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Contract Manager

by Ivero

(6 ratings)

Sharepoint based contract lifecycle management software

Contract Manager for Office 365 is available as a free, fully-featured 14-day trial (1xSite License with an unlimited number of end-users)

Contract Manager is Sharepoint hosted contract lifecycle management software that enables an organization to streamline contract management and track subscription renewals.

Add-in is designed to meet unique business needs and increase accessibility to contracts across the entire organization.

Key features:

• Create an unlimited number of different contract form templates (i.e. Software contract, Employment Contract, Lease contract etc)

• Customizable contract form fields (supports numerous field types such as Text, Choice, Number, Currency etc.)

• Can be integrated with many systems via Microsoft Flow (i.e. Dynamics 365,Salesforce,Slack etc)

• Email alerts - contract renewal notification

• Approval workflow with customizable approval paths (auto-approved or 1-4 approvers)

• Automatic e-mail notifications of approvals and rejections;

• Access management (four levels of users: Employees, Contract Owners, Administrators and Managers)

• Allows groups of Managers the ability to perform administrative functions on selected contract types

• Customizable email templates with the ability to define CC email notifications when process is started or finished

• Reporting functionality with export to CSV format

• Ability to print contracts

• Ability to add multiple attachments

• Ability to add contract payment history

• Every action completed on a contract is logged within the contract history

With custom form fields designer you can create flexible solutions, aligned precisely with business needs, for example:

• Contract Management

• Asset & Supplier management

• Invoice management

Important Notices:

• The user who installed the add-in for the first time automatically become an administrator with the ability to assign admin roles to others

• After installation, there is one sample contract template (Software license contract). You can delete or edit this template in the Administration panel.

• Supported browsers: IE10 or later, newer versions of Firefox, Chrome, Opera, Edge

• If you need help with configuration, please watch video guide: https://www.youtube.com/watch?v=DfNHg0w9W8Y

The trial can be turned into a full version by purchasing Activation Key, the total cost is $499 (one-time fee, for an unlimited number of users, with free updates and support).

For more information, please visit our product site:

http://ivero.net/solutions/ContractManager/index.html

Check out our promotions:

• 9 Sharepoint add-ins at a reduced price, more info: http://ivero.net/app-bundle.html

• 20% discount for non-profit organizations

If you have any questions, email us at: apps@ivero.net

Version 1.4.8.7 released:

- Added support for static approval path (selected by admin under admin panel)

At a glance

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