Won opportunities convert into contracts, entering a complete loop of approval routing, signing & stamping, payment tracking and invoice requests. Every payment is registered against the contract, so finance and sales view the same data — no more "sales says it's collected, finance says it hasn't arrived" disputes.
A contract isn't done once it's signed — payment, invoicing and after-sales are where the real work lies
Generate a contract from a won opportunity in one click, with amount / customer / product line items auto-filled; pick from a template library and draft in minutes
Route by amount / product type / discount rate to different approval chains, with a fast track for special approvals; approvers can add comments and amend terms
Split the contract value into N installments, each with its own due date and amount; alerts before due dates, and sales or finance register payments on arrival
End-to-end tracking: request invoice → finance issues → mail to customer; general / special / e-invoices managed separately
Stamped scans, supplementary agreements and customer-countersigned documents archived in one place; version control ends the "which one is the final version" chaos
Tiered reminders 30/60/90 days before an annual contract expires, so sales can push renewals early and avoid contract gaps and customer churn
Amount $170,000 · Discount 25% off · Routing
Contracts over 500K route to the GM, discounts beyond 20% off go to the commercial director, and hardware contracts need a product manager's countersignature — once each rule is configured, the system routes automatically. Approvers can act on mobile, with comments and edit trails fully archived.
A 500K contract paid in 3 installments (30%/50%/20%), each with its own due date. On arrival, sales register it or finance pushes a match from bank statements, and the contract's payment progress updates in real time. Collected / outstanding / overdue is crystal clear, and monthly finance reports generate automatically.
It's common for a contract to go through 5-10 revisions. The system auto-archives each new version on upload and marks the currently effective one; older versions stay traceable but aren't used for external reference. Stamped scans / supplementary agreements / customer-countersigned documents are filed by category, with controllable permissions.
Large project contracts with installment payments, phased acceptance and phased invoicing, each milestone tracked independently
Annual subscription contracts push expiry reminders 60 days in advance, with renewal rate factored into sales KPIs
Master contract + multiple supplementary agreements + acceptance forms + settlement statements, with multi-version attachment management to avoid confusion
Distributor annual framework agreements + monthly orders, with payment cadence strictly reconciled against credit terms
Upstream of contracts are opportunities; downstream are payment collection and dashboards
Convert a won opportunity to a contract in one click, seamlessly inheriting amount / product / customer info
View all historical contracts in the customer profile, for renewal prediction and customer value assessment
Metrics like contract value, collection rate, renewal rate and overdue amounts appear on dashboards in real time
Follow-on contract value from campaign-sourced customers is attributed back to campaign ROI analysis
Sign up to experience the full contract and payment management for free, or book a consultant demo