E-Sign your Contracts with Trackado

We are excitedto announce that Trackado now offers the ability to have your contracts electronically signed!

The new e-signing functionality will allow you to

  • Prepare and send documents for electronic signature to any device.
  • Add attachments to the signing process or require attachments from the participants.
  • Manage all your e-signing processes from within Trackado and receive your signed documents directly back into Trackado.

We hope you like these new features! And as always, this release also includes a number of bug fixes, under-the-hood optimizations and general improvements.

Email your Contracts to Trackado

We are excited to provide you with a new way to transfer you contracts to Trackado. You can now simply email your documents to your account-specific email address and the documents will be waiting in your inbox.

From there, you can easily convert the messages into new contracts or add documents to already existing contracts.

Contract Inbox

Furthermore, we added an option to configure one-off reminders in addition to the recurring email reminder options:

One-off Reminder

We hope you like these new features! And as always, this release also includes a number of bug fixes, under-the-hood optimizations and general improvements.

New Contract Views, Half-Yearly Billing Cycles and more!

We are excited to launch a new version with a completely redesigned and improved contract experience!

You can now view your contract documents side-by-side to your data, which will facilitate and improve working with your contracts:

New contract modal

In connection to this we also added some other improvements to the contracts as e.g. the possibility to add description to links and documents. Furthermore, we added “Half yearly” as an additional billing cycle.

We hope you like these new features! And as always, this release also includes a number of bug fixes, under-the-hood optimizations and general improvements.

Contract Workflows

We are happy to share that we have launched a long-term requested feature: Contract Workflows.

We have added a completely new module allowing you to configure workflows to route your contracts and documents through the necessary review and approval steps within your organization:

Workflow_module

Create the necessary steps, add the required stakeholders and get the approvals you need.

Approval_steps

All activities are documented and easily accessible in the Activity section. Speaking of which: We have also added an Activity section for contracts, events, etc. so that you can see what actions where performed and by whom:

Activity_log

As always, this release also includes a number of bug fixes, under-the-hood optimizations and general improvements.

Saved Filters and additional Custom Field Types

With our latest release we introduce a new and improved way to work with your contract lists. You now have the possibility to define and save your own filters.

Contract List Filters

This will make finding the data you are looking for a lot faster and even more efficient.


We have also added additional custom field types with this release. You can now also define number, date and multi-select fields for your contracts.

Additional Custom Fields

As always, this release also includes a number of bug fixes, under-the-hood optimizations and general improvements.

Filter Improvements, Column Selection and Column Reordering

Today we have made it even easier for your to work with your contracts. We have implemented improvements to filter the contract list making it even easier to drill down to the data you need.

Filter Improvements

We have also added the possibility to turn columns on and off as well as reordering columns as required. 

Column Selector

In addition, this release contains a bunch of additional small improvements such as adding the fields Contract ID, Creation Date and Last Updated to the contract list.

Multi-Currency Support and Recurring Reminders

We are very happy to announce that we have launched two new and highly requested features.

 

Multi-Currency Support:

You now have the possibility to add billing transactions in foreign currencies.

Billing Transaction with Multi-Currency support

You can add and maintain your foreign currencies and exchange rates via the settings menu:

Currency and Exchange Rate Maintenance

Billing transactions that are entered in a foreign currency will be transformed into your main currency with the maintained exchange rate.

Recurring Reminders:

Events can now be configured to be recurring.

Recurring Reminders

Once the reminder is dismissed a new event and reminder will be automatically created according to the the configured schedule.


This release also includes a number of bug fixes, under-the-hood optimizations and general improvements.

Automated end-of-term behavior and additional contract statuses

We have added automated actions once a contract reaches its end date. You can choose to automatically change the status to “Expired” or to renew the contract based upon the renewal term.

End-of-term behavior

We have also added additional contract statuses to give you more flexibility in choosing the appropriate contract status.

Additional Statuses v2

Single-Sign-On Functionality and Dropbox, Google Drive and OneDrive Integration

With our latest release we have added Single-Sign-On (SSO) functionality to Trackado. You can now use your Google or Microsoft account to sign in. Furthermore, we have added support for SAML SSO.

Sign-In Screen

We have also integrated Dropbox, Google Drive and OneDrive. You now have the possibility to more easily add links to your documents using a familiar file selection dialogue.

File Pickers 2

Custom Fields

We are excited to announce that we have released a highly requested feature today: Custom Fields for contracts.

In the new section “Custom Properties” on the contract you are able to maintain custom data fields for your specific business and requirements:

You can add and maintain custom fields via the settings menu:

Of course these fields will also be available in your lists and exports.

This release also includes a number of bug fixes, under-the-hood optimizations and general improvements.