A single contract database
Easily manage all contracts, related specifications and additional agreements using bpm’online bank customer journey. Attach electronic versions and photocopies of contracts; keep track of contracts details and history of amendments. Create contracts manually or automatically based on orders.
Track documents in the system, specify their type and link them to clients, opportunities or contracts. Bpm’online allows you to set the relationship between documents and quickly jump from one document to the other. Save the history of approvals and chronology of activities for each document.