Triggering Approval When Reps Edit Terms & Conditions – Simple Workaround

Triggering Approval When Reps Edit Terms & Conditions – Simple Workaround

Hi everyone 👋

I wanted to share a practical workaround we’re using in DealHub to trigger an approval when a sales rep edits the Terms & Conditions.

Use Case

We want approvals to trigger only if the rep modifies the standard Terms & Conditions, but not when they leave them as-is.

Solution Overview

The idea is to compare a hidden “standard” version of the terms with an editable version that the rep sees.

Setup Steps

1. Create a hidden question

   • This question contains the default / standard Terms & Conditions text.

   • It is hidden from the seller and always holds the approved baseline terms.

2. Create an editable question for the seller

   • This question contains the same default Terms & Conditions text.

   • It is visible to the seller and can be edited if needed.

3. Approval Rule Logic

   • Configure the workflow rule to trigger an approval when:
     Standard Terms (hidden question) ≠ Editable Terms (seller-facing question)

Result

• If the rep leaves the terms unchanged → no approval is triggered

• If the rep edits the Terms & Conditions → approval is automatically required

This approach allows flexibility for sales while still maintaining control and governance over contractual language.

Hope this helps someone else facing a similar requirement!