Renewals and notice deadlines slip
Notice-by dates, renewal windows and scheduled alerts belong to named owners. A renewal workbench prepares renewal proposals in bulk instead of one spreadsheet row at a time.
Contracts & Agreements Management for Dynamics 365 Business Central
Two apps for Business Central
Contracts that are managed, not just stored.
Keep customer and vendor agreements where your business already runs. Choose the app that fits how your organization works with contracts: EXTBC Contracts for risk-aware lifecycle management, or EXTBC Agreements for controlled routes, registration and document control. Each one installs on its own.
EXTBC Contracts
Contract lifecycle management
Negotiate, check risk and approve. Then keep obligations, notices and renewals on track.
Best for legal, commercial and compliance teams managing a portfolio of agreements.
EXTBC Agreements
Contract workflow and document control
Templates, approval routes, registration, signing and original copies, through to execution stages and budget.
Best for contracts offices, procurement and finance teams running a formal route.
EXTBC Contracts
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Contract lifecycle management
Sign with confidence.
Renew on your terms.
One governed register for every customer, vendor and partner agreement, built into Business Central. Check risk before you sign, keep approvals and signatures on the record, and give every obligation and notice date an owner, so renewals and commitments never depend on someone’s memory.
Built for legal, sales, procurement, finance and compliance teams. Works for customer, vendor and multi-party agreements.
Why it matters
Stop finding out about contract problems after the fact
Most contract trouble is visible in advance, if the right person sees it at the right time. EXTBC Contracts puts that information in front of the people who can act on it.
Risk is found after signature
Seventeen built-in checks, from unlimited liability to a missing termination right, score each contract before approval. High risk can hold back the approval request.
Approvals happen in inboxes
A review matrix routes each contract by amount, risk, governing law, personal data and more. Decisions, comments and the document version stay on record.
Obligations are forgotten once the ink is dry
Commitments get owners, due dates, recurrence, required evidence and KPI targets, with escalation when something goes overdue.
Inside Business Central
See EXTBC Contracts at work
Screenshots from a Business Central demo company. Select an image to open it at full size.
Connected to your business partners
One customer or vendor. Every agreement. The full relationship history.
Contracts attach to the Business Central records your teams already use, not to a single field or a separate register. From any card, see which agreements exist, what they are worth and what needs attention.
Know where you stand with every customer
Open customer contracts, master service agreements, NDAs, sales agreements, SLAs and amendments from a related contract list. Review status, value, owner, effective dates, renewal windows and outstanding obligations before the next conversation.
Keep supplier commitments under control
Review vendor agreements, purchasing terms, service commitments, insurance and certification requirements, notice periods and upcoming renewals. Give procurement and finance one consistent view of every supplier relationship.
- Any number of contracts per customer and vendor
- Several parties and roles on one agreement, such as guarantors and agents
- Amendments, renewals and superseded versions kept in one chain
- Contract list and FactBox on Customer, Vendor and Contact cards
Key capabilities
From first draft to renewal, expiry or termination
Turn contract administration into a repeatable process with clear responsibility, controlled changes and traceable decisions.
Templates and clause library
Draft from approved templates and a reusable clause library. Generate the contract and formal notices from Word layouts, and require approved templates when your policy says so.
Negotiation tracking
Record negotiation rounds, issues and communications against each version. Open high-priority issues can hold back the approval request until they are resolved.
Risk and compliance scoring
Seventeen built-in checks with adjustable weights and thresholds give each contract a risk level and a recorded explanation. Risk is reassessed on submission, approval request, activation and every day.
Review and approval matrix
Route contracts to the right reviewers by type, amount, risk, governing law and more. Run reviews in parallel or in sequence, delegate, escalate overdue tasks, and stop requesters approving their own contracts.
Signature and execution
Record signing by hand or connect an e-signature provider. The approved version and its hash are what get sent, and the signed copy and audit trail are checked before the contract goes live.
Obligations and milestones
Assign commitments to owners with due dates, recurrence and required evidence. Compare KPI targets with actuals, flag breaches and escalate whatever runs overdue.
Renewals and notices
Calculate end and notice-by dates on calendar or business days, and work through renewals in a dedicated workbench. Prepare, approve and send formal notices from a Word layout.
From terms to transactions
Keep structured contract lines and commercial terms, then create sales and purchase documents from them at standard pricing. The contract reference follows to posted invoices and credit memos.
Management visibility
A Role Center with cues, ten reports and ready-made queries for Power BI show the portfolio, renewal pipeline, obligations, risk and execution at a glance.
Lifecycle management
A controlled process at every stage
Lifecycle status, approval, signature, compliance and renewal progress are tracked separately, so everyone can see what has happened and what must happen next.
Draft
Start from a template and the clause library. Identify the parties, owner and key dates.
Review & negotiate
Collect feedback, track issues and rounds, and run the risk checks.
Approve & sign
Route approvals through the matrix, then send for signature or record manual execution.
Monitor
Work obligations, milestones, KPIs, alerts and compliance tasks.
Renew or close
Amend, renew, expire or terminate, with open items checked before close-out.
Control and evidence
Built to stand up to an audit
A contract register is only useful if people can trust it. EXTBC Contracts keeps the evidence behind every material decision and protects signed terms from silent change.
It complements standard Business Central records and posting controls rather than replacing them. Contracts never post, so your ledgers stay exactly where they are.
✓
Signed terms stay signed
Every document version carries a hash and is locked on submission, approval, signature and execution. Changes go through amendments, not overwrites.
✓
A complete decision trail
An append-only event log records who did what, when and why, with the document version involved.
✓
Authority you can enforce
Approval limits, separation of duties and named authorities for signing, accepting risk and overrides, plus restricted groups for confidential agreements.
✓
Reminders without surprises
Scheduled jobs raise each alert once, with an owner and an escalation level. Alerts can reach Teams through Power Automate.
✓
No quiet deletions
Submitted contracts are voided or archived, never deleted, and a legal hold blocks deletion altogether.
Designed to integrate
Start with the core. Extend when you are ready.
The base scope covers contract records and lifecycle control. Integrations are added to match your existing technology, licensing and governance requirements.
Business CentralCustomers, vendors, contacts, and sales, purchase and service documents, with the contract reference on posted invoices and credit memos.
E-signatureOptional connection to a signature provider for sending documents and tracking completion. The flow for your provider is built for your tenant.
Document repositoriesRegister links and hashes for files kept in an approved external repository such as SharePoint.
APIs and Power PlatformAPIs for contracts, parties, documents, reviews and obligations, business events for Power Automate, and queries for Power BI.
Need routed approvals, registration numbers and tracked originals? EXTBC Agreements runs every contract through a controlled route, from template to signed original.
See EXTBC AgreementsEXTBC Agreements
Contract workflow and document control
Every contract.
One controlled route.
Take every contract from template to signed original on a route you control, inside Business Central. Fill the contract from a template, approve it through your own routes, register it, collect signatures, track the original copies and follow execution to the final payment. Each kind of contract behaves the way your policy says it should.
Built for contracts offices, procurement, finance and the departments that raise the contracts.
Why it matters
Contracts go wrong between the steps
Agreements rarely fail in the clause. They fail in the hand-offs: the wrong approver, the lost original, the payment nobody checked against budget. EXTBC Agreements puts each hand-off on a route and keeps the evidence.
Every contract type follows a different path
Contract kinds set the number format, template, approval route, mandatory fields, required files and execution stages. Each type behaves the way policy says, without custom code.
Approvals are chased by hand
Sequential, parallel and conditional steps with due dates in working days, delegation and a printable approval sheet. A rejected contract goes back to its author, and the next cycle keeps the history.
Nobody can find the signed original
Versioned files live inside Business Central. Every paper copy sent and returned is logged, overdue copies are flagged, and a Missing Originals report shows what is outstanding.
Spend is committed before the budget is checked
Financing lines must add up to the contract amount. Budget is reserved on submission, released on rejection and consumed as linked invoices are posted.
Inside Business Central
See EXTBC Agreements at work
Screenshots from a Business Central demo company. Select an image to open it at full size.
Everyone works from one task list
Approvals, registrations, signatures and execution steps arrive as tasks, with the contract one click away. Approve, register, sign, execute, review a result or collect signatures, and the route moves on.
Key capabilities
Everything a contract needs between request and archive
One route, set up once and applied every time, with clear responsibility, controlled changes and a record of every decision.
Contract kinds that carry your policy
Supply, works, services, licences, leases, NDAs, framework agreements and more. Each kind has its own numbering, template files, route, mandatory fields, required file types, stage template and custom attributes.
Templates with auto-fill
Generate the contract text from Word layouts filled with parties, lines, financing and agreed terms. Templates are versioned, a kind can hold several files per party type, and approval sheets and consent forms come from the same engine.
Your own approval engine
Routes are chosen by kind, direction, amount, currency and confidentiality. Run steps in sequence, in parallel or on condition, delegate with a reason, and approve, approve with comments or reject with a reason code.
Rework without losing history
When a step says no, the author reviews the result, corrects the contract and repeats or ends the process. Earlier approvals can be kept, and a material change after approval always means re-approval.
Registration and numbering
Registration numbers follow your own format, for example SUP-2026/0014, with a live sample in setup. A registrar can refuse with a reason, and the parties’ legal details are frozen at registration.
Signing and original copies
Sign on paper, by e-mail PDF or through an e-signature provider, with status tracked from internal to counterparty. Log every copy sent and returned, with due dates and overdue alerts.
Files and versions in Business Central
No separate file server. Check files out and in, require the right file types before submission, lock approved versions, and export a complete dossier with the approval sheet.
Execution stages that follow the money
Stages are generated on activation, for example an advance at signing plus ten days, then delivery, acceptance and final payment. Payments, deliveries and returned originals complete them automatically.
Budget and procurement controls
Reserve budget against financing lines and see what is left before you commit. For regulated purchasing, add procurement method, justification, required evidence and quota checks.
Amendments and linked documents
Create an amendment from an active contract, run it through its own route and see the full chain in a link tree. When it goes live, the parent contract moves to a new version and the old one is superseded.
Parties and counterparties
Pick or create counterparties, validate EU VAT numbers through VIES, and paste in a list from a spreadsheet without creating duplicates. One contract can have many parties, and one party many contracts.
Tasks and notifications
Approvers, registrars and executors work from a personal task list. Reminders for approvals, expiry, notice dates, stages and returned originals run through the Job Queue, are never sent twice, and stop as soon as the issue is resolved.
The route, end to end
A controlled process at every stage
Lifecycle, approval, signature and execution status are tracked independently, so nobody has to guess whether a contract is approved, signed, in force or fulfilled.
Draft
Pick a kind and the parties, generate the text from the template and attach the required files.
Approve
Start processing, run the route and the budget check, and rework until every step is positive.
Register
Issue the registration number and freeze the parties’ legal details.
Sign
Collect signatures on paper, by e-mail PDF or through a provider, and log each original.
Execute
Follow stages, payments and deliveries, with alerts for anything overdue.
Renew or close
Amend, renew, expire, terminate, close and archive, with open items checked first.
Built around Business Central
Contract numbers on the documents you already post
The contract number travels onto sales, purchase and service documents, their posted versions, and customer and vendor ledger entries, so you can always trace money back to the agreement behind it.
Contracts never post. Standard Business Central documents execute the transactions, and the contract reads from them to show commitment and fulfilment.
- Ordered
- Delivered
- Invoiced
- Paid
- Open commitments
- Remaining limit
- Budget consumed
✓
Check the contract before you post
When a contract is chosen and again before posting, the app checks that it is active, not blocked, matches the party, direction and currency, covers the document date and still has limit left.
✓
A main contract per party
Mark a default contract per customer or vendor and kind, proposed automatically on new documents. Start a draft contract straight from a sales or purchase document.
✓
Orders from contract lines
Create sales or purchase orders from the lines still open on a contract, so quantities and prices come from what was agreed.
✓
Everything on one card
Customer, vendor and contact cards show contracts by status and what expires soon, and every contract shows its commitment and fulfilment figures in a FactBox.
Control, privacy and evidence
Access you can defend. History you can prove.
Permissions are checked inside the app for every read, export and action, not just hidden behind a button. Contracts that matter stay visible only to the people who should see them.
✓
Confidential means confidential
Confidential contracts are visible only to their access group and named participants, in lists, FactBoxes, reports, APIs and search alike.
✓
Personal data stays masked
Personal data of individual parties shows only to users with a dedicated permission, and a consent file is required before submission.
✓
No approving your own contract
Self-approval is blocked unless a route step explicitly allows it. Any admin bypass needs a reason and is marked on the approval sheet.
✓
An audit trail you do not have to rebuild
Approved versions, decisions and every status change are recorded and protected from ordinary users, with an Audit Trail report on top.
Designed to integrate
Start with the core. Extend when you are ready.
The base scope covers the contract route inside Business Central. Providers and services are plugged in through open interfaces, so you can choose what fits your country and your licences.
Business CentralCustomers, vendors, contacts, items, dimensions, G/L budgets and sales, purchase and service documents. Contracts never post.
E-signatureAn open provider interface to send for signature, read status, download the signed file and cancel, with callbacks through an API.
Counterparty lookupEU VAT validation through VIES, with an interface for national company registries.
E-mail and APIsSend documents by e-mail from the contract and keep the message with it. APIs expose contracts, parties, lines, stages, links and files.
See the whole route
Walk through a contract from draft to closed
We can show EXTBC Agreements in a demo company with sample contracts at every stage: in approval, in rework, registered, active, overdue originals, expired, terminated and closed.
Need risk scoring, obligations and a renewal workbench? EXTBC Contracts is built for managing a portfolio of agreements after they are signed.
See EXTBC ContractsChoose your app
Which one fits the way you manage contracts?
Each app is a complete extension that installs on its own. Choose by how your organization works with contracts.
| EXTBC Contracts | EXTBC Agreements | |
|---|---|---|
| Built around | A governed register with risk, obligations and renewals at its core | A controlled route from template to signed original, then execution |
| Typical users | Legal, commercial, procurement and compliance teams | Contracts offices, procurement, finance and requesting departments |
| Drafting | Approved templates, clause library, negotiation rounds and issues | Contract kinds, Word templates with auto-filled fields, versioned template files |
| Approval | Review matrix by type, amount, risk, governing law and more, with separation of duties | Routes with sequential, parallel and conditional steps, delegation, rework cycles and an approval sheet |
| Risk and compliance | 17 built-in risk checks, compliance checklists and risk-based approval blocking | Mandatory fields and file types per kind, procurement checks, confidential access and personal data masking |
| Signing | Manual execution or an e-signature provider, with the signed copy and audit trail verified | Paper, e-mail PDF or an e-signature provider, with dispatch and return of originals |
| After signature | Obligations, milestones, KPI targets, notices and a renewal workbench | Execution stages completed from postings, budget reservation and commitment figures |
| Business Central link | Contract reference on sales, purchase and service documents and posted invoices | Contract number on documents, posted documents and ledger entries, validated before posting |
| Reports and insight | Role Center, 10 reports and queries for Power BI | Role Center, task list, 18 reports and APIs |
Bring your contracts into view
Tell us how your contracts work today. We will point you to the right app.
Describe how your team creates, approves, signs and monitors contracts. We will map your process to EXTBC Contracts or EXTBC Agreements and outline the integrations and rollout phases that fit your organization.
EXTBC Contracts and EXTBC Agreements are separate extensions for Dynamics 365 Business Central version 25 or later. Optional integrations, such as electronic signature, document repositories, counterparty registries and workflow services, depend on your Business Central version, configuration and any third-party services or licenses they require. Contract templates and compliance controls must be reviewed for the applicable legal jurisdictions. This product description is not legal advice.