Contract Lifecycle Management (CLM) Software On Microsoft 365 SharePoint

Manage the entire contract management lifecycle on Microsoft SharePoint 

Contract Lifecycle Management Software

  • Streamline the entire contract lifecycle management process with a full-featured, scalable CLM software that installs on the  SharePoint platform.
  • 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 contract workflows make it easy to ensure automated contract management with the right people involved in the contract creation process at the right time for review and approval.
  • Streamline contract negotiations with third parties by using integrated contract management tools like our Outlook Plugin and eSignature integration for the contract negotiation process.
  • Improve efficiency by integrating the native integration of our contract management software with your electronic signature company (DocuSign, Adobe ESign, Dropbox Sign and Sertifi)  for easy contract signature.
  • Contract and Legal teams can rely on advanced contract tracking software to optimize the contract creation process.

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.

Download the White Paper: Achieving Efficient Contract Management on Microsoft SharePoint


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