Contract Management System - Add Clients

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Online tool designed to automate the entire contract process end-to-end. It will transform the way contract is managed, tracked and reported.

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Contract Management System - Add Clients

  1. 1. PACT Contract 1PACT Contract Online Contract Management System designed to automate the entire contract process end-to-end Business to Business Contract
  2. 2. This KnowHow Explains  Overview  Adding Clients/Customers 2PACT Contract
  3. 3. Overview PACT Contract is a web-based tool designed to automate the entire contract process end-to-end. It simplifies the way contracts are managed, tracked and reported. All types of contracts can be electronic, including  Business to Business,  Employment,  Labour on Hire Contracts, and  many more. Integrating PACT Contract into your business process will actively enforce compliance & mitigate business risks; and acts as a directory of information for all your clients & candidates. *PACT - Principal Agreement & Contract Tracking 3PACT Contract
  4. 4. Adding Clients/Customers Click “PACT Contract” app icon in home page to access the application. You will be directed to the below page. 4PACT Contract Add new client/ customer Your clients & customers list
  5. 5. Adding Clients/Customers Client & Customer Add New To add a new client or customer, click “Client & Customer Add New” submenu. You will be directed to the “Client & Customer Details” online form. Complete client/customers details & Submit. 5PACT Contract Send details to client Contd..
  6. 6. Adding Clients/Customers 6PACT Contract Contd..
  7. 7. Adding Clients/Customers 7PACT Contract Approver grid Add approver details Contd..
  8. 8. Adding Clients/Customers 8PACT Contract Save details entered & submit latter Submit client details
  9. 9. Adding Clients/Customers Once submitted, the new client/customer details will be updated in the “Client & Customer List”. To send details to the client via email, click “Mail to Client” button in Client & Customer Details Form. Enter client Email Address & click “Send Mail” button. 9PACT Contract
  10. 10. Adding Clients/Customers Client & Customer List To view list of all your clients & customers, click “Client & Customer List” submenu. You will be directed to the below page, that lists all your clients & customers. 10PACT Contract View client details Update client details
  11. 11. Process Ends 11PACT Contract
  12. 12. THANK YOU! PACT Contract For further information please contact T : 1300 276 266 E : support@mbpcloud.com Follow us

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