Create and manage agreements and CDAs

Create agreements to track active partnerships.

Overview

Plan availability: Essential/Advanced
Required user role: Manager/Contributor (see details)

Keep track of the agreements signed with your partners and get an overview of the collaboration status and terms directly from the opportunity and company pages.

As the management of the agreements is integrated into your opportunities evaluation process, it's easy to get a quick overview of the relevant CDAs (Confidential Disclosure Agreements) directly from your opportunities (or company profiles) and, more generally, of the types of active agreements related to your projects.

Access agreements

You can access the agreement hub from the Agreements entry in the navigation bar.

Agreements are also saved under the Related information tab on the opportunity pages and the Agreements tab on the company pages. 

What's inside agreements

In the header information, you can find:

• The status of the agreement: 
  • Active: The contract is in the execution period.
  • Terminated: The contract has been stopped before the end of the validity period, either due to a contract breach or as requested by a party.
  • Expired: The expiry date was reached, but the contract was not renewed or amended.
  • Draft: The contract is not signed yet, but is being written or reviewed before signature.
  • Canceled: The contract was in draft and was canceled before being signed.
• The agreement owner.
• A link to the company page of the partner company.
• The type of agreement: CDA, Licensing, Clinical collaboration, Commercial collaboration, Development collaboration, Investment, MTA, Research collaboration, etc.
• A Validity section indicating the Effective date and Expiration date of the agreement. If you're the owner of the agreement, you'll receive email notifications before the expiration date is reached: 60 days before, 7 days before, and on the day of the expiration. You can manage those notifications from your Account page in Deal.
• A Main document section where you can access the attached or linked main document.

In the Overview tab, you have access to several sections:

• Territories: This section indicates the geographical zone(s) where the agreement applies.
• Details: This section contains all the general information about the agreement.
• Financials: This section contains all financial information about the agreement.
• Related agreements: Here you can link other agreements if they're related.
• Related opportunities: Here you can link the opportunities to which the agreement applies.
• Description: Here you can describe the agreement and add important notes with the rich-text editor.

In the other tabs, you can link obligations, contacts, and amendments, and attach files.

You can access the activity stream panel at the top right of the page.

Manage agreement categories and types

Required user role: Manager with Business Admin role.

By default, we offer eight categories of agreements, each supporting a range of agreement types.

• Agreement categories are provided by default by the application and can't be modified.
• Some standard agreement types are provided by default by the application, but as a Business Admin, you can add more types and edit or remove existing ones.

Navigate to the Agreement tab of the Administration page and select the Agreement type field in the Core section. From here, you can see the list of existing agreement types.

Add new agreement types

Click Add, a pop-up will open. Enter a name to label the agreement type and select how this type should behave in the application.

Merge agreement types

Select the agreement types you want to merge together and click Merge. 

A pop-up will open. You can see how many agreements will be impacted for each agreement type. In the Merge into drop-down list, select the agreement type you want to keep. Finally, click Merge.

Edit or remove existing agreement types

Click the more option button next to the agreement type you want to modify, and select Edit or Remove and Delete.

Create agreements

There are three ways of creating an agreement:

1. From the navigation bar

You can create an agreement wherever you are in the application from the Create button at the bottom of the navigation bar. Click Create and select Agreement in the drop-down list.

2. From the agreement hub

You can create an agreement from the agreement hub by clicking the Create button at the top right of the page.

3. From opportunities or companies

You can create an agreement directly from the Related information tab of an opportunity or the Agreements tab of a company. Click Add, or Create agreement if this is the first agreement you're adding in this opportunity or company.

After clicking any of the above-mentioned Create buttons, a pop-up will appear:

1. Enter the name of the agreement.
2. Select the type of agreement. By default, the following list is available: CDA, Licensing, Clinical collaboration, Commercial collaboration, Development collaboration, Investment, MTA, Research collaboration, and Other. Note that once you've set the type of agreement, you won't be able to change it afterward. If you have Business Admin rights, you can customize this list from the Administration page of Inpart Deal.
3. The name of the partner company is automatically pre-selected, but you can add more.
4. The name of the related opportunity is automatically pre-selected, but you can add more.
5. The status of the agreement is set by default to Active, but you can select another status.
6. The effective date of the agreement is set by default to the day you're adding this agreement to Inpart Deal, but you can select another date in the past or in the future.
7. You can attach the agreement document or provide a link to access it.

Once you've entered all the information, click Confirm. The newly created agreement will appear in the list under the Agreements tab.

Edit agreements

You can edit the following fields: 

• Agreement name and partner company: click the more options button at the top right of the agreement page, and select Edit.
• The agreement owner: click the name of the current owner to open a drop-down list of other users and select one of them.
• The Activities and Opportunities fields. Click Edit in the Scope section.
• The Tier and Internal entities fields. Click Edit in the Details section.
• The description. Don't forget to click Confirm once you've modified the text.
• The Effective date and Expiration date fields. Click Edit in the Validity section.

Add CDAs

Go to an opportunity page and click Add in the CDA section.

The same creation pop-up as in Create an agreement will appear. Follow the same process.

Configure agreement field values

Required user role: Manager role with Business Admin rights.

See Manage List Values and Tags.

Attach documents

You can attach several documents or add links to external storage spaces.

Go to the Attachments tab and click Add or drag and drop the documents.

Once you've added documents, you can select one of them as the main agreement document. Click Promote to main document. 

To replace the existing main document with another one, select the document in the attachments and click Promote to main document, the old main document will be replaced but will still be available in the attachments. You can also select a brand new document by clicking the more options button in the Main document section and selecting Replace.

You can also rename or delete the documents.

Make agreements public or private

With Agreement Access Control, you can define who can view, access, and edit agreements among Manager users. This ensures that the right information is shared with the appropriate stakeholders while maintaining data security and confidentiality.

An agreement, and all the information contained in it, can be:

• Public: Visible to all users having access to the agreement.
• Private: Only visible to the agreement's owner and the users who were allowed access.

You can make an agreement private only after you create it, as it's always set as public at first.

1. Click the Manage access button at the top right of the agreement page.
2. A pop-up will open. Click Make private.
   
   
3. A message will appear asking for your confirmation. Click Confirm.
   
   
4. Once the agreement is private the following message appears, and a red lock icon appears next to the agreement name.
   
5. To add allowed users, enter their names in the search bar. A list of users will appear. Select the user and click Add.
6. To remove a user from the allowed users, click the red cross next to their names.
7. Click Make public to reverse the action and have the agreement public and available to all users again.

Link agreements together

Agreements can be linked together in the following cases:

• Related: When two agreements are strongly related and need to be considered together to fully understand the obligations between the partners. This is the case for MSA (Master Service Agreement), for example.
• For reference: When an agreement could be useful as a reference for another agreement.

New agreements created with a company currently under an MSA will be automatically linked to the existing active MSA. However, you can decide not to link the existing MSA at the bottom of the creation form.

Delete agreements

Click the more options button at the top right of the agreement overview and select Delete. A pop-up will appear asking for your confirmation.

Detailed user rights

All the rights below are conditional to the fact that the related initiative is public or private. If an initiative is private, the rights apply only to the users who have access to the initiative.

If you're a Manager, you can perform the following actions on all agreements whether you own the related opportunities or not.