Paperless Work Avoids the Difficulties in Paper Contract Management
Unified management of all contracts signed by customers, suppliers, partners, etc.
Mobile clients and other platforms facilitate online search and use.
Automatic payment statistics on the total amount of payments help to know about the team performance in real time.
Associate the contract module with customers. This helps salespeople review the whole customer journey from follow-up to transaction, and allows relevant personnel to learn more about the customers. After the sales contract is submitted and created, the system will automatically calculate the contract value. This allows business and management staff to know the latest news about payment collection.
You can create staged invoicing and payment collection plans to better control the pace of payment collection and prevent relevant personnel from forgetting late payments. After you fill in the information of collected payments, the system will automatically remind relevant personnel. In this way, they can keep up with collected payments and inform other colleagues in a timely manner.
Standardize the process of signing contracts to avoid unnecessary troubles.
Contracts is associated with approval workflow, so you can use the mobile client to submit and view the progress of the contract approval anytime and anywhere.
Sales orders and contracts are associated with contract and order approval workflows and customer profiles. Salespeople can submit contracts and orders anytime on their mobile phones, and superiors or finance personnel can view and handle the workflows on multiple terminals. They can communicate with each other and give feedback online in real time. This improves the efficiency of contract and order processing.
After the contract is created, you can discuss with relevant personnel about the content and abnormalities of the contract online in real time. Personnel from other departments that assist in business development can also voice their opinions in real time. This strengthens cooperation between these departments.
Both contract status and bill types support customization, which makes your business processes more efficient. Set different approval processes for people with different roles in your enterprise, such as sales staff and agents, for more standardized workflow management. Set the read and editing permissions for each field of the contract card to guarantee information security.
View the statistics of the team's customers over a period of time at any time, and understand the details of contract signing from multiple perspectives. View the team performance at any time and over multiple periods to make summaries and reviews with ease.