Here at Coda, we have a small and lean legal team that services a lot of customers. The majority of our customers electronically accept our online legal terms, but we sometimes enter into negotiated contracts with larger customers. To store these contracts, we use Coda.
We set up a contracts storage database to store the final PDF and Word versions of the contracts. We start by
. When we add the contract, we’ve included a number of fields that allow us to track basic contract information like contract effective date, annual contract value, renewal terms, payment, etc.
🔑 Tracking Key Contract Terms
We have also created a few subpages that give us clear views of some of the key terms we track —for example, our contract expiration/renewal dates, liability caps, privacy/breach notification obligations, payment terms and subprocessor notification requirements.
Coda is an all-in-one doc for your team’s unique processes — the rituals that help you succeed. Teams that use Coda get rid of hundreds of documents, spreadsheets, and even bespoke apps, to work quickly and clearly in one place.