Gestion d’entreprise · Contracts Integrated with Modules

A contract generated from any record, with the tax ID looked up and sanctions screened at creation

The general contract is born where the relationship begins. A single catalog of 12 sources and a "Generate contract" button on the source screens fill the contract with the right record. At creation, the CNPJ is looked up in three chained sources, without depending on the CRM, and the counterparty goes through CEIS and CNEP sanctions screening. The B2B proposal total arrives intact, with price band, modifier and discount.

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O problema e a saída

As dores que Contracts Integrated with Modules resolve todos os dias

Se alguma dessas situações parece familiar, é porque elas se repetem em quase toda empresa de formatura, até o sistema certo entrar em cena.

A dor

The supplier contract is created from scratch on the contracts screen, and someone retypes the legal name, CNPJ and address.

Com o Partiu Formatura

"Generate contract" button on the source screen, with the contract filled from the record and linked to it.

A dor

Each module generates contracts its own way, and nobody knows where each one came from.

Com o Partiu Formatura

A single catalog with 12 sources. Each source knows which record fills the contract, and the same list applies to every screen.

A dor

The CNPJ was typed wrong, or the company changed its legal name, and the contract went out with stale data.

Com o Partiu Formatura

Automatic CNPJ lookup at creation, chained through BrasilAPI, CNPJ.ws and ReceitaWS: if one source fails, the next one answers. Without depending on the CRM.

A dor

The company signed a contract with a supplier that was barred from contracting with the public sector.

Com o Partiu Formatura

Sanctions screening against the CEIS and CNEP lists at contract creation.

A dor

The B2B proposal had a price band and a negotiated discount, and the contract went out with a different amount.

Com o Partiu Formatura

The B2B proposal total is honored in the contract, with price band, modifier and discount preserved.

A dor

The employee's contract points to the wrong record, and so does the class's.

Com o Partiu Formatura

Links point to the right record: the employee is the HR record, the class is the operational one.

Na prática

Exemplos reais de como Contracts Integrated with Modules trabalha por você

Situações do dia a dia de empresas de formatura, do problema ao resultado, usando os módulos que você vê nesta página.

01

The contract from the B2B proposal

O cenário

The salesperson closed a B2B proposal with an institution, with a volume price band and a closing discount.

Com o sistema

On the proposal, they clicked "Generate contract". The contract was born with the proposal total, price band, modifier and discount, and the institution's CNPJ looked up on the spot.

O resultado

No amount retyped, and the contract linked to the proposal that originated it.

02

The sanctioned supplier

O cenário

Purchasing was about to hire a security company for the semester's events.

Com o sistema

When generating the contract from the supplier record, sanctions screening found the CNPJ on the CEIS list.

O resultado

The hiring stopped before signing, and Purchasing looked for another qualified supplier.

03

The source that went down

O cenário

Late one afternoon, BrasilAPI was down and the team needed to generate three contracts.

Com o sistema

The chained lookup moved on to CNPJ.ws and, if needed, to ReceitaWS. All three contracts went out with current data.

O resultado

Nobody noticed the outage, and no contract was left for the next day.

Como funciona

O caminho que a informação faz em Contracts Integrated with Modules

Cada etapa é um módulo de verdade, e o que sai de uma entra na outra sem ninguém digitar de novo.

  1. 1The relationship starts in a recordA lead in the CRM, a graduate, a class, a supplier, an employee, an institution or a B2B proposal: one of the 12 sources in the catalog.
  2. 2Someone clicks "Generate contract"The button sits on the source screen. The contract is born filled from the record and linked to it.
  3. 3The CNPJ is looked upBrasilAPI, CNPJ.ws and ReceitaWS in a chain, without depending on the CRM. Legal name, status and address arrive up to date.
  4. 4Sanctions are screenedThe counterparty goes through the CEIS and CNEP lists before the contract moves on.
  5. 5The amount is preservedWhen the source is a B2B proposal, the total arrives intact, with price band, modifier and discount.
  6. 6The links point to the right placeThe employee is the HR record, the class is the operational one. The contract follows the normal signing and management cycle.

Módulo por módulo

Tudo o que existe em Contracts Integrated with Modules

4 módulos e 16 recursos nesta página, o mesmo cadastro de turma, formando e evento sustentando todos eles.

Source Catalog

Twelve records that can originate a contract, in a single catalog.

  • Single catalog with 12 contract sources
  • Sources such as CRM, graduate, class, supplier, employee, institution and B2B proposal
  • Each source knows which record fills the contract
  • The same list applies to every screen that generates contracts

Generate Contract on the Source Screen

The button sits where the relationship is, and the contract is born filled in.

  • "Generate contract" button on the source screens
  • Contract filled with the data from the source record
  • Contract links point to the right record: the employee is the HR record, the class is the operational one
  • The generated contract follows the normal signing and management cycle

CNPJ Lookup and Sanctions

CNPJ looked up in three chained sources and the counterparty screened against sanctions lists.

  • Automatic CNPJ lookup at contract creation
  • Three chained sources: BrasilAPI, CNPJ.ws and ReceitaWS; if one fails, the next one answers
  • Works without depending on the CRM
  • Sanctions screening against the CEIS and CNEP lists

B2B Proposal and Amount

The total negotiated in the proposal reaches the contract intact.

  • B2B proposal total honored in the contract
  • Price band, modifier and discount preserved
  • Contract linked to the proposal that originated it
  • No amount retyped between proposal and contract
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Onde Contracts Integrated with Modules vive dentro do catálogo de recursos

Estas áreas do catálogo detalham, recurso por recurso, os módulos que sustentam esta página.

Contracts Integrated with Modules

The general contract is born where the relationship begins: a single catalog of 12 sources (CRM, graduate, class, supplier, employee, institution, B2B proposal and others) and a "Generate contract" button on the source screens.

Business Management

Commercial, full life cycle contracts, stock, addressed warehouse with traceability by lot and series, assets, shipping and sales tax documents.

CRM & Sales

Leads, pipelines, deals, activities and forecast like any sales CRM, plus what only the graduation market needs: a radar of classes that do not exist yet, a B2B pipeline with gates that refuse advancement without requirements, a graduation committee with an influence matrix, immutable proposals with a simulator for the committee, contracts tied to the accepted proposal, a timeline with integrity proof and a funnel for each graduate all the way to payment.

Purchasing & Supplies

Complete supply cycle: approved supplier, electronic quotation with the supplier's own portal, comparative map, purchase order with authority and budget, receipt with three-way verification, entry into stock and account payable.

Human Resources

People Management from structure to payment: employees, time, vacation, time bank, benefits, commissions, payroll with charges and legal tables, 13th, provisions, payslips, eSocial, recruitment with pipeline and candidate management in the talent bank.

Explore também em ERP

Contrats

Contracts with the institution, suppliers and partners, with versions compared clause by clause, approval levels by amount, a clause library with standard wording, sequential electronic signing with public hash verification, optional ICP-Brasil digital signature using your own company certificate and amendments that update value and term automatically.

CRM

Selling graduations is a long cycle, with many decision makers and a committee that changes every year.

Fournisseurs

A single supplier record for the whole company, with qualification, documents with expiration dates, a performance score fed by every receipt, and supply contracts with locked prices.

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