Automated Deltek Change Order Sign-Off Chaser
Every Monday, WebRun opens Deltek, finds change orders and contract amendments awaiting client or consultant sign-off, checks each item's status in DocuSign, and posts a Slack chase list with drafted follow-up reminders for your review before any reminder is sent.
How can I automatically chase unsigned change orders and amendments in Deltek?
WebRun opens Deltek every Monday, finds pending change orders and amendments without a sign-off, and checks each item's status in DocuSign. It posts a ranked Slack chase list with draft reminders ready for your review before any reminder is sent to a client or consultant.
- Unsigned change orders are chased every week before they delay project billing
- No reminder reaches a client or consultant without your explicit review
- DocuSign envelope aging is visible across all active projects in one place
Built for architecture firms · engineering firms · AEC project managers · principals · contract administrators
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
www.deltek.com/en/erp/vantagepointin a real browser with your saved login - no setup, no API keys. -
1
Deltek - find unsigned change orders
deltek.com
WebRun opens Deltek to find unsigned change orders. - Open Deltek Vantagepoint and navigate to contract management for active projects
- Identify change orders and amendments with a status of pending or awaiting approval
- Capture the document number, client or consultant name, amount, and date sent for each
Done when All unsigned change orders and amendments are listed with their details.
-
2
DocuSign - check signature status
docusign.com
WebRun opens DocuSign to check signature status. - Open DocuSign and check the envelope status for each pending change order
- Confirm which items are still awaiting signature and note how many days they have been waiting
- Flag envelopes that have been awaiting signature for more than seven days as overdue
Done when Each pending change order has a confirmed DocuSign status and aging.
-
3
Slack - post chase list for review
slack.com
WebRun opens Slack to post chase list for review. - Post a chase list to the project management channel listing each unsigned item with recipient, amount, and days outstanding
- Include a note that draft reminder emails are ready for your review and approval before sending
- Flag any item outstanding for more than 14 days for priority follow-up
Done when The project team has a full change-order sign-off chase list in Slack and reminders queued for review.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it send reminder emails to clients or consultants automatically?
No. WebRun posts a Slack chase list with draft reminders queued for your review. Every reminder to an external party is reviewed and sent by you. Nothing leaves your firm without your sign-off.
Does it resend the DocuSign envelope or just remind about it?
WebRun only checks the status and drafts a follow-up reminder. It does not re-send or modify DocuSign envelopes. Any DocuSign action is taken by you after reviewing the chase list.
Can it track amendments across multiple active projects at once?
Yes. WebRun scans all active projects in Deltek each run and consolidates every unsigned change order and amendment into one ranked weekly chase list.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.