Your contractual commitments, finally readable
A single repository for all your contracts. Amounts and key dates tracked in the contract itself. Reporting that no longer depends on a side spreadsheet.
One source of truth
Contracts in progress, in force or archived sit in one place, with their signed versions.
Key dates with reminders
End date, notice deadline or a payment date stored as an attribute: a reminder goes out on the schedule you set.
Data you can use
Custom attributes, saved filters and Excel or CSV export: your contract reporting starts from the contracts themselves.
What you actually do with Docform
The Docform features that address these needs, as they exist in the application.
A structured repository
Organize by category, folder and counterparty. Saved filters turn your recurring searches into ready-to-read lists, right up to your dashboard.
Statuses and key dates
From drafting to archiving, every contract carries its status. You know what is signed, what is waiting for approval and what is coming to term.
Exports for your reporting
Export filtered lists to Excel or CSV with the columns you choose, custom attributes included.
Find contracts with the AI assistant
Ask the assistant to find contracts matching your criteria: counterparty, status, end date. It works from the repository metadata and answers on the contracts you open or mention.
What finance cannot see
A poorly tracked commitment can cost more than a poorly negotiated one.
Scattered commitments
Subscriptions, recurring services, framework agreements: committed spend is consolidated nowhere.
Financial dates outside the contract
Price reviews, payment dates, period ends: these dates live in personal calendars and get lost at the first change of role.
Data copied by hand
Amounts, indexes and deadlines live in side spreadsheets, re-entered contract by contract.
What people ask us most
How do you consolidate the financial commitments in your contracts?
Amounts, terms and indexes are carried by the contract as attributes. They can be filtered, exported and fed into your views without re-entry.
How do you track a payment date or a price review?
You store the date in a custom attribute on the contract, then schedule a reminder on that attribute. Recipients are the document participants or the people you choose.
Can you capture data from contracts already signed?
Yes. PDFs, scanned ones included, can be imported: OCR and AI extract the useful information, which you validate before saving it.
How do you control what each department sees?
Access rights are set by role and by folder, and saved filters give each team the view that concerns it.
Can we feed our reporting or ERP?
Filtered lists export to Excel or CSV, with the columns and attributes you choose, ready to be loaded into your reporting tools.
Make your contractual commitments readable
A demo on structuring your contract portfolio and your contract reporting.