity:0;transform:scale(.6)}32%{opacity:1;transform:scale(1.08)}38%,92%{opacity:1;transform:scale(1)}100%{opacity:0;transform:scale(1)}}@media (prefers-reduced-motion:reduce){*,*:after{animation:none!important}}</style></head><body><div class="c"><div class="r"><div><div class="t">Due Friday · e-signature</div><div class="n serif">Contract signed</div></div><span class="p">On time</span></div></div></body></html>

Closed on time

Alerts and next actions until the contract is signed.

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Questions about this use case

What is contract tracking?

Contract tracking means following a contract through its stages and knowing its status at any time. Legal teams often do it after signature, with contract management software. Sales teams need it before signature: from the verbal yes, through procurement, legal review and approvals, to the signed contract.

Why do deals stall after a verbal yes?

Because the buyer's paper process starts: procurement, legal review, security review, vendor onboarding and final approvals. These steps involve people who were not in the evaluation, and each handoff can add days. Deals stall when the seller learns about these steps late, or loses track of who holds the contract.

What is vendor onboarding in B2B sales?

Vendor onboarding is the buyer's process to register you as a supplier before they can sign or pay. It often asks for company details, bank details, tax forms, insurance certificates and security or compliance documents. Start it early, because it can take weeks and can stop a signed contract from becoming a purchase order.

How do you speed up contract signature?

Ask about the paper process early, before final pricing: who reviews, who signs and which documents they need. Run security review, vendor onboarding and legal review in parallel, not one after the other. Agree a signature date with your champion and track each step against it. Cobl follows these steps from your emails and alerts you when one stalls.

Contract Signature Tracking: From Verbal Yes to Signed

They said yes. The contract is somewhere.

Stuck in legal, but whose?

Onboarding forms pile up

Settled points come back

Every step to signature, followed from your inbox

Where the contract is

What is still missing

Alerts with a next move

Try it with Cobl

Keep the paper process on your close date

The whole paper trail

Blockers flagged early

Closed on time

Questions about this use case

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