Contract types and templates
Start with ready types such as sales framework, supplier purchasing, dealership and distribution, service level (SLA) and NDA; each type can carry Turkish/English templates, a notice period and an auto-renewal default.
Module Detail
Add-onContract Management lets you draft, version and submit customer and supplier contracts for approval in one place inside CRM. An approved contract becomes a commercial agreement in a single step, or is linked to an existing one, so the contract text and commercial terms never drift apart. Sold as an add-on module.
Start with ready types such as sales framework, supplier purchasing, dealership and distribution, service level (SLA) and NDA; each type can carry Turkish/English templates, a notice period and an auto-renewal default.
Every revision is kept as a new version; files link to document management, the active version is set in one click and earlier versions can be downloaded.
Submitting a contract runs the existing approval engine, and the approval history is tracked on the contract.
Create a commercial agreement from an approved contract or link it to an existing one; dates can be synchronized on request.
Record critical clauses such as penalties; start, end, notice date and auto-renewal are tracked on one screen.
Contracts sit under the CRM menu; signature status, responsible unit and archive details live on the contract record.
Let’s review your workflow together and identify the modules, integrations and implementation scope you need.
CRM, sales operations, opportunity tracking, sales targets, campaigns, and customer loyalty.
BPMN 2.0 process designer, approval groups, approval console and audit log.
Personal/corporate drives, version control and access permissions; document validity and compliance process tracking.