Contract management of software integrations

Template

The Contract Management of Software Integration Template serves in the process of contracting and integrating a software, and if necessary a development phase. With 8 phases, from prospecting to final approval, you can optimize your process.

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Template structure

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  • 1. Company name

  • 2. Person of contact

  • 3. Email

  • 4. Contract type

    • Type 1
    • Type 2
    • Type 3
  • 5. Attachments

Prospects

  • 1. Necessary documents

    • Documents 1
    • Documents 2
    • Documents 3
    • Documents 4
  • 2. Contract description

Documents

  • 1. Documents

  • 2. Are the documents OK?

    • Yes
    • No

Integration team

  • 1. Will a new code be needed?

    • New code needed
    • No new code needed
  • 2. Assignee

Development team

  • 1. Development due date

  • 2. Development description

  • 3. Is everything ready for the Integration team?

    • Yes

Production

  • 1. Details for launching to production

  • 2. Ready for approval?

    • Yes

Approval

  • 1. Approved

    • Sales
    • Finance

Approved

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