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By: Ricardo David Flores

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Contract Management and Creation Functions & Features

Functionality covered Contract Creation;Contract Management;.. Contract Management and Creation Functions & Features are an important module of the comprehensive CRM RFP Template.

The CRM RFP template with Contract Management and Creation Functions & Features for CRM is a Microsoft Excel spreadsheet (.xlsx) featuring a total of 1363 decision criteria. The CRM RFP template allows you to quickly and easily prepare the business, functional, and technical requirements sections of the solicitation package you'll send to CRM software vendors. It ensures for:

  • complete response from each CRM software vendor
  • deep and accurate evaluation of submitted CRM proposals
  • impartial side-by-side comparison of CRM solutions evaluated
  • rational and documented selection of the best matching CRM system

The CRM software comparison report can save you up to 90% of the time you would have otherwise spent comparing all the CRM solutions from scratch.

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The Contract Management and Creation Functions & Features comprise the following elements:

  • Contract Creation

    Functionality below covers Contract template library maintenance;Contract documents can be created using predesigned templates;Support for multiple currencies;Electronic copies of actual contracts can be associated with a Contract data records;. Contract Creation, Contract Management and Creation Functions & Features

  • Contract Management

    This includes Pre-configured contract home page and data records for tracking contracts and their terms;Pre-configured contract list views (contract record subsets based on user-defined filter variable);Multiple contract data record "layouts" can be defined to handle contracts with different processes and data needs;A workflow engine is available to help implement "best practice" contract review and approval processes;Automatic creation of contract history records whenever key contract data fields are changed;Contract expiration notification e-mails can be automatically sent to designated individuals;. Contract Management, Contract Management and Creation Functions & Features

TEC Advisor can save you up to 90% of the time you would have otherwise spent figuring out on your own which CRM solution is the best for your needs.

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Functions and Features