Top Features of Generation 3
Contract Questionnaire
The checklist for your contract. Clarify important questions before signing the contract to identify important info & risks.
By asking important questions, potential problems can be identified and resolved early. The contract questionnaire allows you to gather important information about the contract. It helps to clarify all details, avoid misunderstandings and make the process more efficient. As a result, contracts can be closed more quickly and smoothly.
Canvas Apps
Leverage the power of Canvas apps with pre-built features.
No pen at hand? Sign the contract with your finger. The Canvas app offers a unique visual design option to support device-specific useage. At the same time, the presentation is intentionally simplified – for easy interaction and more fun at work.
Multi Level Approvals
Three new business process flows guide users through as many approvals as needed.
Improve contract quality through structured and organized processes. Enable careful review of the contract at each stage of the process. Reduce errors and risks in the approval process for reliable and efficient contract management.
Contract Parties
Manage any number of companies or contacts and their roles in contracts. For example, in multilateral contracts it is necessary to include more than two parties in a contract.
Include any number of companies or individuals in contracts. This allows you to correctly capture all involved parties and define their roles in the contract. This increases transparency.
Overview of all new features
Frontend
Backend
Integrationen
Frontend
Contract Parties
Manage any number of companies or contacts and theri roles in contracts. For example, in mulitateral contracts it is necessary to include more than two parties in a contract.
Include any number of companies or individuals in contracts. This allows you to correctly capture all involved parties and define their roles in the contract. This increases transparency.
Include any number of companies or individuals in contracts. This allows you to correctly capture all involved parties and define their roles in the contract. This increases transparency.
Contract Numbering
Automatic generation of unique contract numbers. External partner numbers can also be stored.
Each contract has its own unique number with a site-specific identifier. This makes it much easier to keep track of, easily identify and organize contracts. Using external partner numbering makes it easier to collaborate and share critical information.
Each contract has its own unique number with a site-specific identifier. This makes it much easier to keep track of, easily identify and organize contracts. Using external partner numbering makes it easier to collaborate and share critical information.
Multiple Signees
Possibility of more than two people signing the contract. By default 2 external and 2 internal signatories.
Make your contract signing process more efficient and smoother. Customize the contract to meet your specific requirements. Allow all relevant parties to express their agreement and consent through this feature. This allows for flexibility and collaboration.
Make your contract signing process more efficient and smoother. Customize the contract to meet your specific requirements. Allow all relevant parties to express their agreement and consent through this feature. This allows for flexibility and collaboration.
Contract Analysis
Communicate contract risks or opportunities, issues or contract disruptions drectly to your team.
Difficulties or problems with the contract make it difficult for the parties involved to continue the contract as originally planned. Reduce risks such as delays, changes, or even termination of the contract.
Difficulties or problems with the contract make it difficult for the parties involved to continue the contract as originally planned. Reduce risks such as delays, changes, or even termination of the contract.
New contract modes
This feature allows you to specify the term behavior of a contract. Fixed term, open term, automatic renewal and perpetual contracts are supported.
Define your contract terms. Define term conditions and deadlines with the new contract types. Avoid potential conflicts and misunderstandings.
Define your contract terms. Define term conditions and deadlines with the new contract types. Avoid potential conflicts and misunderstandings.
Master Data Snapshots
Always have access to the original information. Provide visibility into contract changes.
Original data contains important information about the contract and the parties involved. When a contract is accessed, the current data, such as the company name or contact, is always displayed. However, for the contract, the data at the time of the conclusion of the contract is also stored to provide clarity later.
Original data contains important information about the contract and the parties involved. When a contract is accessed, the current data, such as the company name or contact, is always displayed. However, for the contract, the data at the time of the conclusion of the contract is also stored to provide clarity later.
Multi Level Approvals
Three new busniess process flows guide users through as many approvals as needed.
Improve contract quality through structured and organized processes. Enable careful review of the contract at each stage of the process. Reduce errors and risks in the approval process for reliable and efficient contract management.
Improve contract quality through structured and organized processes. Enable careful review of the contract at each stage of the process. Reduce errors and risks in the approval process for reliable and efficient contract management.
Canvas Apps
Leverage the power of Canvas Apps with pre-built featrues.
No pen at hand? Sign the contract with your finger. The Canvas app offers a unique visual design option to support device-specific useage. At the same time, the presentation is intentionally simplified – for easy interaction and more fun at work.
No pen at hand? Sign the contract with your finger. The Canvas app offers a unique visual design option to support device-specific useage. At the same time, the presentation is intentionally simplified – for easy interaction and more fun at work.
Checklist
The checklist for your contract. Clarify important questions before signing the contract to identify important info and risks.
By asking important questions, potential problems can be identified and resolved early. The contract questionnaire allows you to gather important information about the contract. It helps to clarify all details, avoid misunderstandings and make the process more efficient. As a result, contracts can be closed more quickly and smoothly.
By asking important questions, potential problems can be identified and resolved early. The contract questionnaire allows you to gather important information about the contract. It helps to clarify all details, avoid misunderstandings and make the process more efficient. As a result, contracts can be closed more quickly and smoothly.
Beverage Add-On
Industry-specific contract negotiation and incentivization at a new level.
Promote cooperative business relationships. Customized contracts and incentive programs can address the interests of all parties and achieve common goals.
Promote cooperative business relationships. Customized contracts and incentive programs can address the interests of all parties and achieve common goals.
Backend
Confidentiality
Mark contracts as confidential and manage access rights independent of Dynamics security roles.
Restrict access to sensitive information and ensure that only authorized users have access. Manage access rights to ensure that information is protected and only used by the right people.
Restrict access to sensitive information and ensure that only authorized users have access. Manage access rights to ensure that information is protected and only used by the right people.
Document Grid
All your attachements in one place. You can drag and drop documents and preview documents.
Easy access to all the information you need. Link all relevant documents directly to the contract. Create a better overview of the documentation related to the contract.
Easy access to all the information you need. Link all relevant documents directly to the contract. Create a better overview of the documentation related to the contract.
Auto Renewal +
Improved automatic renewal with the possibility of llimiting the number of contract renewals already at the conclusion of the contract.
Maintain control over the contract term and get a high degree of planning certainty. A defined contract term also allows you to regularly review and renegotiate your agreements.
Maintain control over the contract term and get a high degree of planning certainty. A defined contract term also allows you to regularly review and renegotiate your agreements.
Contract Amendments
Modify and/or replace existing contracts instantly with configurable templates.
A time-saving, efficient and error-free contract design. Ensure consistent standards and minimize errors.
A time-saving, efficient and error-free contract design. Ensure consistent standards and minimize errors.
Requested documents
Mark contracts as confidential and manage access rights independent of Dynamics security roles.
Restrict access to sensitive information and ensure that only authorized users have access. Manage access rights to ensure that information is protected and only used by the right people.
Upload Portal
Allow contractors to upload requested documents directly into your contract record.
Upload Protal enables efficient, error-free and centralized document management that promotes collaboration between all parties involved. This streamlines and simplifies the entire contract process.
Upload Protal enables efficient, error-free and centralized document management that promotes collaboration between all parties involved. This streamlines and simplifies the entire contract process.
Enhanced Templating
Rule-based template generation fades in and out clauses based on configurable attributes. Selected components are displayed to the user so they always know what has been included in the contract.
This feature enables precise customization for different contract requirements and simplifies contract creation. It also contributes to the consistency and accuracy of contract documents.
This feature enables precise customization for different contract requirements and simplifies contract creation. It also contributes to the consistency and accuracy of contract documents.
Parallel Approvals
Allows for both sequential and parallel approvals.
Multiple people or teams can review and approve the contract at the same time, instead of doing so sequentially. This means that each approval stage can work independently and there are no delays while waiting for the previous approval. This significantly speeds up the approval process.
Multiple people or teams can review and approve the contract at the same time, instead of doing so sequentially. This means that each approval stage can work independently and there are no delays while waiting for the previous approval. This significantly speeds up the approval process.
PA Approval Flow
Automate the approval process with MS Power Automate Approval Flows for your complex approval scenarios.
With MS Power Automate Approval Flow, approvals are obtained via email. This means that approvals can also be given on the road and outside of Dynamics. All parties involved can still see the current status in Dynamics. This leads to more transparency, traceability and collaboration.
With MS Power Automate Approval Flow, approvals are obtained via email. This means that approvals can also be given on the road and outside of Dynamics. All parties involved can still see the current status in Dynamics. This leads to more transparency, traceability and collaboration.
New Contract Forms
Specialized data entry forms, AI-based automation, and contract analytics.
Contract analytics with AI makes it possible to extract important information from contracts faster and more accurately. This can help in reviewing contracts to ensure that all relevant terms and conditions are met. Automation improves the efficiency and accuracy of the process.
Contract analytics with AI makes it possible to extract important information from contracts faster and more accurately. This can help in reviewing contracts to ensure that all relevant terms and conditions are met. Automation improves the efficiency and accuracy of the process.
Status Handling
Enhanced functionalities for termination and expiration.
These advanced features provide greater control and clarity over the status of contracts. You can better manage contract terminations and expirations, ensuring that all important steps are taken in a timely manner. Act on time to minimize potential risks.
These advanced features provide greater control and clarity over the status of contracts. You can better manage contract terminations and expirations, ensuring that all important steps are taken in a timely manner. Act on time to minimize potential risks.
Contract Type Presets
Reduce the need for manual data entry and ensure consistent contract configurations.
Less information needs to be manually entered into the system. This saves time and reduces the potential for errors. Unified contract configurations ensure that all contracts are created according to specific rules and standards. This may mean that certain fields are always required, or that certain clauses or terms are included by default. Create consistent and legally compliant contracts.
Less information needs to be manually entered into the system. This saves time and reduces the potential for errors. Unified contract configurations ensure that all contracts are created according to specific rules and standards. This may mean that certain fields are always required, or that certain clauses or terms are included by default. Create consistent and legally compliant contracts.
Integrationen
Document Generation
Support for images and infinite entity jumps (merge fields).
Save and display images in contract files. Integrate and archive visual information this way. Entity jumps allow you to jump from the contract to other linked information or documents without leaving the navigation. This improves usability and makes it easier to access relevant information.
Save and display images in contract files. Integrate and archive visual information this way. Entity jumps allow you to jump from the contract to other linked information or documents without leaving the navigation. This improves usability and makes it easier to access relevant information.
DocuSign Integration
Seamless integration to obtain signatures directly from your contract. Sign contracts in seconds.
A time-saving, efficient and safe execution of the signing process. Improve traceability and protect the environment.
A time-saving, efficient and safe execution of the signing process. Improve traceability and protect the environment.
