They have milestones, due dates, and schedules, along with guidelines and instructions to ensure you get paid. A new product from Dolphin Software called Dolphin Contract Manager for SharePoint offers one such solution. Only in this game, nobody gives you a cheat sheet, instruction manual, or colorful game piece. There is no need to assign regular User role, because this role is given by default -every user with access to the Sharepoint parent site where the app is installed also has access to this app as regular user. Contract management becomes more complex as your organization continues to grow. With our one-click approach to downloading and installing our add-in, your contracts and documents are seamlessly migrated without wasting time. Scalable to your needs and modular, the Contract Management Software offers robust features and functionality.
Pros: This contract management software streamlines the entire contract management process on the SharePoint platform. Capture obligations, milestones and signed documentation in a portal that is accessible through an internet browser. If you are on the Microsoft Cloud, extend your existing Office 365 business investment with an online contract management system that streamlines your storage of contracts and automatically alerts you on expiring contracts as well provide you with significant tools during the authoring, review and negotiation phases. So, are you simply storing your contract documents in SharePoint? The Contract Manager workflow contains six states: Draft, Pending Approval, Approved, Rejected, Activated, Terminated Please see below step by step guide to completing the contract process. Our Office 365 contract management add-in is built to be easy to use and display all relevant information in real-time. Our Enterprise Contract Management System, built on Microsoft SharePoint available on , , and , automates the contract management process, ensuring you never again have to worry about uneconomical contracts auto-renewing, missed business opportunities and wasting time searching for and compiling contract information. Every contract and all the associated artifacts are loaded with due dates, milestones, cancellation dates, contract action items, deliverables, and more.
This ensures that any low performing contract will not affect top line revenues. SharePoint has advanced security features that can adequately address the confidential and sensitive information contained in contracts. To learn more about our technical specifications. Requirements for a Successful Contract Management System Creating an online repository for contracts and legal documents allows for greater insight, control and access to critical data throughout the contract life-cycle. Metadata Management Common Contract Metadata such as Business area, Contract type, Contract title, Contract number, Contract value, Start date, End date, Renewal date, etc. Pros: We really appreciate the Parent-Child relationships and Amendment features in the software.
Integration with other Microsoft Tools SharePoint and Office 365 have a tight integration with other Microsoft tools such as Word, Active Directory and Outlook which can help legal and contract teams to easily draft, review, track changes and assign user permissions to their enterprise contract management process. Clearly define and limit the scope of what you expect your new contract management system to deliver. The Contract repository has an easy-to-use interface which makes it easy for everyone in the organization to use. By utilizing your existing platform, enterprises are able to achieve greater cost efficiency than spending on another third party platform. We will be happy to assist you through the process.
Real-Time Dashboards: Quickly see status updates, metadata, visual reports and workflow history. Contract Reviews and Approvals: Ensure the right people get involved at the right time with custom workflow rules engine 4. Contract Management Headaches First, a little anecdote about contracts, because that's what we're talking about. A user creates a new contract request form. The support team could not be better! Scalability SharePoint and Office 365 have unmatched global scalability which makes it a perfect platform for large enterprise and geo-distributed deployments. It adds a layer on top of SharePoint that transforms your environment from a contract repository just content management to a true contract management system. What is the best way to make a contract management page I am having a little issue with setting up all the folders for workflows is there a simple way to do this cause understand workflows but when it comes to more management I have an issue so to sum is way I can do it with the tools are already In SharePoint or do I need to go with a third party software Thanks,.
With SharePoint and Office 365 you can organize and search metadata as per your business requirement. The user receives an email notification of contract status approved or rejected. Dealing with contracts is one big migraine, or one of those awful sinus headaches at best. As time goes by, companies and individuals build up massive archives of contracts they don't understand all that well that are supposed to keep them out of the even more confusing U. Worried about breaking the bank with upgrades and other affiliated costs? Watch our video below to see our Contract Management solution in action! Collaboration SharePoint and Office 365 platforms are known for its document collaboration capability which allows enterprises to share confidential documents securely both inside and outside the enterprise. You will need to have processes to support different types of contracts and different phases. If it is not all there and not easy to access, you have frustration and problems.
Having the ability to automate and build stage-gate processes around your contract and artifacts adds structure and visibility to these types of activities and makes it very clear when things are complete—or not complete. Are you looking to do better? Overall: Great tool to use for tracking contracts! Here are 8 good reasons for choosing SharePoint and Office 365 as the platform for meeting your contract management needs. The accessibility allows items to be actioned regardless of device or physical location. You can gain greater control over your contracts, improve your productivity, and reduce your risk. The enhanced search capabilities of a SharePoint environment is perhaps one of its biggest selling points among enterprise solutions. The previous versions of the contract documents are stored securely and can be accessed by the contract team members for reference or editing at any point of the contract document lifecycle. If the approver s approves the contract, the contract owner or contract manager activates contract 8.
Pros: Lots of features and functionality made this software a good move for our business. It brings you the 3 capabilities mentioned above and much more. Managing your contracts has never been easier. Contract Manager for Office 365 is available as a free, fully featured 14-day trial 1xSite License with an unlimited number of end users Contract Manager is Sharepoint hosted contract lifecycle management software that enables an organization to streamline contract management and track subscription renewals. We were able to really enhance the way we tracked our contracts. Choosing a contract management tool for your enterprise can be a daunting task and it requires careful consideration. As your organization grows, so does the number of contracts you enter with vendors, partners and customers.