The JobRouter® "Contract Management" Solution Template tracks and manages contract clauses, terms, obligations and milestones over a specific or indefinite period of time. This allows you to maximize your own contractual benefits and reduce risks. It is a combination of process, JobSelect (reporting) and archive configuration for managing contracts. This does not cover the creation of contracts.
Advantages of automated contract management
- ensure compliance with the terms and conditions & reduce risks
- reduced revenue losses & administration costs
- increased user acceptance
- greater contractual flexibility
- more contract renewals
- Increased transparency, compliance, security & control
With the JobRouter® "Contract Management" Solution Template you can reliably manage your contracts and always work in compliance! The template is installed in only four hours, configured and ready for use within a further four hours! Additional adjustments are possible at any time.
What's in the Contract Management Template?
Scanned data is recorded using the Contract Management process including all important meta-data. These include, for instance; contract number, contract type, start date, duration, end of contract, deadlines, reminders and costs, etc.
Of course, additional documents can be attached to a contract. It does not matter whether it is a contract extension, an e-mail communication or, for example, a zip file. All documents can be saved revision-proof in the corresponding JobArchive.
Three different authorization levels can be assigned for each contract; owner, responsible person, and viewer. Due to differentiated rights, each level has different insights into the respective contracts.
Individual comments can be stored for each contract, marked with a time stamp and used as a kind of "memo".
Reminders by e-mail
JobRouter® informs you in good time by e-mail about all contracts for which automatic renewal is imminent. This allows you to keep track of current contracts and not miss any important deadlines.
All contracts and attachments can optionally be sent by e-mail. No mail client is required, only JobRouter® on-board resources are used. In addition, JobRouter® logs who received which documents and when.
This process enables all users of the category "Owner" to create an existing notice of cancellation and send it to the contractual partner as a PDF file. This cancellation can also be attached to the contract as a PDF file.
What would you like to do next?
Buy a Solution Template
You want to get started right away? This process is already available as a ready-to-use solution for implementation. We quickly and easily adapt the standard to your requirements and your company structure.
- Use cases
Automated Contract Management
An optimally defined contract management process supports the entire customer life cycle because it covers all steps that contain, process or even require contract data.