Agreements: Keep track of your ongoing contracts from your opportunity or company pages

Release Date: October 31, 2023

Keep track of the agreements signed with your partners and get an overview of the collaboration status and terms directly from the opportunity pages. As the management of the agreements is integrated into your opportunities evaluation process, it is easy to get a quick overview of the relevant CDAs directly from your opportunities and, more generally, of the types of active agreements related to your projects.

Organize your contracts according to the internal team in charge, the included activities, the regions of application, or by tier. You can also:

• Track the validity dates of your agreements and be reminded when an expiration is approaching.

• Link or attach the full documents.

• Configure Inpart Deal to manage the types of agreements you need.

Learn more