Contracts Management

Create, track, and automate offer and contract lifecycles based on your own metrics

Our contract management is designed to support complex contractual ecosystems while remaining intuitive for daily users. It enables organizations to manage multi-product contracts, configurable options, evolving tariffs, and full contract lifecycles — all within a single, coherent system.

A Structured Yet Flexible Contract Model

At the core lies a clear separation between contract definitions and contract instances.

  • Contract definitions describe what can be sold or subscribed to: products, options, guarantees, rules, and pricing logic.
  • Contracts represent real customer agreements, created from these definitions and linked to customers, providers, and concrete products (such as vehicles, assets, or services).
  • This approach ensures consistency, reusability, and full control over changes, even in large or long-running contract portfolios.

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Multi-Product & Item-Based Contracts

A single contract can include multiple products or items, each managed independently

  • Each product/item can have its own entry and exit dates
  • Options or guarantees can be selected per product
  • Products can be added, updated, or removed during the contract lifecycle
  • This makes it ideal for fleet management, bundled services, asset-based contracts, or modular offerings, where contracts evolve over time.

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Options, Guarantees & Versioning

Options (also called guarantees or coverages) are fully configurable and versioned

  • Options are defined once and reused across contracts
  • New versions can be created without impacting existing contracts
  • Version validity periods (start/end dates) ensure historical accuracy
  • This means you can adapt your offerings over time while preserving legal and financial consistency for contracts already in force.

Tariff Management & Proration

Supports time-based tariff evolution, including

  • Initial and future tariff versions
  • Automatic proration based on entry and exit dates
  • Correct application of new tariffs at renewal or anniversary dates

All tariff changes at definition level are safely propagated to relevant contract items, ensuring accurate billing and reporting without manual intervention.

Clear Lifecycle & Status Management

Contracts are managed through well-defined stages and statuses

Business rules can restrict certain actions depending on the contract state, ensuring:

  • Data integrity
  • Compliance with operational and legal constraints
  • Clear auditability

Controlled CRUD & Configuration

  • Operational data (customers, products, contracts)
  • Configuration data (definitions, options, tariffs)
  • This prevents accidental changes to live contracts while allowing controlled evolution of the catalog.
  • Certain actions are automatically restricted when active contracts exist.

User-Friendly Views & Exports

Users benefit from:

  • Expandable customer views showing products and related contracts
  • Filtered overviews by product type or contract
  • Built-in CRUD screens for daily operations
  • Export capabilities (e.g. Excel) for reporting and analysis
  • Contract templates (PDF) are configurable

Designed for Growth & Change

Whether you manage a small portfolio or thousands of evolving contracts

  • Scale across products, customers, and providers
  • Support regulatory or pricing changes over time
  • Adapt to new product types without redesign