Learn why thousands of leading organizations use Contract Insight®
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Selected Feature | Enterprise Edition (Cloud/SaaS or Deployed)
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Express Edition (Cloud/SaaS)
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Workgroup Edition (Deployed)
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Available Add-on |
Contract Insight® Features | Enterprise Edition (Cloud/SaaS or Deployed)
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Express Edition (Cloud/SaaS)
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Workgroup Edition (Deployed)
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Contract Software Features |
Web based access for contract management | |||
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Software as a Service (cloud contract management software) | |||
On-Premise (deployed contract management software) |
Central Contract Repository |
Central repository for all your contracts & agreements | |||
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Store an unlimited number of contracts | |||
Link related contracts | |||
Easily search, sort, and filter your repository | |||
Permission based security access | |||
Share contract documents securely between transacting parties |
Contracts & Committals Management |
Data Flexibility |
Manage any type of contract, committal, or agreement (sales and/or spend) | |||
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Contract requests & intake forms | |||
Manage federal, state, and regulatory contracts & obligations | |||
Create custom contract data fields | |||
Track important custom data fields | |||
Quickly rename fields and help descriptions | |||
Customize data collection by type for easy data entry |
Contract Data |
Assign classifications (department, type, status, etc.) | |||
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Identify all assigned users/employees | |||
Identify all assigned vendors/customers (third parties) | |||
Identify associated locations | |||
Track milestone dates | |||
Manage checklist/to-do items | |||
Link to related contracts, committals, and agreements | |||
Maintain price/cost schedules | |||
Delegate and manage tasks, deliverables and receivables | |||
Complete audit trail tracking (who, what, where, when) |
Relation & Linking |
Create unlimited links between contracts and agreements | |||
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Link contract terms and renewals together | |||
Link sub-contracts and agreements to a master services agreement | |||
Link contracts together for any desired reason |
Copy Contracts |
Allows users to copy contract information | |||
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Allows for copying of attachments and files |
Contract Requests |
Allow users to submit requests for contracts | |||
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Assign users to groups to receive requests for contracts | |||
Members of review groups can accept, reject, or cancel pending requests | |||
Create a new contract right from information from an accepted request |
Contract Collaboration & Negotiation |
Multi-Party Collaboration |
Email documents and task alerts to recipients | |||
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Vendor/Client contract negotiation portal module | |||
Secured and permission based collaboration access | |||
IntelliSign eSign & Document Collaboration | |||
Third-Party E-Signature Connector | |||
Adobe Acrobat Sign Connector | |||
Docusign e-Sign Connector | |||
SignNow Connector |
Manage the negotiation process |
Word-for-word (online red line) comparison of merged template versions | |||
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Use pre-defined tasks to track process flow | |||
Use workflows to track process flow | |||
Automated email alerts of next steps | |||
Use one-off task/email alerts |
Contract Writing and Authoring |
Basic Document Template Creator |
Friendly UI for managing templates and versions | |||
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MS Word export capabilities | |||
PDF export capabilities | |||
PDF watermarks on export | |||
Create and manage using MS Word-like editor | |||
Insert data-merge placeholders for all contract related fields | |||
Insert page break placeholders to customize contract page layout |
Advanced Document Template Creator |
Enhanced contract document writing software and utilize your templates to merge fields and clauses | |||
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Leverage document assembly: draft documents for sell & buy-side contracts, solicitations, clients/vendors, and employees (such as agreements, policies/procedures, form letters, & more) | |||
Specify merging fields for Word, HTML, and/or PDF documents | |||
Specify merging clauses for Word, HTML, and/or PDF documents | |||
Create and reorder sections for each document template | |||
Define rule-based sections & clauses for each document template |
Clause Library |
Centralized storage of approved legal language | |||
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Secured and permissible access | |||
Quickly copy language into templates and/or versions | |||
Designate alternative language clauses with friendly names | |||
FAR & DFARS Clause Library Integration |
Contract Versions |
Quickly create contract documents & versions from templates | |||
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Automatic data merge of contract data into template's place-holders | |||
Version tracking for document changes | |||
Secured and permissible access to managing versions |
Contract Document Management |
Document Organization |
Attached Documents & files to contract records | |||
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Centrally organize all documentation related to a contract or agreement | |||
Quickly access files and documents through friendly names | |||
Quickly search text based contracts | |||
OCR text-based PDF files | |||
Compare documents for differences | |||
Attach/Upload virtually any file type | |||
Easily draft contracts and documents from templates | |||
Document retention & contract archiving | |||
Document & contract permissions |
Document Searching |
Full text search capabilities for all text-based documents (word, pdf, excel, etc.) | |||
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Use OCR scanning for paper documents to attach full-text searchable documents | |||
Auto extract text, clauses, dates, vendor/customer data, and auto map to fields | |||
Auto compare extracted clauses, text, field data, and send compliance alerts based on rules. |
Document Security |
Secure document storage - control access to documents | |||
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Version control on all attachments and documents | |||
Optional check-in/check-out tools | |||
Full audit trail capabilities for your documents |
Contract Files & Document Tracking |
Add contract/agreement attachments, files & documents | |||
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Track vendor/customer/etc. attachments | |||
Track user/employee attachments | |||
Unlimited contract type attachments |
Contract Budgeting, Pricing & Financial Spend Management |
Line item pricing and budgeting | |||
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Create quotes, orders & pricing documents | |||
Financial transactions | |||
Spend management/cost control | |||
Track purchase orders, PO line items, & PO allocations against contract amounts with the CobbleStone Purchase Order Management Add-On Module | |||
Enable vendors to submit invoices against purchase orders online with the CobbleStone Purchase Order Management Software & Vendor Collaboration Gateway Add-On Module | |||
Integrate general ledger receivables & payables to track actuals versus contract amounts with the Database Integration Manager Add-On Module |
Contract Alerts & Notifications |
Configure Alerts |
Email alert for each contract/agreement | |||
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Email alert for each task | |||
Email alert for each task escalation | |||
Send alerts to contacts (internal or external, employees and counterparties) |
Send Notifications |
Customize schedule for alerts to be sent | |||
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Email alerts compatible with all major email programs | |||
Specify statuses for contracts and tasks to prevent email alerts from being sent |
Contract Tasks Management |
Create and Manage Tasks |
Track all important data fields | |||
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Create custom data fields | |||
Assign unlimited users to a task |
Task Notification |
Define task time-frame (start and end) | |||
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Define alert date for task chart icon |
Task Escalation |
Define task escalation rule | |||
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Define escalation alert date |
Pre-Defined Tasks |
Unlimited for contract types | |||
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Unlimited for contract statuses | |||
Unlimited for departments/divisions |
Contract Workflow Software Features |
Manage Contract Approval Workflows |
Create flexible custom work-flow processes | |||
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Specify field based criteria to initiate each workflow step | |||
Assign unlimited tasks at each step in the workflow process | |||
Define escalation procedures for each task | |||
Define recurrences for each task | |||
Create hierarchical and/or parallel workflow processes |
Initiate Contract Workflows |
Specify workflow to auto-initiate on contract creation if criteria is met | |||
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Set workflow to only be checked if the contract is updated |
Contract Workflow Execution |
Customize workflow steps to track compliance according to your business rules/ requirements | |||
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Workflow tasks to route documents and action items to appropriate parties | |||
Auto-notify responsible parties by email |
Application Configuration |
Manage Contract Configuration Settings |
Configure e-mail notification settings | |||
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Built-in Schedule Manager to manage all alerts within the application | |||
Provides step-by-step assistance for administrators to setup, configure, and manage the application |
Contract - Document Text Searching / Full Text Indexing |
Enable/ disable full-text indexing for entire application | |||
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Activate/ deactivate full-text catalogs | |||
Searching on indexed files | |||
Detailed reporting on all indexed files |
Customizable Navigation Menu |
Configurable main menu navigation links | |||
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Assign icons to main menu navigation links | |||
Set order and hierarchy of links | |||
Activate/deactivate links | |||
Able to link to external and internal pages |
Application Security & Maintenance |
Employee Management |
Add an unlimited number of employees | |||
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Employee-level designation of localization for the display of dates and numbers | |||
Ability to create user-defined user groups/roles |
User/Employee Permissions |
Action based contract permissions and security | |||
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Provide contract access as a whole, by department or assigned user | |||
Assign level of access for users (admin, read-only) | |||
Assign one-off admin rights to users, if needed | |||
Active user override - switch to disable a user without removing them |
Bulk Importing |
Bulk upload contract attachments/files and assign them to contracts | |||
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Bulk upload application set-up data from Excel.csv files |
Contract Field Mapping |
Mapping of field relationships for auto-creation of contracts from a contract request | |||
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Mapping of field relationships for auto-creation of contracts from a solicitation record |
Contract Record Sub-tables |
Create user-defined sub-tables/grids for contract records, vendors/clients, employees, and solicitations | |||
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Each sub-table can have configured user-defined fields | |||
Sub-tables are reportable within the application | |||
Optional SSL encryption (HTTPS) of all data |
Security Groups |
Create and manage contract permissions by security groups | |||
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Secure employee access based on assigned security group | |||
Segregation of delete, edit, and add permissions |
Contract - Vendor Compliance Tracking |
Maintain Contract & Compliance Standards |
Maintain contract history log for auditing | |||
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Maintain compliance standards via reporting metrics |
Contract Record Audit Tracking and Logging |
Full system audit trail for compliance with Sarbanes Oxley (SOX) | |||
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Quick reporting capabilities on all audit history logs |
Contract Searching & Reporting Metrics |
Contract Record Reporting/Searching Data Grids |
Dynamically add/remove columns from grid displays | |||
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In-line sorting by multiple columns | |||
In-line filtering of each column |
Standard Contract Reporting/Searching |
Quick search bar on every screen to search all contract fields | |||
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Find/search contracts screen to search by specific contract field | |||
In-line grid drill-down of attached documents for each contract | |||
Text-based files search from Find/Search Contracts screen | |||
Export results to MS Word, MS Excel or PDF |
Configurable - Ad-Hoc Contract Reporting/Searching |
Create and save configurable ad-hoc reports | |||
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Report on contract record data fields | |||
Provide conditions for contract record fields | |||
Easy-to-use interface for design and re-running reports | |||
Share your created reports with other users | |||
Schedule a report to be automatically run and e-mailed | |||
Restrict access to creating ad-hoc reports (user permission) | |||
Export results to MS Word, MS Excel or PDF |
On-line Report Designer |
Create flexible reports with Contract Insight® Report Designer | |||
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Design report on important contract data fields | |||
Customize look and feel of report layout | |||
Customize data relationships | |||
Create calculated display values | |||
Create and display barcodes from stored data | |||
Advanced designer for in-depth and custom reports | |||
Export to dozens of file formats including MS Word, MS Excel, PDF, JPG, etc. |
User Configurable Landing Page |
Dashboards |
Configurable dashboards for each user | |||
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Fully customizable for each user | |||
Quickly switch between user dashboards | |||
Specify a dashboard as a user's default page | |||
Drag and drop docks (calendar, reports, web pages) | |||
Add user's calendar to their dashboard(s) | |||
Add configurable report grids visible to the user's dashboard(s) | |||
Add a favorite website to the user's dashboard |
User's Calendar |
Display all contracts and tasks on their due dates for the user | |||
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Quick links to contracts and/or tasks from the calendar | |||
Export calendar to 'VCAL' format (used in client programs like MS Outlook) |
Vendor Management System / Client Management |
Configure & Track Counter-parties - Vendors and Clients |
Flexible field management via our Field Manager | |||
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Full reporting on all fields | |||
File attachments for each vendor/client | |||
Unlimited contacts for each vendor, customer & counter-party | |||
Review and monitor vendor/client news alerts | |||
Track and manage service codes (ex: NIGP Codes) | |||
Aid in compliance with regulatory standards |
Vendor/Client Contract Ratings |
Create user-defined scorecard for each vendor by contract | |||
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Compare vendor scorecards | |||
Manage vendor/client ratings and performance |
Field Manager & Configuration |
Field Creation and Management |
Add & configure custom contract data fields | |||
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Define default values for fields | |||
Define required fields | |||
Set field order | |||
Quickly rename fields and help descriptions |
Assign Fields by Contract Type |
Customize data collected by contract type for easy data entry | |||
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Set unique field order by each type |
Contract Document & PDF Processing Tools |
Merge contract field data & clauses to MS Word (PC app & in system) | |||
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OCR PDF Files with click | |||
Bulk OCR (PC helper app) | |||
PDF Merge OCR Tool (PC Helper App) | |||
PDF Electronic Signature & e-sign (PC Helper app) | |||
Convert PDF to Word Converter (PC helper app) | |||
Merge clauses based on rules |
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Upload contract templates |
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Field merging with contracts |
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Field merging with documents |
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Clause merging in contract templates |
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Clause merging in documents & letters |
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Merge rich-text into document sections |
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Field merging in Clause & provisions |
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Configurable rules for clause inclusion |
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Configurable rules for template selection |
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Configurable rules for document approvals | |||
Configurable rules for IntelliSign electronic signature routing | |||
Obtain bulk signatures & mass amendments (add-on) | |||
Bulk contract file upload tool (PC helper app) |
Language Support |
Pre-loaded language packs for core screens | |||
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Included screen translations for English, Spanish, German, French, Arabic, Chinese (PRC) | |||
Additional languages are configurable |
System Integration |
Single Sign-On (SSO) - SAML 2.0 |
Ties system login to SAML 2.0 identity provider | |||
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Optional Just-In-Time employee provisioning |
Single Sign-On (SSO) - ADFS |
Ties system login to ADFS identity provider | |||
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Available for SaaS or deployed systems |
Web Parts Plugins |
Plug data components into your web applications | |||
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Leverage components in your MS SharePoint or Internal portal site |
Data Direct (Client Deployments Only) |
Directly connect external databases to and from our system's database | |||
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Create/develop direct connections for client deployments |
Web Services |
Synchronize data to and from our system | |||
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Integrate data synchronization code with existing applications |
Vendor / Client Management & Collaboration Gateway (option) |
Vendor / Client Management Software Features |
Track important vendor & client data (core) | |||
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Report & search vendor & client data (core) | |||
Monitor vendor & clients with alerts | |||
OFAC Compliance Screening | |||
Dun & Bradstreet Connector | |||
Interact with vendors & clients online | |||
Collect data from vendors & clients online | |||
Negotiate contracts online | |||
Capture contract data, files, and notes | |||
Provide vendors & clients with read-only access to their contracts | |||
Vendor/Client online registration | |||
Portal for vendors & clients to register with the system | |||
Collect vendors & clients important information | |||
Allow vendors & clients to register automatically or through requests | |||
Plug-ins to collect vendor/client data on external sites and applications | |||
Action-based e-mails for entire registration process | |||
Assigned user(s) can review/manage registration requests | |||
Release & advertise bids & RFx online | |||
Obtain bid & opportunity responses online | |||
Collect, track, & response to vendor/client questions online |
Public Access Portal Option |
Provide external access to public contracts | |||
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Provide transparency of contracts to meet public, government and state regulations/ requirements | |||
Manage & provide public transparency for Federal, State Contracts, GSA, Healthcare, Financial, Pharmaceutical, and regulated industry contracts |
IntelliSign Electronic Signatures & Document Processing (option) |
Integrated IntelliSign® Electronic Signatures | |||
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Easily obtain electronic signatures, electronic approvals, and digital signatures on contracts & documents | |||
Set placeholder fields for IntelliSign signatures |