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Negotiation Tracking
Manage your negotiations, contracts, and financial impacts in a single space
This template centralizes negotiation files, contacts, contracts, invoices, credit notes, documents, procedures, and audits to provide your teams with a reliable view of legal and financial stakes, from the first exchange to closure.
Replace scattered tracking with structured management
When exchanges, contractual documents, and financial impacts are tracked in separate files, the risks of duplicates, omissions, and loss of visibility quickly increase. This AirProcess model gathers all information around the file, links each record to its associated documents, and facilitates shared, measurable, and actionable tracking on a daily basis.
8
ready-to-use forms
100%
Customizable without development
France
Technology and hosting
8 linked forms to cover the entire negotiation chain
File
Central form to create and track each negotiation, with steering information, key dates, and links to associated documents.
Contact
Directory of contacts, signatories, and stakeholders, with their contact details and links to multiple contracts.
Contract
Management of contracts linked to files and signatory contacts, with status, dates, and contractual amounts.
Invoice
Tracking of invoices associated with procedures, with status, dates, amounts, and links to files.
Credit Note
Management of credit notes related to an invoice to document a billing correction or financial adjustment.
Document
Document library related to the file to centralize documents, files, and internal summaries.
Procedure
Tracking of procedures associated with the file, with calendar, costs, and relation to invoices.
Audit
Tracking of audits linked to the file to manage compliance levels, launch, and end dates.
A complete foundation to track each negotiation from start to finish
Centralized Files
Each file concentrates identification, priority, status, opening channel, negotiation deadline, and necessary steering elements to track sensitive matters.
Related Contacts and Signatories
Contacts are linked to files and signed contracts, allowing quick retrieval of the right contact, their role, company, and contact details.
Tracked Contracts and Deadlines
Contracts are linked to files and signatory contacts to secure signatures, track contractual amounts, and monitor deadlines.
Invoices and Credit Notes Under Control
Invoices are linked to procedures and can generate credit notes, to maintain a clear view of amounts, statuses, deadlines, and potential corrections.
Documents, Procedures, and Audits Gathered
Confidential documents, associated procedures, and compliance audits are all linked to the file to facilitate governance, traceability, and preparation of internal reviews.
From negotiation file to legal and financial closure
The model follows a progressive work logic: first, a file is opened, the right main contact is associated, then contracts, procedures, invoices, documents, and audits are linked. Business views then allow monitoring of deadlines, statuses, amounts, and risks from end to end.
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01
1. Open the file
The file records the reference, title, type, status, priority, opening channel, and negotiation deadline. It is the entry point for the entire process.
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02
2. Link the main contact
The file is linked to a main contact, allowing the association of a company, function, and useful contact details for negotiation and operational tracking.
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03
3. Formalize contracts
From the file and contact, contracts are created and then tracked with their status, signatory, signature date, and due dates. The reverse relationship allows retrieval of all contracts linked to the same contact.
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04
4. Manage invoices and credit notes
Invoices are linked to a procedure and the file to track amounts, invoice dates, and deadlines. If necessary, credit notes are linked to the concerned invoice to justify a correction or adjustment.
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5. Consolidate evidence and control
Documents, procedures, and audits complete the file to gather supporting documents, track controls, measure compliance levels, and maintain clear traceability.
An interface designed for managing sensitive files
All forms offered in the app templates are editable and adjustable to your business, as well as the colors and layouts.
For teams managing legal, contractual, and financial stakes
SMEs
Structure your negotiations and contracts without multiplying files, and keep a clear record of deadlines and associated documents.
Large Accounts
Manage large volumes of files, contacts, contracts, and invoices with a consolidated view and status tracking.
Public Sector
Secure the tracking of procedures, documents, and audits while maintaining rigorous traceability of decisions and deadlines.
No. It covers the entire tracking cycle around the file: contacts, contracts, invoices, credit notes, documents, procedures, and audits. The goal is to have a complete view, not just a simple contractual register.
The file serves as an anchor point. It is linked to a main contact and can group several contracts, procedures, documents, and audits. Contacts can also be linked to multiple contracts, and invoices can generate credit notes.
Yes. The available views highlight negotiation, contract, invoice, procedure, and audit deadlines to help teams anticipate actions to be taken.
They provide a synthetic view of volumes, statuses, amounts, and trends: critical files, contracts to be signed, disputed invoices, ongoing procedures, or average compliance level.
Yes. The Document form allows centralization of files and summaries, with a direct link to the file to facilitate search and consultation.
Yes, as it intersects the needs of legal, finance, and compliance teams. It helps maintain shared tracking of files while keeping control over contractual and budgetary impacts.
Set up a negotiation tracking ready to structure your files
Start with a clear foundation to centralize your files, secure your contracts, and ensure reliable financial tracking. Then customize the forms, views, and automations according to your organization.
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