Streamline Your Project Workflows with Our Contract Management Platform for Engineering

Contract management platform for Engineering

creating negotiating and managing contracts is an essential part of every business regardless of its size however each step is time consuming and prone to standard data entry errors contract management software also known as contract lifecycle management makes the process faster while decreasing financial and audit risks to find the best contract Management Solutions in this video we evaluated the best providers based on key features including customization and automation we also looked at pricing plans security compliance measures and popular Integrations so let's get started number one bonsai as a small business or solopreneur legally binding contracts are the most critical part of protecting yourself and ensuring you get paid on time as such you need a simple contract management tool that's intuitive for you and your clients onside delivers exactly that and does the heavy lifting for you so you can focus on growing your business rather than spending your time on the Nitty Gritty details of managing contracts proposals quotes and invoices Bonsai is a business management and financial solution for self-employed Freelancers and small businesses featuring tools to manage projects from contracts and invoices to client crms forms and accounting and tax tools you can choose from dozens of pre-built lawyer approved templates for contracts invoices proposals scope of work agreements quotes and more with Bonsai you'll never have to start from scratch or spend hours trying to craft a document in perfect legalese you can use bonsai's powerful drag and drop document Builder to customize those templates to match your brand Bonsai also makes custom workflows a breeze to set up you can use them to automate the entire process from proposal creation to finalize contracts to ensure accuracy and Save even more time that includes automatic client-side notifications to shoot them a friendly reminder to accept your proposals sign their contract and pay you on time you can even set up automated late fee accruals for overdue payments on top of that clients get a personalized private portal where they can view shared files review your contract and pay their invoices with Bonsai you don't just get Contract management features you also get additional tools to help you run your business including accounting expense tracking project and task management client relationship management as well as IOS and Android applications for managing your business on the go in short with Bonsai you get an entire Suite of products and tools built specifically for businesses to streamline operations without breaking the bank number two Panda doc Panda Doc is an incredibly popular document and contract management software with more than 20 000 customers around the world it's an excellent choice for growing small businesses and startups because it provides the resources you need to draft professional contracts without hiring a legal professional you can even transfer the important details from a proposal to a contract with a single click it also delivers powerful analytics without requiring a full-fledged sales team or data Specialists to gather Monitor and transform that data into something you can use basically Panda doc neatly plugs into the gaps your company has to help you handle contract Administration and management on your own as a result you can leverage Enterprise grade analytics and send well-designed documents for a fraction of the price of hiring new employees or contractors to do it for you whether you're shooting a proposal to a prospective client or sending a finalized contract with a deposit invoice attached you get everything you need to create send and manage documents and legally binding agreements with ease you can also easily create repeatable and scalable approval workflows to streamline and optimize the entire process for onboarding new projects or clients there are also over 450 pre-built templates to jumpstart document Creation in just a few clicks from digital marketing and business consultations to healthcare manufacturing and legal you'll find no shortage of customizable and well-designed templates for your industry on top of that even the free plan comes with unlimited proposals quotes and contracts and document collaboration with comments mentions and replies as well as unlimited payment collection via credit card PayPal or ACH deposits with panda doc you get the benefit of a truly unlimited document management system and the security you need to rest easy regardless of your business's size and your monthly investment if this sounds appealing below this video you can sign up for the free plan or a 14 day free trial to take Panda DOC for a test drive number three Zoho contracts Zoho contracts is a comprehensive software solution that allows you to govern the entire contract life cycle without having to toggle between multiple applications this cloud-based CLM comes with an easy to use interface that makes complex contract processes simple with Zoho contracts you'll gain access to redefined templates for most of the commonly used contracts the platform lets you author contracts using its built-in powerful word processor with Advanced document assembly and real-time collaboration capabilities you can automate approvals by designing your own workflows both sequential and parallel as well as negotiate entirely online without having to send documents as attachments back and forth you can track changes made by the counterparty and accept or reject them with just a click sign and secure signatures in minutes by a Zoho sign which comes pre-integrated with Zoho contracts Leverage The Power of analytics to turn contract data into business insights contextually manage obligations from the obligations tab within each contract and with the help of both in-app and email alerts you'll never miss contract Milestones or renewal opportunities you can also effortlessly amend renew or terminate contracts with the help of auto-generated letter templates that are customizable and store and manage counterparty information efficiently from the counterparties module in addition you can sign up with Zoho contracts for free to get hands-on experience on how it can positively transform the way you manage contracts number four contract safe contract safe is a cloud-based contract management software that offers secure centralized document storage automated key date reminders and user access permission management users can upload documents into contract safe manually or by emailing them whether they are electronic documents or scans of physical contracts files are stored in a secure database and users can control permissions to limit access to confidential documents amendments to contracts can be tracked with full audit logs created before any actions taken users can search for documents using individual words or phrases and filter the results by document type upload date signing or expiry date party status Tags and More the built-in automatic OCR enables users to search within scanned documents rather than relying exclusively on file names and tags to locate the required file number five GateKeeper gatekeeper is a cloud-based vendor and contract management solution key features include automated alerts customization and collaboration tools and Integrations with other software users can manage contracts and vendor information track workloads monitor risk and store documents using gatekeeper a built-in messaging feature assists with file requests and collaboration automated alerts can be configured to remind users of important dates such as contract renewals users can create custom Fields supplier types and contract types and generate reports based on stored data emails can be sent from within the gatekeeper platform and linked to suppliers and contracts suppliers can respond to messages from their own email clients without needing to log into GateKeeper bonus creative contracts creative contracts is a platform created by Brittany rattell who has been practicing law for more than a decade and has helped thousands of entrepreneurs start scale and protect their modern small businesses she provides done for you legal services and offers more affordable resources at creative contracts so that all entrepreneurs can protect their business and move forward with confidence these contracts are drafted under the best principles of United States law and will work in all 50 states if you're based outside the U.S you may still be able to use them if you want U.S law to govern your transaction or business relationship after purchasing the contract you'll get a download link in your inbox within minutes then all you need to do is open the contract in a document editor like word or Google Docs and follow the color codes and the screenflow instructions finally upload your polished agreement to your website esignportal or your CRM software and send it with swagger so these are the best contract management software tools available on the market we hope this list will help you choose the right software for your business if you're undecided about which tool to choose in the video descriptions you'll find free trials and the latest discounts to all these platforms so I highly recommend checking them out and doing your own research to see which platform suits your needs best thanks for watching and see you in the next video