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Contract Managment

Gina Villafan
Gina Villafan ✭✭
edited 12/09/19 in Archived 2016 Posts
Has anyone created a smartsheet to manage contracts?, specifically to perform the below activities:
  • track total amount vs. payments
  • track payments against deliverable complete
  • track contract term
  • track contract amendments : to extend the period, increase the budget, adjust terms of reference, etc.
  • Track invoices / payments
  • Get reminders when a deliverable is due or contract is about to expire
  • Route documents for review 
  • In the future maybe the option to route documents for signature ( docusign?)





  • Scott Willeke

    Hi Gina,

    We do have an experimental integration with DocuSign available in Smartsheet Labs that enables you to send out documents for signatures and automatically attached back to Smartsheet. MOre information on the DocuSign integration is at https://www.smartsheet.com/apps/docusign

    Our Solution Center includes templates, best practices, and guides to help you get going for various use cases. While we don't have a solution specifically designed for contract management, it's worth looking through a few of those as they can give you some ideas on how to effectively use various Smartsheet features for similar use cases.

    Hope this helps!

  • Alex Vorobiev
    Alex Vorobiev ✭✭✭✭✭

    Gina - we are collecting requirements for various business processes and would love to share some early thoughts in the next 2-3 weeks.  Please reach out to me at alex.vorobiev at smartsheet.com so I know how to contact you.



  • Thomas Muscarello
    edited 03/21/16

    Gina, i am working on the same environment to track all contracts for communications services.  Some things we are looking to track match what you are trying to accomplsh as well.


    • invoiced amount vs. paid amount
    • credit due vs credits applied
    • track contract term (Years and months)
    • contract start and end dates
    • track contract amendments : to extend the period, increase the budget, adjust terms of reference, etc.
    • Get reminders to pay monthly invoices or start a new RFP for services
    • I have a few worksheets i put together. Im not sure if all this can be completed in one sheet.  Given different members of the team need access to different areas it may be better to break it into different sheets to share to different people.  I am working on putting together a dashboard with info from all sheets for managment to use as well. I am either going to use Micrsoft BI plug-in or the new smartsheet sights to accomplish.
    • Do you have any sheets/templates you created. I can share what i have done so far.
    • Thanks
    • Tom
  • Christine C
    edited 05/11/16

    Hi Gina & Tom,


    I'm looking to do something very similar. Have either of you had any success with creating sheets or templates that fit your needs? I'm working to refine our contract management process by moving it into SmartSheet (we're a small organization and currently use a combo of Google sheets, Drive, etc, and it is not very efficient) , but I have had trouble creating something effective yet. I'd love to hear any updates or successes you may have had!




  • Mark Fern

    Thomas: I would love to see your solution for contract management. 

  • Kerry Nicollet

    I would be very interested in seeing your contract management solution as well. Thanks!

This discussion has been closed.