SharePoint Contract Management Software
ConvergePoint’s SharePoint Contract Management Software is a workflow-driven Microsoft SharePoint template that enables an organization to create, collaborate, review and approve contracts made with customers, vendors, partners, or employees. Managing your Contract Management Life-cycle on the SharePoint platform will allow eDiscovery features from SharePoint along with ConvergePoint’s advanced search features, Active Directory based usernames and passwords, audit logs, discussion boards, live dashboards, and custom exporting reports.
Contract Management System on SharePoint
The SharePoint Contract Management Software platform allows all files to be stored in one place throughout the creation, review and approval process. Management has access to the real-time dashboard throughout the process, creating a constant awareness of the status these contacts, which also falls in line with current industry best practices. Changes to documents are tracked, making it easy to find the most recent version. This SharePoint Contract Management Software is modular, fully customizable and can be branded to your specific needs.
Manage the contract requests that come into the legal department. Ensure that all contract requests are valid, approved and need legal attention.
Manage the contract document life cycle with approval workflows, audit-trails, version control, metadata and renewal alerts.
Keep all approved and active contract documents in one place. Search for contracts with metadata or other advanced search capabilities.
Keep on top of renewals with aging reports and proactive dashboards. Manage amendments to existing contracts quickly and efficiently.
SharePoint Contract Management Software – Benefits
Single Contract Management Platform
Single platform: Eliminate the need for cumbersome shared drives and time-consuming document searches with a centralized, platform that the legal team controls.
Ensure Contract Compliance
Every contract goes through a defined streamlined business process from request to approval on a single platform to assure accountability.
Improve Contract Management
Changes to contract documents are tracked, making it easy to find the most recent version. Contracts are archived automatically upon expiration. Alert notifications are sent out based on rules specified.
Contract Document Search
Have all of the contract documents available to users based on permissions. Search for contract documents based on specific metadata criteria.
ConvergePoint SharePoint Contract Management Software- Features
Multiple requests can be streamlined and sent to designated gatekeepers before making their way to the legal team. Automatically upload incoming contracts from the start, or request the creation of a new contract to the correct contract writers. With live dashboards, owners can view real-time status updates without contact.
Request, create, review, and approve contracts with the appropriate collaborators every time using automated workflows and approvals. During the document’s lifecycle, the workflow history is documented and kept with the version histories and discussion boards surrounding the document.
Re-assign overdue items, and allow your reviewers a chance to clarify needs before receiving items for review. Don’t want a rejection to terminate your lifecycle? That’s just another option ConvergePoint provides you flexibility with.
Keep sales, general counsel, procurement, IT, and compliance up to date on information they need as the contracts they have access to are updated. View visual statistics and run reports based on metadata. Export your reports to a variety of file types for your convenience.
With ConvergePoint, migrating all your current contracts is a breeze. Drag-and-drop or upload, and use Excel for a mass metadata import.
Installation is fast and easy, allowing you to begin compliance in a matter of days.
Whether you are involved with different languages and currencies, or need the addition of forms and fields, customization is at your fingertips with ConvergePoint’s user-friendly contract management template.
Managing your contracts in one central repository means keeping your compliance team, procurement, IT, sales, and legal teams up to date.
Permissions allow different users to have personalized experiences while the Active Directory allows roles based access, making management as simplified as possible.
Archiving & Renewals
With one easy click, you can send your contract through the same workflow team it was originally created with to either revise, or retire to an archive.
Using keywords and customized metadata makes contract discovery a breeze.
Contract Management on SharePoint means full access to the SharePoint eDiscovery features, version control, and more.
With notifications and custom time-frames, you can determine how proactive you want to be.
Receive notifications before contract obligation deadlines, and begin your revision workflows with enough time to perfect a new document.
Why Microsoft SharePoint?
SharePoint is Microsoft’s leading collaboration and document management platform. Its tight integration with Microsoft Office, Outlook and Active Directory allows for extensive document storage capabilities, powerful document search functionality, workflow and collaboration.
Don’t have SharePoint?
Microsoft offers a free version of the SharePoint platform called SharePoint Foundation, which the ConvergePoint Contract Management solution is also compatible with. Click the link to learn more about SharePoint and download Foundation.
Request A Demo – Contract Management Software