"Highly recommended to any organization requiring a highly customizable and supported solution for contract management."
Lorena, Assistant Contract Administrator
Learn why thousands of leading organizations use Contract Insight
*For the best experience on mobile, use landscape view.
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Contract Insight Features | Enterprise Edition (Cloud/SaaS or Deployed)
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Express Edition (Cloud/SaaS)
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Workgroup Edition (Deployed)
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Web based access for contract management | ![]() |
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Software as a Service (cloud contract management software) | ![]() |
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On-Premise (deployed contract management software) | ![]() |
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Central repository for all your contracts & agreements | ![]() |
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Store an unlimited number of contracts | ![]() |
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Link related contracts | ![]() |
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Easily search, sort, and filter your repository | ![]() |
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Permission based security access | ![]() |
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Share contract documents securely between transacting parties | ![]() |
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Manage any type of contract, committal, or agreement (sales and/or spend) | ![]() |
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Contract requests & intake forms | ![]() |
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Manage federal, state, and regulatory contracts & obligations | ![]() |
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Create custom contract data fields | ![]() |
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Track 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 associated locations | ![]() |
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Track milestone dates | ![]() |
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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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Allows users to copy contract information | ![]() |
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Allows for copying of attachments and files | ![]() |
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Allow users to submit requests for contracts | ![]() |
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Assign users to groups to receive requests for contracts | ![]() |
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Members of review groups can accept, reject, or cancel pending requests | ![]() |
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Create a new contract right from information from an accepted request | ![]() |
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Email documents and task alerts to recipients | ![]() |
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Vendor/Client contract negotiation portal module | ![]() |
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Secured and permission based collaboration access | ![]() |
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E-Signature Software Integration | ![]() |
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Word-for-word (online red line) 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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Use one-off task/email alerts | ![]() |
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Friendly UI for managing templates and versions | ![]() |
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MS Word export capabilities | ![]() |
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PDF export capabilities | ![]() |
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PDF watermarks on export | ![]() |
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Create and manage using 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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Enhanced contract document writing software and utilize your templates to merge fields and clauses | ![]() |
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Leverage document assembly: draft documents for sell & buy-side contracts, solicitations, clients/vendors, and employees (such as agreements, policies/procedures, form letters, & more) | ![]() |
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Specify merging fields for Word, HTML, and/or PDF documents | ![]() |
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Specify merging clauses for Word, HTML, and/or PDF documents | ![]() |
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Create and reorder sections for each document template | ![]() |
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Define rule-based sections & clauses for each document template | ![]() |
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Centralized storage of approved legal language | ![]() |
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Secured and permissible 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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Quickly create contract documents & versions from templates | ![]() |
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Automatic data merge of contract data into template's place-holders | ![]() |
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Version tracking for document changes | ![]() |
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Secured and permissible access to managing versions | ![]() |
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Attached Documents & files to contract records | ![]() |
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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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Quickly search text based contracts | ![]() |
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OCR text-based PDF files | ![]() |
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Compare documents for differences | ![]() |
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Attach/Upload virtually any file type | ![]() |
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Easily draft contracts and documents from templates | ![]() |
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Document retention & contract archiving | ![]() |
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Document & contract permissions | ![]() |
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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 | ![]() |
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Auto extract text, clauses, dates, vendor/customer data, and auto map to fields | ![]() |
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Auto compare extracted clauses, text, field data, and send compliance alerts based on rules. | ![]() |
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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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Add contract/agreement attachments, files & documents | ![]() |
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Track vendor/customer/etc. attachments | ![]() |
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Track user/employee attachments | ![]() |
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Unlimited contract type attachments | ![]() |
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Line item pricing and budgeting | ![]() |
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Create quotes, orders & pricing documents | ![]() |
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Financial transactions | ![]() |
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Spend management/cost control | ![]() |
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Track purchase orders, PO line items, & PO allocations against contract amounts with the CobbleStone Purchase Order Management Add-On Module | ![]() |
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Enable vendors to submit invoices against purchase orders online with the CobbleStone Purchase Order Management Software & Vendor Collaboration Gateway Add-On Module | ![]() |
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Integrate general ledger receivables & payables to track actuals versus contract amounts with the Database Integration Manager Add-On Module | ![]() |
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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 contacts (internal or external, employees and counterparties) | ![]() |
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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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Track all important data fields | ![]() |
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Create custom data fields | ![]() |
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Assign unlimited users to a task | ![]() |
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Define task time-frame (start and end) | ![]() |
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Define alert date for task chart icon | ![]() |
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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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Create flexible custom work-flow 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 is 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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Configure e-mail notification settings | ![]() |
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Built-in Schedule Manager to manage all alerts within the application | ![]() |
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Provides step-by-step assistance for administrators to setup, configure, and manage the application | ![]() |
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Enable/ disable full-text indexing for entire application | ![]() |
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Activate/ deactivate full-text catalogs | ![]() |
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Searching on indexed files | ![]() |
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Detailed reporting on all indexed files | ![]() |
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Configurable main menu navigation links | ![]() |
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Assign icons to main menu navigation links | ![]() |
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Set order and hierarchy of links | ![]() |
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Activate/deactivate links | ![]() |
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Able to link to external and internal pages | ![]() |
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Add an unlimited number of employees | ![]() |
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Employee-level designation of localization for the display of dates and numbers | ![]() |
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Ability to create user-defined user groups/roles | ![]() |
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Action based contract permissions and security | ![]() |
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Provide contract access as 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 override - switch to disable a user without removing them | ![]() |
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Bulk upload contract attachments/files and assign them to contracts | ![]() |
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Bulk upload application set-up data from Excel.csv files | ![]() |
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Mapping of field relationships for auto-creation of contracts from a contract request | ![]() |
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Mapping of field relationships for auto-creation of contracts from a solicitation record | ![]() |
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Create user-defined sub-tables/grids for contract records, vendors/clients, employees, and solicitations | ![]() |
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Each sub-table can have configured user-defined fields | ![]() |
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Sub-tables are reportable within the application | ![]() |
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Optional SSL encryption (HTTPS) of all data | ![]() |
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Create and manage contract permissions by security groups | ![]() |
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Secure employee access based on assigned security group | ![]() |
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Segregation of delete, edit, and add permissions | ![]() |
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Maintain contract history log for auditing | ![]() |
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Maintain compliance standards via reporting metrics | ![]() |
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Full system audit trail for compliance with Sarbanes Oxley (SOX) | ![]() |
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Quick reporting capabilities on all audit history logs | ![]() |
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Dynamically add/remove columns from grid displays | ![]() |
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In-line sorting by multiple columns | ![]() |
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In-line filtering of each column | ![]() |
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Quick search bar on every screen to search all contract fields | ![]() |
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Find/search contracts screen to search by specific contract field | ![]() |
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In-line 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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Create and save configurable ad-hoc reports | ![]() |
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Report on contract record data fields | ![]() |
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Provide conditions for contract record fields | ![]() |
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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 e-mailed | ![]() |
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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 flexible reports with Contract Insight™ Report Designer | ![]() |
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Design report on important contract data fields | ![]() |
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Customize look and feel of report 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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Configurable dashboards for each user | ![]() |
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Fully customizable for each user | ![]() |
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Quickly switch between user 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 configurable 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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Export calendar to 'VCAL' format (used in client programs like MS Outlook) | ![]() |
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Flexible field management via our Field Manager | ![]() |
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Full reporting on all fields | ![]() |
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File attachments for each vendor/client | ![]() |
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Unlimited contacts for each vendor, customer & counter-party | ![]() |
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Review and monitor vendor/client news alerts | ![]() |
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Track and manage service codes (ex: NIGP Codes) | ![]() |
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Aid in compliance with regulatory standards | ![]() |
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Create user-defined scorecard for each vendor by contract | ![]() |
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Compare vendor scorecards | ![]() |
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Manage vendor/client ratings and performance | ![]() |
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Add & configure custom contract data fields | ![]() |
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Define default values for fields | ![]() |
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Define required fields | ![]() |
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Set field order | ![]() |
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Quickly rename fields and help descriptions | ![]() |
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Customize data collected by contract type for easy data entry | ![]() |
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Set unique field order by each type | ![]() |
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Merge contract field data & clauses to MS Word (PC app & in system) | ![]() |
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OCR PDF Files with click | ![]() |
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Bulk OCR (PC helper app) | ![]() |
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PDF Merge OCR Tool (PC Helper App) | ![]() |
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PDF Electronic Signature & e-sign (PC Helper app) | ![]() |
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Convert PDF to Word Converter (PC helper app) | ![]() |
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Merge clauses based on rules | ![]() |
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Upload contract templates | ![]() |
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Field merging with contracts | ![]() |
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Field merging with documents | ![]() |
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Field merging with Excel | ![]() |
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Field merging with PDF | ![]() |
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Clause merging in contract templates | ![]() |
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Clause merging in documents & letters | ![]() |
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Merge rich-text into document sections | ![]() |
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Field merging in Clause & provisions | ![]() |
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Configurable rules for clause inclusion | ![]() |
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Configurable rules for template selection | ![]() |
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Configurable rules for document approvals | ![]() |
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Configurable rules for electronic signature routing | ![]() |
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Obtain bulk signatures & mass amendments (add-on) | ![]() |
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Bulk contract file upload tool (PC helper app) | ![]() |
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Pre-loaded language packs for core screens | ![]() |
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Included screen translations for English, Spanish, German, French, Arabic, Chinese (PRC) | ![]() |
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Additional languages are configurable | ![]() |
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Ties system login to organizational active directory use | ![]() |
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Integrated access for client deployments | ![]() |
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Ties login to organizational active directory use | ![]() |
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Integrated access for SaaS deployments | ![]() |
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Plug data components into your web applications | ![]() |
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Leverage components in your MS SharePoint or Internal portal site | ![]() |
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Directly connect external databases to and from our system's database | ![]() |
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Create/develop direct connections for client deployments | ![]() |
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Synchronize data to and from our system | ![]() |
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Integrate data synchronization code with existing applications | ![]() |
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Track important vendor & client data (core) | ![]() |
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Report & search vendor & client data (core) | ![]() |
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Monitor vendor & clients with alerts | ![]() |
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Interact with vendors & clients online | ![]() |
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Collect data from vendors & clients online | ![]() |
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Negotiate contracts online | ![]() |
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Capture contract data, files, and notes | ![]() |
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Provide vendors & clients with read-only access to their contracts | ![]() |
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Vendor/Client online registration | ![]() |
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Portal for vendors & clients to register with the system | ![]() |
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Collect vendors & clients important information | ![]() |
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Allow vendors & clients to register automatically or through requests | ![]() |
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Plug-ins to collect vendor/client data on external sites and applications | ![]() |
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Action-based e-mails for entire registration process | ![]() |
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Assigned user(s) can review/manage registration requests | ![]() |
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Release & advertise bids & RFx online | ![]() |
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Obtain bid & opportunity responses online | ![]() |
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Collect, track, & response to vendor/client questions online | ![]() |
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Provide external access to public contracts | ![]() |
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Provide transparency of contracts to meet public, government and state regulations/ requirements | ![]() |
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Manage & provide public transparency for Federal, State Contracts, GSA, Health-care, Financial, Pharmaceutical, and regulated industry contracts | ![]() |
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Integrated Electronic Signatures | ![]() |
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Easily obtain electronic signatures, electronic approvals, and digital signatures on contracts & documents | ![]() |
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Set placeholder fields for signatures | ![]() |
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Allow click & sign anywhere | ![]() |
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Merge clauses based on rules | ![]() |
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Version tracking | ![]() |
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Upload contract templates | ![]() |
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Field merging with contracts | ![]() |
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Field merging with documents | ![]() |
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Field merging with Excel | ![]() |
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Field merging with PDF | ![]() |
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Clause merging in contract templates | ![]() |
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Clause merging in documents & letters | ![]() |
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Merge rich-text into document sections | ![]() |
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Field merging in Clause & provisions | ![]() |
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Configurable rules for clause inclusion | ![]() |
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Configurable rules for template selection | ![]() |
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Configurable rules & alerts for document approvals | ![]() |
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Configurable rules & alerts for electronic signature routing | ![]() |
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Brand-able signing portal | ![]() |
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Create and manage solicitations, RFPs, RFIs, grants, contracts, and more | ![]() |
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Collect information, documents/files, notes and feedback for solicitations online | ![]() |
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Rank & score vendor/respondent responses | ![]() |
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Track vendor qualifications | ![]() |
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Track vendor performance | ![]() |
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Track bids on-line and have vendors compete in online bids (invite/ open/ public/ auction/ reverse auctions) | ![]() |
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Create custom data fields | ![]() |
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Create custom workflow approvals | ![]() |
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Award solicitation to specified respondents | ![]() |
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Mapping field data between solicitations & contract records | ![]() |
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Complete audit trail tracking (who, what, where, when) | ![]() |
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Link awarded solicitations to contracts | ![]() |
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Manage and create tasks for solicitations and the RFx process | ![]() |
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Award management software tracking | ![]() |
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Merging procurement & sourcing data on document templates | ![]() |
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Track requisition & request for purchases | ![]() |
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Limit products & services by user, department, and budget (spend management) | ![]() |
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Track spend management by department, user, and fiscal year | ![]() |
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Track important documents for purchases | ![]() |
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Configuration requestion (request) approval workflows | ![]() |
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Manage products, items, services, and catalogs | ![]() |
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Manage inventory ordered, available, and on-hand | ![]() |
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Track fulfillment from purchase order or stock | ![]() |
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Convert requisitions to contract and/or purchase orders | ![]() |
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Track important purchase order data | ![]() |
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Send purchase orders online for signatures (add-on) | ![]() |
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Capture purchase prder data, files, & notes | ![]() |
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Track proof of delivery | ![]() |
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Track quantity ordered, quantity received, quantity on hand | ![]() |
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Track purchase brder Budget vs. actual spend | ![]() |
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Consolidate multiple requisitions to single purchase order | ![]() |
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Track purchase order line items | ![]() |
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Track line item details - item, SKU, description, quantity, amount, tax, discounts | ![]() |
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Track line items at the account, general ledger, cost center, & budget line item | ![]() |
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Enable vendors to submit invoiced online with CobbleStone Vendor Collaboration Portal | ![]() |
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Assigned user(s) can review/manage purchase requests | ![]() |
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Named user licensing | ![]() |
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Concurrent user licensing | ![]() |
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Uptime | 99.9% | 99.5% | ~ |
Backup | Daily partial; full every month | Full daily local | ~ |
Offsite retention | 30 day rolling | 7 day rolling | ~ |
Fail-over | Cold standby | Manual standby | ~ |
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MS SQL Server (2012, 2014, 2016)* | ![]() |
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Artificial Intelligence and Machine Learning | ![]() |
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Smarter Contracts with Machine Analysis | ![]() |
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Intelligent Data Extract | ![]() |
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Risk Assessment Mapping | ![]() |
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Predictive Analytics and Trend Analysis | ![]() |
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