Sign offers on screen or use SMS, email signing or highly secure BankId. It is even possible to sign on paper you know! Transform a proposal to an offer in a seamless process. Add parties & signers and let each contract party & signer manage their own acceptance in a user-friendly way.
Get the personal overview that you always wanted and access details of all your proposals, offers and contracts. Transform a proposal to an offer in no time. Never again spend hours looking for a lost contract.
Have a proposal that was generated outside of Avtalsbanken that you need signed? Now you can upload proposals to Avtalsbanken and send them out for immediate e‑signing. Or if you just want to upload your existing contracts into a modern contract archive? With Avtalsbanken it is possible.
Contract documents are an important marketing channel. Highlight the company or product brand in the documents you share with other parties.
Work independent of network quality. You can even get your offers e‑signed when offline without internet connection! Data is stored on the local device and then synced to the cloud as soon as connection is restored.
Leave the calculator at home. Get the summations right the first time before the offer reaches the customer! If the calculation exists in Excel we you can import it to Avtalsbanken.
Personal proposal templates are handy when your proposals, offers and contracts looks about the same every time. Perhaps the same Terms & Conditions are used for every contract? Transform a proposal to a template with the click of a button! Very useful in larger organizations is that users only sees a personalized list of templates they have been granted access to.
It is always possible to export contract data to file. It is your data. Avtalsbanken does not like data lock‑in.
A modern web browser is enough—the rest is in the cloud. Avtalsbanken supports evergreen, modern web browsers on any platform. Examples of evergreen browsers are Chrome & Firefox.
Your customers and contract parties use different devices—but this is not a concern for you when using Avtalsbanken. Signers can use any device to accept one of your offers. No special hardware or software is required.
Take a step up in functionality and start getting real use of all the contract data within your organization. Gather all contracts in a secure and flexible e-archive using the bulk upload feature. Search on any contract data, generate alarms based on contractual terms & conditions, generate reports & statistics and add private data related to the contract. Keep on reading to learn more about each individual feature.
Want to transfer existing and historical contracts into a modern business archive solution? New e-signed contracts are added by default but you can also use the upload feature to manage externally signed contracts. Create upload templates and index imported contracts for future search. Manage bulk uploading and import and enhance existing indexing information to prepare for searchability and access
Forgotten contractual terms are now a thing of the past. Manage alarms, notifications & customize the rules for triggering alarms. You decide which contract data that will trigger an alarm, for example yearly price adjustments, offer dead-lines, contract end date, renewal date, etc.
Build your own unique reports based on your unique contractual data and distribute within the organization or elsewhere. Generate business reports to management teams, facilitate service delivery using SLA reports, secure correct invoicing through invoice reports. The applications are endless.
So, you know there is a lot of valuable data in your contracts but miss an easy way to bring them out? With advanced search - powered by the well-known Elastic Search stack - you can quickly search among all contracts after optional content. Categorize and massage the data as you please, who knows which reports and graphs you will need in the future.
Some data related to a contract is for your eyes only and should not be viewable by other contract parties. Attach documents, notes or other data after a contract has been signed. Setup templates for which private data is to be added based on contract type.
Share contract data and work tasks within or between teams within the same organization. Change contract ownership, define team template subscriptions, use approval workflows and make use of cross-team messaging.
Each company has their own unique workflows. Sales, delivery & invoicing processes are often unique. You can integrate Avtalsbanken with your existing internal workflows. Every contract is bound to a lifecycle state - be it draft, in signing, signed or expired. Trigger custom workflows, events, export/import data or perform manual work tasks in each lifecycle state until a contract is archived.
Get access to our powerful API and integrate Avtalsbanken your way into your own applications. Contact us to get more information.
Avtalsbankens ready-made extensions are used to further enhance the useability of Avtalsbanken built-in functions. Connect to third-party service providers or use workflows shared by Avtalsbanken users. Read more about available Extensions further down this page.
Choose between Basic or Premium level. Basic includes online documentation while Premium adds case management, incidents, user help, assistance & pin-pointed resources
Finally a way to control which proposal template versions that are being used by the sales staff or other groups within the organization. Eliminate versioning issues that can lead to signing of outdated contracts and the resulting administrational nightmare. A separate version handling for calculations ensure speedy changes to calculations when needed.
So you have proposal templates saved but need to tweak them or create a new template from scratch? In the Template Editor you can construct proposal templates for different purposes. Be in control of the quality of collected data and customize appearance and content.
Sometimes the basic form objects are just not enough. Get access to a plethora of widgets to simplify fill-in of data in the proposal forms.
In todays business there are plenty of ways to make mistakes when choosing customers. Avtalsbanken have integrated extensions for Credit Rating, Credit Limits and approval workflows in place. All these audit controls can be automated and integrated naturally as part of the contract formation process and helps keeping your business risks under control.
For enterprises having many users, inefficient user management is a security risk and a time-thief for managers. With federated login Avtalsbanken connects to an external ADFS server which enables auto user login and provisioning
Increased regulatory demands for tracking of activities as well as compliance requirements are met with an extensive audit log viewer. Track contract changes and views, account history, extension usage and more
Avtalsbanken is GDPR compliant. With Avtalsbanken as your supplier you can be sure that personal data is taken care of according to the rules of GDPR
This extension enables you to perform a credit rating lookup at UC followed by an automated or manual credit decision—before an offer is sent out to a customer.
With this extension you can safeguard that specific amounts/limits in a proposal are not breached without a manual approval being logged.