How to Manage Contracts in Productiv

Table of contents

Upload a Contract Manually

Integrate a Contract Lifecycle Management (CLM) Tool

Review Contract Details for a Selected App

Track Renewals Proactively

Upload a Contract Manually

1. Navigate to the Contracts page from the left-side menu.
2. Click the “New Contract” button in the upper right corner of the page.
3. Select one of the options from the modal:
4. 1. Enter contract data manually
   2. Upload contract
   3. Connect contract repository

Integrate a Contract Lifecycle Management (CLM) Tool

• Box Contracts
• Coupa Contracts
• DocuSign CLM
• Ironclad

1. Navigate to the Settings page from the left-side menu. The “Manage data” tab should already be selected.
2. Under the “Platform data” section, scroll down to “Contracts”
3. Click the > on the right side of the section. This will open the Contract data page.
4. Scroll down to Add more data sources.
5. Click Configure on the CLM connector you wish to configure.
6. Follow the Setup Guide for the connector.

Review Contract Details for a Selected App

1. Using the search bar at the upper left corner of the page, find and select the application you want
2. Click on the Contracts tab on the application’s page. Here you can see a summary of all licenses for active contracts, details for active contracts, and all contract documents uploaded for the application.

Track Renewals Proactively

1. Click on the button with your initials in the upper right corner of the screen and select My account.
2. Under “Email notification settings”, check the box next to “Contract renewal approaching”. After checking this box, you will receive an email when a contract is 30, 60, and 90 days away from renewing.

1. Navigate to the Reports page from the left-side menu.
2. Select Templates.
3. Using the search bar above the table, search for “Upcoming renewals”.
4. Click the Create button on the row for the “Upcoming renewals” template.
5. Add a report name, delivery method, and a schedule for the report.
6. Click Done to create the report.

1. Open Sidekick by clicking the Sidekick button in the bottom-right corner of the page.
2. Ask Sidekick “What are our upcoming renewals?” or “What contracts require attention?”
3. Ask Sidekick follow up questions for more information.

1. Navigate to the Dashboard page from the left-side menu.
2. Find the Renewals Pending widget on your dashboard and view the metrics.
3. If you don’t see the widget, you can add it to your dashboard by clicking the Edit button in the upper-right corner, then Add Widget button, then selected the Renewals Pending widget from the dropdown.