Features
Repository
- Centralized repository for contracts and attachments
- Full-text, Boolean, and fuzzy search functionality
- Ability to attach native, scanned, and faxed documents in a variety of formats to any contract record
- Advanced filtering tools, folders, and hierarchies for document organization
- Amendment consolidation in a single auditable “effective view”
Contract authoring
- Microsoft Word add-in for creating, authoring, editing, and checking in contracts
- Data extraction from .doc, .pdf, and faxed third-party documents
- Step-by-step contract creation wizard
Contract process management
- Conditional, parallel, and serial approval workflows
- ESignature integrations (wet or electronic)
- Composers for contracts, boilerplates, approvals, tasks, notifications, user accounts, and rules
- Obligations management with alerts, post-execution workflow steps, and advanced reporting
- Alerts for contract renewal opportunities
- Contract renewal authoring based on previous contract records
Mobile support
- Compatibility with iPad, iPhone, Android, and Blackberry devices
- Single-click mobile approvals
- Mobile interface for approving, rejecting, commenting on, reassigning, and viewing contracts
Alerts
- Notifications and tasks for expirations, renewals, obligations, and key milestones
- Custom email alerts
Reporting and analytics
- Scheduled and ad-hoc reporting capabilities
- One-click switching between contract record and report results
- Automated report emails in .pdf, .xls, or .xml format
- Integrations with external report writers, including Crystal Reports, Cognos, Adobe, and Business Objects
- Contract fulfillment tracking
- Personalized dashboards
Integration
- Integration with Selectica Guided Selling
- Integration with ERP, CRP, SRM, and business intelligence tools
- Integration with Salesforce CRM
- Integration with EMC Documentum
Security
- Strong network (128-bit SSL) and data security
- Permission-based access to data and business processes
- Security and audit reporting
Administration
- Suite of composers for managing data, templates, clauses, and more
- Cloud deployment
- Configurable, easy-to-manage interface
