Contract records

Manage your contractual relationships online with us.

Record basic information about the partner and the contract, such as its type, subject, validity, effectiveness and much more. Any number of documents can be attached to the contract card. Thanks to the function of subordinate and superior contracts, manage the life cycles and amendments of your contracts from signature, approval and digital signature to archiving.

Workflow

Like other modules, contracts work with workflows. Thus, the contract can be registered by administrative support and the accounting department can only approve it before it can be finally approved, for example, by the director or another competent person.

Filtering reports and exports

You can view contracts in comprehensive reports, sort them as you like, filter them, and export these selections to xls and csv formats. or create a menu item from it and have it available at any time with one click, for example as a list of contracts to sign. You will get a quick overview of, for example, currently valid contracts or those ready for approval and signing.

Notification

For contracts, you can also set alerts for the impending expiration or effectiveness. Working with contracts from the mobile application is also a matter of course.

Mobile application

Download our mobile application. It will help you when working in the field. It is no stranger to GPS, NFC, QR or barcode technologies and can be downloaded for Apple or Android mobile phones.

Download for Apple
Download for Android

Case studies

INSIO easily managed not only to easily take into account our requirements, but also to modernize some steps. For example, thanks to the integration into the OCR digitization system, we have completely automated the process of writing invoices into the system with artificial intelligence.

David Jelen – CFO

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By implementing the INSIO system, UNION pojišťovna acquired a tool that effectively solves the purchase process, from the request through the order, communication with suppliers to tracking the delivered goods. The system is flexible, it can adapt to changes in the organization, processes or permissions.

Zuzana Szabados – Procurement Manager

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Innovation accompanies us throughout our history, they are our essence, both towards our customers and in our own functioning. The field of IT has always been a very sparsely developing field. It’s not enough to just keep up, you have to be ahead of the competition to succeed.

Martin Souček – General Director

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