Tool Stack Management
-
- Set up and populate your SaaS stack
- Integrate your ERP & Accounting software with Sastrify
- Tool Discovery via SSO (Single Sign-On) integrations
- Set Renewal Dates & Reminders
- Assign and modify Tool Owners
- Upload your SaaS documents into Sastrify
- Sastrify App Support: Assistance at your Fingertip
- Roll out Sastrify across your organization
- Sastrify's Commitment to Security and Privacy Standards
-
- Google Workspace SSO Integration for Tool Discovery
- Enhance organizational SaaS management with HRIS Integrations
- Summary Tab for storing your subscription details
- Use Discovered Page to detect active subscriptions
- Tools and Spend Importer: Easily upload and visualize data in Sastrify
- Align vendor names using the Tool Matching feature
- Add Sastrify App to your Slack workspace
- Manually add a new tool subscription
- Bulk upload of SaaS invoices
- Forward your SaaS documents via email
- Change notification preferences
- Maximizing the benefits of the Overview page
- Manage activities and collaborate using custom tasks
- Task Automation: Streamline the creation of routine tasks
- Archive or delete inactive subscriptions
-
- Utilize Usage Analytics for full usage visibility
- Integrate Pleo with Sastrify
- Validate and fine-tune spend data with the Spend feature
- How to connect Microsoft Dynamics
- How to connect Netsuite
- How to connect Quickbooks
- Import spend data from Candis to Sastrify
- Import spend data from Spendesk to Sastrify
- Import spend data from Pleo to Sastrify
- Import spend data from Moss to Sastrify
- Import spend data from DATEV to Sastrify
- Zoom Usage Analytics Integration Guide
-
- Get Expert Procurement Support for New Purchases and Renewals
- Scope of Service: Custom Benchmarking & Contract Review
- Scope of Service: Negotiation & Renewal Support
- Scope of Service: Custom SaaS Optimization Advisory
- Purchase your SaaS through the SastriMarket
- Control your cloud costs with SastriCloud
-
- ERP & Accounting Integration FAQs
- Discovery via SSO Integration FAQs
- HRIS Integration FAQs
- Usage Analytics FAQs
- Tools and Spend Importer FAQs
- Invoices FAQs
- Achieved & Potential Savings FAQs
- What is SaaS and Sastrify's scope of work?
- Who can invite a new user?
- Who receives the renewal alerts or reminders?
- How does Sastrify work with currencies?
- Is the spend data from accounting export always up-to-date?
- How to work with benchmark prices
- When and how to involve Sastrify in a contract evaluation or negotiation?
- How does Sastrify interact with SaaS vendors?
- How do you handle confidentiality clauses in vendor contracts?
- Does Sastrify handle SaaS contract termination?
- Why is contract data essential for benchmarking and negotiation support?
-
- Connecting your accounting software with Sastrify
- How to assign Tool Owners
- What Sastrify can do for Tool Owners
- How to set renewal dates
- How to set up a company-wide renewal reminder
- How to keep your tool stack updated
- How to set up, activate, and use a Workflow
- How to invite new users to Sastrify
- How to use Procurement Initiatives for new purchase & renewal
- How to collaborate using custom tasks
- Report issues and track procurement involvements
- Best Practices on how to work with Procurement Initiatives
- How to set up direct usage analytics integration
- How to set up SSO usage analytics integrations
- How to work with the Discovered tab
- How to use subscription tags
- Walk-through of the subscription detail page
Summary Tab for storing your subscription details Print
Modified on: Tue, 27 Aug, 2024 at 3:48 PM
Applicable to the following Sastrify plans:
Legacy* | Essentials | Pro | Platinum |
---|---|---|---|
✔ | ✔ | ✔ | ✔ |
* Legacy includes all plans signed before February 29, 2024.
Centralized visibility of contract details in SaaS procurement management is essential for optimizing costs, ensuring compliance, and enhancing efficiency. Having detailed knowledge of each subscription—including its cost, quantity, renewal terms, and vendor contact information—streamlines renewal processes and aids in strategic planning.
By storing all contract information for active tools in a centralized location, companies can avoid the hassle of individually checking each contract whenever decisions need to be made, from vendor management or tool stack audits.
IN THIS ARTICLE:
- Summary tab on each subscription page
- Add/ Update Subscription Details
- Add/ Update Additional Information
Summary tab on each subscription page
Sastrify offers precisely what you need! For every tool, we provide a designated summary page that allows you to input and store key information, giving you a comprehensive overview of each subscription at a glance.
Each summary tab consists of the following building blocks, whose information can be entered from the individual tile:
- Subscription Details: contains key contract information, from contract value to individual products purchased and their pricing details to renewal terms.
- Additional Information: includes the name and contact information of the vendor, who may be an account executive, renewal manager, or customer success manager.
- Notes: allows you to add any relevant details in a free text format.
Add/ Update Subscription Details
This section is the top tile of the Summary tab and its purpose is to store and display contract-related information. In other words, the information source that is likely to provide the information entered here is the subscription contract or order form.
To add or update subscription details:
- Click the "Edit Details" or "Add Manually" button located in the upper right corner of the tile.
- Add the information typically found at the contract level, such as the contract term, renewal frequency, automatic renewal terms, and cancellation period.
- Once the contract-level details are completed, move to the Products tab to begin entering the individual products or services that make up the subscription. These are the individual line items that represent what you are purchasing from a vendor.
- Click "Add Another Product" to add an individual line item.
- Fill in the details, except for the "Discount Value" which will be automatically calculated based on the "Discount %" (if any).
- Continue to add the product by repeating the step above to make sure what's in your platform matches what's in the subscription document.
- If there is a contract-level discount, add it by clicking the "Add Contract Discount" button.
- The contract value will be automatically calculated based on the inputs in step 4 - 7.
- Complete and save your entries by clicking the "Save Changes" button.
SaaS Renewal Best Practice: To find the renewal terms, refer to essential documents like subscription contracts, order forms, and occasionally invoices. Software vendors have different languages in their terms and conditions. Work with your legal team to review these and figure out when tools renew, if there are auto-renewals, and the cancellation notice periods.
Bringing all of this to light and storing it in Sastrify as your single source of truth will reduce your risk and allow you to proactively deal with upcoming renewals.
Add/ Update Additional Information
This section is the lower left tile of the Summary tab and is used to store and display contact information for your vendor. Storing who you deal with here will make it quicker and easier to retrieve contract information when you need to request add-ons, plan an upcoming renewal, or simply request support for the SaaS application.
To add or update additional information:
- Click the "Add" or "Edit" button.
- Select whether you are purchasing from a reseller (or a partner) or directly from the vendor.
- Enter the person's name and email address.
- Complete and save your entries by clicking the "Save Changes" button.
Did you find it helpful? Yes No
Send feedback