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ContractComplete Resources
There are several ways you can get help with ContractComplete.
Can’t find what you’re looking for? Contact us by email or phone, or start a live chat with a ContractComplete representative.
Documentation
We’ve amassed several resources which can help you get started with ContractComplete and answer any questions you might have.
See full documentation list below.
Videos
We have compiled several tutorial videos which demonstrate various tasks that can be accomplished within ContractComplete.
View full collection of tutorial videos.
Blog
Want to keep up to date with what’s happening in the world of ContractComplete? We also post feature announcements there.
Check out our blog.
- ContractComplete Overview
- My Profile
- Help
- Documentation
- Live Chat
- Send Feedback
- Profile
- User Configuration
- Integrations
- Contacts
- Subscriptions
- Invoices
- Subscriptions
- Estimation
- My Action Box
- Contract Setup
- My Bids, Tenders & Quotes
- Quote
- Tender
- Draft
- Tendering
- Tendering Stakeholder's View
- Tendering-Bidder's View
- Post Tender
- Reopen Tender
- Allow Resubmission
- Manual Bid Entry
- Negotiations
- Awarding a Contract
- My Contracts
- Awarded Collaborative mode
- Draft
- Draft Stakeholder's view
- Draft Contractor's view
- In Progress
- In Progress Stakeholder's view
- In Progress Contractor's view
- Completed
- Awarded Administrator Solo
- Awarded Contractor Solo
- Clone a Contract
- Overview Page
- Bidder/Contractor Selection
- Schedule of Prices
- Importing from Excel
- Smart Importer
- Documents
- Provisional Items
- Qualification Questions
- RFI
- Submittals
- Change Orders Page
- Proposing Changes
- Change Orders
- Progress Reports
- Invoice/Payment Certificate
- Invoicing
- Payment Certificates
Overview
ContractComplete is designed to ease the burden of communication between all parties involved in a contract by making sure everyone is on the same page. This begins before the tendering process, and continues all the way to project completion. We are always adding more capabilities and welcome feedback on our product. This article gives a brief overview of how ContractComplete works, and how it fits in to a typical project.Roles and Permissions
Users in ContractComplete are grouped into “companies”. Users within a particular company can have different permissions and can perform different actions based on the selected permissions and their role in the contracts. Users can be added through the My Company tab, on the User Configuration page by clicking the Add User button. ⚠ Only the Administrator can add or remove the users. For more information about adding users and setting permissions please click here.Actions/Permissions | Administrator | Manager | Coordinator | Resource Viewer |
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View Contracts | ✔ | ✔ | ✔ | ✔ |
Create new Contracts and Projects | ✔ | ✔ | ✔ | |
Delete Contracts and Projects | ✔ | ✔ | ✔ | |
Invite Bidders to Bid on a Tender | ✔ | ✔ | ✔ | |
Invite Stakeholders to Contribute on a contract | ✔ | ✔ | ✔ | |
Update Items in a contract | ✔ | ✔ | ✔ | |
Upload Documents to a contract | ✔ | ✔ | ✔ | |
Delete Documents from a contract | ✔ | ✔ | ✔ | |
Update Bidding Instructions | ✔ | ✔ | ✔ | |
Start the Tendering Process | ✔ | ✔ | ✔ | |
Submit Bid for a Tender | ✔ | ✔ | ✔ | |
View and Compare Submitted Bids | ✔ | ✔ | ✔ | |
Create a Progress Report | ✔ | ✔ | ✔ | |
Delete a Progress Report | ✔ | ✔ | ✔ | |
Propose a Change to a contract | ✔ | ✔ | ✔ | |
Create a Change Order | ✔ | ✔ | ✔ | |
Edit Vendors and Contacts | ✔ | ✔ | ✔ | |
Create Invoice | ✔ | ✔ | ✔ | |
Remove Bidders from a contract | ✔ | ✔ | ||
Remove Stakeholders from a contract | ✔ | ✔ | ||
Allow Bidders to change their bid | ✔ | ✔ | ||
Award a contract | ✔ | ✔ | ||
Approve a Change Order | ✔ | ✔ | ||
Reject a Change Order | ✔ | ✔ | ||
Add/delete users | ✔ | |||
View and update payment information | ✔ | |||
Add/delete divisions | ✔ | |||
Assign admin rights to other users | ✔ |
Roles
On a given contract, a company can assume any of the following roles. Each role comes with its own set of actions which can be performed. Here’s a brief explanation of each role and some of their permitted actions.
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Contracts
In general, there are two types of contracts in the ContractComplete.- Tender
- Regular Tender
- Administrator (Primary stakeholder) solo mode
- Awarded contracts
- Collaborative mode
- Contractor solo mode
- Administrator (Primary stakeholder) solo mode
- Addendum Builder
- Q&A (possibility for the bidders to submit their questions and receive answers)
- Negotiation
- Allow Resubmission
- Manual Bid entry
- Reopen Tender
- Start work in Solo mode
- etc
Contract Life Cycle
Stage Name | Overview |
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Draft | The developer may either pick stakeholders to design the contract, or start designing the contract on their own. When the contract is ready, the stakeholder or the developer can start the bidding process. |
Tendering | The selected bidders receive a notification telling them that they’ve been selected to bid on a contract. They can now view the contract documents and enter in their unit prices. |
Post Tender | The developer may view and compare the submitted bids to select a winner. Negotiation and Reopnening Tender features can be used in this stage. |
In Progress | Work on the contract has started, and new actions can be performed. Change orders, progress reports and invoices become available. |
Completed | All work has been completed on the contract, and no work remains to be done. The contract will be read-only unless it is re-opened by someone |
Roles/Stage Name | Draft | Tendering | Post Tender | In Progress | Completed |
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Bidders |
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Contractor |
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My Profile
Based on the name and last name user enters while signing up, a tab will be generated displaying the name and last name. This tab is located at the top right side of the application. Users can find the followings under this tab: My Profile: In the My Profile page user can do the following actions:- Edit job title
- Change Password
- Edit Social information
- Edit name and last name
- Upload a new Cover Photo
- Upload a new profile picture