Looking to improve visibility into contracts and progress contracts faster? This guide to Microsoft Teams contract management has you covered.

What is Microsoft Teams?

Microsoft Teams is a comprehensive collaboration platform within the Microsoft 365 suite. It integrates people, content, and tools to enhance team collaboration through features such as chat, video conferencing, file sharing, and integration with various applications. This central hub for teamwork helps organizations streamline their workflows and boost productivity.

But how does it fare for other collaborative processes, like contract management? Let’s find out.

Can you manage contracts in Microsoft Teams?

Microsoft Teams offers robust collaboration and communication features but lacks specialized contract management features offered by a platform like Juro. 

Fortunately, by integrating Microsoft Teams with Juro via Zapier, you can combine both platforms' strengths to streamline and automate the contract management process.

Juro’s integration with Microsoft Teams enables automated workflows and real-time updates, empowering your team to manage contracts more collaboratively and effectively.

Let’s explore this workflow, and what’s possible, now.

How to manage contracts in Microsoft Teams

Juro’s integration with Microsoft Teams enables contract owners to keep other stakeholders in the loop when it comes to the creation and status of contracts.

For example, when a new contract is created in Juro, a notification is sent to a specific Teams channel (or chat), ensuring all relevant team members are aware of a contract’s creation, and any input that’s required on their part. 

This is made possible by setting up the following Zaps:

You can use the same trigger and actions to set up workflows whereby a channel message is sent in Teams when a contract’s status is updated in Juro. This is a great way to keep the team updated on contract progress in real time. 

You can also set up the Micrsoft Teams <> Juro integration so that a channel message is sent when a contract has been commented on, is viewed, needs approval, or gets signed. This gives Microsoft Teams users instant access to real-time contract updates which, in turn, enables deals, partnerships, or new hires to progress faster. 

But how do you get started?

How to set up Juro’s integration with Microsoft Teams

Setting up the integration is seamless for Juro and Microsoft Teams users. Here’s how it works:

1. Create a Zapier account: If you don’t have one, sign up for a Zapier account.
   
   
2. Connect Juro and Microsoft Teams: In Zapier, connect your Juro and Microsoft Teams accounts. Authorize both applications to enable data flow between them.
   
   
3. Set Up triggers and actions:some text
   • Choose a trigger: Select a trigger from Juro, such as "New Contract Created."
   • Select an action: Choose an action in Microsoft Teams, like "Send Channel Message."
   • Configure details: Set up the specific details for the trigger and action, such as which channel to post the message in or the content of the message.
     
     
4. Test the zap: Test your Zap to ensure it works correctly. Adjust as needed based on the test results.
   
   
5. Activate the zap: Once you’re satisfied with the setup, activate the Zap to begin automating your contract workflows.

For detailed instructions on setting up each specific Zap, check out the  Zapier integration page for Juro and Microsoft Teams.

Benefits of integrating Microsoft Teams and Juro for contracting

• Enhanced collaboration: Teams can discuss and collaborate on contracts directly within Microsoft Teams, reducing the need to switch between multiple apps.
• Automated workflows: Automations reduce manual effort, increase efficiency, and minimize the risk of errors.
• Real-time updates: Instant notifications and updates keep everyone informed about the status of contracts, improving transparency and accountability.
• Single source of truth: Store and access all contract-related information in one place, simplifying document management and retrieval.

By integrating Juro with Microsoft Teams, you can leverage the collaborative features of Teams and the specialized contract management capabilities of Juro to create a powerful, efficient, and streamlined contract management process.

Your teams will unlock greater visibility into contracts, and you’ll be able to detect blockers before it’s too late, improving your performance against key metrics like time-to-sign. 

What are some best practices for managing contracts in Microsoft Teams?

• Use dedicated channels: Create specific channels for different contracts, workflows, or projects. This will make sure you're routing the contract updates and notifications to the right place and reducing noise for others in the business.
• Automate workflows: Set up automated workflows for approvals and reminders, which is possible via Juro's Microsoft Teams integration. The more triggers and actions you set up, the more visibility you'll have over contracts as they progress.
• Maintain a central repository: Store all contracts in a centralized, searchable location pre- and post-signature. Juro's data rich contract repository is a strong solution since all contracts are searchable and can be reported on with ease.
• Train users: Ensure all team members are proficient in using the tools and understanding workflows. Effective contract management is as much about behaviour and adoption as it is about the tools you use.

Does Juro integrate with other Microsoft platforms?

Microsoft Teams isn't the only platform that Juro integrates seamlessly with. The contract management solution can also be connected with Microsoft Dynamics, OneDrive, Sharepoint, and more.

To find out more about Juro's capabilities and how it can enable you to agree contracts 10x faster, fill in the form below.