Clear and simple

A contract is much more that just your terms and conditions.

Would it not be better if it was more focused on improving the relationship with your customer?

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Contract Management

There could be any number of reasons for having contracts with your customers. You might provide ongoing reactive maintenance in return for a monthly fee, or maybe you offer extended warranties as part of your sales cycle.

Whatever the nature of your customer contracts, you are sure to find everything you need to minimise any administrative time. With Contract Management, you will have the ability to create routine site visits, recurring invoices, scheduled tasks and correspondence specific to each contract.

Not IncludedNot Included Sales Automation

Sales Automation

Not IncludedNot Included Business Automation

Business Automation

IncludedIncluded Service Automation

Service Automation

Key benefits

Below is a snapshot of some of the most popular key benefits from using the Contract Management Module.

Create custom fields

Do you want to store specific information and details against contract records?

Create custom fields to match the data requirements you have. Choose different input formats such as numbers, single line text, multi-line text, checkboxes, dropdown menus and date fields.

Create custom fields
Create contract types

Create contract types

Do you provide different types of customer contracts, like servicing & warranties?

Easily create different types of contracts which can be used to assign to specific contracts and contract pre-builds. You can use the contract types to filter out information to give you a clear view of your different contracts.

Automate renewal reminders

Automate renewal reminders

Wouldn’t it be great if either you or your customer could be prompted about their renewal?

Set rules for different types of contracts which control when reminders are sent, to who, and what information these reminders should contain. Send these directly to your sales team to get them renewing contracts promptly.

Automate jobs & tasks

Do any of your contracts require you to undertake specific jobs or tasks?

You can create rules specific to different contract pre-builds or individual contracts which will automatically create routine jobs and/or tasks which you may have to complete as part of your agreement with your customer.

Automate jobs & tasks

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Send contracts for eSignature approval

Send contracts for eSignature approval

Automatically generate recurring invoices at specific schedules based on your contract with your customer.

Invoices are calculated on the number of items that month (i.e., the number of licences), or as a proportion of the total contract value, for instance, 1/12 of the annual contract value if invoicing that customer every month.

Invoices can be automatically sent to your clients automatically and posted into your accounts software with no human intervention.

Frequently Asked Questions

Below is a selection of frequently asked questions, you will find a number of these through the site relevant to the information on those pages. If you cannot find an answer to a question, do not hesitate to get in touch.

Contract management is normally used to describe the process of creating, sending and storing contractual agreements between you and your customer.

More advanced capabilities enable you to set different contract lengths, payment cycles & automate the process of creating jobs and tasks at pre-determined intervals.

Any good contract management software should allow you to manage different types of contracts simultaneously with no fuss.

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