Always keep track of your contracts with Shareflex® Contract
Shareflex Contract by Portal Systems for managing contracts with SharePoint and Office 365
Managing contracts in SharePoint and Offie 365 with Shareflex Contract by Portal Systems

Contract management with SharePoint and Office 365

Shareflex® Contract helps you organize your digital contract management and offers you maximum flexibility. Online or on-premises. Just as your business requires.

User-friendly, secure and efficient.

Shareflex® Contract – All your contracts always at a glance

Shareflex® Contract and its integrated modules allow you to manage your contracts securely and efficiently throughout their entire lifecycle. The preconfigured standard application for professional contract management is available within minutes and integrates seamlessly into your existing Microsoft SharePoint or Office 365 environment.

Our contract management software is based on the Shareflex® Platform by Portal Systems. This allows you to configure the standard solution at any time, according to the specific requirements of your company. Thus you gain the greatest possible flexibility. And all without any additional programming.

Managing contracts online

We are glad that we can now offer you our contract management software Shareflex® Contract for Office 365 and SharePoint Online as well. This way you can easily and securely manage your contracts in the cloud from now on.

Are you interested in cloud-based or hybrid scenarios? Then please contact us. We will be happy to inform you about the possibilities!

Complete flexibility with Shareflex®

Whether online or on-premises, Shareflex® Contract stands out from comparable contract management solutions due to the fact that it can be quickly and easily adapted to individual process requirements. Have a look and convince yourself!

See for yourself

An overview of all features of Shareflex Contract can be found in our product video:

In our product guide you will find all the information you need. And further insights into contract management with SharePoint and Office 365 as well as current information can be obtained in our monthly webcast.

Of course, we will also be happy to answer your questions in a personal conversation or show you our contract management system in a free live demo!

The most important features and functionalities at a glance

Contract Creation

Information on creating contracts with Shareflex Contract

➀ User-friendly interface

➁ Convenient contract capture

➂ Scan & Identify

➃ Integration of Microsoft Office templates

➄ Automatic contract creation from metadata, external databases / ERP systems

➅ Optional use of text modules / boiler plates

Contract Management

Information on managing contracts with Shareflex Contract

➀ Dates and deadlines

➁ Email notification

➂ Automatic key date calculation

➃ Creation of contractual relationships

➄ Flexible search via metadata and full text

➅ Integrated document management

➆ Premission management

➇ Business partner management

Processes and Workflows

Information on modeling processes and workflows with Shareflex Contract

➀ Integrated workflow management system

➁ Graphic workflow designer

➂ Freely configurable contract release and approval processes

➃ Automatic update of the key dates of cancellation

Integration

Information on integrating Shareflex Contract in ERP and other software

➀ Contract files in Outlook

➁ ERP integration (SAP, Microsoft Dynamics NAV, …)

➂ Master data adjustment

➃ Integration of third-party systems via web services

Reporting

Information on creating reports with Shareflex Contract

➀ Lists, groupings and sums

➁ Graphical views and diagrams

➂ Excel export

➃ 18 predefined standard reports

➄ Individual customization with report wizard

Archiving

Information on archiving contracts with Shareflex Contract

➀ Audit-proof archiving

➁ Connection to storage systems (NetApp, EMC, …)

➂ Integration of exisiting ECM/DMS systems (d.3ecm, Saperion, easy, …)

➃ Manual and rule-based archiving

Register now for the Shareflex Contract Management webcast

Portal Systems Academy – The Shareflex® Contract Webcast

The Shareflex® Webcasts now give you the opportunity to get a first impression of our solutions without obligation. Presented monthly by our Shareflex® expert Patrick Carl. Live or on demand. And of course free of charge.

Shareflex® as part of the SharePoint strategy at OSRAM

“Being a company with international operations, many of our customers also work internationally. They are supported by IKAMs (International Key Account Managers). Since there are not only global but also local contracts, we have been looking for a way to make these contracts available to IKAMs at any time. Since SharePoint is a company-wide strategy at OSRAM, the Shareflex Contract solution by Portal Systems was an ideal fit for our solution strategy.”

Frank MerbecksContract Manager OSRAM

Understanding processes. Finding solutions.

A large number of leading companies are already taking the path to digitization with Shareflex solutions from Portal Systems. Are you ready for the first step? Then contact us, we look forward to your questions!

These (and many more) companies already manage their contracts with Shareflex® Contract:

  • OSRAM
  • Schott
  • INEOS Styrolution
  • Siemens
  • Wirecard

Would you like to learn more about Shareflex® Contract, the contract management software for SharePoint and Office 365? Then make an appointment for a free product presentation straight away!

In this whitepaper you will learn how Shareflex Contract supports you in implementing the EU GDPR

Legally compliant contract management

Our contract management software now also supports you in the implementation of the European General Data Protection Regulation (EU GDPR) and the International Financial Reporting Standards 15 and 16 (IFRS 15, IFRS 16).

Learn more here:

The Shareflex® Contract User Interface

Get a first impression of the user-friendly interface of our contract management.

The administration of contracts can quickly become very complex and complicated. For this reason, it is our goal to provide users with an interface that is as intuitive and clear as possible for their daily work.

After all, only user acceptance enables the successful introduction of new software. This applies to contract management as well as to all other business applications.

This screenshot shows the cockpit of Shareflex Contract Management
A screenshot of the contract file in Shareflex Contract Management
Reportings can be easily generated from Sharelex Contract
Screenshot Shareflex Contract Management Form Designer
Screenshot Shareflex Contract Management Release Workflow
Screenshot Shareflex Contract Management Search Mask