---
title: CONTRACT Butler – Saving Versions and Submitting for Approval
description: "Contract Butler includes version control and an approval workflow to help manage changes throughout the contract lifecycle. Depending on the contract's current status, users can save their work as a draft, create a new version, or submit the contract for…"
url: "https://pdfbutler.com/academy/contract-butler-academy/contract-butler/contract-butler-saving-versions-and-submitting-for-approval/"
updated: "2026-08-05"
category: CONTRACT BUTLER
---

# CONTRACT Butler – Saving Versions and Submitting for Approval

Contract Butler includes version control and an approval workflow to help manage changes throughout the contract lifecycle. Depending on the contract's current status, users can save their work as a draft, create a new version, or submit the contract for approval.

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#### **Saving Changes to a Draft Contract**

When a Contract Instance is in **Draft** status, you can save your progress without creating a new version.

To save changes:

1. Open the Contract Instance.
2. Make the necessary updates to the contract sections or clauses.
3. Verify that the contract status is **Draft**.
4. Click **Save as Draft**.
    ![](https://pdfbutler.com/wp-content/uploads/2026/08/Screenshot-2026-08-05-at-10.00.16-300x97.png)

The changes are saved to the current draft version, allowing you to continue editing later without affecting version history.

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#### **Creating a New Contract Version**

Once a Contract Instance is **Active**, any modifications should be saved as a new version to preserve the existing version history.

To create a new version:

1. Open an **Active** Contract Instance.
2. Make the required changes to one or more sections or clauses.
3. Click **Save New Version**.
    ![](https://pdfbutler.com/wp-content/uploads/2026/08/Screenshot-2026-08-05-at-09.59.57-300x79.png)

Contract Butler creates a new version of the contract while preserving previous versions for auditing and comparison.

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#### **Submitting a Contract for Approval**

When the contract is ready for review, you can submit it for approval.

To submit a contract:

1. Open a Contract Instance with the status **Draft**.
2. Review the contract to ensure all required changes have been completed.
3. Click **Submit for Approval**.
    ![](https://pdfbutler.com/wp-content/uploads/2026/08/Screenshot-2026-08-05-at-10.00.30-300x110.png)

The contract is sent into the configured approval process.

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#### **Approval Routing**

By default, the approval request is sent to the **Manager** associated with the current Salesforce user.

To verify or update the approver:

1. Click your **User Avatar** in Salesforce.
2. Open your **User** record.
3. Review the **Manager** field.
4. If necessary, populate or update the Manager with the appropriate approver.
5. Save your changes.
    ![](https://pdfbutler.com/wp-content/uploads/2026/08/Screenshot-2026-08-05-at-10.08.03-300x144.png)

When the Manager field is configured, the designated manager will receive the approval request on their Salesforce Home page (or through the organization's configured approval notifications).