Contract Insight ™ Leaders in Contract Management Software ℠

Contract Management Software Editions | CobbleStone Contract Software
Contract Management Software Editions | CobbleStone Contract Software

Contract Management Software Editions

Contract Insight ™ Software

Contract Insight Software Feature Editions

Select from three versions of Contract Insight ™ Contract Management Software. Select Contract Insight Enterprise for larger organizations, select Contract Insight Workgroup for mid-size organizations, and select Contract Insight Express for small, mid and enterprise-wide organizations. CobbleStone Contract Insight &trade is a recognized leader with Contract Management Software and we have been paving the way and is trusted by thousands of contract and legal professionals world-wide. CobbleStone's Contract Insight Enterprise Edition is feature-rich and enables contract professionals to manage contracts easier, mitigate risk, manage compliance, draft faster, track costs, receive alerts, sign documents, and reduce contract management costs and administration process. Contract Insight contract management software is used by thousands of legal-contract professionals world-wide. To learn why industry leading organizations have selected CobbleStone Contract Management Software, review the editions below for a feature comparison of CobbleStone's editions. Sign up for a no-cost 30 day trial today.

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Contract Insight™ Features
Enterprise
Hosted or Deployed
Express
Online
Work Group
Deployed

Contract Software Features

Web Based Access for Contract Management Chart Icon Chart Icon Chart Icon
Software as a Service (Cloud Contract Management Software) Chart Icon Chart Icon
On-Premise (deployed Contract Management Software) Chart Icon Chart Icon

Central Contract Repository

Central repository for all your contracts & agreements Chart Icon Chart Icon Chart Icon
Store an unlimited number of contracts Chart Icon Chart Icon Chart Icon
Link related contracts Chart Icon Chart Icon Chart Icon
Easily search, sort and filter your repository Chart Icon Chart Icon Chart Icon
Permission based security access Chart Icon Chart Icon Chart Icon
Share contract documents securely between transacting parties Chart Icon Chart Icon Chart Icon

Contracts & Committals Management

Data Flexibility
Manage any type of contract, committal or agreement (sales and/or spend) Chart Icon Chart Icon Chart Icon
Manage Federal, State, and regulatory Contracts & Obligations Chart Icon Chart Icon Chart Icon
Create custom contract data fields Chart Icon Chart Icon Chart Icon
Track important custom data fields Chart Icon Chart Icon Chart Icon
Quickly rename fields and help descriptions Chart Icon Chart Icon Chart Icon
Customize data collection by type for easy data entry Chart Icon Chart Icon Chart Icon
Contract Data
Assign classifications (department, type, status, etc.) Chart Icon Chart Icon Chart Icon
Identify all assigned users/employees Chart Icon Chart Icon Chart Icon
Identify all assigned vendors/customers (third parties) Chart Icon Chart Icon Chart Icon
Identify associated locations Chart Icon Chart Icon Chart Icon
Track milestone dates Chart Icon Chart Icon Chart Icon
Manage checklist/To-Do items Chart Icon Chart Icon Chart Icon
Link to related contracts, committals and agreements Chart Icon Chart Icon Chart Icon
Maintain Price/Cost Schedules Chart Icon Chart Icon Chart Icon
Delegate and manage tasks, deliverables and receivables Chart Icon Chart Icon Chart Icon
Complete Audit Trail tracking (Who, What, Where, When) Chart Icon Chart Icon Chart Icon
Relation & Linking
Create unlimited links between contracts and agreements Chart Icon Chart Icon Chart Icon
Link contract terms and renewals together Chart Icon Chart Icon Chart Icon
Link sub-contracts and agreements to a Master Services Agreement Chart Icon Chart Icon Chart Icon
Link contracts together for any desired reason Chart Icon Chart Icon Chart Icon
Copy Contracts
Allows users to copy contract information Chart Icon Chart Icon Chart Icon
Allows for copying of attachments and files Chart Icon Chart Icon Chart Icon
Contract Requests
Allow users to submit requests for contracts Chart Icon Chart Icon Chart Icon
Assign users to groups to receive requests for contracts Chart Icon Chart Icon Chart Icon
Members of review groups can accept, reject, or cancel pending requests Chart Icon Chart Icon Chart Icon
Create a new contract right from information from an accepted request Chart Icon Chart Icon Chart Icon

Contract Collaboration & Negotiation

Multi-Party Collaboration
Email documents and task alerts to recipients Chart Icon Chart Icon Chart Icon
Vendor/Client contract negotiation online portal module Chart Icon Chart Icon
Secured and permissionable collaboration access Chart Icon Chart Icon
E-Signature Capabilities Chart Icon Chart Icon
Manage the negotiation process
Word-for-Word (online red line) comparison of merged template versions Chart Icon Chart Icon
Use pre-defined tasks to track process flow Chart Icon Chart Icon Chart Icon
Use workflows to track process flow Chart Icon Chart Icon Chart Icon
Automated email alerts of next steps Chart Icon Chart Icon Chart Icon
Use one-off task/email alerts Chart Icon Chart Icon Chart Icon

Contract Writing & Authoring

Basic Document Template Creator
Friendly UI for managing templates and versions Chart Icon Chart Icon Chart Icon
MS Word export capabilities Chart Icon Chart Icon Chart Icon
PDF export capabilities Chart Icon Chart Icon Chart Icon
PDF watermarks on export Chart Icon Chart Icon Chart Icon
Create and manage using MS Word-like editor Chart Icon Chart Icon Chart Icon
Insert data-merge placeholders for all contract related fields Chart Icon Chart Icon Chart Icon
Insert page break placeholders to customize contract page layout Chart Icon Chart Icon Chart Icon
Advanced Document Template Creator
Enhanced management and creation of documents for contracts, solicitations, vendors, and employees (such as agreements, policies/procedures, form letters, & more) Chart Icon Chart Icon
Specify mergable fields for HTML, word processing, and/or PDF documents Chart Icon Chart Icon
Create and reorder sections for each document template Chart Icon Chart Icon
Define rules-based sections & clauses for each document template Chart Icon Chart Icon
Clause Library
Centralized storage of approved legal language Chart Icon Chart Icon Chart Icon
Secured and permissionable access Chart Icon Chart Icon Chart Icon
Quickly copy language into templates and/or versions Chart Icon Chart Icon Chart Icon
Designate alternative language clauses with friendly names Chart Icon Chart Icon Chart Icon
Contract Versions
Quickly create contract documents & versions from templates Chart Icon Chart Icon Chart Icon
Automatic data merge of contract data into template's place-holders Chart Icon Chart Icon Chart Icon
Version tracking for document changes Chart Icon Chart Icon Chart Icon
Secured and permissionable access to managing versions Chart Icon Chart Icon Chart Icon

Contract Document Management

Document Organization
Attached Documents & files to Contract Records Chart Icon Chart Icon Chart Icon
Centrally organize all documentation related to a contract or agreement Chart Icon Chart Icon Chart Icon
Quickly access files and documents through friendly names Chart Icon Chart Icon Chart Icon
Quickly search text based contracts Chart Icon Chart Icon Chart Icon
OCR Text Based PDF Files Chart Icon Chart Icon
Compare Documents for differences Chart Icon Chart Icon
Attach/Upload virtually any file type Chart Icon Chart Icon Chart Icon
Easily Draft Contracts and Documents from Templates Chart Icon Chart Icon
Document Retention & Contract Archiving Chart Icon Chart Icon
Document & Contract Permissions Chart Icon Chart Icon Chart Icon
Document Searching
Full text search capabilities for all text-based documents (word, pdf, excel, etc.) Chart Icon Chart Icon Chart Icon
Use OCR scanning for paper documents to attach full-text searchable documents Chart Icon Chart Icon Chart Icon
Auto extract text, clauses, dates, vendor & customer data and auto map to fields Chart Icon Chart Icon Chart Icon
Auto compare extracted clauses, text, fields data and send compliance alerts based on rules. Chart Icon Chart Icon Chart Icon
Document Security
Secure document storage - control access to documents Chart Icon Chart Icon Chart Icon
Version control on all attachments and documents Chart Icon Chart Icon Chart Icon
Optional Check-in/Check-out tools Chart Icon Chart Icon Chart Icon
Full audit trail capabilities for your documents Chart Icon Chart Icon Chart Icon
Contract Files & Document Tracking
Add contract/agreement attachments, files & documents Chart Icon Chart Icon Chart Icon
Track vendor/customer/etc. attachments Chart Icon Chart Icon Chart Icon
Track user/employee attachments Chart Icon Chart Icon Chart Icon
Unlimited contract type attachments Chart Icon Chart Icon Chart Icon

Contract Budgeting & Financial Spend Management

Line Item Pricing and Budgeting Chart Icon Chart Icon Chart Icon
Financial Transactions Chart Icon Chart Icon Chart Icon
Spend Management/Cost Control Chart Icon Chart Icon Chart Icon
Track Purchase Orders, PO Line Items, & PO Allocations against contract amounts with the Purchase Order Management Add-on Module Chart Icon Chart Icon
Integrate General Ledger receivables & payables to track actuals versus contract amounts with the Database Integration Manager Add-on Module Chart Icon Chart Icon

Contract Alerts & Notifications

Configure Alerts
Email alert for each contract/agreement Chart Icon Chart Icon Chart Icon
Email alert for each task Chart Icon Chart Icon Chart Icon
Email alert for each task escalation Chart Icon Chart Icon Chart Icon
Send alerts to contacts (internal or external) (employees and counterparties) Chart Icon Chart Icon Chart Icon
Send Notifications
Customize schedule for alerts to be sent Chart Icon Chart Icon Chart Icon
Email alerts compatible with all major email programs Chart Icon Chart Icon Chart Icon
Specify statuses for contracts and tasks to prevent email alerts from being sent Chart Icon Chart Icon Chart Icon

Contract Tasks Management

Create and Manage Tasks
Track all important data fields Chart Icon Chart Icon Chart Icon
Create custom data fields Chart Icon Chart Icon Chart Icon
Assign unlimited users to a task Chart Icon Chart Icon Chart Icon
Task Notification
Define task timeframe (start and end) Chart Icon Chart Icon Chart Icon
Define alert date for task Chart Icon Chart Icon Chart Icon
Task Escalation
Define task escalation rule Chart Icon Chart Icon Chart Icon
Define escalation alert date Chart Icon Chart Icon Chart Icon
Pre-Defined Tasks
Unlimited for Contract Types Chart Icon Chart Icon Chart Icon
Unlimited for Contract Statuses Chart Icon Chart Icon Chart Icon
Unlimited for Departments/Divisions Chart Icon Chart Icon Chart Icon

Contract Workflow Software features

Manage Contract Approval Workflows
Create flexible custom work-flow processes Chart Icon Chart Icon Chart Icon
Specify field based criteria to initiate each work-flow step Chart Icon Chart Icon Chart Icon
Assign unlimited tasks at each step in the work-flow process Chart Icon Chart Icon Chart Icon
Define escalation procedures for each task Chart Icon Chart Icon Chart Icon
Define recurrences for each task Chart Icon Chart Icon Chart Icon
Create hierarchical and/or parallel workflow processes Chart Icon Chart Icon Chart Icon
Initiate Contract Workflows
Specify workflow to auto-initiate on contract creation if criteria met Chart Icon Chart Icon Chart Icon
Set workflow to only be checked if the contract is updated Chart Icon Chart Icon Chart Icon
Contract Workflow Execution
Customize workflow steps to track compliance according to your business rules/requirements Chart Icon Chart Icon Chart Icon
Workflow tasks to route documents and action items to appropriate parties Chart Icon Chart Icon Chart Icon
Auto-Notify responsible parties by email Chart Icon Chart Icon Chart Icon

Application Configuration

Manage Contract Configuration Settings
Configure E-mail Notification Settings Chart Icon Chart Icon Chart Icon
Built-in Schedule Manager to manage all alerts within the application Chart Icon Chart Icon Chart Icon
Provides step-by-step assistance for administrators to setup, configure and manage the application Chart Icon Chart Icon Chart Icon
Contract - Document Text Searching / Full Text Indexing
Enable/Disable full-text indexing for entire application Chart Icon Chart Icon Chart Icon
Activate/Deactivate full-text catalogs Chart Icon Chart Icon Chart Icon
Searching on indexed files Chart Icon Chart Icon Chart Icon
Detailed reporting on all indexed files Chart Icon Chart Icon Chart Icon
Customizable Navigation Menu
Configurable Main Menu navigation links Chart Icon Chart Icon Chart Icon
Assign icons to main menu navigation links Chart Icon Chart Icon Chart Icon
Set order and hierarchy of links Chart Icon Chart Icon Chart Icon
Activate/Deactivate links Chart Icon Chart Icon Chart Icon
Able to link to external and internal pages Chart Icon Chart Icon Chart Icon

Application Security & Maintenance

Employee Management
Add an unlimited number of employees Chart Icon Chart Icon Chart Icon
Employee-level designation of localization for the display of dates and numbers Chart Icon Chart Icon Chart Icon
Ability to create user-defined user groups/roles Chart Icon Chart Icon Chart Icon
User/Employee Permissions
Action based contract permissions and security Chart Icon Chart Icon Chart Icon
Provide contract access on a whole, by department or assigned user Chart Icon Chart Icon Chart Icon
Assign level of access for users (admin, read-only) Chart Icon Chart Icon Chart Icon
Assign one off admin rights to users if needed Chart Icon Chart Icon Chart Icon
Active User over-ride - switch to disable a user without removing them Chart Icon Chart Icon Chart Icon
Bulk Importing
Bulk upload contract attachments/files and assign them to contracts Chart Icon Chart Icon Chart Icon
Bulk upload application set-up data from Excel.csv files Chart Icon Chart Icon Chart Icon
Contract Field Mapping
Mapping of field relationships for auto-creation of contracts from a contract request Chart Icon Chart Icon Chart Icon
Mapping of field relationships for auto-creation of contracts from a solicitation record Chart Icon
Contract Record Sub-tables
Create user-defined sub-tables/grids for contract records, vendors/clients, employees, and solicitations Chart Icon Chart Icon Chart Icon
Each sub-table can have an configured user-defined fields Chart Icon Chart Icon Chart Icon
Sub-tables are reportable within the application Chart Icon Chart Icon Chart Icon
Optional SSL encryption (HTTPS) of all data Chart Icon Chart Icon Chart Icon
Security Groups
Create and manage contract permissions by security groups Chart Icon Chart Icon Chart Icon
Secure employee access based on assigned security group Chart Icon Chart Icon Chart Icon
Segregation of delete, edit, and add permissions Chart Icon Chart Icon Chart Icon

Contract - Vendor Compliance Tracking

Maintain Contract & Compliance Standards
Maintain contract history log for auditing Chart Icon Chart Icon Chart Icon
Maintain compliance standards via reporting metrics Chart Icon Chart Icon Chart Icon
Contract Record Audit Tracking and Logging
Full system audit trail for compliance with Sarbanes-Oxley Chart Icon Chart Icon Chart Icon
Quick reporting capabilities on all audit history logs Chart Icon Chart Icon Chart Icon

Contract Searching & Reporting Metrics

Contract Record Reporting/Searching Data Grids
Dynamically add/remove columns from grid displays Chart Icon Chart Icon Chart Icon
In-line sorting by multiple columns Chart Icon Chart Icon Chart Icon
In-line filtering of each column Chart Icon Chart Icon Chart Icon
Standard Contract Reporting/Searching
Quick search bar on ever screen to search all contract fields Chart Icon Chart Icon Chart Icon
Find/Search contracts screen to search by specific contract field Chart Icon Chart Icon Chart Icon
In-line Grid drill-down of attached documents for each contract Chart Icon Chart Icon Chart Icon
Text-based files search from Find/Search Contracts Screen Chart Icon Chart Icon Chart Icon
Export results to MS Word, MS Excel or PDF Chart Icon Chart Icon Chart Icon
Standard Contract Reporting/Searching
Quick search bar on ever screen to search all contract fields Chart Icon Chart Icon Chart Icon
Find/Search contracts screen to search by specific contract field Chart Icon Chart Icon Chart Icon
In-line Grid drill-down of attached documents for each contract Chart Icon Chart Icon Chart Icon
Text-based files search from Find/Search Contracts Screen Chart Icon Chart Icon Chart Icon
Export results to MS Word, MS Excel or PDF Chart Icon Chart Icon Chart Icon
Configurable - Ad-Hoc Contract Reporting/Searching
Create and save configurable ad-hoc reports Chart Icon Chart Icon Chart Icon
Report on contract record data fields Chart Icon Chart Icon Chart Icon
Provide conditions for contract record fields Chart Icon Chart Icon Chart Icon
Easy to use interface for design and re-running reports Chart Icon Chart Icon Chart Icon
Share your created reports with other users Chart Icon Chart Icon Chart Icon
Schedule a report to be automatically run and e-mailed Chart Icon Chart Icon Chart Icon
Restrict access to creating ad-hoc reports (user permission) Chart Icon Chart Icon Chart Icon
Export results to MS Word, MS Excel or PDF Chart Icon Chart Icon Chart Icon
On-line Report Designer
Create flexible reports with Contract Insight Report Designer Chart Icon Chart Icon
Design report on important contract data fields Chart Icon Chart Icon
Customize look and feel of report layout Chart Icon Chart Icon
Customize data relationships Chart Icon Chart Icon
Create calculated display values Chart Icon Chart Icon
Create and display bar-codes from stored data Chart Icon Chart Icon
Advanced designer for in-depth and custom reports Chart Icon Chart Icon
Export to dozens of file formats including MS Word, MS Excel, PDF, JPG, etc. Chart Icon Chart Icon

User Configurable Landing Page

Dashboards
Configurable dashboards for each user Chart Icon Chart Icon Chart Icon
Fully customizable for each user Chart Icon Chart Icon Chart Icon
Quickly switch between a user's dashboards Chart Icon Chart Icon Chart Icon
Specify a dashboard as a user's default page Chart Icon Chart Icon Chart Icon
Drag and drop docks (calendar, reports, web pages) Chart Icon Chart Icon Chart Icon
Add user's calendar to their dashboard(s) Chart Icon Chart Icon Chart Icon
Add configurable report grids visible to the user's dashboard(s) Chart Icon Chart Icon Chart Icon
Add a favorite website to the user's dashboard Chart Icon Chart Icon Chart Icon
User's Calendar
Display all contracts and tasks on their due dates for the user Chart Icon Chart Icon Chart Icon
Quick links to contracts and/or tasks from the calendar Chart Icon Chart Icon Chart Icon
Export calendar to 'VCAL' format (used in client programs like MS Outlook) Chart Icon Chart Icon Chart Icon

Vendor Management System / Client Management

Configure & Track Counter-parties - Vendors and Clients
Flexible field management via our Field Manager Chart Icon Chart Icon Chart Icon
Full reporting on all fields Chart Icon Chart Icon Chart Icon
File attachments for each vendor/client Chart Icon Chart Icon Chart Icon
Unlimited contacts for each vendor, customer & counter-party Chart Icon Chart Icon Chart Icon
Review and monitor vendor/client news alerts Chart Icon Chart Icon Chart Icon
Track and manage service codes (ex: NIGP Codes) Chart Icon Chart Icon Chart Icon
Aid in compliance with regulatory standards Chart Icon Chart Icon Chart Icon
Vendor/Client Contract Ratings
Create user-defined scorecard for each vendor by contract Chart Icon Chart Icon Chart Icon
Compare vendor scorecards Chart Icon Chart Icon Chart Icon
Manage vendor/client ratings and performance Chart Icon Chart Icon Chart Icon

Field Manager & Configuration

Field Creation and Management
Add & configure custom contract data fields Chart Icon Chart Icon Chart Icon
Define default values for fields Chart Icon Chart Icon Chart Icon
Define required fields Chart Icon Chart Icon Chart Icon
Set field order Chart Icon Chart Icon Chart Icon
Quickly rename fields and help descriptions Chart Icon Chart Icon Chart Icon
Assign Fields by Contract Type
Customize data collected by contract type for easy data entry Chart Icon Chart Icon Chart Icon
Set unique field order by each type Chart Icon Chart Icon Chart Icon

Contract Document & PDF Processing Tools

Document Processing
Merge contract field data & clauses to MS Word (PC app & in system) Chart Icon Chart Icon
OCR PDF Files with click Chart Icon Chart Icon
Bulk OCR (PC helper app) Chart Icon Chart Icon
PDF Merge OCR Tool (PC Helper App) Chart Icon Chart Icon
PDF Electronic Signature & e-sign (PC Helper app) Chart Icon Chart Icon
Convert PDF to Word Converter (PC helper app) Chart Icon Chart Icon
Merge clauses based on rules Chart Icon Chart Icon
Upload contract templates Chart Icon Chart Icon
Field merging with contracts Chart Icon Chart Icon
Field merging with documents Chart Icon Chart Icon
Field merging with Excel Chart Icon Chart Icon
Field merging with PDF Chart Icon Chart Icon
Clause merging in contract templates Chart Icon Chart Icon
Clause merging in documents & letters Chart Icon Chart Icon
Merge rich-text into document sections Chart Icon Chart Icon
Field merging in Clause & provisions Chart Icon Chart Icon
Configurable rules for clause inclusion Chart Icon Chart Icon
Configurable rules for template selection Chart Icon Chart Icon
Configurable rules for document approvals Chart Icon Chart Icon
Configurable rules for electronic signature routing Chart Icon Chart Icon
Bulk contract file upload tool(PC helper app) Chart Icon Chart Icon

Language Support

Language Translations for the Top Menu, Field Labels, Field Descriptions
Pre-loaded Language Packs for Core Screens Chart Icon Chart Icon
Included Screen Translations for English, Spanish, German, French, Arabic, Chinese (PRC)
Chart Icon Chart Icon
Additional languages are configurable Chart Icon Chart Icon

System Integration

Active Directory Integration / Single Sign-On
Ties system login to organizational active directory use Chart Icon
Integrated access for Client Deployments Chart Icon
Active Directory Federated Services
Ties login to organizational active directory use Chart Icon
Integrated access for SaaS Deployments Chart Icon
Web Parts Plugins
Plug data components into your web applications Chart Icon
Leverage components in your MS SharePoint or Internal Portal Site Chart Icon
Data Direct (Client Deployments Only)
Directly connect external databases to and from our system's database Chart Icon
Create/Develop direct connections for Client Deployments Chart Icon
Web Services
Synchronize data to and from our system Chart Icon
Integrate data synchronization code with existing applications Chart Icon

Vendor / Client Management & Collaboration Gateway (option)

Vendor/Client Management Software Features
Track important vendor & client data (core) Chart Icon Chart Icon Chart Icon
Report & search vendor & client data (core) Chart Icon Chart Icon Chart Icon
Monitor vendor & clients with alerts Chart Icon Chart Icon Chart Icon
Interact with vendors & clients online Chart Icon Chart Icon
Collect data from vendors & clients online Chart Icon Chart Icon
Negotiate contracts online Chart Icon Chart Icon
Capture contract data, files and notes Chart Icon Chart Icon
Provide vendors & clients with read-only access to their contracts Chart Icon Chart Icon
Vendor/Client Online Registration Chart Icon Chart Icon
Portal for vendors & clients to register with the system Chart Icon Chart Icon
Collect vendors & clients important information Chart Icon Chart Icon
Allow vendors & clients to register automatically or through requests Chart Icon Chart Icon
Plug-ins to collect vendor/client data on external sites and applications Chart Icon Chart Icon
Action-based e-mails for entire registration process Chart Icon Chart Icon
Assigned user(s) can review / manage registration requests Chart Icon Chart Icon
Release & advertise bids & RFx online Chart Icon Chart Icon
Obtain bid & opportunity responses online Chart Icon Chart Icon
Collect, track, & response to vendor / client questions online Chart Icon Chart Icon
Public Access Portal Option
Provide external access to public contracts Chart Icon Chart Icon
Provide transparency of contracts to meet public, government and state regulations/requirements Chart Icon Chart Icon
Manage & Provide Public Transparency for Federal, State Contracts, GSA, Health-care, Financial, Pharmaceutical and regulated industry contracts Chart Icon Chart Icon

Electronic Signatures & Document Processing (option)

Contract Document Collaboration & Electronic Signatures (add-on)
Integrated Electronic Signatures Chart Icon Chart Icon
Easy obtain electronic signatures, electronic approvals, and digital signatures on contracts & documents Chart Icon Chart Icon
Set placeholder fields for signatures Chart Icon Chart Icon
Allow click & sign anywhere Chart Icon Chart Icon
Merge clauses based on rules Chart Icon Chart Icon
Version Tracking Chart Icon Chart Icon
Upload contract templates Chart Icon Chart Icon
Field merging with contracts Chart Icon Chart Icon
Field merging with documents Chart Icon Chart Icon
Field merging with Excel Chart Icon Chart Icon
Field merging with PDF Chart Icon Chart Icon
Clause merging in contract templates Chart Icon Chart Icon
Clause merging in documents & letters Chart Icon Chart Icon
Merge rich-text into document sections Chart Icon Chart Icon
Field merging in Clause & provisions Chart Icon Chart Icon
Configurable rules for clause inclusion Chart Icon Chart Icon
Configurable rules for template selection Chart Icon Chart Icon
Configurable rules & alerts for document approvals Chart Icon Chart Icon
Configurable rules & alerts for electronic signature routing Chart Icon Chart Icon
Brand-able signing portal Chart Icon Chart Icon

e-Sourcing / e-Procurement Management Software (module)

Solicitation & e-Sourcing Management Software (eRFx)
Create and manage solicitations, RFPs, RFIs, grants, contracts and more Chart Icon Chart Icon
Collect information, documents/files, notes and feedback for solicitations online Chart Icon Chart Icon
Rank & Score vendor / respondent responses Chart Icon Chart Icon
Track vendor qualifications Chart Icon Chart Icon
Track vendor performance Chart Icon Chart Icon
Track bids on-line and have vendors compete in online bids (invite/open/public/auction/reverse auctions) Chart Icon Chart Icon
Create custom data fields Chart Icon Chart Icon
Create custom workflow approvals Chart Icon Chart Icon
Award solicitation to specified respondents Chart Icon Chart Icon
Mapping field data between solicitations & contracts records Chart Icon Chart Icon
Complete Audit Trail tracking (Who, What, Where, When) Chart Icon Chart Icon
Link awarded Solicitations to contracts Chart Icon Chart Icon
Manage and create tasks for solicitations and the RFx process Chart Icon Chart Icon
Award Management Software tracking Chart Icon Chart Icon
Merging procurement & sourcing data on document templates Chart Icon Chart Icon

Purchase Order Management Features (module)

Purchase & Requisition Software Features
Track requisition & request for purchases Chart Icon Chart Icon
Limit products & services by user, department and budget (spend management) Chart Icon Chart Icon
Track spend management by department, user, fiscal year Chart Icon Chart Icon
Track important documents for purchases Chart Icon Chart Icon
Configuration Requestion (request) approval workflows Chart Icon Chart Icon
Manage products, items, services and catalogs Chart Icon Chart Icon
Manage inventory ordered, availible, onhand Chart Icon Chart Icon
Track fulfillment from Purchase Order or stock Chart Icon Chart Icon
Convert requistions to Contract and/or Purchase Orders Chart Icon Chart Icon
Track important Purchase Order data Chart Icon Chart Icon
Sent Purchase Orders online for signatures (add-on) Chart Icon Chart Icon
Capture Purchase Order data, files & notes Chart Icon Chart Icon
Track Proof of Delivery Chart Icon Chart Icon
Track Quantity Ordered, Quanitity Recieved, Quantity On Hand Chart Icon Chart Icon
Track Purchase Order Budget versus Actual Spend Chart Icon Chart Icon
Consolidate multiple Requistions to single Purchase Order Chart Icon Chart Icon
Track Purchase Order Line Items Chart Icon Chart Icon
Track Line Item Details - Item, SKU, Description, Quantity, Amount, Tax, Discounts Chart Icon Chart Icon
Track Line Items at the Account, General Ledger, Cost Center & Budget line item Chart Icon Chart Icon
Assigned user(s) can review/manage Purchase requests Chart Icon Chart Icon

User Licensing Models

Named User Licensing Chart Icon Chart Icon Chart Icon
Concurrent User Licensing Chart Icon

Database Platform(s)

MS SQL Server (2008/R2, 2012, 2014)* Chart Icon Chart Icon Chart Icon

Contact CobbleStone to Learn More

To learn why thousands of contract, procurement and legal professionals selected Contract Insight Contract Management Software, sign up for a free 30 day trial today.

Contract Management Software Editions Offer

  • Enterprise Cloud-based contract lifecycle management software for tracking, creating, signing, and managing contracts. It provides e-signatures and contracts. Includes collaborations tools to streamline contract negotiations. Includes deadline alerts, revision tracking, and more. SaaS, Deployed, Single Sign On, Data APIs, Integration, Reporting, Secured.
  • Contract lifecycle management software across US, EMEA, Asia & Asia Pacific. Contract management, paperless contracting and eSignature.
  • Customizable contract management system with configurable fields, reports, dashboards, alerts and more.
  • Cloud-based negotiation - contract lifecycle management platform. Facilitates the back-and-forth contract tracking, negotiation, redlines, and simplifies the overall contracting management process for companies of any size
  • Contract management software designed for contract professionals. Manage your important contract data with user-configurable field and document tracking. Never miss a contract alert or obligation again with powerful task notification alerts and reports.
  • Simplifies the contract managing process a contract throughout its lifecycle
  • Control contract document access rights, full audit, SOX, Federal, HIPAA, and other compliance.
  • Flexible software to streamline your contract management workflow from contract draft creation to contract cancel or renewal. Manage and upload contract documents intp a secured cloud repository. Give contract parties access to review, comment or approve documents. Sign documents with your custom electronic signatures. Track the contract performance and contract duties by time scheduled reports and configurable dashboards.
  • Integrates standardized meta data fields for contract documents contract record tracking, allows for unlimited number of contracts and contract types managed through an flexible contract repository making searching and tracking contract documents and data simple but powerful
  • Powerful contract software to track your sales contracts and vendor contracts (Procurement, Sales, HR, Partnerships), easy, safe and reportable in one simple-to-use platform
To learn why thousands of contract, procurement and contract professionals selected Contract Insight Contract Management Software, sign up for a free 30 day trial today.

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