Efficiency is key in today's business world. To manage contracts, you need to work smarter, not harder.
Get ready to transform your workflow! CobbleStone Contract Insight 22.5.0 is here, packed with AI-powered productivity features. Discover a new era of faster, more intuitive contract management.
Let's explore the features!
Hate juggling disparate contract lifecycle processes between MS Outlook and your contract management system? We get it, and we have the solution for centralization! The new CobbleStone Add-In for Microsoft Outlook eliminates this pain, bringing contract management directly to your inbox!
This add-in lets you access, create, and update contracts without leaving Outlook. No more endless switching!
You can log in with your CobbleStone Contract Insight credentials or use SSO, and your experience is seamless across various Outlook versions (Classic, Modern, Web).
Easily navigate your contracts and other modules right from the Outlook interface. Boost your productivity and streamline your contract workflow – all from one familiar place.
Communicating across global teams or with international partners can lead to misinterpretations and delays. Tired of copying and pasting into external translators? CobbleStone has the solution!
CobbleStone Contract Insight now offers VISDOM In-App Translation, allowing you to quickly translate static text within the Core System, Vendor Client Gateway, and Document Collaboration & E-Sign Portal. Change languages for a session with a simple click of the new Globe Icon, or set your preferred language permanently in Regional Settings.
Administrators can easily fine-tune translations on the VISDOM Configuration page, ensuring accuracy for your specific needs. Communicate clearly, every time!
Navigating various menus and forms just to start a new contract can be a time drain. What if you could simply tell your system to create a new record?
Say goodbye to tedious extra steps! The VISDOM Assist Chatbot now lets you initiate contract creation with a simple command. Just click the VISDOM Assist button and type "Create Record" or "Create Contract."
Whether you want to start a new contract from scratch or leverage VISDOM+ or VISDOM Basic to create from a file, the chatbot guides you effortlessly. Plus, we've improved responses to default VISDOM Basic Prompts for an even smoother experience. Get contracts started faster, with less hassle!
You've used AI to perfect a clause or summarize text, but then you have to manually copy-paste and update the corresponding fields in your system. It's an extra, annoying step that slows you down. Not anymore.
Now, the VISDOM Assist Chatbot doesn't just help you rewrite, translate, or summarize – it helps you update fields directly! Simply copy a field or clause to the chatbot, and it will display the field's name and data. After you've made your AI-powered adjustments, you can update the field with a click. Save time and keep your data perfectly aligned!
When you have a quick question or need an action from your chatbot, waiting for a response can be frustrating. You need speed and precision. CobbleStone has you covered.
VISDOM Assist now features Agentic Chatbot Querying, allowing you to choose the right AI "agent" for your question. Just click the '@' icon next to the paperclip, and select from specialized agents like:
Wiki Agent: For quick answers about the CobbleStone software.
Legal Agent: For general legal questions.
Clause Agent: To create, translate, or rewrite clauses.
Rewrite Agent: For rewriting and translating clauses.
This innovative approach means significantly faster and more accurate responses, helping you work more efficiently than ever before!
Complex contracts, requests, or e-sourcing records can be challenging to track throughout their lifecycles. You know where they started, but where are they now? And what's next? CobbleStone can help.
Gain clarity on your contract lifecycle! Administrators can now configure Visual Record Stages to appear directly in the sidebar of your Contract, Request, and E-Sourcing (if licensed) Records.
These configurable stages provide a clear visual representation of your record's progress, showing the current, previous, and next stages. Click to see all stages and their completion dates, or view associated statuses. No more guessing – see your records move through their lifecycle with a glance, ensuring everyone is on the same page.
This exciting feature brings the full power of collaborative commenting directly to your PDF files within the CobbleStone Online Document Editor. No more roundabout workflows or wasted time!
When you select the "Edit Document" option for a PDF file, you'll now find an intuitive way to add comments. Simply navigate to the CobbleStone Ribbon > View Comments, and you'll see the option to add your insights directly to the PDF.
This enhancement empowers users to:
Accelerate Review Cycles: Provide feedback and collaborate on PDF contracts in real-time, all within the familiar CobbleStone environment.
Improve Efficiency: Eliminate the need for external PDF editing tools, saving time and reducing friction in your contract management process.
Centralize Communication: Keep all comments and feedback associated with your PDF documents directly within the contract record, ensuring a clear audit trail and easy access for all stakeholders.
Enhance Collaboration: Foster seamless teamwork by allowing multiple users to add and view comments on the same PDF, streamlining negotiations and approvals.
This new feature is designed to make your contract review process smoother, faster, and more integrated than ever before. Get ready to experience true PDF collaboration directly within CobbleStone!
Every time you send a document for signature, do you find yourself clicking through the same selection menu, even when you always use the same e-sign provider? It's a small friction point that adds up.
Say goodbye to repetitive clicks! System Administrators can now set a default E-Signature Process in CobbleStone Contract Insight. This new configuration means that when users click "E-sign Document" from the Document Toolbox, they'll be taken directly to their preferred signing tool – no extra steps required!
Whether you use IntelliSign, Adobe Acrobat Sign, DocuSign, SignNow, or another tool, your admin can configure the system to automatically select it. This small but mighty update saves time and streamlines your e-signature workflow for everyone.
You're in the middle of reviewing or editing a document in the online editor, making crucial changes, but you're not quite finished. Hit "Save," and oops – it automatically sends to the next approver! It's a headache that can disrupt your entire approval process. Don't worry, you can now take more control of your document review!
The E-Approval and IntelliApprove Online Editor now features a split "Save" button, giving you two distinct options: Save & Submit and simply Save.
This means you can now make changes, click Save to store your progress, and return to the document later to continue editing. Once you're completely satisfied, click Save & Submit to finalize your changes and move the approval process forward. No more accidental submissions – review and perfect your documents on your own terms!
The CobbleStone Vendor Gateway has received a complete redesign, offering a modern, intuitive, and visually appealing experience. From the moment users arrive at the Welcome page, they'll notice a streamlined interface built for ease of use.
What's new?
Sleek Welcome Page: A cleaner, more inviting entry point for both existing and new users.
Simplified Account Creation: New users can easily create accounts with clear options for selecting their type or using a wizard.
Modern Data Views: Once logged in, users will see a refined display of information, making it easier to access what they need.
Enhanced Contract Details: Key information is now highlighted, and the familiar tabbed details screens from the Core system are brought directly into the Gateway.
Updated Grids & Layouts: Enjoy a fresh, modern look for your Contract List, Reports Grid, and Document Library, improving overall usability and navigation.
This overhaul means your vendors and clients will enjoy a cleaner, more efficient, and truly modern interface, making collaboration a breeze and leaving a lasting positive impression.
Manually entering vendor data from SAM.gov can be slow and prone to errors. And what about checking for crucial exclusions? Missing these can expose your organization to unnecessary risk.
Say goodbye to manual data entry headaches and hello to smarter vendor management! Our improved SAM.gov integration makes adding and vetting companies faster and more reliable than ever.
Now, when you search for a vendor by name, our tool uses fuzzy logic to bring back a list of possible matches. Select the right one, and watch as the Address, SAM.gov Identifier, and CAGE Code fields are quickly auto-filled!
But it's not just about speed. Once a match is selected, the system automatically checks for any associated exclusions, proactively identifying potential risks. All exclusions are clearly tracked in the SAM.gov card within the Finances & Confidence Dock and on the Risk Analysis Management Page, giving you a comprehensive picture of your vendor's status.
With these enhancements, you can onboard vendors more efficiently, reduce data entry errors, and gain better visibility into potential exclusions, empowering you to manage risk with confidence.
Please note: This integration is a licensed add-on.
The features and enhancements mentioned above are a mere scratch at the surface of all of the transformative functionality that your team can leverage to succeed in digital contract management and eProcurement procedures.
Get started with CobbleStone Contract Insight 22.5.0 to immerse yourself in all that CobbleStone offers for contract lifecycle management success! Contact your Account Rep today to see CobbleStone Contract Insight 22.5.0's enhanced functionality for yourself and review licensing options.
Are you considering CobbleStone Software? Book your free demo today! Would you rather simply try CobbleStone out for yourself? Enjoy a free trial of CobbleStone Software today.
*Legal Disclaimer: This article is not legal advice. The content of this article is for general informational and educational purposes only. The information on this website may not present the most up-to-date legal information. Readers should contact their attorney for legal advice regarding any particular legal matter.