# Checklist RFP chon phan mem hop dong dien tu

Tai lieu nay giup doanh nghiep chuan bi yeu cau truoc khi xin bao gia hoac so sanh nen tang eContract.

## 1. Thong tin doanh nghiep

- So phong ban se dung eContract
- So nguoi tao hop dong
- So nguoi duyet hop dong
- So nguoi ky noi bo
- So ben ky ben ngoai moi thang
- So hop dong/lượt ky du kien moi thang
- Thi truong ap dung: Viet Nam, quoc te, nhieu phap nhan

## 2. Nhom hop dong uu tien

- Hop dong ban hang B2B
- Hop dong lao dong va phu luc
- Hop dong mua hang/nha cung cap
- NDA
- Hop dong dich vu
- Phu luc/gia han/thanh ly

## 3. Workflow va phe duyet

- Ai tao hop dong?
- Ai duyet dieu khoan?
- Ai duyet han muc/gia tri?
- Ai co quyen ky?
- Co can SLA va escalation khong?
- Co luong ngoai le cho dieu khoan dac biet khong?

## 4. Chu ky va xac thuc

- Can chu ky so doanh nghiep hay ca nhan?
- Co can Cloud CA khong?
- Co chap nhan OTP hoặc xac thuc khac cho mot so use case khong?
- Can luu trang thai chung thu, thoi diem ky va audit trail nhu the nao?

## 5. Tich hop he thong

- CRM: account, contact, deal, quote, trang thai ky
- ERP/procurement: vendor, PO, cost center, invoice
- HRM: ung vien, nhan vien, onboarding, ho so nhan su
- DMS: file cuoi, metadata, phu luc, retention
- SSO/IAM: user, role, phong ban
- BI/dashboard: trang thai, SLA, het han, gia tri hop dong

## 6. Bao mat va luu tru

- Role-based access control
- Quyen xem/tai/chia se/xoa
- Audit trail khong bi sua tuy tien
- Backup va retention
- Export du lieu khi audit hoặc chuyen nen tang
- Data residency neu co yeu cau

## 7. UAT va go-live

- Test template va du lieu bat buoc
- Test workflow chuan va ngoai le
- Test ky, huy, tu choi, link het han
- Test quyen truy cap
- Test webhook/API loi va retry
- Training theo vai tro
- Kenh ho tro sau go-live

## 8. Cau hoi gui vendor

- Nen tang tinh phi theo user, luot ky, hop dong hay goi?
- API co nhung endpoint nao?
- Co webhook trang thai ky khong?
- Co ho tro SSO va phan quyen chi tiet khong?
- Audit trail export duoc khong?
- File hop dong va metadata luu o dau?
- Co ho tro chu ky so/Cloud CA nao?
- SLA support va thoi gian phan hoi?

## 9. Chi so do sau trien khai

- Thoi gian tu tao hop dong den ky xong
- Ty le hop dong bi tra lai
- So buoc tre SLA
- Ty le nguoi dung dung quy trinh moi
- So hop dong sap het han duoc canh bao
- So loi tich hop va thoi gian xu ly

Lien he Uptech neu can bien checklist nay thanh scope trien khai eContract cu the: https://uptech.vn/lien-he