File Type Support
Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc.
Automatically adds descriptive metadata like file size and upload date, has standard metadata fields like keywords, and allows the definition of custom fields and vocabulary.
(Based on 24 reviews)
Can structure unstructured data through Optical Character Recognition or other automated filing/tagging processes for scanned documents.
Keep track of incrementally changing versions of the same file.
Multiple users can collaborate on document creation, annotation, and review.
Autogenerate documents based on templates and form submission.
Able to create and manage submittable user forms.
(Based on 17 reviews)
Portals and Sites
Able to create user portals and sites.
Automatically archive, delete, or revoke access to files that have reached the end of their life cycle.
(Based on 12 reviews)
Can easily find files via a simple and/or advanced search.
Ability to access documents via a web interface without a client being installed on a device.
iOS, Android and Windows phone apps provide functionality that enable users to perform the same functions as they would on a PC.
Users can create new contracts within the platform using built-in document creation features.
Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields.
(Based on 31 reviews)
Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.
Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources.
Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.
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.
(Based on 38 reviews)
Contracts can be stored in a central online repository with built in search capabilities.
(Based on 37 reviews)
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.
(Based on 35 reviews)
Specifying a series of conditions and actions can automate internal processes, is customizable to the complexities of organization's needs and easy to set up and execute.
The workflow engine provides relevant and customizable conditions on which to execute rules.
Any action a user can perform in the system can be specified as an automated action.
(Based on 18 reviews)
System provides the necessary tools and fuctionality to maintain evidence of business activites and comply with governmental requirements or industry standards.
System provides specialized functionality for bundling structured and unstructured content, automating adaptive, multi-person processes and setting deadlines for open cases. Also, cases can be completed and closed with the associated information stored and auditable.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Onboarding and offboarding team members with Active Directory/SAML-based identity providers.
Policies and Controls
Ability to control file/folder access by user or group, external sharing permissions, editing policies, device location restrictions, sharing by device, etc.
Administer storage limits by user or group.
Choose at which data center your files should be stored.
Stores and transfers files in secure environment.
Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies.
Performance and Reliability
Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Reporting and Auditing
Access pre-built and custom reports to monitor user activity and storage.
System of Record Integration
Integrates with other systems of record such as CRM, ERP, Outlook, Sharepoint.
(Based on 19 reviews)
Enables custom integration to external systems.