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 the time you spend on admin. With Contract Management, you will have the ability to create routine site visits, recurring invoices, scheduled tasks and correspondence specific to each contract.
Do you want to store specific information and details against contract records?
With Contract Management, create custom fields to match the data requirements you have, and choose different input formats such as numbers, single line text, multi-line text, checkboxes, dropdown menus and date fields.
Do you provide different types of customer contracts, like servicing and warranties?
Easily create different types of contracts which can be used to assign to specific contracts and contract pre-builds. You can even use the contract types to filter out information to give you a clear view of your different contracts.
Wouldn’t it be handy if either you or your customer could be prompted about their contract renewal—without you lifting a finger?
The Contract Management module allows you to set rules for different types of contracts which control when reminders are sent, who they’re sent to, and what information these reminders should contain. Send these directly to your sales team to get them renewing contracts promptly, without the fuss.
With this module, you can use customer contracts to create jobs for you and your team: for instance, to complete site visits for planned preventative maintenance, or to remind you to complete system back-ups.
You can also specify job frequencies for different items within the same contract: if some items need servicing once a year but others need servicing twice, the system is able to run different rules for each item. This saves you the need to reschedule the same jobs over and over, and gives you more time to focus on the things that matter—like making sales!
Send and receive signed contracts without the delay using eSignatures.
Sending out contracts that need to be signed can be a slow process, but with Zigaflow a contract can be sent, signed and returned within minutes. Using an eForm and eSignature, you can send out an email to your customer with a link to your eForm. The recipient can then read the attached contract and apply an electronic signature by either drawing, typing or uploading a photo. The form is then submitted and you receive a notification.
If the form is not signed after a set period of time, you can send a gentle reminder in the form of an email prompting the customer for a signature so you can approve your contract.
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.