Contract Management Template

Manage and track contracts, and visualize contract progress with a timeline.

Data sources supported

Softr Databases
Airtable
Google Sheets
Notion
Smart Suite
Xano
Coda
monday.com
Supabase
ClickUp
HubSpot
BigQuery
PostgreSQL
SQL Server
Maria DB
MySQL
REST API

Categories

CRM
Business Operations
HR & Recruiting
IT & Operations
Finance & Accounting
Logistics
Construction
Events & Media
Manufacturing
Professional Services

Overview

This free template helps you build a custom contract management system on top of your existing data — so you can avoid version control issues, missed deadlines, and scattered spreadsheets.

It includes a sample database to show you how to structure your contract data, but it’s flexible enough to work with any Softr-supported source (like Google Sheets, Notion, HubSpot, monday.com, and more).

Why use this contract management template

  • Centralize contract oversight: Track every agreement, renewal date, and signer — without juggling PDFs, inboxes, and calendar reminders.
  • Keep teams and stakeholders aligned: Give legal teams, execs, and project managers access to only the contracts they need.
  • Reduce risk and save time: Avoid missed milestones, outdated terms, and legal headaches with better visibility and workflows.

Template features:

Who is this contract management template for?

Designed for lean operations and growing teams, this template is ideal for:

  • Legal teams & contract managers: Stay on top of every agreement, from NDAs to renewals.
  • Procurement specialists: Track vendor contracts and reduce risk.
  • Sales & business development: Manage partnership and licensing agreements.
  • Finance & accounting teams: Align billing timelines with contract terms.
  • Operations leads: Ensure contracts are signed, tracked, and accessible across teams.
  • Executives: Gain visibility into high-value agreements without digging through files.
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“What we love most about Softr is the instantaneous, customizable power a no-code platform allows.”

David Malbin
Founder, Integral Ed

How to set up your contract management portal template

  1. 1
    Click Use template: Sign up or log in to your Softr account (it’s free, no credit card required!)
  2. 2
    Connect and map your data: Connect to any of 14+ data sources (like Airtable, Google Sheets, HubSpot, Notion, and more) in just a few clicks. Map your data to replace mock content in pre-set fields and pages.
  3. 3
    Customize logic and branding: Adjust layouts with drag-and-drop. Set user groups and permissions to control access, then style everything to match your brand.
  4. 4
    Go live in minutes: Your contract management portal is ready! Publish and share the URL with your clients to start collaborating.

Frequently asked questions

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