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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

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 (supplier to buyer)
    • 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


Features Available in 2019

 

Feature
MS Word Plugin: Contract Authoring
Author Contracts directly in Word, incorporating user defined fields and more
MS Word Plugin: Clause Authoring
Create and save versioned clauses directly in Word
MS Word Plugin: Template Authoring
Create and save versioned templates directly in Word
Clause and Template Types
Organize your clauses and templates by appropriate type
User-Defined Contract Fields
Define information to be used in the contract on creation
Automatic Incremental Contract Numbering
Automatically increment invoice numbers and the contract numbers of other clients
Visual Workflow Editor
Customize contract workflow with an easy-to-use editor
Custom Triggers and Notifications
Customize when a contract is transitioned through the workflow, and who will be notified
Docusign integration
Automatically create envelopes and transition contract when document is signed
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
Versioning for files, workflows, clauses, and templates
Ensure that old and new versions of contracts are captured and that the newest version is always in use
Active Directory/LDAP Integration
Import Users, Roles, and Departments from Active Directory/LDAP
On-Premises Solution
Control your data on site with local hosting
Web Browser Access
Access data easily through the web client with no additional installation required.
Manage Users
Manually create/delete/edit/disable users, assign roles, change passwords, etc.
Manage Roles
Create roles, assign permissions and/or select sub-roles.
User Access View
Create and change User/Role Access Levels for contract, template, and clause entries.
Lockout Policies
Set Lockout policies for failed login attempts and alert Administrators.
Timeout Policies
Configure inactivity log-out settings for web and application clients.
Email Notifications
Setup automatic Email Notifications when selected Roles/Users carry out triggering actions, or when contracts reach certain stages in their lifecycle
Streamlined, Easy to Use Navigation
Low learning curve for use
Address Types
Manage addresses and types of addresses for each legal entity (billing, shipping, corporate)
Full Text Search
Powerful utility allowing for search of any and all records in the system
Poweful Reporting
View flexible reports based on individual needs
Custom Report Saving
Save your custom reports for regeneration at a later date
Auditing
Log all server events to the database for a permanent and encrypted record of user activity
Task-Based Dashboard
Assign workflow tasks to users, ensuring responsibility for a task is clear and that users have a clear view of what to do next
Negotiation
Negotiate contracts with advanced features like redlining
Contract Repository
Easily filter contracts, clauses, and templates on multiple dimensions, including support for versioned contracts