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.
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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.
What goes into the module, what happens there and where the data goes next.
What comes in
What the module does
What goes out, and where
An example from a company that uses it.
A laboratory equipment distributor in Timișoara checks the alerts: two service contracts and a centrifuge rental expire in the next 30 days.
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.
A clinic has accepted the quote. The sales contract starts with the products and amounts from the quote, split into three instalments.
A customer extends a rental by six months. The amendment is linked to the contract and the monthly invoices carry on.
The recurring rents and the instalments due this month are ready to invoice, each with its own contract.
Data moves between modules on its own, never typed in twice.
Kinds of companies where we put the module to work, fitted to their processes.
Demo apps where this module works on test data. Open them directly, no account needed.
Client contracts, invoices and annexes sit in one list, with client, category, versions and the history of every change. Uploaded documents go through text recognition and are assigned to the right client automatically. On each document you can ask for a summary or ask questions about clauses and penalties.
Open the demo Pecetea Documente (opens in a new tab)We send bricklayers, carpenters, welders and electricians to building sites in the Netherlands through three companies in our group. The system keeps track of the workers, the client companies and every posting, and timesheets that arrive by e-mail, PDF or on paper are entered and checked in one place. At month end it works out wages, daily allowances and the margin per client.
All our health-and-safety and fire-safety service contracts sit in one register: the client, the assigned sales agent and inspector, the monthly fee, the addenda and the signing status. We see which trainings and invoices are due this month, import older contracts from Excel and generate the contract or addendum as PDF or DOCX from a template.
Yes. Your current model becomes a template, and the variable fields are filled in from the customer record and the quote.
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.
Yes. The instalments and recurring rents in the contract go to the Finance module, where the invoices are issued.
In a demo we show you the modules on an example close to your company and talk about what would need adapting.