Contract Administration CLM CPQ for Microsoft Dynamics 365

Automate Contract Creation

Automate new contract creation and renewal, generating quotes and orders or sending reminders providing a seamless, integrated experience for sales and contract management teams. Contract Administration CLM CPQ for Dynamics 365 is an enterprise software platform designed to enhance the administration and compliance processes of contract management through the CLM/contract lifecycle to CPQ/configure, price, quote.

Go to CPQ/Contract Management for Microsoft Dynamics 365 

Key Benefits

Here is a list of key benefits:

List of Benefits

• Building on the Microsoft 365/tools that many organizations already use for centralized application and data management.
• Streamlined administration reduced manual data entry including options for integrated finance, HR, payroll, risk and incident management.
• Increased accuracy ensuring correct contract terms, accurate pricing and quantities.
• Revenue growth from improved contract renewals and upsell opportunities through proactive reminders and analytics.
• Improved collaboration integrated with SharePoint for document management, Outlook for email management along with Microsoft Teams, and now Copilot AI.
• Data-driven insights building on the one Microsoft Dataverse with Power BI visualizations.
• Cost and time savings using one system. No more multiple software systems, “app flipping”, copy/paste or wasted time looking for information or manual processing.
• Enhanced compliance and governance, mitigating risk and ensuring compliance with standardized contract templates and workflows.

Key features

Here are the key features:

Contract Creation

Take advantage of template-based Word document creation and management including DocuSign and Adobe Sign for electronic signature/contact less agreements. Users can easily create new contracts, specifying details such as contract type, duration and associated products/services. Contracts can be developed independently or following the Opportunity to Quote process and generate a Contract when won.

Product and Service Catalog

A comprehensive product Catalogue can be created in Dynamics 365 with multiple price lists and discount lists.

Renewal Management

Automate the renewal process, sending alerts to sales representatives and contract managers well in advance of contract expiration. Renewal options and pricing adjustments can be easily managed and negotiated.

Quantity Adjustments

Users can request and process quantity adjustments for products and services as needed, ensuring flexibility in contract management.

Quoting and Proposal Generation

Sales teams can generate quotes and proposals directly, pulling in contract details and pricing information for accuracy. Quotes can be customized and sent to customers for approval and e-signature.

Order Generation

Accepted quotes can be converted into sales orders, streamlining the transition from negotiation to fulfillment.

Finance, Invoicing and Payments

Integration for automated invoicing and payment management using advanced OCR tools for Accounts Receivable and Accounts Payable/AP Automation.

Document and Email Management

Store and manage all client related emails and documents and online forms securely within the platform for easy access and reference using SharePoint and Outlook integration.

Analytics and Reporting

Gain insights into contract renewal, customer satisfaction and other key metrics through built-in Power BI reporting and dashboards.

Contract Portal(s)

With the Dynamics 365 solution comes an optional fully customizable self-service portal that empowers customers, supplier/vendors and business partners with the tools to keep update to date.

Finance Management

Powered by Dynamics 365 Business Central with Sales, Purchasing, Cash Management, Project Management, General Ledger and Fixed Asset Management.

Summary

Contract Administration CLM CPQ for Dynamics 365 is an all-in-one software platform designed to automate and integrate the entire contract process. It streamlines everything from the initial sales quote and proposal generation to contract creation, renewal management, and order fulfillment. Built within the Microsoft ecosystem, it leverages tools like Word, Outlook, and Power BI to reduce manual work, improve accuracy, and ensure compliance. Key benefits include significant time and cost savings, enhanced collaboration between teams, data-driven insights for better decisions, and accelerated revenue growth through automated renewals and upselling opportunities.