USI recognizes proposals and contracts need to be signed in order to obtain business. Tracking issue dates, due dates and managing payment plans becomes a headache when your sales, accounting, and event software programs do not communicate. Additionally, your contracts are critical legal documents that cannot be misplaced, inaccurate, or impossible to locate. Countless hours are spent every year tracking down previously issued contracts in filing cabinets and network drives. At best, returning and new customers become frustrated with inconsistent proposals from different representatives that aren’t on the same page. At worst, you will lose your customer’s trust and their business.

Integrating Contract Management, Sales, & Event Management Software

Event Contract Management Software as part of an integrated event management software solution provides a single repository for all proposals and contracts for your entire organization. This centralization of contract storage significantly reduces chance of loss, inaccuracies, and inconsistencies. Account, event, and order information attaches directly to contracts allowing for much faster turnaround times for issuing proposals. Contract managers no longer need to waste time browsing hard drives, network drives, emails, or filing cabinets to find the latest information and documents. With the latest information available in real time, they can focus on getting documents in the hands of customers ready to sign.

Additional Features & Benefits:

•  Revision Flags – When changes are made to events that require changes to contracts, they are automatically flagged for revision so your contract manager can follow up right away
• Pipeline Management – Know immediately the status of all contracts outstanding and projected totals of contracts. Combine this with our financial software and you have an accurate picture of how you will match up against the budget and you can make informed strategic decisions.
• Contract Types – Define standard clauses, documents, and payment terms for different types of contracts. Contracts are Word-merge compatible so you know the information in your contract is exactly what you have in your system.

Video: Customers Speak

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