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PlanMill Contracts

PlanMill Contracts  - Simple and streamlined web-based solution for contract management. 
 

                                                        

PRODUCT OVERVIEW

Type: PlanMill Add-on (Commercial). Related to PlanMill CRM, PROJECT, PSA & ERP

PlanMill Contracts is part of PlanMill CRM (Customer Relationship Mmanagement) and PlanMill ERP (Enterprise Resource Planning). This can be used separately without any other PlanMill modules, except Accounts and Contacts. If there is no connection to sales orders, invoicing -- products or projects modules are needed.

KEY FEATURES

  • Information stored in PlanMill Products module is used when creating Contracts items for pricing and others. 
  • Every user with suitable access rights has visibility on all Contracts in the company.
  • Contracts workflow allows users to know which Contracts are drafts, internally acceptedrejected, or signed (cancelled).
  • PlanMill Contracts looks the same as other modules and can be activated to each user role by turning on role-based access rights.
  • Web shops or other software can have access to the Contracts module through PlanMill Open API
  • List view/All contracts. Help in Contracts creation by offering a workflow from draft to Contracts termination.
       

DEMO 


MAIN BENEFITS

PlanMill Contracts allows you to store metadata and document attachments for different types of contracts, such as: 

- Sales Contracts (the user’s company is selling to another company)

- Purchase Contracts (the user’s company is buying from another company)

- Non-disclosure agreements and others (agreement not to tell about another company’s secrets)

 Keep track of business agreements within your organization.    

Multi-browser support: Google ChromeMS Internet Explorer (7.x or later), Mozilla Firefox & Safari

Deployment: PlanMill Cloud (our IT environment) or PlanMill On-Premise (your IT environment)  

Key requirements: PlanMill 12.5 or later

Languages (user interface): English, Finnish and German 

Services. Support, Deployment, Customization, Integration and Training to meet your unique business needs.  

To find out more, please email sales@planmill.com.