Veziv ERP module · CTRNew module
FROMVeziv IT Services, Bucharest
TOYour company

Contracts

Contracts sit in folders and in e-mail, and you find out one has expired when the customer stops paying the rent or asks for a renewal you haven't prepared. The Contracts module keeps the contract, its annexes, instalments and deadlines next to the customer and the invoices.

How it works

What goes into the module, what happens there and where the data goes next.

What comes in

  • The customer or supplier, with their company detailsCRM
  • The accepted quote, with products and amountsQuotes
  • The company's contract templateDocuments
  • The machines or equipment being rentedRentals
ContractsCTR

What the module does

  1. 01Generates the contract from a template, with the details filled in
  2. 02Keeps the annexes, the amendments and the status of each contract
  3. 03Splits the value into payment instalments
  4. 04Tracks deadlines and flags upcoming expiries

What goes out, and where

  • Instalment invoices and recurring rentFinance
  • The credit limit set in the contractSales
  • The signed contract as a PDFCustomer
  • An alert before expiryyou

What you can do with it

Included functionsCTR · 10
  • Contracts from templatesYou write the template once, in Google Docs or directly in the application. The company name, tax ID (CUI), address and amounts fill in on their own.
  • All contracts in one registerSales, distribution, services, repair, maintenance, rental or fuel contracts, with customers and with suppliers, all in the same list.
  • Status on every contractDraft, active, suspended, expired or completed. You quickly see which contracts are running and which need renewing.
  • Annexes and amendmentsPrice or term changes are added as amendments, linked to the original contract, with their history.
  • Instalments and recurring invoicesThe contract value is split into instalments, and the monthly rent is invoiced on a recurring basis, straight from the contract.
  • Demo contractsWhen you lend out equipment for a trial, the demo contract has its own steps and a handover checklist.
  • Expiry alertYou get a notification before a contract expires, so the renewal never catches you unprepared.
  • Old contracts, read from PDFScanned or PDF contracts can be imported with the help of AI, and the main details are extracted automatically.
  • A signature in your accountYou draw your signature once in your account and it is placed on documents. The signing status is visible on every contract.
  • Linked to credit and costsThe customer's credit limit can be set in the contract, and each contract is assigned to the cost centre it belongs to.

A day with the module

An example from a company that uses it.

  1. 08:30 · What expires this month

    A laboratory equipment distributor in Timișoara checks the alerts: two service contracts and a centrifuge rental expire in the next 30 days.

  2. 10:00 · A device out on trial

    A hospital wants to test an analyser for two weeks. The demo contract is generated from the template, and at handover the technician ticks off the checklist.

  3. 12:30 · A contract from the accepted quote

    A clinic has accepted the quote. The sales contract starts with the products and amounts from the quote, split into three instalments.

  4. 15:00 · An amendment

    A customer extends a rental by six months. The amendment is linked to the contract and the monthly invoices carry on.

  5. 17:00 · This month's invoices

    The recurring rents and the instalments due this month are ready to invoice, each with its own contract.

See the module in an app

Demo apps where this module works on test data. Open them directly, no account needed.

Frequently asked questions

Can we use the contracts we have now?

Yes. Your current model becomes a template, and the variable fields are filled in from the customer record and the quote.

Can contracts be signed in the application?

Yes, with the signature drawn in your account, which is placed on the document. The signing status is visible on every contract. If you use a qualified electronic signature, tell us your provider from the start.

Is it linked to invoicing?

Yes. The instalments and recurring rents in the contract go to the Finance module, where the invoices are issued.

New request · returnVZV-NOU · 1/1
FROMYour company
TOVeziv IT Services

Tell us which process you want to put in order.

In a demo we show you the modules on an example close to your company and talk about what would need adapting.