Sales teams work faster and better when all customer and partner information is in one place. The platform provides a complete contract page per customer, where contract terms, prices, discounts, SLAs, attachments, history and contact information are structured and always up-to-date.
Variable terms such as discount rates, price lists, contribution models, maturity and notice periods are recorded as data points – not just in the document, but in the system itself. This makes them searchable, comparable and ready for use in analysis and forecasting processes.
At the same time, the history – archiving contract amendments, changes, approvals and correspondence – creates a complete, operational understanding of the customer relationship. It gives sales, account management and management a shared truth about what was actually agreed, when it was changed and what commercial opportunities lie in the portfolio.
Contract work should support sales – not slow it down. When creating or renegotiating a contract, the platform guides the user through a structured flow where data is recorded in fixed fields and automatically merged into the company’s centrally managed templates.
This means that the user only needs to focus on the commercial content. The system handles the rest: inserting prices, discounts, terms, modules, additional terms and other variable elements in the right places in the document. The agreement can then be generated as a finished PDF – if the process needs to be fixed and controlled – or as a Word draft if flexible customization is needed before it is sent to the customer.
If the contract is on the other party’s paper, the document is simply uploaded and the same metadata is registered so that the contract is still part of the central and searchable data model.
Once the document is ready, it is sent directly for digital signature in the method that suits the agreement – web signature, MitID/MitID Erhverv, BankID, eIDAS or other supported solutions. The signed agreement is automatically archived on the correct contract and metadata is updated at the same time, so reporting and pipeline holders are always based on the latest terms.
The result is a contract process that is fast, consistent and manageable – removing bottlenecks between ‘closed – won’ and signature.
Commercial opportunities are rarely lost on purpose – they slip because no one is reminded of them in time. The platform makes management proactive by monitoring all relevant dates and terms of the deal and alerting those responsible long before anything requires action.
Renegotiation windows, price adjustment dates, expiration, lock-in periods, discount periods and automatic renewal are clearly displayed on each contract and across the entire customer portfolio. Reminders are sent automatically via email or as notifications in the system so opportunities aren’t missed and contracts don’t continue on outdated terms.
At the same time, the cross-functional overview makes it easy for sales management to identify risk, potential and priority actions. They can quickly see which customers to contact when, what revenue opportunities are open and where margins can be improved – without reviewing documents or manual lists.
This results in a sales organization that works with contracts – not after them. From firefighting to proactive revenue management.
The system supports internal processes and collects contracts centrally – making them available across the organisation
Tien Cao
Consultant at Spring Family
