Download the White Paper: Achieving Efficient Contract Management on Microsoft SharePoint
Manage the entire contract lifecycle on a robust,
easy to use Microsoft 365 SharePoint App
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.
Trusted by customers across industries for their contract management best practices.
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.
Industries served
Education
Manage employee and teacher contracts, sponsorship deals, city and state regulations, and partnerships.
Insurance and Employee Benefits
Create and manage employee contracts, improve organizational transparency, reduce risk factors, and mitigate lawsuits.
Healthcare
Comply with HIPAA, HITECH, ICD 9, ICD 10, and FDR CFR regulations for contract management, and handle active directory contracts for your organization.
Financial Services and Banking
Comply with SEC, FDIC, FINRA, OCC, CFTC, and Federal Reserve regulations on contracts, handle employee contracts, and partnership deals.
Manufacturing and Retail Industry
Manage supplier and vendor contracts, employee and staff contracts, distribution contracts, and facility leasing and ownership contracts.
Energy and Utilities
Abide by local, regional, state and federal regulations, manage contractor information, develop third-party outsourced contracts, and handle facility agreements.
Transportation
Comply with FAA, DOT, FMCSA, FRA and FTA regulations for contracts, outline contracts for drivers and vendors, and reduce potential risks.