Contract repository

Contract repository Original Procurement Experience

The Contracts Repository enriches the details of the vendor. It allows you to:

  • Track all your contracts in one place

  • Associate contracts to vendors and purchase requests (PRs) in order to verify a valid contract for PR and Vendor approvals

  • Stay on top of renewals (reminders prior to contract expiration)

  • Create custom approvals of contracts

This does not include any back-and-forth between the vendor and customer, negotiation, redlines, document edits, etc.

  • Home and the new Procurement experience is being gradually rolled out throughout 2025.

  • When Home displays in the left menu, you know you’re on the new Procurement experience.
  • This is how to create contracts using the original Procurement experience. In the new Procurement experience, you can create contracts when you create a purchase request.

Contract overview

The Contract Repository functionality includes:

  • Creating contracts, either manually by filling out a contract form, or importing existing contracts

  • Setting pre-expiration notifications, setting receivers per contract and CC receivers across the account

    • When creating a contract, you can define a pre-expiration notification, which includes the length of time before the contract expires and the recipient of the notification. The notification is sent by email and Slack (coming soon). You can also add CC recipients to all pre-expiration notifications.

  • Contract tracking

    • Filters, exports, sorting on the contracts themselves

    • Viewing and filtering on contract status on Vendors and Purchases

  • Additional actions on contracts include: editing, deleting, deactivating and duplicating

  • Account management functionality

    • Custom forms, used in the Contract page or within the Vendor form

    • Custom approval flow, starting from org rules and moving onto the functional rules

    • Defining contract permissions for employees