Which document is current?
Follow agreements, document revisions and their history together.
CONTRACTS. TASKS. CONNECTIONS.
From proposal to delivery.
Business work you can follow.
Connect contracts, documents, tasks and financial records — so you can see where each case stands, who owns it and what comes next.
A real product demonstrationYour own workflowsHungarian and English interface
CONTRACTPILOT IN MOTION
See the connections.
Explore the possibilities.
One system connecting the details of business work. Watch the ContractPilot introduction, then explore the workflows through the interactive examples below.
ContractsTeamworkTraceable workflows
Playback starts when you choose. Adjust volume and full screen in the player.
Open video separately ↗CONNECTED BUSINESS WORK
Turn individual details into a shared story.
Documents, owners, tasks and financial records stay connected to the contract. ContractPilot helps you see them together.
Explore the connected workflowsBUSINESS RECORDS. TRACEABLE CONNECTIONS.
DocumentsPreserved revisions
TasksOwners and reminders
CP / 0042•••Service agreement
ActiveAKBN+1
Projects and reportsWork and results
PerformanceConnected invoices
CONNECT THE CASE
Familiar questions. One shared starting point.
When a business case passes through spreadsheets, emails and folders, the whole picture is hard to see. ContractPilot connects the information that belongs together.
Who owns the next step?
Owners, tasks and deadlines stay connected to the business case.
Where do delivery and payments stand?
Review the relationships between contract items, confirmations and financial status.
INTERACTIVE PRODUCT TOUR
See how the work connects.
Choose a step. Real demo screens illustrate the journey from sales to financial tracking.
Sales
Keep the next step beside the opportunity.
Record the opportunity, its partner and the next action.
Explore the workflow Screenshots with sample data; not live business records. Hungarian interface.
Proposal
Keep proposals and decisions connected.
Track proposal revisions and the customer’s decision in the sales case.
Explore the workflow Screenshots with sample data; not live business records. Hungarian interface.
Contract
The agreement connects the work.
Organise details, documents and actions around the contract.
Explore the workflow Screenshots with sample data; not live business records. Hungarian interface.
Task
Visible ownership and deadlines.
Follow actions related to business work in the daily task list.
Explore the workflow Screenshots with sample data; not live business records. Hungarian interface.
Delivery
Turn commitments into traceable delivery.
Connect contract lines with performance periods and settlement details.
Explore the workflow Screenshots with sample data; not live business records. Hungarian interface.
Finance
Follow the case beyond invoicing.
Review related invoices and their payment status.
Explore the workflow Screenshots with sample data; not live business records. Hungarian interface.
CONNECTED WORK AREAS
Strong on detail. Clear on the whole picture.
Key work areas in one connected system.
The full history of an agreement
Contracts, documents, amendments and reviews in a traceable context.
Explore the workflow →Document registration and traceable records
Incoming and outgoing records, registration references and related case files.
Explore the workflow →Project management from planning to delivery
Project tasks, milestones, multiple views and actual time records.
Explore the workflow →Customer service tied to commitments
Connect requests to partners, contracts and agreed service terms.
Explore the workflow →Supplier decisions with recorded reasons
Requirements, quotations and orders with traceable line-level comparison.
Explore the workflow →Incoming and outgoing invoices
A shared overview of related invoices, payment status and settlement details.
Explore the workflow →General ledger export with prepared data
Line-level allocation, ledger assignments and an accounting export file for further processing.
Explore the workflow →Answers from connected data
Custom reports, filters, protected sharing and Excel exports.
Explore the workflow →Help with the information you can access
The AI assistant helps you find information within your permissions.
Explore the workflow →INTEGRATIONS
Connect the tools you already use.
External connections belong to the relevant business workflow. Each has its own purpose and setup requirements.
Microsoft 365Microsoft 365
Connect your own mailbox for incoming and outgoing customer service email.
Connection details →
GmailGmail
Customer service email through your own mailbox, with periodic incoming checks.
Connection details →
Számlázz.hu
Connect invoicing according to your organisation’s billing configuration.
Connection details →
DocuSign
Send documents for signing, track status and retrieve the completed PDF.
Connection details →Use requires the appropriate provider account, permissions and configuration. We discuss the connections during the demo.
NAV data alongside business work
A configured NAV connection can support partner data checks and invoice data retrieval.
EXPLORE. UNDERSTAND.
A real interface. Clear requirements.
Alongside the illustrations, detailed guides explain workflows, permissions and setup requirements. The demonstration focuses on the processes that matter to you.
Request a demoQUESTIONS AND ANSWERS
Good decisions start with good questions.
Here are answers to the most important ones.
How do we know if it fits our organisation?
During the demonstration, we discuss your tasks and show the related workflows. We clarify the functions, permissions and external connections you need.
Can we bring our existing data?
Several areas support imports, including partner records from spreadsheets. Available data, formats and validation are discussed for each work area.
Can we use it alongside our existing systems?
Yes. Documented connections help link email, invoicing and signature workflows. Feasibility of custom data transfers needs a separate discussion.
Who can access our contracts?
Access is controlled through roles and contract-level settings. Search, reports and the AI assistant also respect those permissions.
Where can our documents be stored?
In the provider’s environment, supported own document storage or a complete own-server installation. With own document storage, metadata and extracted text remain in the application database.
What happens during a demo?
We discuss your tasks, demonstrate relevant capabilities and go through usage and onboarding requirements. Demo requests lead to the scheduling section of the Contact page.
THE COMPLETE PRODUCT GUIDE
Want to explore every detail?
The complete product guide is still here. Choose a topic or search the Knowledge Centre.
Features
Explore connected sales, procurement, contracts, projects, document management, finance and reporting.
Explore this topic ↗Customer service
Follow requests from intake to resolution: customer portal, replies, SLA commitments, time tracking and contract-linked settlement.
Explore this topic ↗Workflows
Follow practical sales, supplier procurement and project examples. See how documents, decisions, delivery and reports connect.
Explore this topic ↗Why ContractPilot?
Compare ContractPilot’s documented focus: sales, procurement, projects, documents and finance in a shared working context.
Explore this topic ↗Security
Understand access controls, data separation and document protection, including the conditions that matter to your organisation.
Explore this topic ↗Deployment
Explore data hosting options, customer-managed storage and the operational requirements of optional capabilities.
Explore this topic ↗Knowledge
Search all ContractPilot website content, browse frequently asked questions and go straight to detailed user-focused explanations.
Explore this topic ↗FROM ENQUIRY TO PAYMENT
Follow a complete business process.
A practical example connects sales, proposals, contract review, approvals, service, delivery and finance. Each stage shows who acts, what they check and what becomes available for the next step.
- 01Partner and contact
- 02Sales opportunity and next action
- 03Upload and send a proposal
- 04The customer’s decision
- 05Contract draft from the won opportunity
- 06Lines and settlement rules
- 07Service and agreed deadlines
- 08Document review and clause checks
- 09Internal approval
- 10Electronic signing
- 11Record and approve performance
- 12Invoice and received payment
- 13Follow-up and process analytics
EXPLORE WITH US
Let’s explore how it fits your organisation.
Bring your questions. We will demonstrate the connected workflows and discuss onboarding requirements.
Request a demo