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Contract Management for Dynamics 365 proCONTRACTS

CRMFIRST GmbH

Create, manage and analyse all of your contracts directly in Dynamics 365 Customer Engagement.

proCONTRACTS is an industry-agnostic managed solution for Dynamics 365 Apps (Sales, Customer Service, Field Service, Project Service Automation) that helps organizations of all sizes to organize and manage their contracts throughout the full lifecycle - from creation to termination.


Levereging on seamless integration with Dynamics 365 our solution provides a 360-degree view on your contracts and all relevant connected records. 


Upgrade your business with Contract Management for Dynamics 365

  • Configure your personalized Dashboards and customize the reports according to your business needs.
  • Save your time and increase efficiency by tracking contracts with comprehensive charts, views and advanced filters.
  • Stay compliant with template-based document generation and detailed contract audit.
  • Set flexible approval rules for various types of contract documents.
  • Control the confidentiality of your contract records.
  • Use multiple languages for contracts of your worldwide legal affiliates.
  • Enjoy by your stress-free solution installation and configuration.


Our proCONTRACTS solution is used by organizations in various industries worldwide. The default pre-configured proCONTRACTS solution is ready to be used within a day or two. If needed, it can easily be adjusted to your particular needs. 


Key Features

  • All contract information for your customers, suppliers and partners directly in Dynamics 365
  • Automatic Contract, Certificate, Termination Notice , etc. documents generation
  • Flexible logical organization of complex contract correlations
  • Contract dealines overview and direct access to draft/finalised documents
  • Standardised and legally secured contract templates with validity periods for individual document sections
  • Familiar Dynamics 365 Unified Interface look and feel on all devices
  • Automated document signing with E-signature Interface to DocuSign/Adobe Sign
  • For alternative document storage Integration to SharePoint is available
  • Quick setup and ready to use within a day


Prerequisites

  • Dynamics 365 License Full User/Team Member
  • Office 365 and Dynamics 365 Customer Engagement Applications (minimum one):
  • Dynamics 365 Sales
  • Dynamics 365 Customer Service
  • Dynamics 365 Field Service
  • Dynamics 365 Project Service Automation


For more information go to: www.crmfirst.de/procontracts/


Please, feel free to use proCONTRACTS Test Drive on this page and/or request free Demo.


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