The system is intuitive and user-friendly, easy for most people to pick up and start to use with minimal training.
The ability to sort contracts by vendor (funder in our case), type, start and end dates, etc. is very helpful, as is the ability to filter the data to provide a more limited subset of information. This has allowed us to be more proactive about certain contract renewals, develop greater insights into sources of funding, and Review collected by and hosted on G2.com.
I would like to see:
a) more options for customizing the labels on the navigation bar such as changing Vendor/Supplier to Funder (as we did), Entity to 'Branch" or "Unit."
b) additional reporting options - e.g. by contract type
c) from an end user perspective, I would like to see a more streamlined process when creating new contract cards so that there are fewer "clicks" between tabs and so that certain fields are populated by default with the option to change them via a dropdown menu. (e.g. set the default contract status as "live" with the ability to change to "pipeline" when needed.
d) scrolling up and down the screen or left to right can be a bit cumbersome at times. Review collected by and hosted on G2.com.
Many thanks for your detailed review and helpful feedback.
I know you're in contact with our Customer Success Team to take this forward.
All the best,
Ian







