Business Portal Module
Contracts
Full contract lifecycle management from creation through execution and renewal. Track every obligation, deadline, and financial term in one place — with automated renewal alerts so nothing slips through the cracks.
Features
- ✓ Contract lifecycle management — creation, negotiation, execution, and renewal tracking
- ✓ Live dashboard with metric cards — active contracts, expiring soon, total value, and pending renewals at a glance
- ✓ Interactive analytics — donut chart by contract type, expiring-soon table, clickable cards that filter your list instantly
- ✓ Expiration alerting — automatic 30-day and 90-day countdown badges with color-coded urgency
- ✓ Party management — clients, vendors, and counterparties with role assignments and linked records
- ✓ Built-in e-signature — send documents for legally binding electronic signature (ESIGN/UETA compliant) with audit certificate
- ✓ Document attachments — upload supporting files directly to any contract with download and version tracking
- ✓ AI-powered contract assistant — chat about any contract with full context, draft renewal notices, and get instant answers
- ✓ Query by Example (QBE) — advanced multi-field search across all contract data with saved column preferences
- ✓ Financial terms, payment schedules, and obligation tracking per contract
- ✓ Renewal automation — auto-renew toggles, notice periods, and renewal type configuration
- ✓ Workflow integration — link contracts to automated workflow tasks and approvals
- ✓ CSV export and customizable column views for reporting and compliance
Interested in this module?
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