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Contracts · Coming soon

Contract management for service businesses

Agree terms, sign electronically and never miss a renewal.

Contracts set the rules for everything that follows: the rates, the deliverables, the billing and the renewal date. Perspectiv keeps contracts on the client and links them to the projects and invoices they govern.

Perspectiv client contract with agreement details, a related project and a renewal reminder
Perspectiv private beta · Q2 2027 · CRM and Knowledge hub first. Other capabilities follow in stages.Apply for the private beta →

How it works

  1. Capture the agreementCreate and add contract details in the relevant area.
  2. Review and approveCollaborate, review and approve.
  3. Follow obligationsKeep terms, deliverables and key dates in view.
  4. Manage renewalGet renewal, expiry and notice reminders.

Built around the work

  • From draft to renewalTypes, master agreements, statements of work and amendments.
  • Terms that guide deliveryRates, obligations, deliverables and acceptance stay connected.
  • Dates you can act onRenewal, expiry and notice reminders in context.
  • Appropriate privacyEmployee agreements stay in People with restricted access.

Everything in Contracts

One contracts framework for client, supplier, employee and event agreements, managed inside the area each contract belongs to. Items marked Later come in a later phase.

Lifecycle

  • Contract types and lifecycle
  • Master agreements and statements of work
  • Amendments and renewals
  • Requests, review and approval

Terms and obligations

  • Obligations, deliverables and acceptance
  • Commercial terms and rate schedules
  • Clause library and templates
  • Not-to-exceed caps and remaining value

Staying on top

  • Renewal and expiry reminders
  • Notices and termination
  • Dashboards for expirations, notices and signatures
  • Termination impact on projects, billing and subscriptions

Used everywhere

  • Client contracts in Sales and Projects
  • Supplier and subcontractor contracts in Procurement
  • Employee agreements in People, kept private
  • Support agreements in Service and event contracts in Events

Negotiation

  • Negotiation issues tracked by version
  • Flags edits to approved clause language
  • Contract risk register with mitigation
  • Side-by-side comparison and redlining Later

Connected across Perspectiv

Each capability keeps its own availability.

At a glance

  • Contract types and lifecycle
  • Master agreements and statements of work
  • Amendments and change orders
  • Contract hierarchy and relationships
  • Requests, review and approval
  • Obligations, deliverables and acceptance
  • Commercial terms and rate schedules
  • Clause library and templates
  • Electronic signature packages
  • Renewals, notices, expiry and termination

Contracts that drive the work

A contract in a shared folder cannot warn you about a renewal, check an invoice against the agreed rates or tell a project manager what was promised. In Perspectiv, the contract’s rate schedules, obligations and deliverables are data that the project and billing use.

Supplier contracts too

The same approach applies to what you buy: vendor contracts sit with your suppliers in procurement, with renewal reminders in a later phase.

Where it lives in Perspectiv

Labels show what opens first in the private beta (Q2 2027), what is being built now, and what is on the roadmap.

  • Contracts (framework)Coming soon

    One contracts framework for client, supplier, employee and event agreements, with renewals and e-signature.

  • CRMBeta Q2 2027

    Accounts, contacts, leads and opportunities, with every activity on the client’s timeline and opportunity forecasting.

  • Project managementComing soon

    Projects, programs and portfolios, with budgets, change orders, WIP, profitability and forecasts.

  • SalesPlanned

    Quotes, services estimates, sales orders, client agreements, invoices to clients and payment tracking.

  • PurchasingPlanned

    Requisitions, purchase orders, receiving, vendor invoices and a vendor portal.

Questions

Where do contracts live?

Inside the relevant areas, using one shared framework. Event agreements belong in Events.

Does it include e-signature?

Yes. Contracts, part of the framework, include electronic signature packages.

Is contract management available now?

Contracts are coming soon: they are being built now and join the beta when they are ready.

When can we start?

The private beta opens in Q2 2027 with Knowledge hub (intranet and published documentation) and CRM, with the framework underneath. Other modules join as they are ready.

Related

See it in the private beta.

The beta opens in Q2 2027 with Knowledge hub and CRM. Beta customers pay no initial license fee.

Apply for the private beta Get product updates