Sans la plateforme
Information about Contracts Integrated with Modules lives in separate spreadsheets, and nobody knows which version is current.
Avec Partiu Formatura
4 modules share the same class, graduate and event records.
Finance and management · Contracts Integrated with Modules
A contract generated from any record, with the tax ID looked up and sanctions screened at creation
The general contract is born where the relationship begins: a single catalog of 12 sources (CRM, graduate, class, supplier, employee, institution, B2B proposal and others) and a "Generate contract" button on the source screens. At creation, the CNPJ is looked up in a chain through BrasilAPI, CNPJ.ws and ReceitaWS, without depending on the CRM, and the counterparty goes through CEIS and CNEP sanctions screening. The B2B proposal total is honored with price band, modifier and discount. Links point to the right record: the employee is the HR record, the class is the operational one.
Le problème et la solution
What changes when Contracts Integrated with Modules works inside the platform
This is connected information about classes, graduates and events across 4 modules, replacing scattered spreadsheets and messages.
Sans la plateforme
Demander un chiffre prend du temps, parce qu’il faut croiser des données venues de plusieurs endroits.
Avec Partiu Formatura
Source Catalog and Generate Contract on the Source Screen update together, with figures ready for the next meeting.
Sans la plateforme
Le processus dépend de qui est là ce jour-là, et son historique disparaît.
Avec Partiu Formatura
Tout le monde suit le même circuit, avec des actions consignées et des droits par rôle.
Sans la plateforme
Communiquer avec les autres services suppose d’exporter des tableurs et de resaisir les données.
Avec Partiu Formatura
Contracts Integrated with Modules shares information directly with other areas of the platform.
Comment ça marche
How information moves through Contracts Integrated with Modules
Chaque étape correspond à un module réel de ce domaine. Ce qu’elle produit passe à l’étape suivante sans que personne resaisisse la même information.
What is available in Contracts Integrated with Modules
- Source CatalogTwelve records that can originate a contract, in a single catalog.4
- Generate Contract on the Source ScreenThe button sits where the relationship is, and the contract is born filled in.4
- CNPJ Lookup and SanctionsCNPJ looked up in three chained sources and the counterparty screened against sanctions lists.4
- B2B Proposal and AmountThe total negotiated in the proposal reaches the contract intact.4
À la une
O contrato nasce onde a relação começa
Doze origens num catálogo único e um botão "Gerar contrato" nas telas de origem. Na criação, o CNPJ é consultado em três fontes em cadeia e a contraparte passa pelas listas CEIS e CNEP. O total da proposta B2B chega inteiro, com faixa, modificador e desconto.
Voir à l’œuvre- CRM, formando, turma, fornecedor, colaborador, instituição e proposta B2B entre as origens
- BrasilAPI, CNPJ.ws e ReceitaWS sem depender do CRM
- Vínculo com o cadastro certo: colaborador é o do RH, turma é a operacional
Source Catalog
Twelve records that can originate a contract, in a single catalog.
- Single catalog with 12 contract sources
- Sources such as CRM, graduate, class, supplier, employee, institution and B2B proposal
- Each source knows which record fills the contract
- The same list applies to every screen that generates contracts
Generate Contract on the Source Screen
The button sits where the relationship is, and the contract is born filled in.
- "Generate contract" button on the source screens
- Contract filled with the data from the source record
- Contract links point to the right record: the employee is the HR record, the class is the operational one
- The generated contract follows the normal signing and management cycle
CNPJ Lookup and Sanctions
CNPJ looked up in three chained sources and the counterparty screened against sanctions lists.
- Automatic CNPJ lookup at contract creation
- Three chained sources: BrasilAPI, CNPJ.ws and ReceitaWS; if one fails, the next one answers
- Works without depending on the CRM
- Sanctions screening against the CEIS and CNEP lists
B2B Proposal and Amount
The total negotiated in the proposal reaches the contract intact.
- B2B proposal total honored in the contract
- Price band, modifier and discount preserved
- Contract linked to the proposal that originated it
- No amount retyped between proposal and contract
Liste de contrôle
Everything included in Contracts Integrated with Modules
All 16 features in this area, grouped by module so you can compare systems item by item.
- Single catalog with 12 contract sources
- Sources such as CRM, graduate, class, supplier, employee, institution and B2B proposal
- Each source knows which record fills the contract
- The same list applies to every screen that generates contracts
- "Generate contract" button on the source screens
- Contract filled with the data from the source record
- Contract links point to the right record: the employee is the HR record, the class is the operational one
- The generated contract follows the normal signing and management cycle
- Automatic CNPJ lookup at contract creation
- Three chained sources: BrasilAPI, CNPJ.ws and ReceitaWS; if one fails, the next one answers
- Works without depending on the CRM
- Sanctions screening against the CEIS and CNEP lists
- B2B proposal total honored in the contract
- Price band, modifier and discount preserved
- Contract linked to the proposal that originated it
- No amount retyped between proposal and contract
Want to see Contracts Integrated with Modules in your operation?
Demandez une démonstration sur vos propres chiffres, sans engagement. Un échange vous aidera à juger si le module répond à vos besoins.