For larger companies
Give every division its own vendor portfolio
In a larger company the contracts exist somewhere. The leader who owns the budget still cannot see them. Give each leader their own portfolio over shared records.
Use cases
How larger companies use it
- 01
Split the register by budget area
Group vendors under the leader who owns each budget.
- 02
Scope access to an area
Members and agent keys can be limited to one area's vendors.
- 03
Keep the paper structure
Record master agreements with the statements of work and order forms beneath them.
- 04
Run quarterly renewal reviews
Walk each area's renewals in deadline order with its owners.
Product
What each division gets
Shared records, separate views.
Budget areas
One portfolio per leader, counted once however many areas they lead.
Scoped access
Area-scoped members see only their area's vendors and totals.
Agreement structure
Frameworks, commitments, amendments and ancillary paper kept apart.
Attributed changes
Every change records who made it, person or agent.
Scoped agent keys
An agent for one division sees that division only.
Free for finance
Finance and procurement contacts never pay a seat fee.
Security
Keep contract data inside your workspace
The server checks every request against your workspace and your access, so the interface is never the only guard.