Core Features
Contracts
Streamline Contract Management with BizCore Contracts Module
BizCore Contracts Module is a comprehensive tool designed to streamline the management of your business agreements. With BizCore, you can effortlessly create, track, and manage contracts, ensuring that all your important agreements are organized and accessible. This module simplifies the contract lifecycle, from creation and renewal to notifications and document management, giving you full control over your contracts.
Contracts Feature Benefits
Key Features
Explore key functionalities like contract attachments, contract renewal, and contract templates, designed to enhance agreement efficiency within BizCore.
Contract Creation and Management
Easily create, edit, and manage contracts with fields for customer details, contract value, type, start and end dates, and custom content. This feature allows you to control visibility settings, ensuring that contracts are up-to-date, well-organized, and only accessible to those who need them.
Contract Content and PDF Generation
Add and edit contract content using a user-friendly built-in editor, then compile the content into a PDF for easy sharing with clients. This feature ensures that all contract versions are managed effectively, making document sharing simple and secure.
Contract Attachments
Upload and manage attachments for each contract, ensuring that all necessary documents are stored in one place. These attachments are visible to customers and can be easily downloaded, ensuring that everyone involved has access to the required information.
Contract Renewal
Simplify the contract renewal process by auto-populating existing contract details. This feature tracks all renewals with detailed history logs, ensuring that you stay on top of important contract milestones and deadlines without unnecessary manual effort.
Expiration Notifications
Set up customized notifications for contract expirations to ensure that you never miss a critical deadline. This feature allows you to specify who receives these alerts, including additional email notifications, helping you take timely action on expiring contracts.
Contract Templates
Create and manage predefined HTML templates for contracts, making it easy to use consistent content across multiple agreements. Insert templates directly into the contract editor for quick and easy contract creation.
Contract Summary and Analytics
View a comprehensive summary of all your contracts, including their status (active, expired, or about to expire). This feature also provides analytics on contract value by type, helping you monitor and manage your business agreements more effectively.
Trash and Archiving
Move outdated or irrelevant contracts to trash, with options to restore them later or permanently delete them. This feature helps you keep your contract database organized and free from clutter, making it easier to manage your current and active contracts.
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