Contract Management Software FAQs
Frequently Asked Questions
Common questions relating to Contract Insight Contract System:
Are the Contract Insight solutions hosted by CobbleStone or installed on our organization's servers?
Contract Insight Enterprise can be either installed on your company's servers or hosted by CobbleStone Systems (SaaS).
Are there online support or help files?
Contract Insight includes online documentation, user manuals, online learning videos, and unlimited e-mail & phone help.
What web servers are supported?
Contract Insight Contract Management Software support Microsoft Internet Information Service (IIS).
Do you customize/configure your product per additional client requirements?
Yes we will configure and/or customize Contract Insight to your requirements. Please send a list of requirements to email@example.com and we will send you a quote.
Does Contract Insight have version control for contract documents?
Yes, Contract Insight allows for full versioning of contract documents entered onto a contract record.
Does Contract Insight track centers, agencies, or departments?
Contract Insight handles tracking contracts by department/agency, contract type, region, employee, categories, and location as well as status code. Contract Insight can track other important data fields that are user configurable via the custom end-user defined fields.
Is there a limit on how many contracts I can have in the system?
No, there is not limit on how many contracts you can enter into Contract Insight. Contract Insight allows for an unlimited contract records and an unlimited files/attachments associated.
What type of support and maintenance do you offer for your contract management software?
The support and maintenance is included in our SaaS (CobbleStone-hosted) system as a part of the monthly fee. For the client installed version, unlimited annual support and maintenance is part of the annual maintenance and support plan.
Does the system support automatic e-mail alerts?
Yes, Contract Insight includes an e-mail alert module. It includes contract workflow tasks. Each contract can have unlimited alerts to notify the key users of contract events and milestones. It offers the ability to define standard alerts based on agency/department, contract type, status, and each task is displayed on the calendar and sends an e-mail alert to the user's inbox and smart phone.
Does the system track parent/master contracts and subcontracts?
Contract Insight can handle Contracts and Subcontracts or Sub Tasks. You can view the main contract and subcontract listing on one screen and click on the subcontract link for the subcontract details.
Is hosting our applications in the cloud secure?
We take all available means to secure our customers data and our data alike. We believe that if our customers are satisfied with our services that they will return for more services in the future. Our systems are hosted on Microsoft Internet Technologies utilizing Windows Servers, .NET technologies, and MS SQL Server, dedicated firewalls, monitored ports, monitored logs, backups, failover facilities, private webs, private databases, and server scans; all with username and password authentication. We also provide dedicated Windows or third party digital certificates such as VeriSign, DigiCert, and Thawte as an option.
Can users drag and drop files into Contract Insight?
Yes, users can drag and drop one or multiple files into Contract Insight at a time.
Is there an online demo?
Yes, we offer a full featured demo; please contact us to request a demo.
Is there any training offered?
We offer several online manuals and documents. Additionally, we offer training that is via the web or on-site (at your facility). We also offer train-the-trainer programs. Please contact us at firstname.lastname@example.org to price a training program that meets your needs.
What database does Contract Insight Contract Management Software utilize? What databases does it support?
The Contract Insight Contract Lifecycle Management Software is hosted on MS Windows Server (or Virtualized Servers), MS SQL server database, .NET, and Internet Information Services (IIS).
Will I be able to search all of the documents/attachments in Contract Insight?
Yes, Contract Insight fully indexes all text based files that are entered in the system to make them fully searchable. Contract Insight Enterprise also has an in-line OCR tool that will convert scanned image PDF files into text based files to be indexed and search upon.
What reports are included?
We have many standard report views. Please refer to the online demo to review the views. Contract Insight includes a custom report builder and ad-hoc query tool.
Can ad-hoc reports be saved and assigned to users?
Yes, Contract Insight supports the ability to save reports and assign users permission to view them. You can also export and save your reports to any data format.
Are global user defined fields supported?
Yes, Contract Insight supports the ability to add flexible user-defined fields. It includes a feature to create user-defined fields such as text boxes, text areas, dates, money, numbers, drop down lists, and decimal. You can create specific fields per contract type--that gives you the flexibility of tracking the data for each type of contract. And you can query and report off of any field.
Does Contract Insight Enterprise include user-configurable dashboards?
Yes, Contract Insight Enterprise includes flexible user-defined dashboards that allow your users to configure their screen to match their needs. Admin users can also create default dashboards for their users to see right when they log-in.
Can all reports be exported and e-mailed?
Yes, Contract Insight supports the ability to create custom reports and send your reports via e-mail. Reports can also be scheduled to be sent out via email on a daily, weekly, monthly, quarterly and yearly basis. You can also export and save your reports to multiple data formats.
Is there a custom ad-hoc reporting tool included?
Yes, Contract Insight includes an ad-hoc query and custom online report designer tools. This enables you to query and report off of any field.