Many of our customers and suppliers make us sign legal agreements such as non-disclosure agreements (NDA) or ethics agreements. We have over 200 customers so its sometimes hard to keep track. Also we sometimes want to have our suppliers sign legal agreements with us so we need to know who we have signed agreements from our side.
Neither selling or buying or CRM does the job. There should be a new module Legal as Rushabh suggested.
Many of our customers and suppliers make us sign
legal agreementssuch as non-disclosure agreements (NDA) or ethics agreements. We have over 200 customers so its sometimes hard to keep track. Also we sometimes want to have our suppliers sign legal agreements with us so we need to know who we have signed agreements from our side.Neither selling or buying or CRM does the job. There should be a new module
Legalas Rushabh suggested.Legal Agreementwith autonaming series LA0001 ... that can be either linked toCustomer,SupplierorEmployee. It has a has aLegal Agreement Type(e.g. "NDA"), aSigning Date(Date) andValidity period(Integer) in years and has an automatically calculatedExpiration Date(Date) based on theValidity period.Legal Agreementin header ofCustomer,SupplierandEmployeeDraft,Approved,Invalid(if expired)