This cool tool is from one of our local Partners located in VA Beach. If you deal alot with contracts and the like, this should help your business out.
The most critical event within the sales cycle is getting the contract signed in order to close the business. The IntelliSafe Vault add-in for Dynamics CRM is an enterprise-level, contract lifecycle management solution that simplifies and automates the work related to closing contracts, effectively reducing the time it takes to create, negotiate, manage and sign agreements. The application securely creates, signs, and stores legally binding, authoritative documents, engagement orders, contracts, forms, SLAs, etc. in a completely paperless environment and provides the intelligence of knowing the exact status information of “where” a particular contract is at any pint in its lifecycle. The application’s general features include:
• Associate Contracts w/Contacts
• Manage Contracts including a Complete Trail of Evidence
• Securely Sign, Send and Store Contracts
• Send and Receive Notifications of Contract Status inside CRM (as well as Outlook to mobile devices, etc.)
• Contract Disposition (State and Status Information) Associated w/each Contact’s Account
For More Information:
Peter J. Natale, Ph.D.
Phone: (757) 233-7303
Fax: (757) 226-6146