2Agree benefits

Agreements

After logging in directly a full overview of all agreements

Standard view on deadline
(expiry date -/- notice period)

Sorting can be easily adjusted and an extensive search functionality

Tasks

Automatic expiry date -/- notice period task for every new contract

Create specific tasks,
assign and monitor

All tasks in a clear overview and notifications send by email

Dashboard

An interactive and
intuitive (click through)
dashboard for all your
tasks and contract
deadlines

Profiles

Flexible and future proof authorization setup and manage

A user can have 1 or more profiles

A contract can have 1 or more profiles

Import

Import all basic contractparty data from a random source via a simple routine

Export

  All information can be turned in to reports

  All information can be exported

Drop down lists

Most of the information will be managed using tables, available using drop down lists when using 2Agree

Very flexible and customizable

Create new fields using multiple fieldtypes and create your own views using templates

Languages

Dutch, English, German, Danish,
French, Chinese and Spanish

Screens, help text and email notifications

Each user can use the preferred language

Approval

Create an approval workflow per contract

Monitor progress

Save history of approvals

Documents / attachments

Per agreement a wide range of document types can be uploaded in to 2Agree or (hyper)linked to your local or cloud storage (e.g. Sharepoint or Google Drive). Out of experience we know that scanned PDF files are used but you can also upload / (hyper)link Word/Excel files for example.

Documents / create

After a document upload or after selecting a document template from the library, you can create contract documents (with track changes).

Digital signature

Documents can be sent to 1 or multiple recipients for digital signature

After completing the process a signed document and certificate will be available in 2Agree

History

The most important contract changes will be stored.

KPI’s

Create KPI’s

Per contract the target value, term and realized value