A company is its contracts. However, without the help of digital means, it is almost impossible to get an overview of what contract-related actions that need to be taken. At the same time, it is vital to keep track of contract expiry, renewal and deadlines.
Precisely’s smart reminders allow you to get alerts about important milestones regarding your contract. Never miss a deadline again. Set up reminders for any event in the contract lifecycle – and receive alerts via email. Always know when to renegotiate, renew or terminate the contract in time.
Setting up reminders for a contract is really easy. Just follow these simple steps:
STEP 1: Choose contract
First, you need to choose the contract that you want to monitor by the reminder. In the menu, click on All contracts, to get to your contract archive. Once there, click on any imported or signed contract for which you want to set up a reminder. You find the status of the contract to the far right column.
STEP 2: Add reminder
Now, you're in the specific contract's overview. This is where you fill in the contract-specific metadata and add your reminders.
Click on New reminder button at the very end of the contract overview. Choose a date and enter the message you want to receive when the date is due.
Voilá! You will receive an email notification on the chosen date. The reminder will also appear in your dashboard before it is due.
🎁 Bonus: if you set the end date of the agreement, it will appear in your dashboard in good time before the end date. Use the function to get a complete overview of all your contracts that are about to end.