IVERO.NET - Contracts Center

Streamline and automate the entire contract lifecycle

Overview

Contract Center is a contract/supplier management solution designed to help organizations streamline and automate the entire contract lifecycle.

Features

Contract and Supplier management - regular users can submit contract or supplier requests and monitor processing statuses. .
Contract templates - allows you to create different contract forms (e.g. software subscription) with specific custom fields and workflow..
Workflow templates with Workflow Editor - allows designing no-code workflows by using an intuitive interface .
Tracking contract payments - in the contract template, you can design spreadsheets which allow contract cost tracking for specific scenarios
Role-based access control - allows you to set up the level of access that users have to the Contracts Center (regular user, manager, and admin).
Tracking object changes - each object in the app has an audit log which allows tracking of change history (e.g. creation, edition etc.).
Measuring contract processing time - tracking the efficiency of your team's workflow is crucial for optimizing the whole process.
Email notifications via Power Automate - configured email notification workflow for each step of a process.
Contract expiry reminders via Power Automate - allows notifying all stakeholders assigned to contract about contracts near expiration.
Automatic request assignment - you can configure automated assignment of requests to staff members for each workflow state.
Reporting and export to Excel - Contracts Center provides several reports which can be used for management, billing and analytical purposes.
Attachments - allows users to upload additional files to the contract.
Integrated list - when you enable integrated list, contracts are automatically exported to the native SharePoint list on the parent SharePoint Site.
Custom branding - you can custom brand your logo and colors .
Translation-ready for other languages - allows language translation for regular user and manager views (except "Administration").

Create A Tailored Contract Workflow

Administrators can create different contract types, including additional custom fields, customized validation rules, and configure email notifications for contract stages and expirations.
Contract documents, expirations, payments, supplier information, and other important contractual aspects are available to all members of the team involved in managing the contract in a unified workspace.
Visual workflow editor allows you to design custom contract workflows adjusted to organization needs. Once contracts are submitted, they can be routed to any individuals in the organization based on workflow rules.

Integrations

When you enable integrated list, contracts are automatically exported to the native SharePoint list on the parent SharePoint Site. Sharepoint list can be integrated with numerous other systems via Power Automate (previously MS Flow), used as a data source for Power BI (reporting services) or displayed on different site via Web Part. Click here for more information.
integrations

Products comparison

Feature	Contracts Center	Contracts Manager
Contract form templates
Customizable contract form fields
Role-based access control
Reporting with export to Excel
Attachments (ability to attach contract documents)
Integration module
Tracking contract payments
Ability to set up email notifications/reminders
Advanced suppliers management, dedicated supplier workflow
Contract workflow customization
Contract import from MS Excel
Language translations
Modern SharePoint UI
Custom branding (color theme)
Custom tab with a custom data table (e.g for tracking contract milestones, tasks etc)
Customizable contract payments spreadsheet
Custom views (data tables with selected columns/filters)
User profiles with ability to assign 1st/2nd line manager
Populate the choice field options from external SharePoint list

User Roles

App offers three predefined user roles:

Regular user - can submit contract/supplier request and see only own data
Manager - can see contracts from assigned contract templates under the "Manage Contracts" section
Administrator - can see all data under the "Administration" section

Quick steps to start using Contracts Center

Support

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

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

Product FAQ - General

Where app data is stored?

App is 100% SharePoint-hosted - all data is stored securely on the customer's SharePoint environment.
App's data is never leaving your SharePoint env, we don't have access to your data and we never see it.
How to install the trial version on the SharePoint Site?

You can download the fully functional trial version from the SharePoint Store, which is explained step by step in the above illustration.
If you have problems with app installation, please read the question "I cannot install SharePoint app on my SharePoint Site" from our Technical FAQ.
How to pin an app to the SharePoint menu, MS Teams, 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/ContractsCenter/pages/index.html?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/ContractsCenter/~~pages/index.html?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)

Pin app to MS Teams as a new tab
Step 1) Open MS Teams
Step 2) Click "+" icon to add a new tab

Step 3) Type 'website' in the search box to find an item "Website"

Step 4) Enter tab name, copy&paste above app URL (Method 1 or 2) and click Save button

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.

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"
How to customize the logo and colors?

You can custom brand your logo and color under Administration->General->Settings->tab "Logo&Colors".
To upload own logo you need to:
a) switch setting "Logo" to the value "Custom"
b) click on area "Logo File" (or use drag&drop) to upload logo file.
c) click on button "Save Logo&Colors"

To change blue theme to another you need to click on color picker (setting "Default color"), select your color and click on the button "Save Logo&Colors".
How to translate an app into different languages?

You can translate an app under Administration->General->Settings->tab "Translations".

Language translation is available for regular user and manager views (except section "Administration").
How does subscription work?

To get more information about subscription and payments please read Billing & Payments FAQ
What happens if I remove a user?

If you remove a user from the app, no data will be lost. The user will lose access to app, but their data will remain visible on all reports.
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 to export data to MS Excel/CSV/PDF ?

Table export is supported for all the objects in the app (columns displayed in data tables). To export or print data, click the proper button in the top-right corner, above the data table.

Additionally, you can export all data from contract details into MS Excel (all standard fields + custom fields + comments)
How to dynamically populate the custom Choice Field options from the external SharePoint list?

The app allows for creating custom fields for contract form. One of the custom field types is "Choice from External SharePoint List" which allows to dynamically populate the Choice Field options from the external SharePoint list on the parent SharePoint Site.
To configure this type of field, you need to change the "Type" field to the value "Choice from External SharePoint List", afterward select list name from the drop-down and enter column name from which app will get data.
How to add custom columns to data table ?

The app allows adding a custom form field to the administrator and manager reports that shows all contracts.
Step 1) Go to Administration->Contracts->Contract Templates->Edit->tab "Custom Form Fields" to check what is "ID" of custom form field (e.g. CustomField1)

Step 2) Go to Administration->Contracts->Settings->tab "Report Columns", click on empty row at the bottom of the data table and select custom field from the drop-down list. Make sure that the column "Is Visible" is marked.

Step 3) Click button "Save Requests Report Columns" to save changes.