Note: This feature is available on Advanced and Enterprise subscriptions.
Q&A approval workflows
The approval feature in Q&A ensures that answers are reviewed by the appropriate stakeholders before they are disclosed. This helps maintain accuracy, protect sensitive information, and ensure proper governance during a transaction.
In larger transactions, one or multiple stakeholders (such as C-level executives or workstream leads) may need to approve drafted answers before the Q&A Coordinator discloses the answer to the buyer.
Answer approval workflows can be configured to match the structure of the deal team, allowing multiple approvers at each level and clearly defined review steps
How approval workflows work
Approval workflows define the steps an answer must go through before disclosure.
- Drafting – An Answer Drafter prepares the answer;
- Approval – The answer is reviewed by the configured approvers;
- Disclosure – After approval, the answer can be disclosed by a Q&A Coordinator.
Multiple approvers per approval level
Each approval level can include multiple users. Any assigned approver can review and approve the answer for that level.
This allows teams to configure flexible approval structures, for example:
- Any C-level executive approving on behalf of the board
- Any legal advisor approving legal review
- Any Q&A coordinator disclosing the approved answer to the buy side
Q&A roles in the approval process
Answer Drafters
- Draft answers to questions they are assigned to.
- Can be designated as approvers in approval workflows.
Q&A Coordinators
- Oversee the Q&A process.
- Can be designated as approvers in approval workflows.
- Can disclose answers regardless of the configured approval workflow.