In this article, you'll learn how to add and track key data points for your signed PDF contracts in Flou, so you can stay on top of deadlines, terms, and renewal dates.
Benefits of Tracking Key Data Points:
Managing multiple contracts can make it hard to keep up with deadlines, terms, and renewal dates. By tracking this key data in Flou, you can ensure that you comply with your contractual obligations and never miss a critical date. Here are three key benefits:
Stay Organized: Keep all important contract information in one place for easy reference.
Avoid Missing Deadlines: Set reminders for key dates like renewals or terminations to avoid costly oversights.
Improve Compliance: Ensure that you meet all your contractual requirements by tracking key terms and obligations.
How to Track Key Data for Signed PDF Contracts in Flou:
Step 1 – In your "Contracts" view, click on "Open"
To get started, navigate to the "Contracts" section in Flou, and select the contract for which you want to track key data by clicking on "Open."
Step 2 – Select Parties
Once the contract is open, select the involved parties. You can search for an existing contact in your CRM or create a new one if needed. This helps you link contracts to the relevant individuals or companies.
Step 3 – Add Key Data Fields
Now, it's time to track important data points. In the key data section, you can add fields such as deadlines, contract terms, and renewal information. These fields will help you track and monitor critical obligations and dates associated with the contract.
By following these steps, you can stay organized and ensure that you meet all the important deadlines and requirements for your contracts. Tracking your key data points in Flou helps you stay compliant and avoid missing crucial contract milestones.