A company is its contracts. However, without the help of digital means, it's almost impossible to get an overview of what contract-related actions need to be taken. At the same time, it's vital to keep track of important dates and times such as contract expiry, renewal and other deadlines.
Precisely’s smart reminders alerts you about important milestones regarding your contracts — 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 easy. Just follow these simple steps:
STEP 1: Choose contract
First, you need to choose a contract to set a reminder for. Click Archive in the main menu to get to your contract archive. Once there, click any imported or signed contract for which you want to set up a reminder. You'll find the status of the contract in the far right column.
STEP 2: Add reminder
Now, you're in the specific contract's overview. This is where you fill out the contract-specific metadata and add your reminders.
Click New reminder button at the bottom of the contract overview to get started. Enter the message that's to be sent out when the date is due, set a time for the reminder and choose who is/are to receive the reminder.
Voilá! The users you selected will receive an email notification on the chosen date. The reminder will also appear in their dashboard before it's 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.