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CobbleStone Systems' Contract Insight Express Edition is an online Contract Management Software solution
that is innovative and offers users instant signup and the most cost effective features on the market. Our
Express Edition is based on years of industry research, development, and customer feedback. It is built upon the
latest web-enabled technologies so you can activate your system today, and begin managing your contracts and
committals easier.
The Contract Insight Express Edition utilizes our Software-as-a-Service (SaaS) model, which
offers you and your organization a quick and robust Contract Management Software solution without the need
for expensive hardware and software.
Manage Contracts & Committals - Full lifecycle management
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End-to-End, Enterprise grade, web-based Contract Management Software Solution.
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Manage any type of contract, committal, agreement, patents, leases, licenses, etc.
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Manage revenue contracts, expense contracts, master/sub contracts, milestones, task orders, action items and more.
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Track any important contract data fields (with user configurable fields based on the type of contract).
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Track any vendor/client data including dates, alerts, text, amounts, and all related contract information.
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Easy to use contract creation and contract templating provide a re-usable starting point for contract needs.
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Quickly create and access contracts from a web browser and/or your PDA web phone.
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Contract managers, project managers, and all key decision makers can access centralized contract data from any web-browser.
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Link and associate contracts together for master and sub contracts or contract renewal terms.
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Centralize and track contracts according to your standard codes, categories, departments, locations and more.
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Track contract work flow processes and approval statuses.
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Easily renew contracts with a click of the mouse and link to previous terms to retain history.
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Help meet your contract compliance, audits and governance (such as Sarbanes Oxley [SOX], ISO, and State and Federal Regulations).
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Used by leading fortune 500 companies, industry leaders, and trusted by hundreds of organizations including the United States Military.
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Online user manuals, e-learning videos, demos and full help system.
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Create & Draft Contracts from Templates
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User-defined contract templates.
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Define various templates based on contract type and risk.
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Define mergable user-defined fields for ease of drafting contracts.
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Fully featured online rich-text editor for contract template creation (including formatting with fonts, tables, grids, images, headers, footers, page-breaks, watermarks, HTML and more).
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Establish templates from Microsoft Word and other word processors.
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Integration of data-driven fields.
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Track versions of each contract.
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Compare versions of each contract with red-lining.
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Negotiate online with your clients and vendors via the Vendor/Client Gateway Portal.
(with upgrade to Contract Insight Enterprise Edition)
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Collaborate and solicit input from your team members, employees, vendors and/or clients.
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Generate Microsoft Word and PDF contracts based on your organization's standard contracts.
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Advanced E-Mail Alerts, Calendar Alerts & Workflow Tasks
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Provide e-mail notifications for contracts, tasks, milestones, action items, payments, etc.
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Keep users up-to-date via our advanced notification system; automatic reminders are sent to key stakeholders.
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Assign employee responsibility to track and manage workflow processes and tasks.
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Create simple and recurring tasks.
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Define task escalations.
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Easily manage contracts & tasks from configurable dashboards.
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Create global and pre-defined tasks by contract type, department/division, and status changes for workflows.
(with upgrade to Contract Insight Enterprise Edition)
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Create rules based workflow processes to trigger workflow events and tasks.
(with upgrade to Contract Insight Enterprise Edition)
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Track checklists and milestones.
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Track Key Vendor, Customer and Contract Information
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Information track and managed via a secured Vendor/Client Portal.
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Track all vendor/client information; Score vendors and measure the performance of contractors.
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Support vendor/client logins to request new contracts, review nots and upload documents and files.
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Track employee information and vendor risk management.
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Collaborate online and track unlimited notes and comments.
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Accept external contract requests over the web.
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Track contract information for vendor and client personnel (including name, department, e-mail, phone fax, address, and custom add-on fields).
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Map to clients via a web/GIS mapper.
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Track news and monitor news alerts from the major news agencies on any of your vendors/clients.
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Attach unlimited documents, files and scanned images to vendors/clients with notes and version tracking.
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Link to parent and subsidiary companies.
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Collect contract data via the web through a web browser.
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Import and export vendor, customer and supplier data.
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Allow Vendor/Client Login via Contract Insight Enterprise to request new contracts, review notes and upload files.
(with upgrade to Contract Insight Enterprise Edition)
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Fully Configurable via Custom User-Defined Fields
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Create unlimited user-defined fields on the contract, vendor, employee, financials, tasks and other important screens to better track data your way.
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Assign fields based on contract type.
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Order the fields on many screens (including by type of contract) to meet your organization's needs.
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User-definable drop down and multi-select boxes.
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User-definable text entry fields (single line and multi-line).
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User-definable date fields.
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User-definable money, currency, number and decimal fields.
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Define help messages (pop-ups) for each field.
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Define field display labels for each field.
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Set fields to be required as well as having default values.
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All fields (both system and user-defined) are searchable and can be reported off of.
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Configurable user specific dashboards and management views.
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Scan, Attach and Track Files and Documents
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Attach and track contract documents, scanned files, work orders, task orders and any other contract documents and files.
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Attach scanned documents, Word documents, Excel, E-Mails, Text Documents, PDF, TIF files, and any other type of file needed.
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All text-based documents include full-text searching.
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Track files and documents with document notes, track history, change and version tracking.
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E-Mail contract files and documents directly from the system with full e-mail features.
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Track Contract Pricing, Budgeting and Financial Transactions
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Track contract costs and pricing information.
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Track income and expense transactions and compare against budget amounts.
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Generate budget alerts for spend management control.
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Add user-defined GL codes and custom fields for financial tracking.
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Track procurement related information.
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Searching and Reporting
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Search and create flexible analysis off of any data field using Contract Insight's ad-hoc report builder and query tool.
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Open database architecture for system integration via web services builder.
(with upgrade to Contract Insight Enterprise Edition)
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Create flexible reports using Contract Insight's online report designer.
(with upgrade to Contract Insight Enterprise Edition)
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Full text searching of all data fields (including user-defined fields).
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Schedule ad-hoc report views to be e-mailed on scheduled intervals.
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Design full and customizable reports with Insight Report Builder (our Online Report Designer).
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Multi-Level Security
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Create administrators, end-users, read-only users, and group access to your organization's contracts.
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Secure contracts individually or by department/division.
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Assign contracts from one employee to another (with bulk transfers).
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Trigger workflow process tasks from employee, department or any other key area of the system.
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Full Support, Help & Training
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Full 24 x 7 x 365 support included with the annual support and/or hosted subscription.
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Full user manuals included.
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User-definable field level help and pop-up (mouse-over) messages.
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Full onsite and online live instructor led training classes.
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Train-the-Trainer programs available.
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Bulk and large volume training available.
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Full administrator and tech training offered.
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Online e-video and learning tutorials.
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State-of-the-Art Technology Platform
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Built using Microsoft's latest C-Sharp web programming language which means faster screen loads, system stability, and increased security.
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Leverages Microsoft's SQL Server Database to store and retrieve data faster and more reliably.
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Option to integrate security with Active Directory (client deployed model).
(with upgrade to Contract Insight Enterprise Edition)
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End-user access to the system from a modern web browser such as Internet Explorer.
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Capable of integrating with your back office systems via database integration, web services and data synchronizations
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Rapid deployment Software-as-a-Service (SaaS) hosting model. CobbleStone offers a fully secured and redundant CISCO
network for our hosted clients.
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Learn why so many leading organizations select Contract Insight by contacting us today.
Telephone: 1-866-330-0056 -or - Contact Us
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