"Smart" feature for contract options

It would be extremely helpful to us to have a “smart” feature within the system for contracts with options. Meaning that if a contract has an option, you load in all details when originally loading in the deal and then you can either click that option is exercised or isn’t and it actually triggers an action.  Even if it still just walked you through some action steps to load in the expiration date and rollover asset line items, it would be helpful.  Basically we can't bank the revenue that is in jeopardy for a contract if there is an option so there is a huge window of manual error that could occur. Just wanted to mention it as we can’t be the only team with options in deals that trigger a very manual process once the option date passes.

  • Guest
  • Apr 24 2019
  • Future consideration
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