Contract Management
Contract Management module is the place where you can manage our sales contracts with system generated emails.
Contract Management
Contract Management module is the place where you can manage our sales contracts with system generated emails.
CONTRACT MANAGEMENT
FlexDeck’s contract management tool helps businesses to centralize all the on-going, proposed and old contracts. System-generated alerts are sent to the users reminding them about the contract deadlines or renewals.
Contract management tool is useful to manage sales contracts efficiently.
Features
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HOW IT WORKS ?
Add / Edit Contract
1. Go to Menu -> Contract Management -> Add New Contract
a. Here you can add associated details of the Contract Signed By, Service Charges, Contract Type, Contract Value, Contract Remark and other vital information about contract.
b. Also have provision to upload contract.
2. Go To Menu -> Contract Management -> Manage Contract
a. Here, you can see existing added Contract details with pagination, 10 contracts on each page
b. To sort contract list with respect to customer name, contract title, adm name, created on, expiry date click on upward arrow in the top of the table.
c. In action button click have options for edit contract, download contract and delete contract.
3. Go To Menu -> Contract Management ->Dashboard
a. Display total contracts, active contracts and lapsed contracts.
b. Can view graph for analysis of monthly lapsed contracts.
WHY IS CONTRACT MANAGEMENT IMPORTANT ?
Contract management reduces the risk of missing out on important dates related to any contract such as contract renewal or expiration. Maximum manual working related to contract documentation is abridged due to contract management tool of FlexDeck.
Advantages Of Using FlexDeck Contract Management :
➣ System generated alerts
➣ Upload/store of the contract file docs securely
➣ Email notifications for planned and upcoming visits to customers
➣ Not to miss critical business moments such as renewal of contract