The Contract Management System provides a complete solution for managing the full lifecycle of contracts — from initial request and approval to document generation and renewal tracking.
Users can submit structured contract requests, which are routed through an approval process. Once approved, contracts are automatically created and can be generated as professional documents using Word templates.
The system supports multiple agreement types, including Customer Agreements, Supplier Agreements, and Non-Disclosure Agreements (NDA), each with its own document structure.
Contracts can be renewed directly from their records, with renewal history tracked for full visibility. Expiration alerts help ensure that contracts are reviewed and updated on time.
Key Features
- Structured Contract Requests: Users can submit contract requests with all necessary details, including agreement type, company, ownership, and contract duration.
- Automated Approval Process: Contract requests are routed for approval using Infowise Approval control, allowing approvers to review and approve or reject requests directly from the system.
- Automatic Contract Creation: Approved requests are automatically converted into contract records, eliminating manual data transfer and reducing errors.
- Document Generation: Contract will be generated as professional documents using Word templates via Ultimate Forms: Print.
- Multiple Contract Types: Support for Customer Agreements, Supplier Agreements, and Non-Disclosure Agreements (NDA), each with its own document structure.
- Contract Renewal Tracking: Renewals are managed directly within each contract using Ultimate Forms: Associated Items, with full history tracking.
- Automatic Updates After Renewal: Contract details such as end date and status are updated automatically using Ultimate Forms: Actions, and a new contract document is generated.
- Expiration Alerts: Notifications help ensure contracts are reviewed and renewed on time using Ultimate Forms: Alerts.
- Clean User Experience: Forms are structured and intuitive, built with Ultimate Forms: Form.
Business Value
This solution helps organizations:
- standardize contract management processes
- improve visibility into contract status and timelines
- reduce manual work and data duplication
- ensure consistent contract documentation
- minimize risk of missed renewals
- streamline collaboration between teams
How It Works:
- Users submit a contract request with all required details.
- The request is sent for approval.
- Approvers review and approve or reject the request.
- Once approved, the system automatically creates a contract record.
- A contract document is generated using the appropriate template.
- Users can add renewals directly within the contract.
- When a contract is renewed, its details are updated automatically, and a new document is generated.
This solution uses the following Ultimate Forms features:
Read detailed installation instruction.
