Build your contract management system.
Keep agreement versions, reviews and renewal obligations in one workspace.
How to build your contract management system
Describe the job
Keep agreement versions, reviews and renewal obligations in one workspace.
Review the first version
Choose how the contract administrator records the agreement reference and how the qualified contract reviewer reviews the next step.
Refine the views
Ask First to adjust the fields and views for the people who will use the app.
Test before sharing
Walk through the process with a sample record and check who owns the next action.
A contract management system example
A signed document differs from the version marked approved.
Contract management system example
- Record
- Contract management system · 01
- Owner
- Contract administrator
Current stage · Contract administrator
Open the agreement reference
A signed document differs from the version marked approved.
Read the full walkthrough
Open the agreement reference
A signed document differs from the version marked approved.
- Record:
- Contract management system · 01
- Owner:
- Contract administrator
Review the renewal
Preserve both and request qualified review before treating obligations as confirmed.
- Stage:
- Review pending
- Owner:
- Qualified contract reviewer
Request review
Request review when the signed document differs from the approved version.
- Next action:
- Request review when the signed document differs from the approved version.
- Owner:
- Business owner
What to include in your contract management system
Keep the agreement reference in context
Keep agreement reference, version, review task, signature source, obligation and renewal together so the next person can understand the request or record.
When the next step needs a decision
A signed document differs from the version marked approved. Preserve both and request qualified review before treating obligations as confirmed.
Keep renewal visible
Request review when the signed document differs from the approved version.
Choose what each person needs
Give the contract administrator a working view and the qualified contract reviewer a review view. Keep agreement reference and version attached to the decision as the work moves between them.
Questions about contract management system
Start with agreement reference, version, review task, signature source, obligation and renewal. Describe who enters the information and who reviews the next step.