Contract Insight™ Features Comparison

CobbleStone's Contract Management Software is the recognized leader for contract lifecycle management solutions. CobbleStone has paved the way with contract lifecycle management and is trusted by thousands of professionals. CobbleStone Software is feature-rich, enabling organizations to manage contracts easier, draft sell and buy-side contracts, mitigate risk, manage compliance, draft documents faster, track costs, receive alerts, sign documents with e-signature, and reduce contract management costs and lost productivity attributed to inefficient contract administration processes. CobbleStone's contract lifecycle management software is trusted by thousands of contract, risk, sales, and legal professionals world-wide.

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chart-check Available    chart-plus Add-on     
Contract Insight™ Features Enterprise Edition
(Cloud/SaaS or Deployed)
Express Edition
(Cloud/SaaS)
Workgroup Edition
(Deployed)
chart-plus  Contract Software Features
Web based access for contract management chart-check chart-check chart-check
Software as a Service (cloud contract management software) chart-check chart-check  
On-Premise (deployed contract management software) chart-check   chart-check
chart-plus  Central Contract Repository
Central repository for all your contracts & agreements chart-check chart-check chart-check
Store an unlimited number of contracts chart-check chart-check chart-check
Link related contracts chart-check chart-check chart-check
Easily search, sort, and filter your repository chart-check chart-check chart-check
Permission based security access chart-check chart-check chart-check
Share contract documents securely between transacting parties chart-check chart-plus chart-plus
chart-plus  Contracts & Committals Management
    chart-plus  Data Flexibility
Manage any type of contract, committal, or agreement (sales and/or spend) chart-check chart-check chart-check
Contract requests & intake forms chart-check chart-check chart-check
Manage federal, state, and regulatory contracts & obligations chart-check chart-check chart-check
Create custom contract data fields chart-check chart-check chart-check
Track important custom data fields chart-check chart-check chart-check
Quickly rename fields and help descriptions chart-check chart-check chart-check
Customize data collection by type for easy data entry chart-check chart-check chart-check
    chart-plus  Contract Data
Assign classifications (department, type, status, etc.) chart-check chart-check chart-check
Identify all assigned users/employees chart-check chart-check chart-check
Identify all assigned vendors/customers (third parties) chart-check chart-check chart-check
Identify associated locations chart-check chart-check chart-check
Track milestone dates chart-check chart-check chart-check
Manage checklist/to-do items chart-check chart-check chart-check
Link to related contracts, committals, and agreements chart-check chart-check chart-check
Maintain price/cost schedules chart-check chart-check chart-check
Delegate and manage tasks, deliverables and receivables chart-check chart-check chart-check
Complete audit trail tracking (who, what, where, when) chart-check chart-check chart-check
    chart-plus  Relation & Linking
Create unlimited links between contracts and agreements chart-check chart-check chart-check
Link contract terms and renewals together chart-check chart-check chart-check
Link sub-contracts and agreements to a master services agreement chart-check chart-check chart-check
Link contracts together for any desired reason chart-check chart-check chart-check
    chart-plus  Copy Contracts
Allows users to copy contract information chart-check chart-check chart-check
Allows for copying of attachments and files chart-check chart-check chart-check
    chart-plus  Contract Requests
Allow users to submit requests for contracts chart-check chart-check chart-check
Assign users to groups to receive requests for contracts chart-check chart-check chart-check
Members of review groups can accept, reject, or cancel pending requests chart-check chart-check chart-check
Create a new contract right from information from an accepted request chart-check chart-check chart-check
chart-plus  Contract Collaboration & Negotiation
    chart-plus  Multi-Party Collaboration
Email documents and task alerts to recipients chart-check chart-check chart-check
Vendor/Client contract negotiation portal module chart-check   chart-check
Secured and permission based collaboration access chart-plus   chart-plus
E-Signature Software Integration chart-plus   chart-plus
    chart-plus  Manage the negotiation process
Word-for-word (online red line) comparison of merged template versions chart-check   chart-check
Use pre-defined tasks to track process flow chart-check chart-plus chart-plus
Use workflows to track process flow chart-check chart-plus chart-plus
Automated email alerts of next steps chart-check chart-plus chart-plus
Use one-off task/email alerts chart-check chart-check chart-check
chart-plus  Contract Writing and Authoring
    chart-plus  Basic Document Template Creator
Friendly UI for managing templates and versions chart-check chart-check chart-check
MS Word export capabilities chart-check chart-check chart-check
PDF export capabilities chart-check chart-check chart-check
PDF watermarks on export chart-check chart-check chart-check
Create and manage using MS Word-like editor chart-check chart-check chart-check
Insert data-merge placeholders for all contract related fields chart-check chart-check chart-check
Insert page break placeholders to customize contract page layout chart-check chart-check chart-check
    chart-plus  Advanced Document Template Creator
Enhanced contract document writing software and utilize your templates to merge fields and clauses chart-check   chart-check
Leverage document assembly: draft documents for sell & buy-side contracts, solicitations, clients/vendors, and employees (such as agreements, policies/procedures, form letters, & more) chart-check   chart-check
Specify merging fields for Word, HTML, and/or PDF documents chart-check   chart-check
Specify merging clauses for Word, HTML, and/or PDF documents chart-check   chart-check
Create and reorder sections for each document template chart-check   chart-check
Define rule-based sections & clauses for each document template chart-check   chart-check
    chart-plus  Clause Library
Centralized storage of approved legal language chart-check chart-check chart-check
Secured and permissible access chart-check chart-check chart-check
Quickly copy language into templates and/or versions chart-check chart-check chart-check
Designate alternative language clauses with friendly names chart-check chart-check chart-check
    chart-plus  Contract Versions
Quickly create contract documents & versions from templates chart-check chart-check chart-check
Automatic data merge of contract data into template's place-holders chart-check chart-check chart-check
Version tracking for document changes chart-check chart-check chart-check
Secured and permissible access to managing versions chart-check chart-check chart-check
chart-plus  Contract Document Management
    chart-plus  Document Organization
Attached Documents & files to contract records chart-check chart-check chart-check
Centrally organize all documentation related to a contract or agreement chart-check chart-check chart-check
Quickly access files and documents through friendly names chart-check chart-check chart-check
Quickly search text based contracts chart-check chart-check chart-check
OCR text-based PDF files chart-check   chart-check
Compare documents for differences chart-check   chart-check
Attach/Upload virtually any file type chart-check chart-check chart-check
Easily draft contracts and documents from templates chart-check   chart-check
Document retention & contract archiving chart-check   chart-check
Document & contract permissions chart-check chart-check chart-check
    chart-plus  Document Searching
Full text search capabilities for all text-based documents (word, pdf, excel, etc.) chart-check chart-check chart-check
Use OCR scanning for paper documents to attach full-text searchable documents chart-check chart-check chart-check
Auto extract text, clauses, dates, vendor/customer data, and auto map to fields chart-check chart-check chart-check
Auto compare extracted clauses, text, field data, and send compliance alerts based on rules. chart-check chart-check chart-check
    chart-plus  Document Security
Secure document storage - control access to documents chart-check chart-check chart-check
Version control on all attachments and documents chart-check chart-check chart-check
Optional check-in/check-out tools chart-check chart-check chart-check
Full audit trail capabilities for your documents chart-check chart-check chart-check
    chart-plus  Contract Files & Document Tracking
Add contract/agreement attachments, files & documents chart-check chart-check chart-check
Track vendor/customer/etc. attachments chart-check chart-check chart-check
Track user/employee attachments chart-check chart-check chart-check
Unlimited contract type attachments chart-check chart-check chart-check
chart-plus  Contract Budgeting, Pricing & Financial Spend Management
Line item pricing and budgeting chart-check chart-check chart-check
Create quotes, orders & pricing documents chart-check   chart-check
Financial transactions chart-check chart-check chart-check
Spend management/cost control chart-check   chart-check
Track purchase orders, PO line items, & PO allocations against contract amounts with the CobbleStone Purchase Order Management Add-On Module chart-plus   chart-plus
Enable vendors to submit invoices against purchase orders online with the CobbleStone Purchase Order Management Software & Vendor Collaboration Gateway Add-On Module chart-plus   chart-plus
Integrate general ledger receivables & payables to track actuals versus contract amounts with the Database Integration Manager Add-On Module chart-plus   chart-plus
chart-plus  Contract Alerts & Notifications
    chart-plus  Configure Alerts
Email alert for each contract/agreement chart-check chart-check chart-check
Email alert for each task chart-check chart-check chart-check
Email alert for each task escalation chart-check chart-check chart-check
Send alerts to contacts (internal or external, employees and counterparties) chart-check chart-check chart-check
    chart-plus  Send Notifications
Customize schedule for alerts to be sent chart-check chart-check chart-check
Email alerts compatible with all major email programs chart-check chart-check chart-check
Specify statuses for contracts and tasks to prevent email alerts from being sent chart-check chart-check chart-check
chart-plus  Contract Tasks Management
    chart-plus  Create and Manage Tasks
Track all important data fields chart-check chart-check chart-check
Create custom data fields chart-check chart-check chart-check
Assign unlimited users to a task chart-check chart-check chart-check
    chart-plus  Task Notification
Define task time-frame (start and end) chart-check chart-check chart-check
Define alert date for task chart icon chart-check chart-check chart-check
    chart-plus  Task Escalation
Define task escalation rule chart-check chart-check chart-check
Define escalation alert date chart-check chart-check chart-check
    chart-plus  Pre-Defined Tasks
Unlimited for contract types chart-check chart-check chart-check
Unlimited for contract statuses chart-check chart-check chart-check
Unlimited for departments/divisions chart-check chart-check chart-check
chart-plus  Contract Workflow Software Features
    chart-plus  Manage Contract Approval Workflows
Create flexible custom work-flow processes chart-check chart-plus chart-plus
Specify field based criteria to initiate each workflow step chart-check chart-plus chart-plus
Assign unlimited tasks at each step in the workflow process chart-check chart-plus chart-plus
Define escalation procedures for each task chart-check chart-plus chart-plus
Define recurrences for each task chart-check chart-plus chart-plus
Create hierarchical and/or parallel workflow processes chart-check chart-plus chart-plus
    chart-plus  Initiate Contract Workflows
Specify workflow to auto-initiate on contract creation if criteria is met chart-check chart-plus chart-plus
Set workflow to only be checked if the contract is updated chart-check chart-plus chart-plus
    chart-plus  Contract Workflow Execution
Customize workflow steps to track compliance according to your business rules/ requirements chart-check chart-plus chart-plus
Workflow tasks to route documents and action items to appropriate parties chart-check chart-plus chart-plus
Auto-notify responsible parties by email chart-check chart-plus chart-plus
chart-plus  Application Configuration
    chart-plus  Manage Contract Configuration Settings
Configure e-mail notification settings chart-check chart-check chart-check
Built-in Schedule Manager to manage all alerts within the application chart-check chart-check chart-check
Provides step-by-step assistance for administrators to setup, configure, and manage the application chart-check chart-check chart-check
    chart-plus  Contract - Document Text Searching / Full Text Indexing
Enable/ disable full-text indexing for entire application chart-check chart-plus chart-plus
Activate/ deactivate full-text catalogs chart-check chart-plus chart-plus
Searching on indexed files chart-check chart-plus chart-plus
Detailed reporting on all indexed files chart-check chart-plus chart-plus
    chart-plus  Customizable Navigation Menu
Configurable main menu navigation links chart-check chart-check chart-check
Assign icons to main menu navigation links chart-check chart-check chart-check
Set order and hierarchy of links chart-check chart-check chart-check
Activate/deactivate links chart-check chart-check chart-check
Able to link to external and internal pages chart-check chart-check chart-check
chart-plus  Application Security & Maintenance
    chart-plus  Employee Management
Add an unlimited number of employees chart-check chart-check chart-check
Employee-level designation of localization for the display of dates and numbers chart-check chart-check chart-check
Ability to create user-defined user groups/roles chart-check chart-check chart-check
    chart-plus  User/Employee Permissions
Action based contract permissions and security chart-check chart-check chart-check
Provide contract access as a whole, by department or assigned user chart-check chart-check chart-check
Assign level of access for users (admin, read-only) chart-check chart-check chart-check
Assign one-off admin rights to users, if needed chart-check chart-check chart-check
Active user override - switch to disable a user without removing them chart-check chart-check chart-check
    chart-plus  Bulk Importing
Bulk upload contract attachments/files and assign them to contracts chart-check chart-plus chart-plus
Bulk upload application set-up data from Excel.csv files chart-check chart-plus chart-plus
    chart-plus  Contract Field Mapping
Mapping of field relationships for auto-creation of contracts from a contract request chart-check chart-check chart-check
Mapping of field relationships for auto-creation of contracts from a solicitation record chart-check    
    chart-plus  Contract Record Sub-tables
Create user-defined sub-tables/grids for contract records, vendors/clients, employees, and solicitations chart-check chart-plus chart-plus
Each sub-table can have configured user-defined fields chart-check chart-plus chart-plus
Sub-tables are reportable within the application chart-check chart-plus chart-plus
Optional SSL encryption (HTTPS) of all data chart-check chart-check chart-check
    chart-plus  Security Groups
Create and manage contract permissions by security groups chart-check chart-check chart-check
Secure employee access based on assigned security group chart-check chart-check chart-check
Segregation of delete, edit, and add permissions chart-check chart-check chart-check
chart-plus  Contract - Vendor Compliance Tracking
    chart-plus  Maintain Contract & Compliance Standards
Maintain contract history log for auditing chart-check chart-check chart-check
Maintain compliance standards via reporting metrics chart-check chart-check chart-check
    chart-plus  Contract Record Audit Tracking and Logging
Full system audit trail for compliance with Sarbanes Oxley (SOX) chart-check chart-check chart-check
Quick reporting capabilities on all audit history logs chart-check chart-check chart-check
chart-plus  Contract Searching & Reporting Metrics
    chart-plus  Contract Record Reporting/Searching Data Grids
Dynamically add/remove columns from grid displays chart-check chart-check chart-check
In-line sorting by multiple columns chart-check chart-check chart-check
In-line filtering of each column chart-check chart-check chart-check
    chart-plus  Standard Contract Reporting/Searching
Quick search bar on every screen to search all contract fields chart-check chart-check chart-check
Find/search contracts screen to search by specific contract field chart-check chart-check chart-check
In-line grid drill-down of attached documents for each contract chart-check chart-check chart-check
Text-based files search from Find/Search Contracts screen chart-check chart-check chart-check
Export results to MS Word, MS Excel or PDF chart-check chart-check chart-check
    chart-plus  Configurable - Ad-Hoc Contract Reporting/Searching
Create and save configurable ad-hoc reports chart-check chart-check chart-check
Report on contract record data fields chart-check chart-check chart-check
Provide conditions for contract record fields chart-check chart-check chart-check
Easy-to-use interface for design and re-running reports chart-check chart-check chart-check
Share your created reports with other users chart-check chart-check chart-check
Schedule a report to be automatically run and e-mailed chart-check chart-check chart-check
Restrict access to creating ad-hoc reports (user permission) chart-check chart-check chart-check
Export results to MS Word, MS Excel or PDF chart-check chart-check chart-check
    chart-plus  On-line Report Designer
Create flexible reports with Contract Insight™ Report Designer chart-check   chart-plus
Design report on important contract data fields chart-check   chart-plus
Customize look and feel of report layout chart-check   chart-plus
Customize data relationships chart-check   chart-plus
Create calculated display values chart-check   chart-plus
Create and display barcodes from stored data chart-check   chart-plus
Advanced designer for in-depth and custom reports chart-check   chart-plus
Export to dozens of file formats including MS Word, MS Excel, PDF, JPG, etc. chart-check   chart-plus
chart-plus  User Configurable Landing Page
    chart-plus  Dashboards
Configurable dashboards for each user chart-check chart-check chart-check
Fully customizable for each user chart-check chart-check chart-check
Quickly switch between user dashboards chart-check chart-check chart-check
Specify a dashboard as a user's default page chart-check chart-check chart-check
Drag and drop docks (calendar, reports, web pages) chart-check chart-check chart-check
Add user's calendar to their dashboard(s) chart-check chart-check chart-check
Add configurable report grids visible to the user's dashboard(s) chart-check chart-check chart-check
Add a favorite website to the user's dashboard chart-check chart-check chart-check
    chart-plus  User's Calendar
Display all contracts and tasks on their due dates for the user chart-check chart-check chart-check
Quick links to contracts and/or tasks from the calendar chart-check chart-check chart-check
Export calendar to 'VCAL' format (used in client programs like MS Outlook) chart-check chart-check chart-check
chart-plus  Vendor Management System / Client Management
    chart-plus  Configure & Track Counter-parties - Vendors and Clients
Flexible field management via our Field Manager chart-check chart-check chart-check
Full reporting on all fields chart-check chart-check chart-check
File attachments for each vendor/client chart-check chart-check chart-check
Unlimited contacts for each vendor, customer & counter-party chart-check chart-check chart-check
Review and monitor vendor/client news alerts chart-check chart-check chart-check
Track and manage service codes (ex: NIGP Codes) chart-check chart-check chart-check
Aid in compliance with regulatory standards chart-check chart-check chart-check
    chart-plus  Vendor/Client Contract Ratings
Create user-defined scorecard for each vendor by contract chart-check chart-plus chart-plus
Compare vendor scorecards chart-check chart-plus chart-plus
Manage vendor/client ratings and performance chart-check chart-plus chart-plus
chart-plus  Field Manager & Configuration
    chart-plus  Field Creation and Management
Add & configure custom contract data fields chart-check chart-check chart-check
Define default values for fields chart-check chart-check chart-check
Define required fields chart-check chart-check chart-check
Set field order chart-check chart-check chart-check
Quickly rename fields and help descriptions chart-check chart-check chart-check
    chart-plus  Assign Fields by Contract Type
Customize data collected by contract type for easy data entry chart-check chart-check chart-check
Set unique field order by each type chart-check chart-check chart-check
chart-plus  Contract Document & PDF Processing Tools
Merge contract field data & clauses to MS Word (PC app & in system) chart-check   chart-check
OCR PDF Files with click chart-check   chart-check
Bulk OCR (PC helper app) chart-check   chart-check
PDF Merge OCR Tool (PC Helper App) chart-check   chart-check
PDF Electronic Signature & e-sign (PC Helper app) chart-check   chart-check
Convert PDF to Word Converter (PC helper app) chart-check   chart-check
Merge clauses based on rules chart-plus   chart-plus
Upload contract templates chart-plus   chart-plus
Field merging with contracts chart-plus   chart-plus
Field merging with documents chart-plus   chart-plus
Field merging with Excel chart-plus   chart-plus
Field merging with PDF chart-plus   chart-plus
Clause merging in contract templates chart-plus   chart-plus
Clause merging in documents & letters chart-plus   chart-plus
Merge rich-text into document sections chart-plus   chart-plus
Field merging in Clause & provisions chart-plus   chart-plus
Configurable rules for clause inclusion chart-plus   chart-plus
Configurable rules for template selection chart-plus   chart-plus
Configurable rules for document approvals chart-plus   chart-plus
Configurable rules for electronic signature routing chart-plus   chart-plus
Obtain bulk signatures & mass amendments (add-on) chart-plus   chart-plus
Bulk contract file upload tool (PC helper app) chart-check   chart-check
chart-plus  Language Support
Pre-loaded language packs for core screens chart-check   chart-check
Included screen translations for English, Spanish, German, French, Arabic, Chinese (PRC) chart-check   chart-check
Additional languages are configurable chart-plus   chart-plus
chart-plus  System Integration
    chart-plus  Active Directory Integration / Single Sign-On
Ties system login to organizational active directory use chart-plus    
Integrated access for client deployments chart-plus    
    chart-plus  Active Directory Federated Services
Ties login to organizational active directory use chart-plus    
Integrated access for SaaS deployments chart-plus    
    chart-plus  Web Parts Plugins
Plug data components into your web applications chart-plus    
Leverage components in your MS SharePoint or Internal portal site chart-plus    
    chart-plus  Data Direct (Client Deployments Only)
Directly connect external databases to and from our system's database chart-plus    
Create/develop direct connections for client deployments chart-plus    
    chart-plus  Web Services
Synchronize data to and from our system chart-check    
Integrate data synchronization code with existing applications chart-check    
chart-plus  Vendor / Client Management & Collaboration Gateway (option)
    chart-plus  Vendor / Client Management Software Features
Track important vendor & client data (core) chart-check chart-check chart-check
Report & search vendor & client data (core) chart-check chart-check chart-check
Monitor vendor & clients with alerts chart-check chart-check chart-check
Interact with vendors & clients online chart-plus   chart-plus
Collect data from vendors & clients online chart-plus   chart-plus
Negotiate contracts online chart-plus   chart-plus
Capture contract data, files, and notes chart-plus   chart-plus
Provide vendors & clients with read-only access to their contracts chart-plus   chart-plus
Vendor/Client online registration chart-plus   chart-plus
Portal for vendors & clients to register with the system chart-plus   chart-plus
Collect vendors & clients important information chart-plus   chart-plus
Allow vendors & clients to register automatically or through requests chart-plus   chart-plus
Plug-ins to collect vendor/client data on external sites and applications chart-plus   chart-plus
Action-based e-mails for entire registration process chart-plus   chart-plus
Assigned user(s) can review/manage registration requests chart-plus   chart-plus
Release & advertise bids & RFx online chart-plus   chart-plus
Obtain bid & opportunity responses online chart-plus   chart-plus
Collect, track, & response to vendor/client questions online chart-plus   chart-plus
    chart-plus  Public Access Portal Option
Provide external access to public contracts chart-plus   chart-plus
Provide transparency of contracts to meet public, government and state regulations/ requirements chart-plus   chart-plus
Manage & provide public transparency for Federal, State Contracts, GSA, Health-care, Financial, Pharmaceutical, and regulated industry contracts chart-plus   chart-plus
chart-plus  Electronic Signatures & Document Processing (option)
Integrated Electronic Signatures chart-plus   chart-plus
Easily obtain electronic signatures, electronic approvals, and digital signatures on contracts & documents chart-plus   chart-plus
Set placeholder fields for signatures chart-plus   chart-plus
Allow click & sign anywhere chart-plus   chart-plus
Merge clauses based on rules chart-plus   chart-plus
Version tracking chart-plus   chart-plus
Upload contract templates chart-plus   chart-plus
Field merging with contracts chart-plus   chart-plus
Field merging with documents chart-plus   chart-plus
Field merging with Excel chart-plus   chart-plus
Field merging with PDF chart-plus   chart-plus
Clause merging in contract templates chart-plus   chart-plus
Clause merging in documents & letters chart-plus   chart-plus
Merge rich-text into document sections chart-plus   chart-plus
Field merging in Clause & provisions chart-plus   chart-plus
Configurable rules for clause inclusion chart-plus   chart-plus
Configurable rules for template selection chart-plus   chart-plus
Configurable rules & alerts for document approvals chart-plus   chart-plus
Configurable rules & alerts for electronic signature routing chart-plus   chart-plus
Brand-able signing portal chart-plus   chart-plus
chart-plus  e-Sourcing / e-Procurement Management Software (module)
Create and manage solicitations, RFPs, RFIs, grants, contracts, and more chart-plus   chart-plus
Collect information, documents/files, notes and feedback for solicitations online chart-plus   chart-plus
Rank & score vendor/respondent responses chart-plus   chart-plus
Track vendor qualifications chart-plus   chart-plus
Track vendor performance chart-plus   chart-plus
Track bids on-line and have vendors compete in online bids (invite/ open/ public/ auction/ reverse auctions) chart-plus   chart-plus
Create custom data fields chart-plus   chart-plus
Create custom workflow approvals chart-plus   chart-plus
Award solicitation to specified respondents chart-plus   chart-plus
Mapping field data between solicitations & contract records chart-plus   chart-plus
Complete audit trail tracking (who, what, where, when) chart-plus   chart-plus
Link awarded solicitations to contracts chart-plus   chart-plus
Manage and create tasks for solicitations and the RFx process