Action for Children

Description

Action for Children is considering options for the provision of a Contract Lifecycle Management System ("Opportunity"). Currently we have a basic contract signing tool for all areas of our organisation. The Opportunity includes, but is not limited to, the following activities: • This tool must interface with Salesforce and be able to track and monitor a contract throughout its journey within our organisation. • We have various different teams who review contracts, this tool, must be able to track their comments and approval simultaneously to reduce the time spent on reviewing the document before handing over to our Executive Leadership Team to approve. • It must provide version control, the ability to review tracked changes and highlight recurring terms and themes within a document. • It must be able to support multi-layer approval and provide approvers with a definitive document for them to approve. • It should provide a summary of the document for users, which shows who has reviewed and approved already, identifying key terms and dates for the approver to be able to review without needing to search the document. • It must allow for our legal teams to highlight to approvers pertinent information around financials, insurance, risks & certain clauses. • It should be visually appealing to our users, and provide a timeline from when the contract was received to the due date by which it has to be signed. • It should provide reminders and notifications at each critical stage along the journey. It should have a reporting function to provide information on volume and time to sign. • If it does not have a native reporting function, this data must be exportable to Salesforce. • The tool must be able to receive documents from a variety of electronic providers as well as our team being able to manually upload to the tool. • It should be able to hold several different contract templates for issuing contracts or this should be on the tools development roadmap.

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