How to use the Contracts Organizer

Last updated: 2025-04-24

All Contracts in One Place

Our contract management system keeps all your agreements organized, serving as your central contract repository. It's designed for anyone in your company responsible for contract management, whether for vendors, customers, or internal use. Easily track key dates, terms, and other essential details. You can maintain and define any type of contract. By default, we've set up common contract types, which you can easily customize or expand upon.

  • Customer Contracts
  • Vendor Contracts
  • Service Agreements
  • Maintenance Agreements
  • Purchase Orders
  • Lease Agreements
  • Keep records of information, meeting notes, tasks, and all related details for each contract.

Gain control over contract-specific deadlines. Link contracts to specific employees to improve performance management. There's no limit to the number of contracts you can manage.

An Overview of All Contracts in One Place

  • Search for specific contracts quickly
  • Monitor crucial contract deadlines and receive automated reminders
  • Create tasks related to contracts for better workflow
  • Attach relevant files and documents to contracts
  • Record meeting minutes and communication history for contract negotiations
Contracts organizer

How to Customize Contract Register for Your Company

Adjusting contract types

Not happy with managing contracts in one central register?

  • You can easily separate separate registers for different types of contracts
  • If you don't want to have all contracts in one central register, you can create separate registers according to the responsibility of individual teams or departments. This is especially useful in larger companies where different contracts are managed by different people.
  • If, for various reasons, you do not want to have all contracts in one central register, you can create your own registers for different types of contracts.
  • There can be several reasons, one of the most common is the division of responsibility between several people.
  • This happens in larger companies, where different people are responsible for different types of contracts.
  • Permissions are easier to manage in a separate register than in one central register.

See how you can create a new, custom contract register.

How to Set up Automatic Contract Deadline Tracking

How to Set Up Regular Contract Reviews and Audits

  • With checklists and review schedules, you have all the essential details under control.

How to Track Notes and Tasks for Each Contract

Gain control over deadlines, which the solution will monitor for you. You can link contracts to specific people in your company and better manage their fulfillment. The number of contracts is unlimited.

  • Overview of all contracts in one place
  • Search within contracts
  • Tracking deadlines in contracts
  • Creating tasks for contracts
  • Contract attachments
  • Meeting notes about contracts

How to Automatically Print Contracts in PDF