Full control at all time
Contract management
With our Contract management you can automate the creation and sharing of contracts, calculations, offers and orders!
Contracts are many times manually managed. Maybe you use a previous contract and simply replace the customer’s name? Maybe you are not aware which customer or vendor contract are expiring when? Maybe you share, sign and store contracts in separate applications?
Don’t let the contract management become a bottleneck in your sales process. BIP365 changes how you work with contracts, from automating the creation process to sharing them with internal and external parties, and electronic signing off on them.
Streamline internal &
external collaborations
Contract Management
BIP365 enables you to:
Speed up the contract creation by:
Using pre-made templates, always in the latest version.
Auto populating customer information inside the word documents upon creation.
Automatically add appendices, general terms and other legal documents in the same process.
Digitally sign and approve multiple documents in one process!
Get a clear view of the where a contract is in the sales process.
Structure your contracts based on expiration period, sales representative or any other property.
Get a reminder with an advance notice when contracts are to expire or renew.
Works both for customers and suppliers/vendors.
Define automated review and approval chains based on business rules, contract type or document properties.
Automatically sync your customer data from your CRM or other sales solution of your choice with our simple REST APIs and integration knowledge.
New tasks, such as reviews and approvals, are automatically sent and executed directly through BIP365.
BIP365 enables deputizing of tasks if you are busy or on vacation etc.
With Procedure documents you can train employees on sales processes or use the Intranet to create custom sales pages with processes visualized.