Configuration

Configuration & Setup Services

The Contract Platform is designed to be simple to configure.  No technical expertise is needed to setup the solution. Every one of our customers is assigned a Customer Success Manager to provide support and consultation during their entire life as a Contract Logix customer, at no additional cost. We’ll help you get your system up and running in no time.

The role of our Customer Success Team is to assist in getting you up and running as quickly and easily as possible to ensure it successfully meet your needs. That process starts with configuration. We’ll work with your team to guide them through all the steps in an organized and easy-to-follow process. When we’re done, you’ll have a system that reflects your terminology, your contract types, and the way you manage contracts.

Configuration and Setup Services Benefits:

Easily add and modify record types, and layouts using simple drag and drop capabilities

Complete flexibility to customize and group the data organized and captured

Quickly add users, password controls, and roles and permissions

Get help quickly by leveraging CSMs and our Customer Success Team

Contact Us to Discuss Your Needs
Contract Software Configuration and Setup Services

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