01
Give every agreement a home
A supplier agreement might live in email, a customer contract in a shared folder, and a renewal date in someone’s calendar. Keeping the file is only the beginning. You also need to know who owns the relationship, which version was signed, and what happens next.
ContraxAware brings the contract record, its document, important dates, and responsible people together. Use contract types and custom fields to capture the details your business actually needs. Keep related plans, designs, and supporting files beside the agreement.
02
Start with the contracts you already have
You do not have to recreate your agreements to start managing them. Bring PDF or Word contracts into the import process, including signed agreements. Batch import can identify contract types and suggest extracted details for your team to review.
Check the proposed dates, owners, and related agreements before relying on them. Readability and contract complexity affect how much review is needed. For a new agreement, start with your Word template or collect a request through the contract portal.
03
Make the next action visible
A small team needs more than another document folder. A cancellation notice may be due before the contract expires. Training may be due after a payment is completed. An amendment may add work without replacing the original agreement.
Track those responsibilities with named owners, dates, and reminders. Switch between list, board, and calendar views, or open Contract Map to explore an agreement’s connections. Review and approve the contract before preparing it for signature.
04
Choose a useful first rollout
Start with one contract type and a manageable group of agreements. Confirm the dates, assign owners, and test the reminders your team expects to use. Add more fields and workflows as the process becomes clear.
Review the pricing page for plan inclusions and contract limits. The 14-day trial requires no credit card, so you can try the process with your own agreements before deciding whether it fits.
A FEW USEFUL ANSWERS
Questions before you start?
Can I bring existing signed contracts?
Yes. Upload existing PDF or DOCX agreements and review their extracted details. The original document stays attached to its contract record.
Do colleagues need to see every agreement?
Use workspace roles and document sharing to give people the access their work requires. Review assignments and permissions as part of setup.
Can we track more than renewals?
Yes. Obligations can track work such as payment, training, delivery, or insurance evidence, with owners and completion review.