v1.0.8
pengjin
The challenges in traditional contract management, such as dispersed information, difficulty in tracking, repetitive data entry, and lack of transparency in status, have been addressed. This effectively helps teams efficiently manage the contract lifecycle, reduces manual operations, and improves data accuracy and team collaboration efficiency
📋 專案管理
包含資源
Expiration Reminder Automation
Contract Submission Form
Contract Activity
Contracts
流程圖
流程圖
Business Contract Management的流程圖
變更日誌
變更日誌
Business Contract Management的變更日誌
This template addresses traditional contract management challenges such as fragmented information, difficulty in tracking, redundant data entry, and lack of transparency in status. With the automated reminder feature, the team can automatically send email notifications to relevant members when a contract is nearing its expiration, effectively improving contract lifecycle management efficiency, reducing manual operations, ensuring data accuracy, and enhancing team collaboration.
The Contracts table stores detailed information about each contract, including description, category, contract type, status, signing date, and effective date. It also includes multiple views, such as the Contract Submission Form view, Upcoming Expirations view, Contract Status Kanban view, and Documents on File gallery view. In the Contract Submission Form view, each record submitted in the form is stored in this view and then synchronized with other views.
The Contract Activity table tracks related actions and requests associated with each contract. It includes fields like Description of Request and Service Requested, with Related Contract and Existing Contract reference fields to link contract activities back to the Contracts table.
The template offers various views like Contract Status Kanban in Contract Activity, which help teams visualize contracts and activities in different formats (e.g., by category, status, or expiration date) and prioritize tasks based on deadlines or contract phases.
By linking contracts with related activities and using automated processes, the template ensures that all team members have access to the most up-to-date and accurate information. This enhances communication, reduces data redundancy, and boosts the efficiency of contract lifecycle management.
Set up automatic reminders for upcoming contract expirations to ensure timely follow-up.
Sales, Finance, Project Managers, Management.
