Custom branding can be applied through signature process
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Internationalization
Performance and Reliability
Integration APIs
Signature Process (8)
Document Signing
Allows signor to easily and intuitively sign documents
Reminders and Expirations
Reminds signors of documents that are waiting to be signed and document expiration dates
Sign-In Process
Process of authenticating is secure and seemless
Mobile Signatures
User can easy send and sign documents on mobile devices
Signature Workflow
Sendor/Adminstrators can easily set up and track documents through multiple signature steps
Bulk Digital Signatures
Send documents requiring signature to 1000's of signers at once
Reporting
Provides standard reports and easy creation of custom reports to manage signature process
Signature Document Creation
Easy to create signature blocks on all required electronic document types/formats
Security and Scalability (3)
Regulatory Compliance
Meets required regulartory compliances
Signature History and Audit
Tracks all document signing history to comply with required regulations
Enterprise Scalability
Provides features to allow scaling for large organizations
Contract Management Platform Features (10)
Contract Creation
Users can create new contracts within the platform using built-in document creation features.
Contract Templates
Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields.
Contract Editing
Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.
Contract Attachments
Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources.
Contract Collaboration
Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.
Approval Process
Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system.
Notifications & Reminders
Receive notifications and schedule reminders with alerts according to contract milestones.
Contract Database
Contracts can be stored in a central online repository with built in search capabilities.
Integrations / APIs
The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract.
Reporting & Dashboards
Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities.
Contract Creation & Management (4)
Contract Creation
Users can create new contracts within the platform using built-in document creation features.
Contract Templates
Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields.
Contract Editing
Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.
Contract Attachments
Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources.
Collaboration (2)
Contract Collaboration
Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.
Approval Process
Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system.
Other Platform Features (5)
Notifications & Reminders
Receive notifications and schedule reminders with alerts according to contract milestones.
Contract Database
Contracts can be stored in a central online repository with built in search capabilities.
Contract Compliance
Identify, assess, and manage all contract risks and ensure the fulfillment of contractual obligations
Integrations / APIs
The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract.
E-Signature
Ability to e-sign legally-binding contracts within the same platform.
Contract Data (1)
Reporting & Dashboards
Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities.
Generative AI (4)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Agentic AI - Contract Management (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Agentic AI - E-Signature (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Contract Lifecycle Management (CLM) (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
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