Agreement Tracker
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⚙ Tools ▾
Viewing archived contracts —
# Vendor ↕ Product ↕ Term ↕ Value ↕ Status ↕ Renewal ↕
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Contract Value by Department
Contracts by Status
Renewal Action Breakdown
Upcoming Renewals — Next 12 Months (Value)
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Contract Savings — Executive Summary
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Lite and Premium

Start with a reliable agreement record, then add contract review as the operation grows.

Lite

For small businesses and office managers who need a dependable agreement home base.

  • Agreement inventory — every agreement and its documents in one place
  • Every agreement type — MSAs, SOWs, NDAs, quotes, renewals, and vendor contracts
  • Key dates and renewal tracking
  • Documents and search — document links, attachments, search, and basic filters
  • Upcoming renewals dashboard
  • Dashboards by department, status, renewal, and savings
  • Import agreements — fill in a form or an Excel template to add many at once, or update the ones you have
  • SharePoint-based setup — in the Microsoft 365 your team already uses
Most complete

Premium

For finance, legal, procurement, and operations teams managing risk and decisions across the business.

  • Everything in Lite, plus the features below
  • Contract Review against configured business standards
  • Automated renewal reminders by email, from a flow in your own tenant
  • Document Inbox — forward an agreement to your intake address and it lands in your queue for review
  • Obligations view — what is overdue, or falls due soon, across every agreement, worst first, from the obligations recorded on each one
  • Risk flags — gaps in the record and unusual terms, across every agreement, each saying what fixes it
  • Acting on obligations — reminders and escalation by emailPlanned
  • Approval and review workflows — request, approve or send back, with who and whenPlanned

Planned means designed and not yet built — it is not part of what Premium delivers today, and nothing here is charged for until it ships. Both plans are designed around SharePoint so your agreements stay in the Microsoft 365 environment your team already uses. Final packaging and pricing can be tailored during onboarding. This deployment is on the Lite plan.
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