Progress Release

Contract Management System

A robust Contract Management System works seamlessly with a CRM, leveraging stored data to centralize and optimize document workflows. This system simplifies contract handling by pairing documents with digital questionnaires, integrating various field types (images, PDFs, e-signatures, and scripts), and supporting webhook connections for custom workflows.

Key Features

Centralized Documentation

All contracts are stored in one secure location, ready for editing, signing, and tracking.

Custom Field Support

Enable seamless data integration with images, PDFs, and tailored workflows.

Operational Insights

Gain real-time visibility into contract activity: Sent date and time, email open status, signing status and more.

Automation for Efficiency

Contracts are automatically pre-filled with client data from the CRM, reducing manual errors and speeding up workflows. Notifications and status updates keep teams informed, ensuring transparency across all stages.