Online Contract Negotiations With MS Office 365 & Contract Insight®

04/14/21

CobbleStone Software offers online contract negotiations with integrated MS Office 365.

Contract negotiations - if handled incorrectly - can be inefficient.  This holds especially true when organizations rely on paper-based processes and disparate emails.  If your organization needs a more rapid, robust, user-friendly, and streamlined process, consider leveraging a web-enabled concurrent document editing solution.  Cloud-based contract negotiations can exponentially expedite your pre-execution contract lifecycle management procedures.  Read on to learn how you can leverage CobbleStone Software's seamless integration of its contract management software suite - Contract Insight® - with Microsoft Office 365 for online concurrent document editing and rapid contract collaboration with enhanced oversight.*

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

Begin by logging into Contract Insight and locating the file you want to use within the Files & Attachments area of your contract record screen.  Then, click on the Document Toolbox icon.

CobbleStone Software offers a document toolbox.

Next, select “Upload to Cloud App.” From there, pick the “OneDrive 365” option.

CobbleStone Software allows you to upload to One Drive 365.

You can then see your uploaded file within your Microsoft OneDrive.

CobbleStone Software integrates seamlessly with MS Office 365.

Click on the file, and it will open as an online MS Word document.  If the file downloads to the desktop edition, please check your OneDrive settings.

Now, you can leverage the native MS Word 365 features like Editing and Reviewing for cloud contract collaboration.

CobbleStone Software lets users open contract documents in desktop for collaboration.

After that, you can share your document with others.

CobbleStone Software allows users to share emailed links for contract stakeholders to collaborate.

From the perspective of the stakeholder with whom you shared the document, they will receive an email with the information below.  The button in email launches online collaboration into motion.

CobbleStone Software stakeholders can easily collaborate on document editing.

If preferred, users can also open in MS Word Desktop App with an AutoSave option. Once the document is opened in the Desktop version, collaborating stakeholders can see editing parties listed.  Additionally, you can utilize the CobbleStone PC Helper Application for MS Word  - which contains various tools for more robust and streamlined contract collaboration.

CobbleStone Software offers a user-friendly PC helper application for desktop MS Word platform.

From there, collaborating parties can experience concurrent document editing with control of user permissions, high configurability, and integrated contract management tools.  Multi-person editing, section lockdown functionality (non-negotiable areas), next-level clause management, and more make contract negotiations much more simplified and sensible.

CobbleStone Software offers in-text contract collaboration.

Once stakeholders complete the cloud-based, concurrent editing process, the document can be seamlessly imported to Contract Insight from your MS OneDrive account by clicking “Import From Cloud,” from the Files / Attachments section within your contract record.

CobbleStone Software allows you to import new versions from the clouds.

Just like that, you will see your updated file right where you began - version tracked for convenience!

CobbleStone Software offers version tracking.

Streamline Contract Negotiations With CobbleStone and MS Office 365

Streamline web-enabled contract negotiation and concurrent document editing processes with a leading contract management software platform integrated with MS OneDrive.  End-to-end contract administration begins with CobbleStone Software.

CobbleStone’s acclaimed, award-winning, trusted, and fully integrated contract management software platform expedites contract process with increased governance, decreased friction, and improved flexibility from contract requests to contract renewals.  CobbleStone Software has been a celebrated leader in contract lifecycle management software since the mid-1990s.  CobbleStone’s robust, easy-to-use, and scalable solution seamlessly integrates with mission-critical applications, including MS Office 365, for centralized and unified contract management.

Learn why thousands of contract managers worldwide trust CobbleStone Software with their contract management needs.  To learn more about CobbleStone’s top-of-the-line contract management software platform, 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.

Sean Heck

Written by Sean Heck

Sean Heck is Content Marketing Manager at CobbleStone Software

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