Features at a glance
Contract Insight,
Contract Management Software
is an enterprise contract management software
solution. It is a robust and scalable contract management software solution
designed with larger enterprises in mind. It is based on years of industry
research, development, and customer feedback. It is built upon the latest
web-enabled technologies so it can be deployed faster, supported easier, and
reduces your total cost of ownership.
Manage Contracts & Committals - Full life-cycle contract
management
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End-to-End, Enterprise, Web-based Contract Management Software Solution
- Manage any type of contract,
agreement, patents, material transfer agreement, intellectual property agreement,
software license agreement, lease, and licenses
- Manage Revenue Contracts,
Expense Contracts, Master/Sub Contracts, Milestones, Task Orders, action items and more.
- Track important contact data
fields (with user configurable fields based on Contract Type)
- Track vendor/client data, dates, alerts, text, amounts, and all related contract
information
- Includes contract creation and
contract templates that are reusable for ease-of-use.
- Quickly Create and Access
Contracts from a Web Browser and / or your PDA web phone.
- Contract Managers, Project Managers, and key decision makers can
access contract data from any web-browser.
- Link and Associate Contracts together for master and
sub-contracts
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Centralize and track Contracts
according to your standard codes, categories, departments, locations, and more
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Track Contract Work Flow and approval status
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Easily renew contracts with a click of the mouse and link to previous versions
to retain history
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Used to help meet contract
compliance, audits, and governance, such as Sarbanes Oxley (SOX), ISO, and State
and Federal Regulations.
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Used by leading fortune 500
companies and trusted by over 390 organizations including the United States
Military
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Link and Associate Contracts
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Online user manuals, online e-learning videos, demos, and
help system
Create & Draft Contracts from Templates
- User-defined contract templates
- Define various templates based on contract type and risk
- Define mergable user-defined fields for ease of drafting contracts
- Full online rich-text editor for template creation
- Full formatting with fonts, tables, grids, images, headers, page-breaks,
watermarks, HTML, & more
- Establish templates from Word
- Integrate data-driven fields
- Track versions of each contract
- Negotiate online with your clients and vendors via the Vendor/Client Gateway
Portal
- Collaborate & solicit input and data from your employees, vendors, and/or
clients.
- Generate MS Word and PDF Contracts based on your organization's standard
contracts
Provides Advanced E-mail Alerts, Calendar Alerts, & Workflow Tasks
- Provides e-mail notifications for
contracts, tasks, milestones, action items, and payments.
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Users are kept up-to-date via our advance notification system; automatic
reminders are sent to key stakeholders
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Assign Employee Responsibility to track workflow
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Create simple tasks &recurring
tasks
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Create escalating tasks
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Easily manage contracts & tasks from configurable dashboards
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Create global and pre-defined tasks by Contract Type, Department, and
status change for workflow
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Create rules based workflow to trigger workflow
- Track Checklists and Milestones
Track key Vendor, Customer
and Contract Information
via a Secured Vendor/Client Portal
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Tracks Vendor/Client Information; Score vendors and measure the performance of contractors
- Supports Vendor/Client Login to request
new contracts review notes, and upload documents & files
- Tracks Employee Information &
Vendor Risk Management
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Collaborate online and track unlimited notes and comments
- Accepts external contract requests
over the web
- Track contact information for vendor & client personnel (including name,
department, e-mail, phone, fax, address, & custom add-on fields)
- Map to clients via a web/GIS mapper
- Track news and monitor news alerts from the major news agencies
- Attached unlimited documents, files and scanned images to clients and vendors
with notes and version tracking
- Link to parent and subsidiary companies
- Collect Contract Data via the Web
- Import and Export Vendor, Customer, and supplier data
Configurable via Custom User-Defined Fields
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Create uliminted user defined fields on the contract screen
- Assign fields based on contract type
- Create user-defined fields on the vendor/client and employee screens
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Create user-defined fields on the financial tracking screens & tasks screens
- Order the fields to meet your organization's needs
- User-definable drop down box
fields
& multi-select boxes
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User-definable text entry fields (single line boxes and large text boxes)
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User-definable date fields
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User-definable money and currency fields
- User-definable number and decimal
fields
- Define user-created help messages (pop ups)
- Create user-definable field labels
- Set fields to required with default values
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All user-defined fields and system
fields are searchable and can be reported off of
- Configurable user specific dashboards and management views
Attached, Scan, and Track Documentsk Documents
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Attach and track contract documents,
scanned fields, work orders, task orders and other contract
documents and files
- Attached scanned documents, Word
documents, Excel, E-mails, Text Documents, PDF, TIF files, and any other file
format
- All text documents include
full-text searching
- Track document with document
notes, track history, change and version tracking
- Track files & documents with notes
- E-mail files and documents directly from the system with full e-mail features
Track Contract Pricing, Budgeting, and Financial Transactions
- Track contract costs and pricing
information
- Track income and expense transactions and compare it against budget amounts
- Generate budget alerts for spend management control
- Add user-defined GL codes and custom fields for financial tracking
- Track procurement related
information
Searching and Reporting
- Report off of any field using
Contract Insight's ad-hoc report builder and query tool
- Open Database for system
integration
- Full text searching of all data fields (including user-defined fields)
- Report off of any field using
Contract Insight's ad-hoc report builder and query tool
- Open Database for system
integration
- Full text searching of all data
fields (including user-defined fields)
- Open Database for system
integration
- Ad-hoc query,
custom reporting tools and analysis included
- Schedule ad-hoc report views to be
e-mailed
- Design full and customizable
report with Insight Report Builder
- Link and Associate Contracts
together for master and sub-contracts
- Set key dates within each contract
Multi-level security
- Create administrators, end-users,
read only access, and group access to your organization's contracts
- Secure contracts individually or
by department/division
- Assign Contracts from one employee
to another (with bulk transfers)
- Trigger workflow from employee, department and an
Full Support, Help & Training
- Full 24 x 7 x 365 support included with the annual support and/or hosted subscription
- Full user manuals included
- User-definable field level help and pop-up (mouse over) messages
- Full onsite and online live instructor training offer
- Train-the-Trainer programs offered
- Bulk and large volume training offered
- Full administrator and tech training offered
Advanced Technology
- Built using Microsoft's latest .NET
C-Sharp web programming language which means faster screen loads and more stable
system and more secured application
- Leverages Microsoft's SQL Server
Database to store and retrieve data faster and more reliable
- Integrate security with Active
Directory
- End-users access the system from a
modern web browser such as Internet Explorer Integrate (or your web enabled phone) with your back office
systems via database integration, web services, and data synchronizations
- Select from a SaaS (hosted service) or deployed on your organization's servers (behind the firewall) deployment options. CobbleStone offers a fully secured and redundant CISCO network for our hosted clients or for larger clients, Contract Insight can be deployed on your organization's servers.
Learn why so many leading
companies select Contract Insight by contacting us today.
Telephone:
1-866-330-0056
Contact Us:
click here to contact us
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User Manual
Pricing
Free Online Demo
Common Questions
Contact Us Now
View Videos
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Screen Shots
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click to enlarge image
Calendar Views of Alerts
Track Vendor Information
Contract Data Entry Screen
Multi-Level Employee Security
Document Management (file
attachments)
Workflow Tasks (e-mail alerts)
Template Creation (drafting)
Financial Tracking & Alerts
Contract Report Designer
Flexible Sorting & Filtering
and more
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What Clients Have
to say:
"The Cobblestone Software is excellent for us. The system allows us to track our expense
($16 million process yearly). The system allows us to schedule email
notification to vendors and end users at designated time. Cobblestone provides
excellent call back response..."
- Fred Watt, City of Houston
"Cobblestone is working great for us."
-Valley
National Bank
"it's going great!!"
-
Knoxville Utility Board
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