Simple and flexible contract lifecycle management

Overview

Contract Manager is Sharepoint hosted contract lifecycle management software that enables an organization to streamline contract management and track subscription renewals.

Contract Workflow

The Contract Manager workflow contains six states: Draft, Pending Approval, Approved, Rejected, Activated, Terminated
Please see below step by step guide to completing the contract process.



1. A user creates a new contract request form.
2. The user submits the contract for approval ("Send to approve" button).
3. Before request is approved by an approver, the user can make changes to the contract form.
4. The approver(s) receives an email notification of the request.
5. The approver(s) approves or declines the approval request.
6. The user receives an email notification of contract status (approved or rejected).
7. If the approver(s) approves the contract, the contract owner or contract manager activates contract
8. Contract owner receives email notification for contract expiration (End Date field)
9. Contract owner or contract manager may terminate or extend contract (change End Date field)

Integrations

When you enable integration module, requests are automatically exported to native SharePoint list, enabling to leverage the full potential of SharePoint. Sharepoint list can be integrated with many systems by using Power Automate (previously MS Flow), used as data source for Power BI (reporting services) or displayed on different site via Web Part. Click here for more information.

integrations

Actions available to system users

Actions available to regular employees: 
• Submit new contract requests
• View and print own requests
• Edit own requests (only Draft and Pending Approval status)
• Approve or reject requests waiting for approval (if employee was chosen as approver)*

Actions available to contract owners:
All actions of regular employees plus:
• Manage assigned contract (Edit/Activate/Terminate/Resubmit for approval) 

Actions available to contract managers:
All actions of regular employees and contract owner plus:
• Create own contract template (Manage Contracts->My Contract Templates)
• Access to all contracts created from own contracts templates (via Manage Contractsection) 
• Grant permission to own contract templates for other managers 

Actions available to administrators:
All actions of contract plus:
• Access to all contracts and contract templates
• Customize system settings
• Define contract categories
• Assign user roles

* - depends on system settings

Quick steps to start using Contract Manager

As Administrator:
1. Configure display settings (section Administration->Settings)
2. Assign user roles: Manager and Administrator (section Administration->User Roles ). There is no need to assign regular User role, because this role is given by default -every user with access to the Sharepoint parent site (where the app is installed) also has access to this app as regular user.
3. Create or edit contract categories (section Administration->Contract Categories )
4. Create or edit contract templates (section Administration->Contract Templates)
General Info tab 
Custom fields tab 

As Regular User:
1. Click "Create new" tile on the main page and submit request.

If you need help with configuration, please watch video guide

Support

If you have any question or issues, please email us at

Please read below Product FAQ and Technical Troubleshooting FAQ before sending email with an technical question.

Do you need more advanced features?

If you need more advanced features like:

  • Advanced suppliers management
  • Contract workflow customization
  • Contract import from MS Excel
  • Language translations
  • Custom branding (color theme)
  • Custom views (data tables)
then Contracts Center is an ideal choice. On the Contracts Center product site, you can find full product comparison (Contract Manager vs Contract Center).

Promotions&Bundles


* - Contact with us before purchase to receive promo codes.

Product FAQ

  • Where app data is stored?

  • How to install trial version on the SharePoint Site?

  • How to pin an app to the SharePoint menu or Office 365 app launcher?

    After successful installation, the app is located on the SharePoint Site Contents.
    First, please use one of below methods to get an app shortcut.
    Method 1) Enter the app (first page) and copy full URL from the browser's address bar (with all parameters like SPHostUrl etc.), below is example:
    https://iverodemo-c5948d2992c3d6.sharepoint.com/ContractManager/Pages/Default.aspx?SPHostUrl=https%3A%2F%2Fiverodemo%2Esharepoint....

    Method 2) Enter the app (first page), copy URL from the browser's address bar and remove all characters after app name, below is example:
    https://iverodemo-c5948d2992c3d6.sharepoint.com/ContractManager/Pages/Default.aspx?SPHostUrl=https%3A%2F%2Fiverodemo%2Esharepoint....
    Required parameters will be automatically added by SharePoint.

    Pin app to the SharePoint Site menu
    Step 1) Go to the SharePoint Site
    Step 2) Click "Edit" on left or top SharePoint menu and add link to the app
    Details are described in this document, steps are different depends on the SharePoint UI type (classic view/modern view)
    PinApp3

    Pin app to the Office 365 app launcher
    You can add custom tile to the app launcher under Office 365 Admin Center->Settings->Organization profile page.
    PinApp4

    Details are described in this document. To get logo URL required to create new tile on app launcher you can click right mouse button on app icon (SharePoint Site Contents) and select "Copy image address"
    PinApp5

  • How to assign regular User role?

    There is no need to assign regular User role, because this role is given by default - every user with access to the SharePoint parent site (where the app is installed) also has access to this app as regular user.

  • How to update SharePoint app?

    App update process is described here and also on our Technical FAQ, question "How to update SharePoint app?"

  • I cannot find a user in drop-down list

    User list is pulled from SharePoint User Information List (built-in SharePoint feature, here is more info)
    SharePoint user is added to the User Information List after first login to the SharePoint Site.
    After first login, user will be visible in the user's drop-down list.

  • How can I extend my trial period?

    We cannot extend trial period remotely, because app is SharePoint-hosted and our company doesn't have access to the customer's SharePoint env., however you can uninstall an app and install it again to "reset" 14-day period. (this operation removes all app data and configuration).