Contract management

Enhance your customer experience while protecting and building your firm’s revenue with Workbooks:

• Create a great impression with configurable templates so your proposals and contracts are accurate, professional and compliant
• Avoid mistakes by automating the contract creation process to dynamically populate fields from the information in your CRM
• Easily edit contract and change terms
• Manage contract renewals with automated notifications sent out when a contract is due to expire so you can take the appropriate actions early
• Proactively manage your renewal cycle by triggering internal approvals or communications with customers at a timely point in their contract
• Easily access all documentation linked to the contract and the contract itself within the relevant account record
• Speed up the approval process and make life easier for your customers with e-signatures
• Never fall out of contract with a supplier by storing contracts with your own suppliers and partners for full history and visibility of contract details