Shareflex Contract by Portal Systems

Contract management with Sharepoint online & Microsoft 365

With Shareflex Contract you can organise your digital contract management and keep track of your deadlines.

  • Manage all contracts over the entire lifecycle
  • Integrated workflow & permission management
  • Audit-proof archiving
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Shareflex Contract — all contracts in one place

The contract management software Shareflex Contract and its integrated modules, allow you to manage your contracts securely and efficiently throughout their entire lifecycle. The pre-configured standard application for professional contract management can be deployed in minutes and integrates seamlessly with Microsoft 365 and your existing SharePoint environment. It can also be easily customised to meet your company’s specific needs. This gives you maximum flexibility – without any additional programming.

CREATE CONTRACTS
MANAGE CONTRACTS
PROCESSES & WORKFLOWS
ERP INTEGRATIONS
ANALYSIS & REPORTING
ARCHIVING

Shareflex Contract by Portal Systems

Key features

CONTRACT CREATION
  • User-friendly interface
  • Convenient contract capture
  • Scan & Detect
  • Microsoft Office Template Management
  • Automated contract creation from metadata, external databases/ERP systems
  • Optional use of textmodules/boiler plates
CONTRACT MANAGEMENT
  • Dates & Deadlines
  • Email notification
  • Automatic due date calculation
  • Creation of contractual relationships ” Flexible metadata and full text search ” Integrated document management ” Permissions management
  • Business partner management
PROCESSES & WORKFLOWS
  • Rule-based and ad-hoc workflows
  • Graphical workflow designer
  • Contract release and approval processes
  • Automatic update of cancellation dates
INTEGRATION
  • Contract files in Outlook
  • ERP integration (SAP, Microsoft Dynamics (365), …)
  • Integration with Microsoft Teams
  • Master data reconciliation
REPORTING
  • Lists, groupings, totals
  • Graphical views and charts
  • Excel export
  • Individually configurable
ARCHIVING
  • Audit-proof archiving

Shareflex Contract by Portal Systems

User interface

Get a first impression of the user-friendly interface of our contract management. The administration of contracts can quickly become very complex and confusing. That’s why we aim to provide users with a user interface that is as intuitive and clear as possible for their daily work. After all, it is user acceptance that makes the successful introduction of new software possible. And that applies to contract management as much as it does to any other business application.

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