Features - Pleasant Solutions - Contract Lifecycle Management (CLM)

Strategy Features

Draft contracts with strategic elements such as: discount on early payment, penalty on late payment, reward on early completion, and/or full payment only on condition. Pleasant Contract Server has features to back your business strategy.

Version control & compare, advanced filters, audit trails, and timely email alerts are just some of the many useful features. Custom integration with enterprise systems saves time and money, while corporate teams author legal contracts using a library of special clauses.

Enterprise & Community Editions

Feature	Enterprise+	Enterprise	Community
Microsoft Word Add-In Create, revise, and customize contracts directly within Microsoft Word.
Contract Authoring Author contracts directly within Microsoft Word, with the ability to: fully customize formatting, drag-and-drop from a library of legal clauses, create placeholders for specific details.
Clause Authoring & Management Create, revise, and insert legal clauses directly into contracts within Word. Benefit from an in-built library of clauses. View all versions, with record of who approved/revised the clause.
Template Authoring & Management Create, revise, and save templates directly within Word. Insert placeholders (variables such as date, price, or company name) that can be automatically filled-in with the contract’s details.
Clause and Template Types Organize your clauses and templates by version and type.
User-Defined Contract Fields Define information to be used in the contract on creation
Visual Workflow Editor Customize the contract lifecycle management workflow with an easy-to-use editor.
Custom Triggers and Notifications Customize who gets the notifications at each stage, and who provides approvals.
DocuSign Integration Automate creation of envelopes and transition-contracts, with DocuSign integration.
Custom Integrations via Web-based API
Legal Entity Management Manage contact information and names of other legal entities.
Template authoring and management Create templates for your contracts
Clause authoring and management Author and version clauses for use in your contracts
Version Control - Files, Workflows, Clauses, Templates Ability to track individual revisions by users increases security and accountability.
On-Premises Contract Server Control your data on site with local hosting, on your own server. This removes the need to trust your sensitive info to third parties, and reduces risk associated with public cloud servers.
Web Browser Access Accessible from any device with an internet connection, no additional installation required.
Manage Contract Server Users Ability to create, delete, edit, and disable users, assign roles, and change user passwords. Ability to instantly revoke a user's access to specific contracts should that be required.
Manage Contract Server Roles Create roles, assign permissions, and select sub-roles. Ability to allow only certain users (or roles) to perform certain tasks, such as revising clauses, approving contracts, and more.
Manage Privileges Levels Control user/role privilege levels that restrict access to contract, template, and clause entries.
Lockout Policies Set Lockout policies for failed login attempts and alert Administrators.
Timeout Policies Configure inactivity log-out rules for web and application clients.
Email Notifications Automatic email notifications when selected Roles/Users carry out triggering actions, or when contracts reach certain stages in their lifecycle. Customizable to your preferences.
Intuitive Navigation User adoption is increased by the simple and intuitive design.
Address Types Manage addresses by type of address for each legal entity - Billing, Shipping, Corporate.
Full Text Search Ability to search any and all records in the repository for phrases and special clauses within the contracts stored in the contract repository.
Powerful Reporting Flexible reports. The Dashboard features several visual graphs automatically populated with data from your contracts and workflows. Run and save customized reports for regeneration.
Custom Report Saving Save your custom reports for regeneration at a later date
Task-Based Dashboard Structured allocation of tasks ensures that responsibility for each task is clear, workflows progress in a specific manner between differing roles, and each step is tracked and recorded.
Negotiation Flexibility Negotiate contracts with advanced features like red-lining.
Repository Intelligence Stay informed on special clauses and upcoming timelines with advance filters that provide multiple dimensional snapshot into clauses, templates, and versioned contracts.
Automatic Incremental Contract Numbering Automatically increment invoice numbers and the contract numbers of other clients.
Unlimited Number of Unique, Editable Contracts
Active Directory Integration for User Permissions to Contracts Get user list from a selected server and select the ones you want to import as users with Windows login access.
Active Directory Integration for Group Permissions to Contracts Get group list from a selected server and select the ones you want to import as roles.
Auto-Import New Active Directory Users to Contract Server Set up a user directory for new AD users to automatically receive Contract Server accounts.
Active Directory Synchronized with Contract Server Regularly sync AD account information and check the directory connection status.
LDAP and Open LDAP Supports Lightweight Directory Access Protocol Integration.
Active Directory Integration for Departments Access
Auditing Log server events to the database for a permanent, encrypted record of all user activity.
Appearance and Branding Customize the web client by adding your company logo and one of the background themes.
E-mail Templates Custom notification email templates to alert users to changes on Contract Server.
IP Range Restrictions Ability to disallow access to users attempting to login from unauthorized IP addresses, or enforce differing login criteria based on the IP of incoming requests.
SAML Single Sign On Log in to Pleasant Contracts with your preferred SAML Identity Provider

Web-Hosted Contract Management

Secure access via web browser (Chrome, Firefox).
Powerful contract authoring tools:
- Microsoft Word add-in and integration
- Version control and auditing
- Library of configurable contract templates and clauses
Complete configuration, control, and monitoring of contract workflows.
Administrator control over access to each aspect of the application.
Administrator control over company-defined set of hierarchical user roles (grouping users into roles).
Active Directory import.

Powerful Contract Authoring

Custom Microsoft Word add-in to quickly author contracts, compare versions, use redlining during negotiations, and more.
Easy-to-use, familiar interface.
Custom user-defined fields allowing for easy updating of dates, names, and more.
Templating, including support for versioned contract templates.
Clause library, including support for versioned contract clauses.
Easy to check documents in and out of local machine.

Workflow Management

Customize and organize your organization's workflows with an easy-to use visual editor.
Set notifications for workflow transitions and triggers for alternative workflows.
Includes support for branching and parallel workflows.
Task-based dashboard to display relevant/active tasks.

DocuSign Integration

Allows both parties to easily sign contracts electronically, using eSignatures.
Automatically create detailed DocuSign envelopes for contract signing.
Automatically progress contracts through the workflow based on signing progress.

Legal Entity Management

Manage your contact information with 1st and 2nd party legal entities.
Single source of truth for names and contact information.

Time Saving

Eliminate lost time searching for, and following up on, a contract's status.
Eliminate the overhead cost of managing contract versions, and prevent the wrong version being sent.
Greatly decrease time associated with authoring contracts.
Active Directory/LDAP function allows for quick user import through the “Auto Import Enabled” setting, and automatic account creation for users on first user login.
Set access levels for roles rather than individual users, and then assign roles to users.
Client Configuration allows configuration settings to be easily set and enforced.
No extensive training required.

Cost Saving

Save costs by ensuring only the newest versions of contracts are available.
Improve returns by easily handling negotiations.
Reduce administrative costs with greater access and controls.
Streamline your organization's workflow.