Contract Insights

This blog was updated on April 27th, 2021.

CobbleStone Contract Insight® offers a Quick Search feature that allows system users to easily search for specific requests, contract records, contracts, and related documents by searching for keywords or phrases.  This process is similar to a common search functionality we use on most online platforms (it’s fast and easy!).  Read on to learn how you can leverage the CobbleStone® Quick Search feature to streamline your contract management software processes.

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.

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.*

This blog post was updated on April 1st, 2021

In our previous Contract Insights blog, “Contract Lifecycle Management Part 1: Mastering Contract Management Blog Series,” we discussed common contract lifecycle management tasks and processes that challenge organizations - and how these challenges can negatively impact contract lifecycles.  In this conclusion to that blog, we detail the reasons organizations should implement contract lifecycle management - as well as the core functionality that should be leveraged for the most powerful contract management software experience.

As was detailed in our recent blog on CobbleStone’s PC Helper App for MS Outlook, contract generation is a multi-faceted process.  A unified procedure for contract collaboration, contract writing, and contract negotiation can be hard to come by.  The “track changes” feature that comes with MS Word out of the box can help make the contract negotiation process easier with redlining.  However, version control issues can arise when contract stakeholders work on different computers in disparate locations.  In turn, documents that are saved locally can easily get lost – potentially resulting in more work for involved contract stakeholders.

To avoid issues such as lost document versions and contract lifecycle bottlenecks, CobbleStone Software’s latest release of its celebrated contract management software – Contract Insight® 17.7.0 – offers a PC Helper App that seamlessly integrates with MS Word. Here’s how to use that functionality.

The release of CobbleStone Software’s Contract Insight® version 17.3.1 in 2019 marked the arrival of Dashboard Launchpads for an enhanced user experience.  Now, with the advent of version 17.5.0, users are afforded even more dashboard configuration and visualization options for next-level contract data analysis!

Creating Contract, Request, Bid, PO, Employee, and Vendor Records is unprecedentedly streamlined with Contract Insight's latest update.  Drag and drop record initiation is now available out of the box that lets users easily import files from a variety of locations!  This tutorial serves as a step-by-step guide to aid in the initiation and configuration of records in Contract Insight’s leading source-to-contract suite.  Get started today with better usability and governance over your CLM system.

Manually keying in new vendor profiles can be a thing of the past with Contact Insight's latest update.  Self-serve vendor registration is now available out of the box with easy company profile creation for vendors, clients, partners, counterparties, outside counsel, and more!