The Contract Template feature in Empress is a robust tool for creating, editing, and managing business contracts. This feature greatly streamlines the contract management process, providing a comprehensive solution that makes it easy for businesses to maintain control over their contractual obligations.
Introduction
The Contract Template feature is an integral part of Empress’ Customer Relationship Management (CRM) module. It simplifies the contract management process by providing a platform to create custom contract templates. This is especially helpful for businesses that frequently engage in contracts, saving time and reducing errors.
Functionality
The Contract Template feature allows users to:
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Create unique contract templates: Empress allows you to create unique templates for different types of contracts. You can specify the title, terms and conditions, and fulfillment terms in your template.
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Edit contract templates: The feature provides an easy-to-use interface for editing existing contract templates. You can change the terms and conditions or add new terms as needed.
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Sort contract templates: Empress enables you to sort your contract templates based on their modification date. This makes it easy to find the most recently updated templates.
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Track changes: With the track changes functionality, users can keep track of all changes made to a contract template. This provides an audit trail that can be helpful for future reference or in case of disputes.
User Roles and Permissions
Different user roles have different permissions in the Contract Template feature. System Managers, Sales Managers, Purchase Managers, and HR Managers can create, delete, email, export, print, read, report, share, and write contract templates.
Conclusion
The Contract Template feature in Empress enhances business processes by providing a simple and efficient way of managing contracts. By allowing businesses to create, edit, sort, and track contract templates, Empress helps businesses save time, reduce errors, and maintain control over their contractual obligations.
For more information about the Contract Template feature or for additional support, please refer to the Empress User Guide or contact the Empress Support Team.