The pre-built contract intake form automatically routes all submission details to the appropriate team members. It establishes a blueprint your team can follow as contracts pass from one stage to the next. No more missed requests, audits, approvals, or deadlines.
The template provides a more efficient way to organize the contract negotiation process, allowing you to see all stages in one view and eliminate wasted time going through approvals.
The beauty of Wrike’s contract management template is that it’s customizable to the way you and your team works. We recommend starting with the pre-built template and workflow. You can then customize the template based on your organization and individual needs.
You can only access this template when you create a new space. You can access the use case templates gallery through the space creation wizard. When you opt to create a new space, the template gallery opens by default.
- Click the “+” button in the upper-right corner of your workspace.
- Select “Space.”
- On the page that opens, hover over the use case you want and click “Preview.” Look for the “Contract management” template in the list (use the search bar if needed).
- Now, you can see more information about the use case. Click “Select” to create a space.
Yes, there are.
- To use this template, you need to have at least the Business plan or up. Check our plans here.
- You must have the required permission to create a public space in your account.
- If the template contains account-level custom fields, custom item types, workflows, request forms, or automation, you must have the permission required to create those items.
- This template is only available when the workspace language is set to English.
Check the prerequisites above. If you don’t match one of the prerequisites, talk to your space admin or your account owner. If you match all the prerequisites and you still can’t see the “Contract management“ template, feel free to reach out to the Wrike support team.