Dec 22 2020 03:14 AM
My company is looking for a contract management system that could be built integrated with our SharePoint environment. The reason we are not looking for a third party solution is that we already have a lot of documents in SharePoint and it would be very hard to move all that to a new environment. so, instead we have decided to build a contract management integrated in SharePoint. Our users are also very experienced in managing and working with SharePoint so that makes the adoption of such a solution will be much easier for us, that is one other reason we are considering SharePoint based solution. A solution that leverages on the Power Automate to automate the processes and send reminders is what we have in mind. We are also looking for features like E-signature integration and a comprehensive dashboard.
We are prospecting some contract management solutions, much like this, but i thought hey it would be great to get insight from you guys since you guys have been of great help in the past. I hope you guys can help me with this too. do share what you guys think and any alternatives for this if you know. Thank in advance for sharing.
Dec 22 2020 04:40 AM
Hi @robearth,
I have used SharePoint and Power Automate in the past for agreement & contract management. The solutions were simple and met the requirements. At a high-level the solutions included:
If your company is currently using Excel to manage this process you have a great starting point for your List build.
I've included a bunch of links to my blog in this response to try and give you a head-start. I'm happy to help you further with this one.
I hope this helps.
Norm
May 14 2021 01:59 PM
Sounds like you have developed a solid contract management solution using out-of-the-box tools from Microsoft. Are you able to share any details on how it was created? Maybe some videos to help guide you through development?
Thanks you,
John