Onboarding. Without hassle.

Onboarding and implementation should save time, not take it. Explore our automations and tools that make the process nearly instantaneous.

So you've decided to start your contract management journey. We make it easy to get organized fast!

We don’t expect you to have every contract that you’ve ever signed. If you did, we wouldn’t be here together. Pivott’s onboarding process focuses on stopping the leaks going forward while getting you setup as quick as possible. Here’s how we make the process easy, painless, and automated.

Import Vendors

Pivott is already familiar with all common multifamily vendors. We can import your vendor list using one or more of the following methods:

  • Export from your compliance or accounting system.
  • Export the names of vendors from your GL.
  • Skip importing and Pivott will automatically build your vendor list as contracts are imported.

Import Properties

Upload your property list in any format — no need to sync it with your PMS. Pivott is often the first to know about changes in ownership or management, as contracts are typically signed long before your PMS is updated.

Automatically Import Contracts

Importing future contracts is simple. With our integration with major email providers and customizable import rules, every contract that comes through email is automatically imported.

It’s like magic — no tasks to remember, no work to do, and no contracts lost.

Import Legacy Contracts

Finding every past contract isn’t practical, so let’s focus on the most important ones.

We work with you to identify key contracts expected at each property (e.g. waste, elevator, etc.) and work to fill in key data that you need to demonstrate your due diligence.

contract uploader interface with a section to store contract detials

Manually Upload Contracts

If you can’t use our Automatic Contract Import tools, then there are still several easy ways to import your contracts.

  • Forward any contracts to import@pivott.io.
  • Use our click-to-upload add-in for Microsoft Outlook.
  • Upload any contract directly in Pivott from the web or mobile.

Bulk Upload

If you have a lot of contracts to upload, then we have options to get them imported as quick as possible!

Some options include bulk uploading or sharing from Sharepoint, Google Drive, Dropbox, etc.

Our goal is to ensure that onboarding is quick and painless! If there’s anything more we can do to support your onboarding, we'll make it happen.

Ready to get started?

Sign Up for FREETalk to Sales