Contracts

Learn how Contracts work within Unimarket and how you can create, view, and update Contracts.

  • Contracts Administration Module

    The Contracts Module is a powerful tool for storing, managing, and approving institutional agreements.    Permissions Users with the Community Administrator role.   Access...

  • Contracts eSignature Feature

    Contracts eSignature is a premium feature that will assist contract teams accelerate agreement execution. By enabling seamless electronic signatures directly within Unimark...

  • Contracts Dashboard

    The Contract Dashboard provides a centralized, real-time view of contract activity, status, and key metrics. Use it to quickly assess contract health, monitor upcoming ren...

  • Contract Validation for Retrofit Orders

    To ensure more accurate spend tracking and compliance. Unimarket has updated the logic used to validate contract status, at checkout for retrofit orders.This logic applies ...

  • Create a New Contract - Manually

    This guide outlines the two primary methods for contract creation: Manual Setup and Transaction-Based creation. Role RequirementTo create a contract in Unimarket, a user mu...

  • Create a New Contract - Upload

    Before starting your upload, it is critical to remember: Contracts must be uploaded separately for each Contract Type. Because different Contract Types (e.g., Master Agree...

  • Contracts - Leadsheet Tab

    The Leadsheet provides a structured, itemized view of key financial, operational, or transactional data tied to a record. It acts as a working document to review totals, v...

  • Contracts - Counterpart Tab

    The Counterpart tab is the first step in creating a contract. It identifies the supplier, individual, or entity with whom the agreement is made. Properly linking a counter...

  • Contract - Bid Tab

    Linking a bid request to a contract allows you to connect a contract to its original bidding event for better traceability and consistency. This is particularly useful when...

  • Contracts - Documents Tab

    The Documents tab within the Unimarket Contracts module serves as a secure, centralized repository for all paperwork associated with an agreement. By digitizing these file...

  • Contracts - Members Tab

    The Members tab defines who has visibility into a contract and what actions they can take. By managing members, you ensure that relevant stakeholders (e.g., legal counsel,...

  • Contract - Alerts Tab

    The Alerts tab in the Unimarket Contracts module is a critical tool for ensuring proactive contract management. These automated email notifications help contract owners and...

  • Contracts - Comments Tab

    The Comments tab in the Unimarket Contracts module, provides a centralized space for internal stakeholders. To collaborate, document milestones, and maintain a permanent au...

  • Contracts - Workflow Tab

    Contracts Workflows ensure that all agreements created, are reviewed and approved by the appropriate stakeholders. These workflows are tied specifically to Contract Types. ...

  • Contracts - Transactions Tab

    The Transactions tab provides a real-time view of the financial activity, associated with a specific contract. It allows contract members to monitor spend, track order hist...

  • View & Manage a Contract

    This guide provides an overview of how to access, search for, and manage contract records within the Unimarket Contracts module. Access & Permissions Roles/Member on Contra...

  • Amend a Contract

    The Amend function is used to modify an existing contract when its terms or original parameters change. This ensures that the digital record (in Unimarket) always matches t...

  • Renew a Contract

    The Renew feature is designed to extend the life of an existing agreement. Unlike creating a new contract from scratch, a renewal maintains the same Contract Number. And cr...

  • Linking a Contract

    Buyers can link a contract to a transaction (e.g. on the checkout screen, pending requisition order. To ensure all related documents are connected and easy to access. This ...

  • Cancel an Existing Contract

    Canceling a contract is a formal action taken when an agreement is no longer valid, was created in error, or needs to be replaced entirely. Unlike "Archiving," a canceled c...

  • Contracts - Bulk Change Owner

    This administrative tool allows for the rapid reassignment of contracts from one user to another. This is typically used during departmental restructures or when a staff me...