EcofyxOperational area
Contracts and renewals
Ready-to-use application
Contracts, renewals and deadlines
Centralize contracts, terms, renewal dates, service measurements, payments and responsibilities.
What this template is designed to organize
Centralize contracts, terms, renewal dates, service measurements, payments and responsibilities.
Connected structure
4 forms connected to the same Ecofyx operation and record history.
Template profile
Ready-to-use application
What comes with this template
Add this template to an Ecofyx operation to keep its forms, records and results together.
Contract registration
Key fields:
- Contract, subject or reference
- Supplier, customer or contractor
- Category
- Total contract value
- Effective date
- Due date
- Automatic renewal?
Contract amendment record
Key fields:
- Contract number or code
- Contract, subject or reference
- Amendment type
- Previous amount
- New amount
- New expiration date, if applicable
- Amendment description
Contract renewal and price adjustment
Key fields:
- Contract number or code
- Contract, subject or reference
- Current expiration date
- Required action
- Current amount
- Proposed amount
- Proposed new expiration date
Contract measurement and payment
Key fields:
- Contract, subject or reference
- Billing period or measurement
- Expected amount
- Measured or completed amount
- Due date
- Invoice, bill or document
- Notes
How this template organizes the routine
Centralize contracts, terms, renewal dates, service measurements, payments and responsibilities. The structure centralizes records, reduces parallel controls and keeps follow-up in the same operational context.
Information capture
Use the included forms to collect the information needed for this routine.
Operational view
Operational table on desktop and equivalent cards on mobile, with record history and row-level actions.
History and results
Review previous records, follow progress and view results in the same operation.
Dashboard and operational follow-up
Review the records, filters and indicators available to follow this routine.
Contracts, renewals and deadlines
Operational table on desktop and equivalent cards on mobile, with record history and row-level actions.
Available filters
StatusContractOwner
Visible dashboard columns
- Contract
- Scope
- Contractor
- Status
- Expiration date
- Owner
Headline metrics
Use these indicators to follow activity, progress and items that need attention.
Registered contracts
Active contracts
Overdue contract deadlines
Pending renewals
Available actions
Open the relevant form or take the next step from the dashboard. Available actions depend on the record and your access.
- Add contract
- Record contract amendment
- Record renewal or adjustment
- Record progress measurement or payment
- Update contract
Attention points
Check these alerts to identify records that may need follow-up.
- Expired contract or overdue obligation
- Renewal pending
- Overdue payment
Operational workflow
Review the available statuses and the actions that move a record from one status to another.
Contract lifecycle
Drafting→Pending approval→Active→Suspended→Expired→Closed
- Submit for approvalDrafting → Pending approval
- Activate contractPending approval → Active
- Suspend contractActive → Suspended
- Reactivate contractSuspended → Active
- Record contract expirationActive → Expired
- Close contractExpired → Closed
What you can customize
Use the ready structure as a starting point and adjust the elements that are safe to edit for your operation.
Fields and options
Adjust labels, required answers, alternatives and safe extra fields according to the real need.
Identity and access
Configure the operation name, description, team and permissions. Public-page identity can be adjusted when the template includes that resource.
Use and follow-up
Use dashboards, history, filters and exports according to the resources enabled for the template.
Questions about this template
Review the most common questions before using this structure.
What is the Contracts, renewals and deadlines template for?
Centralize contracts, terms, renewal dates, service measurements, payments and responsibilities.
Which forms are included in this template?
Contract registration, Contract amendment record, Contract renewal and price adjustment, Contract measurement and payment.
How are records organized in Ecofyx?
Data is organized in the Contracts, renewals and deadlines dashboard, with an operational list, history and follow-up tools adapted for desktop and mobile.
Does this template include a public page?
The flow is internal; external participation uses an invitation or a restricted link.
Can I customize this template for my organization?
Yes. You can install the ready structure and adjust the elements that are safe to edit. Protected templates keep their main fields and rules; the available customization options are listed in their settings.
Start with Contracts, renewals and deadlines
Ecofyx will take you through the standard flow to choose or create the operation where this template will be used.