Contract Management Spreadsheet Template

Overview

This template centralizes your entire legal and operational document filing system, replacing scattered folders and local files. It tracks essential metadata like signing dates, expiration dates, and active reviewers, ensuring no deadline slips through the cracks.

Two connected tables organize your workflow: a main 'Contracts' repository and a 'Users' directory. Distinct fields allow you to categorize agreements by type—such as Employment, Licensing, or Purchase Orders—and attach the actual document files directly to the record for instant access.

Why choose a Contract Management database over a contract management spreadsheet

The power of Softr Databases

Spreadsheets often fail when managing legal documents because they cannot robustly store file attachments or enforce critical data types like dates. Softr Databases solve this by using structured column types that prevent format errors. Unlike a contract management spreadsheet, this database uses native relationships to link a 'Reviewer' from your team directly to specific contracts, ensuring clear ownership without data duplication.

Core features and functionality

This template allows you to store PDF or Docx files directly within the 'Contract' attachment field, keeping the source document next to its metadata. You can filter records by status (e.g., 'In Development' or 'Approved') or category (Finance, Legal, Ops) to visualize your pipeline instantly. With Database AI agents, you could even automate the extraction of key clauses or summaries from uploaded documents in the future.

Who is this Contract Management Database for

This template is designed for teams that need to maintain strict oversight of legal obligations:

• Legal Departments: Track renewable dates and statuses across all client and vendor agreements.
• HR Managers: Organize employment contracts and separation agreements securely in one view.
• Operations Leaders: Manage supply chain purchase orders and licensing agreements efficiently.
• Finance Teams: Audit bill of sale documents and reconcile contract dates with billing cycles.

How to take it further

Customize the database

You can easily adapt the dropdown options to match your specific terminology. For example, add new options to the 'Contract Type' field for NDAs or modify the 'Category' select field to include specific internal departments.

Import your existing data

Move away from your legacy contract management spreadsheet by exporting your existing tracker to CSV. Upload it directly into Softr to populate your tables instantly, ensuring historical data is preserved.

Build an app on top

Turn this database into a secure internal application using the interface builder. create a portal where 'Contract Managers' and 'Executives' can log in to view only agreements relevant to them. By configuring users and permissions, you can ensure sensitive employment contracts remain visible only to HR while operational agreements are accessible to the wider team.