Contract management

Deal management — how to take control of your appointments

As a leader in a business, it's important to have control over your appointments. A good deal management system will ensure that all your agreements have up-to-date terms and content, and that you always have control over all signed agreements and previously concluded contracts.

Organize your appointments in a system

The first step for good deal management is to have all of your agreements compiled into one system. By storing your appointments in a system, you can always have access to the latest version, so you avoid using old templates or agreements that are not up to date.

Structure and effectiveness with appointment templates

Having deal templates in a system, such as Dealbuilder, will give you more structure and make your work easier and more efficient. You can create appointment templates that fit your needs and easily use them again and again.

Get more features in an appointment management system

A deal management system like Dealbuilder gives you access to several useful features, such as setting up appointment templates, access management, sending deals by email or sms, electronic signing, easy follow-up of agreements and agreement archive to store all concluded contracts. This system can be used for customer appointments, offers, labor agreements, cooperation agreements, protocols and much more.

Integration with other systems

Dealbuilder can be integrated with the CRM system, finance system or other systems that your company uses. This allows you to gather all the information in one place, avoiding jumping between different systems but rather automating tasks that you previously did manually.

Satisfied employees with agreement management

Using a deal management system like Dealbuilder will also make your employees more satisfied. They will have a better overview, save time and have an easier working process in all deal and offer processes.

Summarized

To get control of your appointments, it's important to have a good deal management system in place. This will ensure that all your agreements are up to date and that you are always in control of all signed agreements and previously concluded contracts. With Dealbuilder, you get access to more useful features and a simpler workflow for you and your employees.