The contract you forgot about is the one that auto-renews, expires, or slips past its notice deadline.
Most businesses sign more agreements than they can keep in their heads: client contracts, NDAs, vendor agreements, leases, employment contracts. The signed PDFs end up scattered across inboxes, shared drives, and downloads folders. Nobody is sure when each one ends, which ones renew by themselves, or who was supposed to cancel by when.
ActiveMerge Contracts puts all of it in one place. It tracks every agreement, the people involved, the key dates, the renewal terms, and the reminders. Upload a file, add one from your ActiveMerge Files, or let ActiveMerge create the record automatically when you generate a contract from a template.
Who Contracts Is Best For
Contracts is built for people who manage a steady flow of agreements and can’t afford to lose track of one.
- Small business owners and agencies: Client agreements, SOWs, NDAs, and vendor contracts, all in one list instead of one folder per client.
- Property managers: Leases with start dates, end dates, and renewal terms, so you know which tenants are up for renewal and when.
- HR teams and recruiters: Employment contracts, offer letters, and contractor agreements with clear start and end dates.
- Sales teams: Customer agreements and renewals tracked against their expiry dates, so renewal conversations start early.
- Paralegals and legal assistants: A searchable register of engagement letters and standard agreements, organized by type, folder, and tag.
- Operations and finance managers: A view of what is active, what is expiring, and what each agreement is worth.
If you already generate agreements with ActiveMerge templates, Contracts is the natural next step. A template can create the tracking record every time it produces a document, so there is no re-typing and no spreadsheet to maintain.
How Contracts Helps You
Every agreement in one searchable list
Upload a PDF, DOC, or DOCX (up to 20 MB), or add files you already have in Files. Add up to 100 files at once. Each contract holds its type (NDA, MSA, SOW, Employment, Lease, or Other), counterparties, effective and expiry dates, term, notice period, value, and currency.
Organize with folders and tags. Search by title or counterparty. Filter by type, status, folder, or expiry within 30, 60, 90, 180, or 365 days. Save the filters you use most as a view for one-click access later.
Statuses that update themselves
Each contract moves through Draft, Awaiting signature, Active, Expiring, Expired, or Terminated. Most of that happens automatically. Send a contract for e-signature and it becomes Awaiting signature. When every signer finishes, it becomes Active. As the end date approaches, it moves to Expiring.
Reminders sent before it’s too late
ActiveMerge emails the contract owner before the expiry date and before the notice deadline. By default, reminders go out 90, 60, and 30 days ahead. Contracts made from a template can use the reminder schedule you set on that template.
Automatic renewal handled
Mark a contract as Renews automatically and give it a renewal term. When the expiry date passes, ActiveMerge rolls the date forward by that period. Your records stay accurate without anyone editing them by hand.
Duplicates and gaps flagged
Contracts marks any record that has no counterparty, effective date, or expiry date as Needs info, so incomplete records are easy to find and finish. It also flags possible duplicates, such as two records with the same effective date and counterparty, so you can compare them and keep or remove the extra.
Why It Matters to Keep Track of Your Contracts
A contract is a set of dates and obligations. If you aren’t watching the dates, the contract makes decisions for you.
- Auto-renewals trap you. Many agreements renew unless you give notice by a specific deadline. Miss it and you are committed for another term, often at a price you would have negotiated.
- Expired agreements leave you exposed. Working with a client or vendor under a contract that lapsed means the terms you thought protected you may no longer apply.
- Renewals are revenue. If you sell services, the renewal date is the most important date on the calendar. Starting the conversation 90 days out is very different from discovering the contract ended last week.
- Scattered files cost time. When someone asks, “Do we have an NDA with them?”, the answer shouldn’t depend on who remembers where it was saved.
- People leave. When contracts live in one person’s inbox, their knowledge leaves with them. A shared record outlasts any single person.
Tracking doesn’t need to be complicated. It needs to be in one place and tied to the dates that matter.
The Top 3 Benefits
1. Never miss a deadline
Automatic reminders for both the expiry date and the notice deadline mean you hear about a renewal while you still have time to act on it: renegotiate, renew on purpose, or cancel on time. Auto-renewing contracts keep their dates current, and statuses update on their own.
2. Find any contract in seconds
One list, with folders, tags, filters, and saved views, replaces hunting through email threads and shared drives. Every record links back to its document in Files, so you go from “which agreement was that?” to the signed file in a few clicks.
3. Less manual work, because it connects to how you already work
Generate a contract from a template and ActiveMerge creates the tracking record for you, with counterparties, dates, and value mapped from your template. Send it for e-signature and the status updates when signing is complete. There is no second system to update and no spreadsheet to keep in sync.
Plans and Availability
Contracts is available on the Plus, Business, and Ultra plans.
- Plus: Track up to 150 contracts.
- Business and Ultra: No contract limit.
Removing a contract from Contracts only removes the tracking record. The document stays in your Files.
Get Started in Three Steps
- Open Contracts and upload your first agreement, or add an existing file from Files.
- Fill in the key details: counterparties, effective date, expiry date, and renewal terms. ActiveMerge can calculate the expiry date from the effective date and term, and the notice deadline from the expiry date.
- Let the reminders do the work. You’ll be told before each deadline, and your statuses will stay current.
Stop Finding Out About Contracts After the Deadline
You don’t need a legal department or an enterprise contract platform to keep control of your agreements. You need one list, accurate dates, and a reminder that arrives in time.
