ContractPilot
Why ContractPilot?
Good tools. Still connecting them yourself?
Documents live in one tool, tasks in another and invoices in a third. You have to assemble the business story.
You have to piece the details together to see the full picture.
The difference is in the connections.
Compare ContractPilot’s documented focus: sales, procurement, projects, documents and finance in a shared working context.
Follow related work in a connected business context.
CONTRACTPILOT’S DISTINCTIVE FOCUS
How is ContractPilot different?
Sales, procurement and delivery share a business context. Connected contracts, documents, project tasks and finance help trace decisions and examine results.
Customer service grounded in the contract
A case links to the contract, SLA and service relationship. Reviewed work can move into certification and invoicing.
Hungarian financial workflow
Performance periods, line approvals, certificates, Számlázz.hu invoices and payments are connected. MNB or ECB rates support multi-currency reporting.
Choice of data location
Provider storage, your own document storage or a complete own-server deployment. Own document storage and own-server deployment place data differently.
Documents connected to completed work
A registered document can join a case file, launch a workflow and assign a task. Gantt supports planning dependent work.
Proposal decisions keep their context
A won opportunity can become a contract draft while the accepted proposal version remains traceable. Proposal decisions, internal approval and signing are separate steps.
Process figures you can examine
Turnaround times and delay estimates can be interpreted alongside underlying records, sample size and uncertainty, within the user’s access scope.
Supplier decisions with their documents
Requirements, quotations, selection reasons and orders remain traceable in one case, connected to registered documents and contracts.
Project work and actual effort
Phases, team tasks and documents share a project. Compare recorded hours with estimates and connect permitted data in reports.
Which work area should you choose?
| Task | Work area | What to check |
|---|---|---|
| Customer proposal | Detailed guide ↗ | Acceptance is a business decision, not a signature. |
| Supplier quotations and purchase orders | Detailed guide ↗ | Registered documents, complete line coverage and reasoned selection. |
| Team tasks and time tracking | Detailed guide ↗ | Project access, estimates and actual time are separate. |
| Custom reports and Excel export | Detailed guide ↗ | Sharing does not extend a recipient’s data access. |
| Prepare invoice lines for accounting | Detailed guide ↗ | Complete allocation and a trial import in the receiving package. |
INSIDE THE APPLICATION
See the interface in use.
Application screenshots with sample data. Click an image to explore the interface and related actions in a larger view. Images show the Hungarian interface; the application also supports English.
Process analytics
Running and completed processes, turnaround times and analysis filters.
Related feature guide →
Performance and billing
Contract lines, performance periods and settlement details.
Related feature guide →EXPLORE WITH US
See how ContractPilot can support your work.
Not using ContractPilot yet? Explore the system in a guided demonstration and discuss how it could fit your organisation’s processes.
Request a demo