Apptivo Contracts App

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Contracts

Apptivo gives you the best and simplest contract management tool for your business. Control the look and feel of the contract by customizing it and Store your contracts information during sales and account information using flexible contract management software.

Application Features

Create Retainer Contracts for all your business deals (opportunities) instantly right from the Opportunities App.

contracts fo your business deals

Apptivo provides you with the summary of contracts list created within a period of time. You can generate those contract reports for your future reference.

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Create your Retainer contract either for monthly basis or for a yearly basis and give your needed time of invoice payment to be made for a Contract.

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Approval Flows

Approval flow in Contracts App supports your business processes by making sure your contracts are logged correctly and viewed by your superiors.

 
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Customize App

Bring out your own customized layout for your Contracts and enhance the app as per your need by adding more custom fields and layouts.

 
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Email Templates

Create your own particular tweaked email messages which you can send to your customers in bulk whenever needed.

Integrated Applications

Contracts App integrate seamlessly with the following applications

Customers

Create a Retainer or Sales Contract for your Customer with work flows and renewal terms and send them on a go. Learn More about Customers App

Customers

Create a Retainer or Sales Contract for your Customer with work flows and renewal terms and send them on a go. Learn More about Customers App

Items

In terms of product oriented business, you can create contracts for items you get from your suppliers/dealers, concerning the deals and conveyance of products. Learn More about Items App

Cases

With this integration of the Contracts App with Cases App, a contract can be logged as a Case. Learn More about Cases App

Invoices

Once you have satisfied your customer’s needs, you can send out invoices for your products or services rendered, either at the beginning of the period or at the end of the period. Learn More about Invoices App

Projects

With this integration of the Contracts App with Projects App, a contract can be logged as a Project. Learn More about Projects App

Opportunities

You can create contracts for your business deals. Slide the toggle ON in the Contracts App, to enable creating contracts for your opportunities from the Opportunities App. Learn More about Opportunities App

Employees

Acquiring contracts alone is not enough to ensure your business progression. It has to be assigned to the right person who can follow up steadily. To have each contract efficiently routed, every contract record in Apptivo has the “Employee” field to whom the contract is assigned. Learn More about Employees App

Documents

Having integrated with the Documents App, all documents and files associated with the contract can be duly attached to respective contract records. You also have the ability to email the documents right after attaching it. Learn More about Documents App

Email

Offers you an unique email experience. Easily send out emails from contracts and have quick access to all emails related to the contract on the go! Learn More about Email App

Notes

Having integrated with Notes App, you can quickly write down small pieces of information that are related to the contracts like meeting details, and other information related to the contract. This can be used for reference purposes anytime. Learn More about Notes App

This Application is available in

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Start a Trial / Book Demo

Apptivo provides a FREE 30 Day trial to all its customer to play around with the product and get to know if it suits their business. Apptivo also provides a 1 to 1 demo session to explain how you can use Apptivo for your business.

Get Started Free!Or Schedule Demo