{"id":25049,"date":"2020-11-30T16:57:30","date_gmt":"2020-11-30T16:57:30","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=25049"},"modified":"2025-01-29T05:11:54","modified_gmt":"2025-01-29T05:11:54","slug":"sage-crm-contract-manager-is-compatible-with-sage-crm-2020","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/11\/30\/sage-crm-contract-manager-is-compatible-with-sage-crm-2020\/","title":{"rendered":"Sage CRM Contract Manager Is Compatible With Sage CRM 2020"},"content":{"rendered":"\n

In the current year i.e. 2020 Sage has come up with the latest release of Sage CRM (2020R1 and 2020R2). These new updated versions are come up with additional features and compatibilities. Also, most of the minor bugs related to custom entities also fixed in these versions. CRM Contract Manager will helps you to store and manage all the contracts with significant details like Contract Title, Supplier Contract, Contract Duration, Contract Cost, Start Date, End Date, etc. That\u2019s the reason many clients and organizations use Sage CRM Contract Manager to manage their contracts with different Clauses.

New Stuff: <\/em><\/strong>Error on Favourites List in Sage CRM<\/a><\/p>\n\n\n\n

Many organizations are upgrading their Sage CRM to the latest version. So Greytrix has also made Sage CRM Contract Manager compatible with the latest Sage CRM 2020. Below are some key features of Greytrix Contract Manager,

Clauses:<\/strong>
The Clause Library contains preferred and approved alternate language clauses. There are some predefine clauses are available in the contract manager. Users can add new clauses as per their business requirements. Also, there is the ability to add or remove multiple clauses for a single contract. 

Contract Workflow:<\/strong>
Contract workflow helps users to update the contract state as per their business process as well as notify the managers for approval. There are some workflow actions like \u2018Editing Complete\u2019 and \u2018Draft 1 Manager Approve\u2019 sends an email to the contract manager and supplier with details for review. All the sent emails are saved in contract communication also all the details are save in the tracking tab. Also, users can modify the contract workflow easily as per their business requirements.

Contract Documents:<\/strong>
Users can easily add all the documents related to contracts in the document tab. Ex. Deal letters, Contract sign papers, etc.  Also, the most impressive functionality is users can create a contract document or contract summary using the dedicated document buttons on the contract summary.
<\/strong>
Reports:<\/strong>
As we know report is one of the most useful functionality. So there are contract reports available using that user can easily create customize Contract reports also there are some pre configure contract reports.

This how an contract manager helps or assist to manage all contract and documents with the help of predefined modules in it.

Hope this helps!<\/p>\n\n\n\n

About Us<\/strong><\/span><\/p>\n\n\n\n

Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.<\/p>\n\n\n\n

Greytrix\u00a0has some unique integration solutions developed for Sage CRM with Sage ERPs namely\u00a0Sage X3,\u00a0Sage Intacct,\u00a0Sage 100,\u00a0Sage 500,\u00a0and\u00a0Sage 300. We also offer best-in-class\u00a0Sage ERP\u00a0and\u00a0Sage CRM\u00a0customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users, and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0the migration of Sage CRM from\u00a0Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes\u00a0add-ons like\u00a0 Greytrix Business Manager,\u00a0Sage CRM Project Manager,\u00a0Sage CRM Resource Planner,\u00a0Sage CRM Contract Manager,\u00a0Sage CRM Event Manager,\u00a0Sage CRM Budget Planner,\u00a0Gmail Integration,\u00a0Sage CRM Mobile Service Signature,\u00a0Sage CRM CTI Framework.<\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU™ Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

For more information on our integration solutions, please contact us at sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

In the current year i.e. 2020 Sage has come up with the latest release of Sage CRM (2020R1 and 2020R2). These new updated versions are come up with additional features and compatibilities. Also, most of the minor bugs related to custom entities also fixed in these versions. CRM Contract Manager will helps you to store\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[332,339,340,412],"tags":[4018,800,997,2058],"class_list":["post-25049","post","type-post","status-publish","format-standard","hentry","category-sage-crm","category-sage-crm-add-ons","category-sage-crm-guide","category-sage-x3-upgrade","tag-clauses","tag-crm-contract-manager-workflow","tag-documents","tag-sage-crm-contract-manager"],"yoast_head":"\nSage CRM Contract Manager Is Compatible With Sage CRM 2020<\/title>\n<meta name=\"description\" content=\"Manage contracts effortlessly! 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