Contract Management

Tech Consultancy and Services Company

Contract Management Use Case

This video demonstrates how Martha—a Sales Director at a growing Tech consultancy and Services company, efficiently manages contracts with channel partners, affiliate programs, and end users.

1. Introduction

Managing partner and license agreements is a critical part of their success. Martha wants to ensure that every Pipedrive organization has the associated contract properly linked.

2. OneFlow app

The company uses OneFlow, an independent contract management platform, to handle their contracts, separate from Pipedrive.

3. Introduction

Thanks to OneNode, Martha's team can easily add contracts to Pipedrive either by adding a link to the OneFlow document or uploading the PDF file directly.

4. Click "Add with a link"

Let's check out the first method. From the Organization view they can simply Add a document with a Link

5. Add file

OneNode goes above and beyond in terms of user-friendliness.

6. Copy the file URL

All they need to do is locate the file in the Contract Management app, and simply copy the exact link or URL from the browser's address bar.

7. Paste the URL

Then head back to Pipedrive and paste the copied link in the URL field,

8. Type a File Title

give the file a title

9. Select the "Document Type"

And then, classify the file.

10. Choose from the options

Ok, but let's slow down. This is a "Contract" document type, and when the Contract Type is selected, more options will become available.

11. Select the Contract Type

Martha has made sure that users provide more details about this file, such as the Type of contract, the Start and End date, sign-off status, and a description.

12. Complete and Save

However, not all users may feel ready to do this right away and might click "Save" too quickly!

13. Complete and Save

In that case OneNode will remind them of the required fields before they can save their work.

14. Document added with a Link

And that's how the team can add a document link from a separate contract management tool to a Pipedrive Organization.

15. Search files

Martha and the team will be able to quickly search for and retrieve contracts anytime. No more digging through folders and platforms—it’s all right here, in Pipedrive

16. Download from the source

Now let's explore the second option: adding a PDF file. Having downloaded the PDF from the OneFlow or any other Contract Management tool

17. Click "Add Document"and "Upload a new file"

Users then navigate to the OneNode panel at the Organization view

18. Choose the file to upload

and select the option to choose a new file from their device.

19. Select from your device files

Find the document that should be uploaded

20. Set the file Title

And the file name will be automatically populated, but you can edit it directly if needed.

21. Select the Document Type

As seen earlier, selecting "Contract" as the document type will reveal additional options.

22. Complete the details and save

Once completed and the changes saved, the file will be successfully uploaded.

23. Build and browse folders and filters

Now, here's the best part. Martha needs to find all contracts ending this month next year. Simple! With the OneNode Browse tool, she and her team can create a folder that shows exactly what they need.

And just like that, Martha's team can manage all their sales documents in one place, enabling them to collaborate easily, and, instead of chasing documents, focus on closing more deals.