Shareflex® Contract


Contract Management with SharePoint Online and Microsoft 365

With Shareflex Contract, you can organise your digital contract management and keep track of all deadlines.

  • ✯ Manage all contracts over the entire life cycle
  • ✯ Integrated workflow and permission management
  • ✯ Audit-proof archiving
The user interface of Shareflex® Contract, the contract management software for SharePoint and Microsoft 365.
The user interface of Shareflex® Contract, the contract management software for SharePoint and Microsoft 365.

Shareflex Contract – All contracts in one place


The contract management software Shareflex Contract and its integrated modules, allow you to manage your contracts securely and efficiently throughout their entire lifecycle. The pre-configured standard application for professional contract management can be deployed in minutes and integrates seamlessly with Microsoft 365 and your existing SharePoint environment. It can also be easily customised to meet your company’s specific needs. This gives you maximum flexibility – without any additional programming.

The home screen of the Shareflex Contract contract management software with cockpit.
A contract file with master data, secondary elements and document preview in the contract management software Shareflex Contract.
The search mask with filter options in Shareflex Contract, the contract management software with SharePoint and Microsoft 365.
Overview of the contract structure with terms and deadlines in Shareflex Contract digital contract management.
The user interface of Shareflex Contract's workflow management system, which is integrated directly into Microsoft Teams.
Overview of contracts and evaluation of contract status using Microsoft Power BI in Shareflex Contract.

Contract Creation


  • ✓ User-friendly interface
  • ✓ Convenient contract capture
  • ✓ Scan & Detect
  • ✓ Microsoft Office Template Management
  • ✓ Automated contract creation from metadata, external databases / ERP systems
  • ✓ Optional use of text modules / boilerplates

Contract Management


  • ✓ Dates & Deadlines
  • ✓ Automatic due date calculation
  • ✓ Configurable email alerts (individual or bulk emails)
  • ✓ Absence management
  • ✓ Creation of contractual relationships
  • ✓ Flexible metadata and full text search
  • ✓ Integrated document management
  • ✓ Permissions management
  • ✓ Business partner management

Processes and Workflows


  • ✓ Rules-based and ad-hoc workflows
  • ✓ Planned workflows
  • ✓ Graphical workflow configuration
  • ✓ Contract release and approval processes
  • ✓ Automatic update of cancellation dates

AI Features


  • ✓ Automated contract file creation
  • ✓ Automatic summarisation of data
  • ✓ Automated translation

ERP Connectors & Integrations


  • ✓ Contract files in Outlook
  • ✓ ERP integration (SAP, Microsoft Dynamics (365), …)
  • ✓ Integration with Microsoft Teams
  • ✓ Master data reconciliation
  • ✓ Third party integration

Analysis & Reporting


  • ✓ Lists, groupings, totals
  • ✓ Graphical views and charts
  • ✓ Reporting via Microsoft Power BI
  • ✓ Excel export
  • ✓ Customisable

Archiving


  • ✓ GoBD-compliant, audit-proof archiving
  • ✓ Configuration via Microsoft Purview
  • ✓ Process documentation possible

These and many other companies are already successfully managing their documents with Shareflex®


 

The logo of Shareflex customer ams OSRAM.

Logo of Shareflex customer bpd bouwfonds immobilienentwicklung.

Logo of Shareflex customer Bruker Corporation.

The logo of Shareflex Contract customer Heidelberg Pharma AG.

Logo of Shareflex customer IHK Chemnitz.

The logo of Shareflex customer io-consultants.

Logo of Shareflex customer INEOS Styrolution.

Logo of Schleich GmbH.

Logo of Shareflex customer TEDi.

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Portrait of Susanne Hayek.

‘My contact at Portal Systems receives the requirements I collect internally from me at second hand. As he listens, he keeps the technical feasibility in mind, summarises everything and then tells me how he would implement the requirements and how many working hours it would take.’

Portrait of Rashu Singla, IT Project Manager at Schleich GmbH.

‘So we don’t have to rely on a third party, just on Portal Systems’ expertise. If problems arise, we can contact Portal Systems directly to resolve them. That’s a big advantage because you get feedback from the manufacturer very quickly. It was the whole package and the software itself that convinced us.’

Get to know Shareflex Contract and experience it live


Would you like to experience Shareflex Contract first hand? Book your personal live demo now! Our Shareflex experts will tell you everything you need to know about contract management with SharePoint and Microsoft 365. A personalised, in-system presentation by our Shareflex experts in approximately 60 minutes.

An overview of Shareflex Contract's features.
A paragraph symbol on the flag of the European Union as a symbol for the EU GDPR.

White paper: Managing contracts in compliance with the law


GDPR and 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). Find out exactly how it works in our free white paper.

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Miniature file folders on a computer keyboard with the word ‘Archive’ written on them.

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Any questions? I will be happy to answer them personally!


Portrait of Patrick Carl, Chief Sales Officer at Portal Systems AG.

Patrick Carl
Chief Sales Officer

Email: info[at]portalsystems.de

Portal Systems is Microsoft Solutions Partner Digital and App Innovation Azure.
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