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Contract tracking
Manage the entire lifecycle of your contracts in a single space
Centralize your contracts, their key dates, and associated activities in a clear application to track signing, execution, and expiration without losing critical information.
Avoid scattered contracts, forgotten deadlines, and manual tracking
With this template, you replace isolated spreadsheets, reminder emails, and shared files with structured tracking of contracts and related requests. Teams have a common view of amounts, clients, effective dates, expirations, and actions to be processed.
2
ready-to-use forms
100%
Customizable without development
France
Technology and hosting
2 linked forms to cover the contract and its actions
Contract
Central file of the contractual dossier with general information, dates, amount, file, and tracking of associated activities.
Activity
Request or action related to a contract, useful for tracking tasks, requested services, and stakeholders.
Everything needed to organize contractual tracking
Complete contract file
Record the number, client, type of contract, title, amount, signed file, signature dates, effective date, and expiration date, as well as follow-up notes.
Activities related to the contract
Each contract can group several activities, with the request, the concerned service, the desired delivery date, the person who initiated the request, and the assigned stakeholder.
View by client and by type
Dedicated views facilitate analysis by client, by type of contract, or by workflow stage to quickly identify sensitive files.
Tracking deadlines over time
The expiration calendar and the lifespan view provide a visual management of upcoming, ongoing, or expired contracts.
Summary dashboard
Track the total number of contracts, ongoing, accepted, or completed contracts, as well as revenue by client and amounts related to expiration dates.
From contract creation to tracking its activities
The template relies on a simple and concrete relationship: a central contract can carry multiple activities, while each activity remains linked to a single contract. This structure allows you to first create the contract, then organize around it the operational requests and associated reminders.
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01
Create the contract
Enter the general information of the contract: client, type, amount, title, key dates, and contractual file. This file becomes the reference point for all tracking.
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02
Qualify related activities
For each need or action to be processed, create an activity with its description, the requested service, the desired delivery date, the requester, and the assignee. The link to the contract ensures traceability.
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03
Manage deadlines
Use the expiration calendar view and lists by process step to identify contracts to renew, validate, or close.
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04
Analyze by client or by type
Views by client, by type of contract, and by requested service help identify volumes, amounts, and processing priorities.
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05
Leverage the summary
The dashboard highlights ongoing, accepted, or completed contracts, as well as amounts and revenue by client for clear management.
Screens designed for a quick reading of the contract portfolio
All forms offered in the app templates are editable and adjustable to your business, as well as the colors and layouts.
A useful template for organizations managing multiple contracts and deadlines
SMEs
Structure the tracking of client and supplier contracts without relying on a heavy tool, with a clear view of dates and actions.
Large accounts
Secure a large volume of contracts, activities, and deadlines with management by client, type, and status.
Public sector
Centralize contracts, effective and expiration dates, as well as operational follow-ups in a framework easy to share.
Associations & NGOs
Maintain reliable traceability of contractual commitments, associated requests, and deadlines to be met.
It is used to centralize contracts and the activities that arise from them, in order to track important dates, amounts, signed files, and actions to be taken without dispersion.
Each contract can contain multiple activities via the dedicated link, and each activity references only one contract. This ensures precise tracking and better traceability.
Yes. The template includes an expiration calendar view and list views by step or by client to quickly identify contracts to monitor.
Yes. The contract type field and views by type allow segmenting the portfolio according to your internal categories and reporting needs.
Yes. Dedicated views on contracts and activities allow filtering by client, by requested service, by stakeholder, or by desired delivery date.
Yes. You can adapt the fields, views, and tracking rules to fit your organization, your processes, and your contractual obligations.
Establish clear and actionable contract tracking
Start with this ready-to-use template, then adapt it to your clients, deadlines, and management rules to track each contract from its creation to its archiving.
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