Name: Trackado
Author: Trackado

Help Desk

Web and Video Conferencing

Customer Support

Accessibility Testing

Automation Testing

Version Control

Development

Virtual Classroom

Education

AI Document Creation

Business Intelligence (BI)

Calendar

Collaboration

IP PBX

Knowledge Management

Enterprise

Accounting

Budgeting and Forecasting

Financial Planning and Analysis (FP&A)

Financial Research

Financial Risk Management

Trust Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Job Board

Payroll

Talent Intelligence

Talent Management

Time Tracking

Workforce Analytics

Workforce Management

Human Resources

.Net Development

Cloud Storage

Container Security

Deception Technology

Embedded Database

Event Monitoring

Fraud Detection

IT Professional Services

IT Service Providers

Integration Platform as a Service (iPaaS)

Load Testing

Machine Identity Management

Network Diagnostics

Network Performance Monitoring

Office Migration and Repair

Rack Servers

Runtime Application Self-Protection

Service Desk Outsourcing

Telecom Expense Management (TEM)

User Activity Monitoring

Value Stream Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Community

Content Management

Digital Experience Intelligence

Email Marketing

Influencer Marketing

Market Research

Marketing Automation

Mobile Analytics

Social Media Management

Survey & Forms Building

Usability Testing

Web Analytics

Wholesale Marketplace

Marketing

Project Management

Professional Services

AI Sales Agent

Customer Relationship Management (CRM)

Sales

Application Security

Cloud Security Posture Management

Identity Threat Detection & Response Software

Security

Estate Planning

Geographic Information

Tour Operator

Vertical-Specific

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Trackado is a contract management software designed to streamline and simplify the contract management process for businesses of various sizes. According to the vendor, Trackado is suitable for legal professionals, procurement teams, contract managers, sales teams, and finance departments across different industries. The software aims to help businesses efficiently track, organize, and manage their contracts, ensuring compliance, reducing risk, and optimizing contract performance.

## Key Features

**Contract Repository**: According to the vendor, Trackado provides a centralized database for storing and organizing all contract information. Users can easily file contracts with relevant data and retrieve them based on various criteria, aiming to provide a complete overview of all contracts within the organization.

**Events and Reminders**: Trackado allows users to register events for upcoming renewals or terminations, assign tasks and events to users, and receive automated reminders. The vendor claims that this feature helps in tracking open tasks and ensuring timely contract management.

**Workflows**: According to the vendor, Trackado offers a user-friendly workflow management system that allows contracts to be routed through review and approval steps. Users can start workflows from predefined templates or create them from scratch, with activities logged and visible in an activity log.

**E-Signing**: Trackado aims to simplify the process of obtaining electronic signatures. Users can prepare and send documents for e-signature, add attachments, and manage the entire e-signing process within the platform. The vendor states that signed documents are seamlessly received back into Trackado.

**Reporting and Dashboards**: Trackado offers reporting and dashboard features to provide insights into contract data. Users can generate reports and overviews for contract data, including financial reporting and insights into costs and revenues over time. The vendor claims that users can stay informed with upcoming activities and notifications and have a clear view of the contract portfolio and latest additions.

**Business Partners**: According to the vendor, Trackado allows users to maintain an overview of all business partners and contact persons. The software provides information about internal and external contract parties, including contact details. Users can easily view all contracts and activities related to a specific business partner.

**Custom Properties**: Trackado offers the ability to customize the data to track based on specific needs. According to the vendor, this feature allows businesses to tailor the contract management process to their unique requirements and capture relevant information.

**Single-Sign-On**: Trackado provides seamless sign-in via SAML SSO (Security Assertion Markup Language Single Sign-On), allowing users to access the platform with their existing credentials, as claimed by the vendor.

**Cloud Storage Integrations**: According to the vendor, Trackado allows users to conveniently add documents from popular cloud storage solutions like Dropbox, Google Drive, or OneDrive directly into the platform, ensuring easy access to contract-related files.

**Differentiated Access**: Trackado provides various levels of user authorizations, aiming to ensure that only authorized individuals have access to sensitive contract information. The vendor states that this feature enhances security and confidentiality in contract management.

Users of Trackado have had a positive experience with the software, finding it simple and easy to use. They appreciate the ability to monitor contracts effectively and prevent expiration, ensuring that important deadlines are not missed. The software's budgeting capabilities have also been highly beneficial, as it displays associated costs and allows for proper financial reporting. Users find it helpful to assign responsible persons for each contract and receive notifications before expiration, streamlining their daily tasks. The seamless collaboration between business departments facilitated by Trackado has been praised, allowing for efficient contract management across teams. With all contracts organized in one place, users feel a sense of control and can easily access necessary information when needed. The built-in calendar feature helps them stay on top of action points and important deadlines. Additionally, Trackado offers good reporting capabilities, providing valuable insights into contract spend and revenue when costs and revenues are properly specified. Overall, users appreciate the user-friendly interface, responsive support team, and the continuous improvement efforts of the Trackado team to enhance the product's functionality.

Essentials

Business

Concord

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Business Premium

Site License

airSlate SignNow

Trackado

Contract management software is a program or series of related programs for storing and managing legal agreements such as contracts with vendors, leases and licensing agreements.

Contract Management

Contract Authoring

Features related to the contract authoring process.

Contract creation

Includes a document generator and tools for creating new contracts.

Contract templates

Allows users to set up templates or templatize old contracts in order to make new contract creation easier and more consistent.

Clause library/saved fields

Users can save certain fields of a contract for re-use; these may be stored in a template or a clause library.

Integration to CPQ

Integrates to CPQ software so that calculated quotes/configuration details can feed into contracts. This is an important element of automation in the contract authoring process.

PDF generator

Users can generate PDFs of contract documents.

Contract attachments

Users can attach other documents, like invoices, images, meeting minutes, memos, etc, to contracts.

Guided logic

Automated questions (based on company policies and the circumstances of the deal) help with the contract authoring process; this is an example of partial automation.

Contract Collaboration

Features related to collaborating on contracts.

Contract sharing

Users can easily and securely share contracts with internal users and external users. Contracts are accessible.

Contract editing

Contracts can go through multiple drafts and revisions; the software supports multiple versions and version comparison.

Contract merge

Multiple versions of a contract can be merged.

Collaborating on contracts

Internal and external users can collaborate on contracts without changing the text of the contract; this may be done through comments, questions, and/or message board conversations.

MS Word plug-in

Users can make changes to contract language using Microsoft Word.

Approval process

Approval workflows can be configured to streamline and automate the approval process; the approval process is helpful and convenient.

Parallel approvals

Users can set up complex workflows to handle parallel approvals.

Interdepartmental workflows

Users can set up interdepartmental workflows so that contracts can flow between teams in a logical and organized manner.

Contract Monitoring

Features that enable users to monitor the status of contracts.

Contract database

Contracts are stored and organized in a central repository.

VORs

Allows users to send/receive variation order requests and coordinate these with contracts.

Contract search

Users can easily look up contracts within the database.

Contract milestone reminders & alerts

Users can schedule reminders and/or trigger alerts according to contract milestones.

Custom contract reports

Users can create custom reports about the status of contracts, contract timelines, efficiency, and revenue tied to contracts.

Tracking contract status

Users can track the status of a contract as it moves through the approval process and beyond.

Salesforce integration

Integrates to Salesforce so that contracts are tied to contact’s CRM records.

Compliance check

Users can define and enforce complex business rules related to compliance regulations; helps automate or partially automate contract compliance check.

Tools and features to aid in contract management and formation.

Contract Storage

Centralized storage and management of all contracts in one place.

Document Management

Ability to upload, organize, and track changes to contract documents.

Advanced Search and Filtering

Efficient search functionality and advanced filters to quickly locate specific contracts or clause language.

Version Controls

Ability to track and manage different versions of contracts, including changes made and the history of revisions.

Customizable Contract Templates

Pre-defined templates that can be customized for different types of contracts.

Workflow Acceleration

Streamline the contract approval process by automating workflows and notifications.

E-Signatures

Capability to electronically verify user signatures, eliminating the need for physical signatures and enhancing efficiency.

Reminders and Alerts

Automated alerts and reminders for important contract dates, deadlines, and milestones.

Analytics and Reporting

Generate reports and gather insights on contract status, performance, and compliance.

Integration with other Systems

Ability to integrate with other tools, such as CRM or ERP systems, to exchange contract data seamlessly.

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Trackado

Overview

What is Trackado?