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Sales Contract Management Template

The template helps us to record the execution of our client contracts, thus improving efficiency and quality of sales team.


You will mainly use:
1) Task status: Add signed contract status of clients to custom field of tasks status.
2) Custom fields: According to the specific scenario, users can add corresponding custom field to meet their needs.
3) Attachment: Remember to add contract into attachment in project.


Reminder: Custom fields, task types, task status, etc. in the template can be customized, and you can adjust them according to the corresponding scene.


Come to the point:
According to the real-time status of interview, relevant person can set their tasks status to learn about trends of their interview.


Ask for help:
If you have problems during the use of the template, please contact the Tracup team.

Template Configuration
6

Task status

New

Procuration Endorsement

Signed Clients

Renewal Contract

Finished

Closed

3

Task type

First-level Clients
Second-level Clients
Third-level Clients
8

Custom field

Memo

Address

Country

Contact Details

Next Upkeep

Total Sales

Contract Code

Established Month Data

Template Details

Want to improve your sales performance? With this CRM template to create and track your sales strategy. You’ll also learn how to manage teams effectively.

Why choose online contract management

It was in the 1259 B.C that the oldest contract Egypt-Hittite Peace Treaty, also known as the Eternal Treaty or the Silver Treaty, was born. It is also the earliest known surviving peace treaty.

Clay_tablet_Egyptian_Hittite_peace_treaty_between_Ramesses

After about 3,000 years, human beings still adopt these kind of “Contract Text“ to manage their work and record their business.

Especially in 2022, under the shocking of COVID-19, similar transformations are under way all along sales contracting. There are no beautiful backwater place like Cesme peninsula or Aegean-coast-ash for enterprise managers making their sales contract with their clients but only online or on their computer.

Find your own template to manage your CRM contract management

Managers around the world try to find another way to make and manage their contract online but not offline.

Tracup_template_overview

Here writer will introduce users a powerful CRM template targets sale contract management.

How to use Sales Contract Management template

The template helps us to record the execution of our client contracts, thus improving efficiency and quality of sales team.

Tracup_custom_field_in_detail_page

You will mainly use contract management template:

  1. Task status: Add signed contract status of clients to custom field of tasks status.
  2. Custom fields: According to the specific scenario, users can add corresponding custom field to meet their needs.
  3. Attachment: Remember to add contract into attachment in project.

Reminder: Custom fields, task types, task status, etc. In the template can be customized, and you can adjust them according to the corresponding scenario.

Come to the point:

According to the real-time status of interview, relevant person can set their tasks status to learn about trends of their interview

Online Contract Management

For few years, sales managers have tried to find a suitable tool for sales contract management. Fresh tools and technologies are emerging on top of industry, and a desirable rate is being charged for using these tools.

Tracup_different_type_in_CRM_template

Recently, a powerful project management tool, rich in phrases about “high efficiency“, was launched its new template that allows users to manage their sale contracts. Other project management tools have been doing this for a few years, but only Tracup will give you a totally satisfied experience and free journey. Using Tracup is not merely economical but essential.

Tracup_template_board_view

Additional Blogs About CRM

Tracup previous blogs are either left where they are, or waiting for users to read it. The experience of using Tracup and reading blogs under CRM is worth it.

For sales managers, tools with clear interfaces and simple access are important for service enhancement. Customer follow-up records are one of the most important parts of the work: The Most Effective Way for Client’s Schedule Management

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With free CRM tools for startups, users can make and save tons of templates to reuse in the future and save even more time. It all starts in the project template center: What Is The Best Sale CRM Tools For Startups And Small Business

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You have probably heard about sales forecast templates. but do not know what they really are and how to create them. In a word, It will help you plan ahead and prepare for upcoming sales campaigns: How to Create Forecast Sales CRM Template For Better Business

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Effective management is the soul of business. And managers all know that the customer is always right, there’s no denying that customers, at the very least, are super important for the success of business: How to Post Advance Custom Field in CRM Template

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It was the best of times, it was the worst of times. We are affected by recession right now. However, right now during the COVID-19 is the best time to reconnect with our past clients and offer help: How To Reconnect With Past Clients Email Template

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If you have problems during the use of the template, please contact the Tracup team.

se contact the Tracup team.

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Other Info

Built in 2022-08-30 17:31:46

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