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Web-Hosted Contract Lifecycle Management

 

  • Secure access via web browser (Chrome, Firefox)
  • Powerful contract authoring tools:
    • Microsoft Office Word plugin and integration
    • Version control and auditing
    • Library of configurable contract templates and common 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


Compare Editions

 

 

Feature Enterprise+ Enterprise Community
Microsoft Word Add-In
Create, revise, and customize contracts directly within Microsoft Word.
Yes! Yes! Yes!
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, and much more!
Yes! Yes! Yes!
Clause Authoring & Management
Create, revise, and insert legal clauses directly into contracts within Word. Pleasant Contract Server comes complete with a library of generic clauses for your convenience. View all versions of each clause, with full record of which user approved and/or revised each clause.
Yes! Yes! Yes!
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 from the individual contract’s details.
Yes! Yes! Yes!
Clause and Template Types
Organize your clauses and templates by version and type.
Yes! Yes! Yes!
Visual Workflow Editor
Customize the contract lifecycle management workflow with an easy-to-use editor.
Yes! Yes! Yes!
Custom Triggers and Notifications
Customize how contracts are transitioned through the workflow, who provides approval, and who to notify at each stage.
Yes! Yes! Yes!
DocuSign Integration
Automatically create envelopes and transition contract upon signature, with DocuSign integration.
Yes! Yes! Yes!
Custom Integrations via Web-based API
Yes! Yes! Yes!
Legal Entity Management
Manage contact information and names of other legal entities.
Yes! Yes! Yes!
Versioning for Files, Workflows, Clauses, and Templates
Ensures that both old and new versions of contracts are captured correctly, and that the newest version is always in use. Ability to track each individual revision by user increases security and accountability.
Yes! Yes! Yes!
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.
Yes! Yes! Yes!
Web Browser Access
Accessible from any device with an internet connection, no additional installation required.
Yes! Yes! Yes!
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.
Yes! Yes! Yes!
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.
Yes! Yes! Yes!
Manage Privileges Levels
Control user/role privilege levels that restrict access to contract, template, and clause entries.
Yes! Yes! Yes!
Lockout Policies
Set Lockout policies for failed login attempts and alert Administrators.
Yes! Yes! Yes!
Timeout Policies
Configure inactivity log-out rules for web and application clients.
Yes! Yes! Yes!
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.
Yes! Yes! Yes!
Streamlined, Easy to Use Navigation
User adoption is increased by the simple and intuitive design.
Yes! Yes! Yes!
Address Types
Ability to manage addresses by type of address for each legal entity, such as Billing, Shipping, and Corporate.
Yes! Yes! Yes!
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.
Yes! Yes! Yes!
Powerful Reporting
View flexible reports based on your specific preferences. The Dashboard features several visual graphs automatically populated with data from your contracts and workflows. Ability to run and save customized reports for future regeneration.
Yes! Yes! Yes!
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.
Yes! Yes! Yes!
Negotiation Flexibility
Negotiate contracts with advanced features like red-lining.
Yes! Yes! Yes!
Contract Repository Intelligence
Stay informed on special clauses and upcoming timelines with advance filters that provide multiple dimensional snapshot into clauses, templates, and versioned contracts.
Yes! Yes! Yes!
Automatic Incremental Contract Numbering
Automatically increment invoice numbers and the contract numbers of other clients.
Yes! Yes! Yes!
Unlimited Number of Unique, Editable Contracts
Yes! Yes! No
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.
More details...
Yes! Yes! No
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.
More details...
Yes! Yes! No
Auto-Import New Active Directory Users to Contract Server
Set up a user directory for new AD users to automatically receive Contract Server accounts.
More details...
Yes! Yes! No
Active Directory Synchronized with Contract Server
Regularly sync AD account information and check the directory connection status.
Yes! Yes! No
LDAP and Open LDAP
Supports Lightweight Directory Access Protocol Integration.
More details...
Yes! Yes! No
Active Directory Integration for Departments Access
Yes! Yes! No
Auditing
Log server events to the database for a permanent, encrypted record of all user activity.
Yes! Yes! No
Database Backup / Restore
Automatic scheduled backups of your encrypted server database. Restore previous versions quickly and easily.
Yes! Yes! No
Appearance and Branding
Customize the web client by adding your company logo and choosing one of the available background themes.
Yes! No No
E-mail Templates
Custom notification email templates to alert users to changes on Contract Server.
Yes! No No
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.
Yes! No No
SAML Single Sign On
Log in to Pleasant Contracts with your preferred SAML Identity Provider
Yes! No No

Intelligent Contract Repository

 

  • Manage versioned contracts - see and compare previous versions easily
  • Sort contracts by type, date, legal entity, and more
  • Easy filters to get contracts with special clauses, such as:
    • Discount on early payments 
    • Penalty on late payments (supplier to buyer)
    • Reward on early completion of work (buyer to supplier)
    • Full payment only when all conditions are met (buyer to supplier)
  • Easily access the contracts you need
  • Never lose track of contracts

Powerful Contract Authoring

 

  • Custom Word plugin allowing for comparing of contract versions, redlining during negotiations, versioning, fast contract authoring, and more
  • Easy-to-use and 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 for easy electronic signing of contracts
  • 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

Widely Accessible

 

  • Web Client enables access through the internet (Any internet connected device can access Pleasant Contracts including smart phone, tablets, and home computers)

Time Saving

 

  • Eliminate lost time searching and following up on contract status
  • Eliminate the overhead of managing contract versions, sending the wrong version
  • Greatly decrease time associated with authoring contracts
  • Active Directory / LDAP function allows for quick user import through the “Auto Import Enabled” setting and auto account creation for users on first user login
  • Setting 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 much greater access and controls
  • Streamline your organization's workflow