Contract Management

Keep track of your customers’ contracts and subscriptions:

• It is easy to create contracts based on customer-specific templates or by using the order form as a basis.
• Relevant dates such as binding periods, notes of termination, and expiration dates are administered in structured searchable fields.
• Contracts can be developed through Word integration, then sent as PDF for customer’s signature, and archived via drag and drop in the 360 Business Tools contract module.
• A dashboard monitors all dates so it is easy to follow customers proactively.
• In the archive with signed contracts, Service Level Agreements, etc. special conditions can be specified and leave no room for ambiguity what parties have prior agreed to.
• If the module [subscription invoicing] is selected, an overview of the next invoicing period, index adjustment, and liquidity for a defined period is displayed with good visual graphs.
• Utilities can benefit greatly from the [meter reading] module, which automates on-account invoicing and over-consumption. The module [equipment registration] is used to manage delivered items/hardware.