Contract Review
Reduce risks while meeting your customers' expectations
Ensuring your entire team is on the same page about customer orders and agreeing delivery times isn’t easy. That’s why we’ve created this solution – to help you reduce risks and future liabilities. It makes contract review easy to complete on even if you can’t find time to meet. And there’s no more ambiguity on what was promised to the customer or disagreements on delivery dates.
With Unifize, every contract review is a dedicated conversation. That makes it easy to bring the right teams, like engineering, production or quality, into the conversation. Import POs , contracts, terms or complaints as inputs. Keeping on top of due dates and assigning accountability is a breeze. Our customizable checklist captures delivery dates, products, quality inspections and other terms. Create tasks for any special items you need to track, and assign ownership to the right person. And it connects to other processes like customer inquiries, feasibility and APQP.
Manage all your contract review records with charts by owner, status, or due date. Create special charts or reports based on underlying data, like customer, or product type. Implement continuous improvement by reflecting on your contract review process to see what worked, and what didn’t.







Built for Contract Review
Manages the core contract review process, including the following steps:
- Requirement definition
- Feasibility analysis
- Risk analysis
- Corrective & preventive actions
- Order acceptance
- Work order creation
- Customer/sales clarifications






Key capabilities - we've covered everything

Create a cross-functional team
Each contract review is a real-time conversation. Specialist teams can added manually or automatically.

Create accountability for each contract review
By assigning ownership to each contract review, you can make sure that everyone is on the same page.

Create and resolve clarifications
Each clarification is a distinct conversation, which ensures everything is transparent and on time.

Create stock indents for special materials
Some POs require custom parts. Place and execute stock indents from within each contract review.

Identify risks and create mitigation plans
Whenever risks on delivery, price or capability are identified, add them to a checklist and define preventive actions.

Create work orders on completion
When processes are related, it adds context to the production and engineering teams. Helps implement corrective actions.

Make deliverables and due dates unambiguous
Since data and conversations are fully traceable, there is no more passing the buck on deliverables and due dates.

Manage contract reviews on a dashboard
Drill down into contract reviews that are taking too long. Spot cycle time trends - and figure out the bottlenecks.

3x reduction in process cycle times

85% fewer email follow-ups

Drive single-point accountability

70% fewer meetings and prep. time

100% visibility on a single system
Process efficiency
Collaborate around processes faster and more effectively
Focus on one objective at a time with a distinct conversation for every process record
Improve response times and reduce email clutter with real-time, asynchronous chat
Measure wasted time in conversations using for every record






Building teams
Drive ownership across multiple teams
Get the right people focusing on the right problem with a dedicated team for every record
Increase accountability and improve outcomes with negotiable & transparent ownership
Identify bottlenecks and balance your team’s load using owner-wise progress charts
Data collection
Improve speed and reduce errors with collaborative data entry
Bring data collection to every conversation using configurable forms
Identify data errors in real-time using conversational data-entry notifications
Improve traceability and compliance using printable forms and QR codes that permanently link back to Unifize







Rapid adoption
Increase engagement inside and outside the organization
Work from the shop floor, the office or remotely on a cloud-based mobile and desktop application
Extend the application to suppliers and customers using interactive emails and compact partner portals
Measure adoption and usage of individuals across multiple usage parameters with user analytics
Reduce follow-ups
Help your team know what to do, when and why
Bring clarity to every team member on their pending tasks and priorities on the intelligent control center
Enable better context and eliminate conflicts with flexible due dates, status and priority
Reduce the headache of coordinating and following up with proactive, automated reminders





Actionable insights
Get end-to-end visibility of all conversations and process data
Understand processes and progress trends using configurable charts and dashboards
Dive deeper into roadblocks or data using drill-down snapshots and click-through conversations
Conduct further analysis on your favorite tools by downloading to spreadsheets
Easy configuration
Get setup or modify any process with a few clicks
Easily map to your existing processes and make rapid changes with configurable process templates
Enable data collection by adding configurable forms to each process
Create workflows with automatic team creation, custom statuses, and process triggers




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