Download the White Paper: Achieving Efficient Contract Management on Microsoft SharePoint
Trusted by customers across industries for their contract management best practices.
Manage the entire contract management lifecycle on a user friendly Microsoft 365 SharePoint App
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Contract Management Lifecycle
- Streamline the contract lifecycle management process with a full-featured, scalable app that installs on the SharePoint platform.
- Contract and Legal teams can rely on advanced contract tracking software to optimize the contract creation process.
- Contract request management feature to capture request information, prioritize contracts, and route contracts for approval.
- Robust contract authoring tools with an option to leverage a clause library.
- Custom workflows make it easy to ensure the right people are involved at the right time for review and approval.
- Streamline negotiations with third parties by using our integrated tools for the contract negotiation process.
- Improve efficiency by integrating the native integration of our contract management software with your electronic signature company for easy contract signature.
Contract Request Management
- Create custom contract request forms to match the specific needs of each request type.
- Use pre-defined document templates for common requests to save time and effort.
- Connect to CRM systems to automatically populate customer data.
- Route requests for approval based on contract value or department.
- Provide real-time status dashboards for requestors so they can track progress on their requests in one place
Contract Authoring and Review
- Use Microsoft Word Online and the ConvergePoint Word AddIn to quickly and accurately author contracts.
- Enable review and approval workflows tailored to specific contracts and teams.
- Send notifications via email when approvals are required or progress is made.
- Send contracts out for negotiation with the click of a button.
- Send contracts directly from the platform to easily secure signatures.
Contract Collaboration With Custom Workflows
- Define custom workflow rules to assign reviewers and approvers based on the contract type.
- Set up criteria for each contract type (e.g. value, department) to determine who needs to review and approve the contract.
- Track progress in real-time with a dashboard that allows you to monitor the entire process from start to finish.
- Automatically send out notifications when contracts require review or approval.
- The contract management system allows you to go through multiple reviews and negotiations before being approved with our multi-tiered approval system
- Give designated users access to contract documents, metadata, discussion boards, comments, and version history.
Contract Dashboards, Search and Reporting
- Monitor the progress of contracts with an interactive dashboard that provides an overview of their status.
- Identify potential bottlenecks in the process to ensure efficient contract execution.
- Quickly locate contracts using targeted searches against contract properties
- Receive real-time ad hoc reports to stay up to date on all relevant data regarding a particular contract.
