– here’s what we’ll cover: we recommend using a robust contract management tool when you can – but we accept that in some cases, excel might just do the job. for example, if you’re tracking a contract value, you’ll need to manually add the value for each contract you enter into your spreadsheet. for example, you might require that every time a contract is signed, the contract manager will immediately add the contract into your spreadsheet. your sop needs to be comprehensive – it’s a bit grim, but you should work using the ‘what if i’m hit by a bus?’ rule and ensure anybody in your organization can pick up your contract spreadsheet and use it!
3) it’s not integratedwant to send a contract out for signature via docusign? you can create a pivot table in excel if you want to sum total contract values for one supplier, for instance. for a more flexible way of protecting your contracts in excel, you could lock down certain sheets or cells. if you value your time, this might be a good option.
as a starting point, we’ve also developed some free excel contract management templates to help you manage your contracts in a straightforward manner: as a business grows, and generates more contract agreements, so too does the need for a central repository, where the data can be tracked. in the column next to these you can subtract the cell for “today’s date” from these contract dates. immediately, this will limit the ability for people to change the data in your document.
the solution is to use data validation and a specific list. the most crucial issue is that it generally relies on one specific person to build and maintain the sheet and be responsible for its integrity. a lot of agreements will contain sensitive data such as costs or salaries and will only be appropriate for certain people to view. however, if excel is still your chosen system for managing your contracts for now, we’ve created 13 separate templates to help you manage all aspects of the contract lifecycle.
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