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Feature Comparison
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Express
Edition
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Enterprise
Edition
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Desktop
Edition
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General
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Unlimited
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Unlimited
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10
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User Licensing Models
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Concurrent User Licensing
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Deployment Options
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Software-as-a-Service (SaaS)
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Database Platform
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MS SQL Server (2000, 2005, 2008)
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Central Repository
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Central repository for all your contracts and agreements
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Store an unlimited number of contracts
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Easily search, sort and filter your repository
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Permission based security access
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Contracts & Committals
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Manage any type of contract, committal or agreement
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Create any custom data fields
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Track any important custom data fields
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Quickly rename fields and help descriptions
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Customize data collection by type for easy data entry
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Assign classifications (department, type, status, etc.)
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Identify all assigned users/employees
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Identify all assigned vendors/customers (third parties)
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Identify any associated locations
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Manage checklist/To-Do items
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Link to related contracts, committals and agreements
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Maintain Price/Cost Schedules
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Delegate and manage tasks, deliverables and receivables
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Complete Audit Trail tracking (Who, What, Where, When)
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Create unlimited links between contracts and agreements
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Link contract terms and renewals together
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Link sub-contracts and agreements to a Master Services Agreement
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Link contracts together for any desired reason
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Collaboration & Negotiation
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Multi-Party collaboration
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Email documents directly from the system to any necessary recipients
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Vendor/Client contract negotiation in system's MS Word-like editor
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Secured and permissionable collaboration access
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Manage the negotiation process
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Word-for-Word comparison of merged template versions
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Use pre-defined tasks to track process flow
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Use workflows to track process flow
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Automated email alerts of next steps
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Contract Creation & Authoring
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System's MS Word-like editor
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Friendly UI for managing templates and versions
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MS Word export capabilities
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Centralized storage of approved legal language
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Secured and permissionable access
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Quickly copy language into templates and/or versions
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Designate alternative language clauses with friendly names
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Create and manage using system's MS Word-like editor
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Insert data-merge placeholders for all contract related fields
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Insert page break placeholders to customize contract page layout
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Quickly create contract version from templates
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Automatic data merge of contract data into template's placeholders
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Automatically create new version on any change
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Secured and permissionable access to managing versions
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Attachments & Document Management
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Centrally organize all documentation related to a contract or agreement
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Quickly access files and documents through friendly names
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Attach/Upload virtually any file type
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Full text search capabilities for all text-based documents (word, pdf, excel, etc.)
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Use OCR scanning for paper documents to attach full-text searchable documents to the system
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Secure document storage - control access to documents
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Version control on all attachments and documents
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Optional Check-in/Check-out tools
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Full audit trail capabilities for your documents
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Unlimited contract/agreement attachments
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Unlimited vendor/customer/etc. attachments
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Unlimited user/employee attachments
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Unlimited contract type attachments
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Budgeting & Financial Management
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Line Item Pricing and Budgeting
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Spend Management/Cost Control
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Alerts & Notifications
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Email alert for each contract/agreement
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Email alert for each task
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Email alert for each task escalation
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Send alerts to unlimited contacts (internal or external)
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Customize schedule for alerts to be sent
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Email alerts compatible with all major email programs
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Specify statuses for contracts and tasks to prevent email alerts from being sent
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Tasks Management
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Track all important data fields
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Create any custom data fields
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Assign unlimited system users to a task
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Define task timeframe (start and end)
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Define alert date for task
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Define task escalation rule
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Define escalation alert date
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Unlimited for Contract Types
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Unlimited for Contract Statuses
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Unlimited for Departments/Divisions
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Process Workflows
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Create unlimited custom workflow processes
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Specify field based criteria to initiate each workflow step
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Assign unlimited tasks at each step in the workflow process
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Define escalation procedures for each task
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Define recurrences for each task
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Create hierarchical and/or parallel workflow processes
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Specify workflow to auto-initiate on contract creation if criteria met
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Set workflow to only be checked if the contract is updated
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Customize workflow steps to track compliance according to your business rules/requirements
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Workflow tasks to route documents and action items to appropriate parties
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Auto-Notify responsible parties by email
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System Security
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User/Employee Permissions
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Action based permissions and security
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Provide contract access on a whole, by department or assigned user
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Assign level of access for users (admin, read-only)
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Assign one off admin rights to users if needed
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Active User over-ride switch to disable a user without removing from system
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Optional SSL encryption (HTTPS) of all data
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Compliance Assurance
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Maintain full contract history for auditing
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Maintain compliance standards via reporting metrics
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Audit Tracking and Logging
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Full system audit trail for compliance with Sarbanes-Oxley
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Quick reporting capabilities on all audit history logs
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Searching & Reporting Metrics
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Reporting/Searching Data Grids
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Dynamically add/remove columns from grid displays
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Inline sorting by multiple columns
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Inline filtering of each column
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Standard Reporting/Searching
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Quick search bar on ever screen to search all contract fields
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Find/Search contracts screen to search by specific contract field
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Inline Grid drill-down of attached documents for each contract
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Text-based files search from Find/Search Contracts Screen
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Export results to MS Word, MS Excel or PDF
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Ad-Hoc Reporting/Searching
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Create and save unlimited ad-hoc reports
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Report on any data field in any area of the system
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Provide conditions for any field
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Easy to use interface for design and re-running reports
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Share your created reports with other users
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Schedule a report to be automatically run and emailed
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Restrict access to creating ad-hoc reports (user permission)
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Export results to MS Word, MS Excel or PDF
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Create unlimited report designs
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Select area(s) of the system to design report for
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Customize look and feel of report's layout
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Customize data relationships
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Create calculated display values
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Create and display barcodes from stored data
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Advanced designer for in-depth and custom reports
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Export to dozens of file formats including MS Word, MS Excel, PDF, JPG, etc.
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User Configurable Landing Page
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Unlimited dashboards for each user
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Fully customizable by each user
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Quickly switch between a user's dashboards
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Specify a dashboard as a user's default page
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Drag and drop docks (calendar, reports, web pages)
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Add user's calendar to their dashboard(s)
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Add any ad-hoc report grids visible to the user's dashboard(s)
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Add a favorite website to the user's dashboard
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Display all contracts and tasks on their due dates for the user
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Quick links to contracts and/or tasks from the calendar
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