ColoredCow / portal

A hub-and-spoke platform for organizations to effectively manage their operations and data. Uses GSuite.
MIT License
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Project Contract Management Feature #3356

Open Abhinegi2 opened 1 year ago

Abhinegi2 commented 1 year ago

Is your feature request related to a problem? Please describe:

Currently, we face challenges in manually creating or updating new or ongoing project contracts within the CRM module. This manual process is time-consuming.

Describe the solution you'd like:

We propose the implementation of an automated "Project Contract" feature within the CRM module. This feature should allow users to easily generate and update project contracts directly within the system. The key functionalities of this feature should include:

Contract Generation: Users should be able to select a project and generate a contract automatically based on predefined templates or customizable templates.

Template Management: The system should provide the capability to manage and edit contract templates, allowing for customization to suit specific project requirements.

Contract Tracking: A tracking mechanism should be in place to monitor the status of project contracts, including expiration dates and renewal reminders.

Integration: The feature should seamlessly integrate with other relevant modules such as HR and Invoice, ensuring consistent and up-to-date information across the entire system.

Notification System: Implement a notification system that alerts users about contract-related activities, such as contract approvals, updates, and deadlines.

Additional context:

rathorevaibhav commented 1 year ago

While we aim to build a complete end-to-end automated contract management system, there is an immediate need to be worked on. Please consider issue #3359 that needs to be picked up.