Agreement Reports
| Agreement Expiration - This Quarter | List all the agreements expiring in the current fiscal quarter. |
Agreement Expiration - This Year | List all the agreements expiring in the current fiscal year. |
Agreement Search | Easily find your agreements. |
Agreement Value Report | List all the agreements contract value along with their Account. |
Agreement by Stage | List the agreement and their stage. |
Agreement of High Value due Renewal | Lists the date the high value agreements are due for renew. |
Agreement with Non-Standard Terms | List all non-standard agreements. |
Contract Activity Report | List the recent contract activity report. |
Contracts Expiring This Year by Value | Lists the contract expiring this year with value. |
Contracts with non-standard language | Lists all agreement with non-standard language |
High Risk Contracts | Lists agreement with high risk. |
Proposal Reports | Proposals by Stage | Lists the proposal based on the Approval Stage field. The report displays the account and the grand total of the proposal. |
Proposals Outstanding | Lists the proposals that are not closed to the present date. |
Proposals Value by Stage | Lists the proposal based on the Approval Stage field. The report displays the account and the grand total of the proposal. |
Proposals with Line Items and Products | Lists the details in a proposal including proposal header details, line items details with product, pricing, and line item fields. |
RFP Content Update Report This Quarter | Lists the proposal where RFP content was updated in the current quarter |
RFP Response Content | Lists the RFP content and the owner of the content. |
RFPs by Value | Lists the proposals with RFP values |
Proposal Line Items | Quote and Quote Lines | Lists proposals and proposal line item details |
Quote Details by bundle | Lists proposals and proposal line item details grouped by bundles |