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.

Quick Actions in List Views

We have released a new quick action functionality for our list views. Clicking on the three dots will allow you to perform actions without having to view the object first.

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

More Options to Configure Reminders while Adding a Contract

With our latest release we have added the possibility to fully configure your events and reminders while working with your contract. Just click on “More options” in the lifecycle section and you will have the possibility to specify the event and reminder in detail.

Apart from this feature addition, we are now only showing events within the next 12 months in the event widgets on the dashboards.

Furthermore, the event grids now also contain the columns “Contract Owner” and “Contract Category” to make searching, filtering and sorting your events even easier.

Last but not least, this release also includes a number of bug fixes, under-the-hood optimizations and general improvements.

Improved User Authorizations

We have added a highly requested new feature to Trackado: The possibility to control who is seeing which contracts within your account.

We have introduced a new property called “Business Unit”, which you will find as a new field next to “Organizational Unit” on the contract:

A “Business Unit” could e.g. be a legal entity, branch, department or team.

User access rights are now maintained on “Business Unit” level and not on account level as before. Hence, by assigning your contracts to “Business Units” and maintaining user authorizations accordingly, you can now e.g. restrict certain users from seeing contracts within a specific “Business Unit”, while other users might have access to all contracts. Here is an example of what this could look like:

Of course the field “Organizational Unit” will still be available and can be used to specify the organizational context of your contracts even further.

“Business Units” and user authorizations are maintained through the menu “Users and Business Units”, which is accessible in the “Settings” menu.

Of course the field “Business Unit” will also be available on all grids and exports, so that you can sort and filter by this property. Furthermore, we have added the ability to filter the dashboards by “Business Unit”. Last but not least, this release also includes a number of bug fixes and general improvements.