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Word Add-Ins

 

 

Within the Microsoft Word add-in, you can edit every element of your contracts, drag-and-drop clauses directly from your Clause Library, use the Resolve Placeholders function to auto-fill contract details, and much more.

 

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MS Word Add-Ins on Pleasant Contract Management Server.


Administrative Control

Contract System Configuration with Pleasant Contract Management

 

Administrators have full control over adding and removing users, and grouping them into the preferred set of hierarchical user roles & security levels. Users can be imported from an Active Directory/LDAP Server, making the process quick and painless.

 

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Intuitive Dashboard

 

From the Dashboard, each user can see a customized overview of all the most important info on one convenient page, such as outstanding tasks, the contracts being managed by the user, tasks that are assigned to the user or their department, and other important data generated into graphs.

 

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Customizable Dashboard - Pleasant Contract Management


Customizable Security

Customizable Security Levels - Pleasant Contract Management

 

Access to specific contracts or features can be assigned by the administrator according to user roles, so your sensitive data is not accessible to unauthorized personnel. Assigning roles to groups of users makes the management of contract access faster and more efficient.

 

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Assign Roles

 

 

 

Roles can also be assigned individually to specific users for full customisability of access.

 

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Assign User Roles with Pleasant Contract Management Server


Intelligent Repository

Advanced Filters on Pleasant Contract Server Repository

 

Administrators have full access to all Contracts, and Users can see those based upon their roles and settings. Contracts can be easily filtered, such as by keyword, type of contract, status, and more.

 

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Contract Authoring

 

 

 

New contracts can be authored easily by selecting Create Contract and starting from scratch, or by selecting one of the Contract Templates.

 

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Contract Authoring on Pleasant Contract Management Server


Contract Templates

Contract Templating on Pleasant Contract Management Server.

Contract Templates can be edited in the Word add-in. When working from a Contract Template, all that is required is to fill in the particulars of the specific contract, open the template with the Microsoft Word add-in, and use the “Resolve Placeholders” function to fill in these values within the document.

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Library of Clauses

 

The Clause Library allows you to manage individual clauses, as well as their versions and approval status. Clauses can be configured to be editable or non-editable within the contracts, giving you the ultimate peace of mind knowing your important legalese isn’t being tampered with.

 

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Clauses Library on Pleasant Contract Management Server.


Workflow Management

Contract Workflow Management on Pleasant Contract Management Server.

 

Expedite contract negotiation and management using a visual workflow editor. The editor lets you custom design the flow of tasks for different types of contracts. Some contracts need faster approval, and some need to be reviewed and renegotiated before approval.

 

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Contracts are necessary for virtually every business on earth. And, as you can see, Pleasant Contract Server transforms a task that is tedious and time-consuming into something painless, organized, and secure.

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