Feature Comparison
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General
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Maximum Number of Users
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Deployment Options
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Software-as-a-Service (SaaS)
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Client/Server (On-Premise)
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Web/Internet (On-Premise)
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Central Repository and Searching
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Central repository for all your contracts and agreements
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Store an unlimited number of contracts
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Link related contracts
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Easily search and sort your repository to find a contract
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Both standard and user defined search criteria
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Full text search of all system fields
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Full text search of supporting documents
(word, pdf, excel, etc.)
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Collaboration and Negotiation
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Negotiate contracts using Microsoft Word within the
system
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Check-in / Check-out tools (procedures)
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Word-for-Word comparison compares the document you
receive against the one your sent out
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Change list notates; all changes to the document, which
user made the change(s), and approve / reject buttons
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Email agreements directly from the system and track
emails sent
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Track / Process negotation steps using integrated
Action Items
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To Do List and automated emails alert you of next steps
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Contract Data
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Maintain unlimited Data Collection Templates. Assign to
contract categories to make data entry quick and easy
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Assign relevant classifications (category, type, status,
etc.) for easy searching and reporting
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Manage milestone dates
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Identify internal and external points of contact
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Define linked contracts
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Fee Schedules / Calculated Fields
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Highlight unique provisions, terms or other clauses of
interest
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Delegate tasks / manage deliverables and receivables
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Capture one or many locations and/or third parties
associated with a contract
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Custom data fields available throughout the system
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Easily rename system fields and terminology as needed
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Data Entry Audit Trail tracks all modifications
(Who, What, When, Where)
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Document Management
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Organize all documentation relevant to the agreement
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Secure document storage / Control access to documents
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Display document status and other relevant details
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Import electronic contracts of virtually any file type
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Scan paper documents directly into the system
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Document version control
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Full audit trail for your documents
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Compare any documents or versions to view differences
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Manage Contacts
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Assign a contract owner and other internal personnel
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Manage external corporate and personnel contact info
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Designate default points of contact
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Email Alarms
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Set email alerts for any of your contract milestone dates
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Configure alarms using default settings or customize as
needed (Days in advance, Recurrence, etc.)
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Send alerts to unlimited internal and external contacts
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Designate recipients from system or email system
contacts
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User defined email templates let you choose the message
and data to be sent automatically
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History and Confirmation of alarms sent
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Auto-snooze will reset date after milestone has been
reached for auto-renewing / evergreen contracts
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Compatible with Outlook, Lotus Notes, GroupWise, or any
MAPI compliant system
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Security
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Role based security
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Turn system screens and functionality on/off for user
groups
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Assign level of access for users
(Full, Read-Only, No Access)
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Assign which contract categories users can access
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Compliance
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Maintain contract history for auditing
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Full Audit Trail for Sarbanes-Oxley Compliance
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Maintain compliance standards / Compliance Reporting
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Standard Reporting
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Contract List, Expiring Contracts, and Analysis Reports
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Report criteria wizard makes filtering reports easy
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Save reports to Excel, PDF, and other formats
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Ad-Hoc Reporting
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Report on any data field
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Create and Save unlimited Ad-Hoc Reports
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Easy to use interface designed for end users
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Design wizard allows easy formatting of reports
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Filter wizard makes selecting groups of info easy
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Dashboard
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Drag and drop widgets (Favorite reports, Statistics with
charts and graphs, To Do List, Calendar, and more)
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Fully customizable
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Sticky-note reminders (Place them on dashboard)
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Personalize dashboard (Add company colors and logos)
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Enhanced Document Scanning
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OCR documents when scanning them into the system
System text within scanned documents
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Cut and paste text from scanned documents
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Annotations and other imaging tools
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Batch scanning of documents
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Convert to PDF automatically after scanning
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Workflow
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Create unlimited number of custom workflow processes
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Customizeable workflow steps to track compliance with
your unique business rules/requirements
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Route documents and action items to appropriate parties
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Dynamic workflow to-do list
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Notify reponsible party(s) by email, send automatic
reminders, define escalation procedures
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Send steps sequentially or simultaneously
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Manually initiate workflows or trigger from data values
in the system
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Contract Creation and Authoring
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Create new contracts quickly and accurately using
Microsoft Word within the system
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Clause Library allows central storage and ability to set
authorized use of approved legal language
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Designate alternative language clauses
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Template library facilitates drag and drop creation of
contract templates using approved clauses
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Clause update allows language changes at the clause
level to be applied across all templates
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Data merge faetures allow data pertaining to a given
record to be automatically merfed into templates
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Secure check-in/check-out features anable more accurate
negotiating and authoring
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Dynamic Clauses allow clauses to be automatically
included in contracts based on data
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Assign user editing rights at the clause level
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Importing
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Import contract data directly into the system
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Import single or batch records
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Import data from multiple document formats
(txt, csv, etc.)
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Provides and audit log for imports
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Run and/or schedule unlimited imports
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Import contract data from external systems
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Sync customer and vender data changes with external
systems
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Exporting
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Export any data collected from the system
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Export data info multiple document formats
(txt, csv, etc.)
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Filter records you want included in export
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Control format of data fields being exported
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Run and/or schedule unlimited exports
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