Professional Edition Features
Powerful, contract management software for company's of any size!
Contract Logix's Professional Edition has all of the features you need to centralize and manage any type of contract and related processes. Its' powerful features make it easy to stay on top of important contract dates, action items, obligations, commitments, fees, documents, and more.
See below for Professional Edition Features. Click any option to expand details.
Users
Deployment Options
Central Repository and Searching
Collaboration and Negotiation
- Negotiate contracts using Microsoft Word within the system
- Check-in / Check-out tools (procedures)
- Automatic Document comparison Upon Check-In
- Change list notation, showing all changes to the document, which user made the change(s)
- Email agreements directly from the system and track emails sent
- Track / Process negotation steps using integrated Action Items
- To Do List and automated emails alert you of next steps
Contract Data
- Maintain unlimited Data Collection Templates
- Assign relevant classifications (category, type, status, etc.) for easy searching and reporting
- Manage milestone dates
- Identify internal and external points of contact
- Define linked contracts
- Fee Schedules / Calculated Fields
- Highlight unique provisions, terms or other clauses of interest
- Delegate tasks / manage deliverables and receivables
- Capture one or many locations and/or third parties associated with a contract
- Custom data fields available throughout the system
- Easily rename system fields and terminology as needed
- Data Entry Audit Trail tracks all modifications (Who, What, When, Where)
Document Management
- Organize all documentation relevant to the agreement
- Secure document storage / Control access to documents
- Display document status and other relevant details
- Import electronic contracts of virtually any file type
- Scan paper documents directly into the system (Automatic Image/Scan OCR)
- Document version control
- Full audit trail for your documents
- Compare any documents or versions to view differences
- Document Combine features during multi-party reviews & approvals
Document Routing - NEW
- Quickly route documents for approval to one or multiple parties simultaneously
- Conveniently view and receive approval updates
- Enable stakeholders to approve, approve with changes, or reject documents
- Track approvals in real time
- Eliminate the time-consuming internal sign-off and intialing processes
- Improve approval accountability
- Complete Approval history
E-Signature - NEW
- Provide your customers and stakeholders with an easier and more convenient way to sign and execute agreements
- Replace your paper-based agreement signature process, with a more convenient, paperless process
- Enable your customers to sign agreements electronically, right over the Internet
- Track contracts signatures in real time
- Intelligently route signed agreements internally for approvals
- Eliminate the time-consuming print, ship, sign, copy, return, scan cycle and reduce contract execution from days to minutes
Manage Contacts
Email Alarms
- Set email alerts for any of your contract milestone dates
- Configure alarms using default settings or customize (Days in advance, Recurrence, etc.)
- Send alerts to unlimited internal and external contacts
- Designate recipients from system or email system ontacts
- User defined email templates let you choose the message and data to be sent automatically
- History and Confirmation of alarms sent
- Auto-snooze will reset date after milestone has been reached
- Compatible with Outlook, Lotus Notes, GroupWise, or any MAPI compliant system
- Both Sending & Receiving Email Options (w/Optional Email Manager Module)
Security
Compliance
Standard Reporting
Ad-Hoc Reporting
Dashboard
Calendar
To Do List(s)
Enhanced Document Scanning
Workflow Module (Optional)
- Create unlimited number of custom workflow processes
- Customizeable workflow steps to track compliance with your unique business rules/requirements
- Route documents and action items to appropriate parties
- Dynamic workflow to-do list
- Notify reponsible party(s) by email, send automatic reminders, define escalation procedures
- Send steps sequentially or simultaneously
- Manually initiate workflows or trigger from data values in the system
Contract Creation Module (Optional)
- Create new contracts quickly and accurately using Microsoft Word within the system
- Clause Library allows central storage and ability to set authorized use of approved legal language
- Designate alternative language clauses
- Template library facilitates drag and drop creation of contract templates using approved clauses
- Clause update allows language changes at the clause level to be applied across all templates
- Data merge features automatically merge contract data into contracts
- Secure check-in/check-out features anable more accurate negotiating and authoring
- Dynamic Clauses allow clauses to be automatically included in contracts based on data
- Assign user editing rights at the clause level
Import Module (Optional)
- Import contract data directly into the system
- Import single or batch records
- Import data from multiple document formats (txt, csv, etc.)
- Provides and audit log for imports
- Run and/or schedule unlimited imports
- Import contract data from external systems
- Sync customer and vender data changes with external systems
Export Module (Optional)
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