Zapendo
Your company is growing, which is awesome from many standpoints, but not all. For instance, as you’ve acquired more clients, that means you’re juggling more contracts than ever. They don’t all renew at the same time, nor is auto-renewal an option.
You’re now stuck trying to remember the deadlines for dozens of contracts, if not more. Sooner than later, one of those contracts is going to fall through the cracks, leaving you spending more money and possibly alienating–or even losing–your client.
Fortunately, this worst-case scenario is avoidable with Zapendo’s contract management system.
Let’s talk about how Zapendo’s contract management software can revolutionize how your company handles contracts!
A contract management system is a software solution that stores your contracts and can send you automatic alerts about renewals. Without such a system in place, you’re stuck in the scenario from the intro, which is manually managing all your contracts. It becomes too much!
Zapendo’s contract management platform has all the features you need to organize your contracts, determine which ones are up for renewal, and track the content of your contracts. Here’s more information on our contract management platform features.
Zapendo’s custom workflows allow you to create a contract management workflow that suits your needs.
Setting up a custom workflow is simple. You select the number of steps–including the names of the steps–and then you can assign users who can access the various steps of the workflow besides you.
Whether you need a simple, three-step workflow to prioritize your contracts or you want to build something that’s more involved, Zapendo makes it possible. To edit and arrange your custom workflow, use drag and drop features.
That’s right, there’s no need to learn HTML or even more complex coding to make an advanced workflow in our contract automation workflow. You just drag and drop. It couldn’t be easier!
As soon as you publish your custom workflow, it will be usable by those parties you invited. All new contracts that you load into Zapendo after you publish the workflow will go through the custom workflow steps.
In the Contract Manager, you can review the workflow progress of the contract anytime.
Custom Workflows
Zapendo’s custom workflows allow you to create a contract management workflow that suits your needs.
Setting up a custom workflow is simple. You select the number of steps–including the names of the steps–and then you can assign users who can access the various steps of the workflow besides you.
Whether you need a simple, three-step workflow to prioritize your contracts or you want to build something that’s more involved, Zapendo makes it possible. To edit and arrange your custom workflow, use drag and drop features.
That’s right, there’s no need to learn HTML or even more complex coding to make an advanced workflow in our contract automation workflow. You just drag and drop. It couldn’t be easier!
As soon as you publish your custom workflow, it will be usable by those parties you invited. All new contracts that you load into Zapendo after you publish the workflow will go through the custom workflow steps.
In the Contract Manager, you can review the workflow progress of the contract anytime.
Custom Reports
How many contracts did your company close this month? This quarter? What is the value of those contracts?
These are questions that need answering ideally before you start on your year-end reports. Zapendo’s contract management software can produce beautiful, data-rich custom reports that pull together all the metrics you want to review.
In the Reports section of the software, click “Select the fields to include.” You can then search by contract name or related terms, using filters to locate just the info you want. Then click the handy Run Report button.
That’s all it takes! Your report will detail your active and inactive contracts, how much each contract was worth, when it’s up for renewal, or whatever terms you selected in Zapendo’s software.
Prevents Missed Contract Renewals This next benefit goes back to what we talked about earlier. When you miss contract renewal, you usually have to pay for it, quite literally. What’s worse is that your client or vendor could lose faith in you and even decide to stop working with you over the contract mishap.
Automatic alerts and reminders sent straight to you from Zapendo will make it impossible to miss a contract renewal no matter how many active contracts you have.