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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.
Add user – Select/Edit Permissions
Users can have different Prmissions in different Divisions.</small >
Actions/Permissions Administrator Manager Coordinator Resource Viewer
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.
    • Developer:
The “developer” role belongs to the company who owns the project. ContractComplete allows the developer to take a highly involved role in a contract, or take a hands-off approach and delegate the majority of the work to a stakeholder.
  • Create a project
  • Add a contract to an existing project (landscaping, paving, electrical, etc)
  • Select stakeholders and bidders for a particular contract
  • Design a tender form, upload drawings and documentation, manage the bidding process
  • Select a contractor (a winning bid) from a list of bidders
  • Propose change orders
  • View the progress of an existing contract
    • Stakeholder
The “stakeholder” role can belong to one or more companies assisting with a contract such as engineers or architects. Stakeholders are optional for a contract, and are picked by the developer. Stakeholders can perform many of the same actions that the developer can perform with the exception of a few financially sensitive tasks, such as selecting a winning bid or approving a change order.
  • Select bidders for a particular contract
  • Design a tender form, upload drawings and documentation, manage the bidding process
  • Propose change orders
  • View the progress of an existing contract
    • Bidder
The “bidder” role belongs to all companies bidding on a particular contract. Bidders can only view a contract during the tendering process. After the tendering process ends, and a winner is selected, the losing bidders will no longer be able to view the contract, and the winning bidder assumes the role of the “contractor”.
  • Fill in unit prices on a tender form
  • View drawings and documents uploaded by the developer or a stakeholder
  • Provide provisional (extra) item unit prices
  • Upload any signed or unsigned documents required in the tendering process
    • Contractor
The “contractor” role belongs to a single company; the company with the winning bid. After the tendering process, the contractor is provided with the required access to complete the project.
  • Propose change orders
  • Update the progress for an existing contract
  • View and upload drawings and other contract documents.

Contracts

In general, there are two types of contracts in the ContractComplete.
  1. Tender
    • Regular Tender
    • Administrator (Primary stakeholder) solo mode
  2. Awarded contracts
    • Collaborative mode
    • Contractor solo mode
    • Administrator (Primary stakeholder) solo mode
In Tenders, the Developer (maybe called as the Owner or the Primary Stakeholder) can award the contract to a bidder after the bidding process. In Tenders in the Post Tender stage the Primary Stakeholder has the option to start the contract as a solo mode. This usually happens when the contractor doesn’t have a ContractComplete account. Several features were added recently to make the tendering process easier, secure and more flexible:
  • 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
The awarded contracts can be in Collaborative or Solo mode as well. This also usually happens when one of the parties doesn’t have a ContractComplete account.

Contract Life Cycle

Stage Name Overview
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
Developer
  • Select stakeholders & bidders
  • Configure deadline & commence the bidding process
  • View/design the tender form and related documents
  • Make a modification to a document, to the tender form, or change the deadline (bidders will receive a notification for all changes)
  • Add additional bidders
  • View a comparison of all bids
  • Request that a contractor modify their bid (can be used to correct errors)
  • Pick a winning bid
  • Propose a change to a contract
  • Group one or more proposed changes into a change order for approval
  • Approve or reject a change order created by someone else
  • Upload and view documents
  • Re-open a contract
Stakeholders
  • Configure deadline and commence the bidding process
  • View/design the tender form and related documents
  • Make a modification to a document, to the tender form, or change the deadline (bidders will receive a notification for all changes)
  • Add additional bidders
  • View a comparison of all bids
  • Request that a contractor modify their bid (can be used to correct errors)
  • Pick a winning bid
  • Propose a change to a contract
  • Group one or more proposed changes into a change order for approval
  • Approve or reject a change order created by someone else
  • Upload/view documents
  • Re-open a contract
Bidders
  • N/A (bidders cannot view the contract at this stage)
  • View or upload relevant documents
  • Complete the tender form
  • Submit their bid
  • Modify their bid, only if the developer or a stakeholder has given them permission to do so
  • N/A
  • N/A
Contractor
  • N/A
  • N/A
  • N/A
  • Create a progress report to track completion of the contract
  • Propose a change to a contract
  • Provide unit pricing for items in a change proposed by the developer or a stakeholder
  • Group one or more proposed changes into a change order for approval
  • Approve or reject a change order created by someone else
  • Upload and view documents

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
  • Email Settings
  • Sign Out
My Profile
  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
My Profile page
Upload a new profile picture: For uploading a new profile photo just click on the circle that displays either a picture or an initial, then upload an image. On the ‘Crop Your Avatar’ window you can move or resize the square to cover the main part of the image. By clicking the “Accept” button the profile photo will be updated. Upload a new Cover Photo: For uploading a new Cover Photo just click the edit sign  located on the top left side of the Cover Photo section, then upload an image. On the ‘Crop Your Cover Photo’ window you can move or resize the square to cover the main part of the image. By clicking the “Accept” button the Cover photo will be updated. Edit Profile & Change Password: To edit name, last name, job title, social information and to change the account’s password users can use the ‘Edit Profile’ drop down. On the ‘Edit Profile’ window you will be able to make all these changes. After making a change on one tab the “Accept” button must be clicked, so if you want to make changes on two or more tabs you should make a change on one tab and click the accept button, then go to the other tab make changes and click accept button, and so on.
Edit Profile
Note: ContractComplete users can see your profile page but won’t be able to make any changes. On the page, there is a section on the left side that displays your company’s information. If you have permission to edit this section, you can do it by clicking the ‘Profile’ located under the ‘My Company’ tab. For more information about how to change your company’s information click My Company Profile.     Email Settings: On this page you can select in which cases an email is required to be sent out to you. You can select all, by checking the top checkbox. After updating your notification preferences click the “Save Preferences” button at the bottom to save your changes. You can also choose to receive a daily reminder email of all selected items or even unsubscribe from all current and future email types by selecting the corresponding checkboxes.
Email Settings

Help

Starting to use a new application can be hard. ContractComplete team has provided several ways to make using the apated on the top right side, whenever you have any questions or issues regarding the app. For more information, click the links below.  

Documentation

Documentation explains how the software operates and how it is used. We have attached screenshots and step by step technical information about using the application to make the app easier to use. ContractComplete users can access the Documentation through the Help tab located on the top right side of the web application when they are signed in. The Documentation is also available on the ContractComplete website under the Resources tab.
Help tab
Documentation

Live Chat

ContractComplete users can access the Live Chat through the Help tab located on the top right side of the web application when they are signed in. So if you are using the app and you have any questions or concerns don’t hesitate to use the Live chat; ContractComplete technical support team will always be happy to help. The Live Chat is also available on the ContractComplete website at the bottom right side.
 
Help tab
 
Live Chat
 

Contact Us

In case you don’t have time to chat with our technical support team, you can send us an email or give us a call. Help tab includes the Contact Us information. The information can also be reached on the ContractComplete website at the bottom of the page.
 
Help tab
 
Contact Us

Send Feedback

ContractComplete team is constantly developing the app to improve the user experience. We welcome all feedback and suggestions. ContractComplete users can access the Feedback option through the Help tab located on the top right side of the web application when they are signed in. With the help of the feedback function, you can send your suggestions. We welcome bug reports, suggestions and comments to functions in general. A screenshot will automatically be created and appended to your feedback.
 
Help ta