Contract management2019-09-16T15:26:00+01:00

CONTRACT MANAGEMENT

Contracts are an important part of your sales process. They are one of the first documents your customers see from your firm, and they are also one of the longest lasting. It’s important to get contracts right.

  • Simplify contract creation.

  • Ensure accuracy and compliance.

  • Avoid mistake and create a lasting impression with templates.

  • Get notifications when contracts are about to expire.

  • Trigger approval workflows.

  • Streamline contract review.

  • Get easily access to contracts from within an organisation record in Workbooks.

  • E-signature.

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contract managment desktop

Too many contracts are inaccurate, unbranded and amateurish. Sometimes salespeople rush them and make mistakes.

Workbooks CRM allows you to create customisable templates so your proposals and contracts look the way you want. You can include your branding and adjust all the elements to make it a document that clients will look at and be impressed by. Avoid mistakes by making the contract creation an automated process so that fields get populated automatically from the information in your CRM. Workbooks allow you to easily edit contract and change terms.

Furthermore, Workbooks CRM helps you manage contract renewals. It automatically notifies you when a contract is due to expire so you can take the appropriate actions early, and avoid your customers falling out of contract. You can build workflows in Workbooks that trigger internal approvals or communications with the customer at a timely point in their contract (to drive renewal). All documentation linked to the contract and the contract itself are easily accessible by all customer facing staff within the relevant account record in Workbooks CRM.  E-signature is available to speed up the approval process and make life easier for your customers.

Workbooks CRM not only enhances your customer experience but also protects and builds your firm’s revenue.

And you can also use Workbooks to store contracts with your own suppliers and partners, so you have full history and visibility of contract details and you yourself never fall out of contract with a supplier.

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