Hello everyone! I’m currently the Director of Finance at a construction company. As we go live with Acumatica soon we are seeking assistance in some aspects of contractor and subcontractor agreements management that are lacking to our current situation and needs.
We’re looking to streamline the way we create, issue, and manage subcontractor agreements. While we’ve been following the best setup that has been presented by using “Printed Forms” in the construction module, we’re exploring digital solutions to enhance efficiency and ensure compliance.
We are dynamic in needing to have a template for the basic start of the agreement/contract but will have constant changes with modifications frequently and need an easy way to adjust. We have started this setup by using report designer to get the basic template which has been great but after when we send to the customer and we get a list of items to change in a 40 page document we want an easy way to do this. We have looked at the new feature adobe editor you can do on the side panel but it does not give all the editing features needed.
I’d love to know what others in similar industries are doing. We would like to keep inside of Acumatica as that is where we are pulling the data but if there is better system specializing in this area that can integrate into Acumatica that would be great to explore.
Here are some specific questions on my mind:
- What tools or software have you found useful for managing subcontractor agreements?
- How do you ensure compliance and reduce errors in these agreements?
I’d really appreciate hearing about what’s worked for you (or even what hasn’t!). If anyone has templates or can recommend software they’ve had success with, that would be fantastic. Thanks so much in advance for any advice or tips you can share. I look forward to learning from everyone’s expertise!
