Concurrent Contract Negotiation With Contract Insight® & Google Docs

04/15/21

CobbleStone Software integrates with Google Docs for cloud contract negotiations.

Contract negotiations can be an arduous process, especially when relying on disparate emails and paper-based processes.  If you are pressed for time or simply want to maximize your workday, leveraging a cloud-based concurrent document editing solution can exponentially streamline your pre-award contract lifecycle management process.  Read on to learn how you can leverage Contract Insight’s seamless integration with Google Drive for cloud-enabled concurrent document management and swift contract collaboration with optimal oversight.

 

*Please note: to utilize the CobbleStone - GoogleDrive integration, the user must have appropriate licensing and permissions.

To concurrently edit a document in Google Docs, first locate your file within the Files & Attachments section of your contract record.

CobbleStone Software offers a files and attachment section within contract records for optimal document oversight.

Next, click on the Document Toolbox icon. A user-friendly Document Toolbox window that centralizes document-related tasks will appear.  Then, click on “Upload to Cloud App” and select the “Google Drive” option.

CobbleStone Software offers users the ability to upload their documents to Google Drive.

Once your selected document seamlessly uploads to Google Drive, you will receive a confirmation notification.

After this, you can easily access the document from your Google Drive account.  Simply click on your document to begin your concurrent editing process.

CobbleStone Software users can view their uploaded files within Google Drive.

Click on the pencil icon in the upper right-hand corner to select your editing preferences.

CobbleStone Software users and non-CobbleStone users can manage documents concurrently in Google Drive.

Google offers the following options: Editing, Suggesting, or Viewing.  By clicking on Suggesting, you can track changes to your current document.  This feature can be highly useful for tracking concurrent changes with multiple stakeholders - yielding optimal oversight.

CobbleStone Software users and non-CobbleStone users can leverage the Suggesting feature to track changes concurrently.

The “Suggesting” feature gives you the ability to enable track changes.  You can see what text was edited, who edited it, and when it was edited.  In the sample consulting agreement below, you can see how John Smith changed the Contract Amount from $50,000 to $60,000 at 12:11 PM yesterday.

CobbleStone Software users and non-CobbleStone users can edit a document with the enabled Suggestion feature in Google Drive, as seen in this example.

You can also share this document with relevant, key stakeholders by clicking “Share.” A window will appear - allowing you to share the document with necessary contract document collaborators via an automated email and a shareable link.

CobbleStone Software users can share their files via Google Drive by typing in email addresses or copying a restricted link.

Once stakeholders complete the concurrent editing process, the document can be easily imported to Contract Insight from your Google Drive account by clicking “Import From Cloud,” from the Files / Attachments section within your contract record.

CobbleStone Software users can import their files from a cloud application.

And just like that, you can streamline your concurrent document management and contract collaboration - yielding reduced negotiation time in your pre-award contract management processes.

Streamline Contract Negotiations With CobbleStone and Google Docs

Streamline your cloud-enabled contract negotiation and document editing processes with a leading-edge contract management software platform integrated with Google Drive.  End-to-end contract management begins with CobbleStone Software’s Contract Insight.

CobbleStone’s trusted, award-winning, fully integrated contract management software streamlines the contract management process with optimal governance, reduced friction, and high flexibility from contract requests to renewals.  CobbleStone Software has been a visionary leader in CLM software since the mid-1990s.  CobbleStone’s user-friendly, robust, and scalable solution seamlessly integrates with mission-critical applications, including Google Docs, for unified and seamless contract management.

Discover why thousands of contract managers trust CobbleStone Software with their contract management needs.  To learn more about CobbleStone’s unparalleled contract management software, book a free demo with a Contract Insight expert today!

To stay up to date on best practices, industry news, and CobbleStone Software updates, be sure to subscribe to our blog and YouTube Channel.

Are you interested in future-minded contract management software tools?  In our blog - 6 Critical Contract Management Tools for 2021 – learn how to leverage industry-leading CLM software tools for streamlined, user-friendly, and low-friction contract lifecycle management success!

CobbleStone Software Named a Leader in Forrester Wave 2021 Report

It is important to note that once a document leaves CobbleStone’s Contract Insight, formatting retention - including graphics and text - cannot be guaranteed.  Moreover, CobbleStone is not liable for nor has control over how a document may be handled outside of CobbleStone’s Contract Insight. CobbleStone does not guarantee third-party application functionality.

Joshua Hansen

Written by Joshua Hansen

Joshua Hansen is a marketing coordinator at CobbleStone Software.

Post a Comment

Website Graphics_Collage for Website Module copy
RESERVE MY SEAT
REGISTER TODAY

Lists by Topic

see all