Introduction

The Contract Management Module is the cornerstone of efficient and streamlined contract operations. This digital solution empowers organizations to create, manage, and archive contracts with customers, vendors, partners, and employees. Designed with automation capabilities for both legal and business users, the module facilitates seamless contract management while extracting essential business intelligence from these agreements. As the modern business landscape becomes increasingly data-driven, this module offers a comprehensive tool to enhance contract processes and gain valuable insights from contractual relationships.

The Contract Module simplifies the entire contract lifecycle, providing real-time updates, record-keeping, and AI-driven analysis for deeper insights. Users can approve and sign contracts, add notes, comments, and attachments, and receive alerts for critical contract milestones. Its user-friendly interface ensures ease of use, while customizable reporting features help track performance. With capabilities such as proper documentation, PDF download and preview, version control, and e-signature integration, it is an all-encompassing solution for organizations seeking to optimize their contract management processes and documentation.

Add-on Purchase Steps

  1. Start by heading to the “Subscription Plan” page.
  2. Select the relevant “Usage Plan.”
  3. Purchase the Contract Add-On.

How to Use the Contract Add-on

Once purchased, follow these steps to use the Contract Add-On:

  1. Access the Contract Add-On:
    • Find the Contract Add-On in the menu.
  2. Explore the Contract Section:
    • Navigate to the Contract page, which displays:
      • Total number of contracts.
      • Number of contracts for this month, this week, and the last 30 days.
    • Create new contracts by clicking the “+” button and entering the necessary details.
    • View, edit, duplicate, or delete contracts from the list.
    • To add a signature, click the “Edit” button, select the “Signature” option, and complete your signature.
  3. Manage Contract Types:
    • Go to the Contract Type page to create new contract types.

With these steps, you can effectively manage your contracts using the Contract Add-On.