Industry Leading Contract Lifecycle Management Software

Three Contract Management Software Solutions

CobbleStone is an industry-leading provider of Contract Management Software since 1995. CobbleStone's Contract Insight Enterprise Edition is robust and enables contract professionals to more easily manage contracts, mitigate risk, manage compliance, author faster, track costs, receive alerts, take action and reduce contract management and administration time and costs.

Learn more about Contract Insight Contract Management Software features, functionality and benefits below for a comparison of CobbleStone's editions and sign up for a free 30 day trial today.

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Features Enterprise Express Work Group
General Features
Web Based Access Chart Icon Chart Icon Chart Icon
Software as a Service (SaaS) Chart Icon Chart Icon
On-Premise Chart Icon Chart Icon
Central Repository
Central repository for all your contracts and agreements Chart Icon Chart Icon Chart Icon
Store an unlimited number of contracts Chart Icon Chart Icon Chart Icon
Link related contracts Chart Icon Chart Icon Chart Icon
Easily search, sort and filter your repository Chart Icon Chart Icon Chart Icon
Permission based security access Chart Icon Chart Icon Chart Icon
Contracts & Committals
Data Flexibility
Manage any type of contract, committal or agreement (sales and/or spend) Chart Icon Chart Icon Chart Icon
Manage American Recovery and Reinvestment Act (ARRA) Contracts & Stimulus Funds Contracts Chart Icon Chart Icon Chart Icon
Create any custom data fields Chart Icon Chart Icon Chart Icon
Track any important custom data fields Chart Icon Chart Icon Chart Icon
Quickly rename fields and help descriptions Chart Icon Chart Icon Chart Icon
Customize data collection by type for easy data entry Chart Icon Chart Icon Chart Icon
Contract Data
Assign classifications (department, type, status, etc.) Chart Icon Chart Icon Chart Icon
Identify all assigned users/employees Chart Icon Chart Icon Chart Icon
Identify all assigned vendors/customers (third parties) Chart Icon Chart Icon Chart Icon
Identify any associated locations Chart Icon Chart Icon Chart Icon
Track milestone dates Chart Icon Chart Icon Chart Icon
Manage checklist/To-Do items Chart Icon Chart Icon Chart Icon
Link to related contracts, committals and agreements Chart Icon Chart Icon Chart Icon
Maintain Price/Cost Schedules Chart Icon Chart Icon Chart Icon
Delegate and manage tasks, deliverables and receivables Chart Icon Chart Icon Chart Icon
Complete Audit Trail tracking (Who, What, Where, When) Chart Icon Chart Icon Chart Icon
Relation & Linking
Create unlimited links between contracts and agreements Chart Icon Chart Icon Chart Icon
Link contract terms and renewals together Chart Icon Chart Icon Chart Icon
Link sub-contracts and agreements to a Master Services Agreement Chart Icon Chart Icon Chart Icon
Link contracts together for any desired reason Chart Icon Chart Icon Chart Icon
Copy Contracts
Allows users to copy contract information Chart Icon Chart Icon Chart Icon
Allows for copying of attachments and files Chart Icon Chart Icon Chart Icon
Contract Requests
Allow users to submit requests for contracts Chart Icon Chart Icon Chart Icon
Assign users to groups to receive requests for contracts Chart Icon Chart Icon Chart Icon
Members of review groups can accept, reject, or cancel pending requests Chart Icon Chart Icon Chart Icon
Create a new contract right from information from an accepted request Chart Icon Chart Icon Chart Icon
Collaboration & Negotiation
Multi-Party Collaboration
Email documents directly to any necessary recipients Chart Icon Chart Icon Chart Icon
Vendor/Client contract negotiation Chart Icon Chart Icon Chart Icon
Secured and permissionable collaboration access Chart Icon Chart Icon
E-Signature Capabilities Chart Icon Chart Icon
Manage the negotiation process
Word-for-Word comparison of merged template versions Chart Icon Chart Icon Chart Icon
Use pre-defined tasks to track process flow Chart Icon Chart Icon Chart Icon
Use workflows to track process flow Chart Icon Chart Icon Chart Icon
Automated email alerts of next steps Chart Icon Chart Icon Chart Icon
Use one-off task/email alerts Chart Icon Chart Icon Chart Icon
Contract Writing & Authoring
Basic Document Template Creator
Friendly UI for managing templates and versions Chart Icon Chart Icon Chart Icon
MS Word export capabilities Chart Icon Chart Icon Chart Icon
PDF export capabilities Chart Icon Chart Icon Chart Icon
PDF watermarks on export Chart Icon Chart Icon Chart Icon
Create and manage using MS Word-like editor Chart Icon Chart Icon Chart Icon
Insert data-merge placeholders for all contract related fields Chart Icon Chart Icon Chart Icon
Insert page break placeholders to customize contract page layout Chart Icon Chart Icon Chart Icon
Advanced Document Template Creator
Enhanced management and creation of documents for contracts, solicitations, vendors, and employees (such as agreements, policies/procedures, form letters, & more) Chart Icon Chart Icon
Specify mergable fields for HTML, word processing, and/or PDF documents Chart Icon Chart Icon
Create and reorder sections for each document template Chart Icon Chart Icon
Define rules-based sections & clauses for each document template Chart Icon Chart Icon
Clause Library
Centralized storage of approved legal language Chart Icon Chart Icon Chart Icon
Secured and permissionable access Chart Icon Chart Icon Chart Icon
Quickly copy language into templates and/or versions Chart Icon Chart Icon Chart Icon
Designate alternative language clauses with friendly names Chart Icon Chart Icon Chart Icon
Contract Versions
Quickly create contract documents & versions from templates Chart Icon Chart Icon Chart Icon
Automatic data merge of contract data into template's placeholders Chart Icon Chart Icon Chart Icon
Automatically create new version on any change Chart Icon Chart Icon Chart Icon
Secured and permissionable access to managing versions Chart Icon Chart Icon Chart Icon
Attachments & Document Management
Document Organization
Centrally organize all documentation related to a contract or agreement Chart Icon Chart Icon Chart Icon
Quickly access files and documents through friendly names Chart Icon Chart Icon Chart Icon
Attach/Upload virtually any file type Chart Icon Chart Icon Chart Icon
Document Searching
Full text search capabilities for all text-based documents (word, pdf, excel, etc.) Chart Icon Chart Icon Chart Icon
Use OCR scanning for paper documents to attach full-text searchable documents Chart Icon Chart Icon Chart Icon
Auto extract text, clauses, dates, vendor & customer data and auto map to fields Chart Icon Chart Icon Chart Icon
Auto compare extracted clauses, text, fields data and send compliance alerts based on rules. Chart Icon Chart Icon Chart Icon
Document Security
Secure document storage - control access to documents Chart Icon Chart Icon Chart Icon
Version control on all attachments and documents Chart Icon Chart Icon Chart Icon
Optional Check-in/Check-out tools Chart Icon Chart Icon Chart Icon
Full audit trail capabilities for your documents Chart Icon Chart Icon Chart Icon
Attachment Areas
Unlimited contract/agreement attachments Chart Icon Chart Icon Chart Icon
Unlimited vendor/customer/etc. attachments Chart Icon Chart Icon Chart Icon
Unlimited user/employee attachments Chart Icon Chart Icon Chart Icon
Unlimited contract type attachments Chart Icon Chart Icon Chart Icon
Budgeting & Financial Management
Line Item Pricing and Budgeting Chart Icon Chart Icon Chart Icon
Financial Transactions Chart Icon Chart Icon Chart Icon
Spend Management/Cost Control Chart Icon Chart Icon Chart Icon
Track Purchase Orders, PO Line Items, & PO Allocations against contract amounts with the Purchase Order Management Add-on Module Chart Icon Chart Icon
Integrate General Ledger receivables & payables to track actuals versus contract amounts with the Database Integration Manager Add-on Module Chart Icon Chart Icon
Alerts & Notifications
Configure Alerts
Email alert for each contract/agreement Chart Icon Chart Icon Chart Icon
Email alert for each task Chart Icon Chart Icon Chart Icon
Email alert for each task escalation Chart Icon Chart Icon Chart Icon
Send alerts to unlimited contacts (internal or external) Chart Icon Chart Icon Chart Icon
Send Notifications
Customize schedule for alerts to be sent Chart Icon Chart Icon Chart Icon
Email alerts compatible with all major email programs Chart Icon Chart Icon Chart Icon
Specify statuses for contracts and tasks to prevent email alerts from being sent Chart Icon Chart Icon Chart Icon
Tasks Management
Create and Manage Tasks
Track all important data fields Chart Icon Chart Icon Chart Icon
Create any custom data fields Chart Icon Chart Icon Chart Icon
Assign unlimited users to a task Chart Icon Chart Icon Chart Icon
Task Notification
Define task timeframe (start and end) Chart Icon Chart Icon Chart Icon
Define alert date for task Chart Icon Chart Icon Chart Icon
Task Escalation
Define task escalation rule Chart Icon Chart Icon Chart Icon
Define escalation alert date Chart Icon Chart Icon Chart Icon
Pre-Defined Tasks
Unlimited for Contract Types Chart Icon Chart Icon Chart Icon
Unlimited for Contract Statuses Chart Icon Chart Icon Chart Icon
Unlimited for Departments/Divisions Chart Icon Chart Icon Chart Icon
Process Workflows
Manage Workflows
Create unlimited custom workflow processes Chart Icon Chart Icon Chart Icon
Specify field based criteria to initiate each workflow step Chart Icon Chart Icon Chart Icon
Assign unlimited tasks at each step in the workflow process Chart Icon Chart Icon Chart Icon
Define escalation procedures for each task Chart Icon Chart Icon Chart Icon
Define recurrences for each task Chart Icon Chart Icon Chart Icon
Create hierarchical and/or parallel workflow processes Chart Icon Chart Icon Chart Icon
Initiate Workflows
Specify workflow to auto-initiate on contract creation if criteria met Chart Icon Chart Icon Chart Icon
Set workflow to only be checked if the contract is updated Chart Icon Chart Icon Chart Icon
Workflow Execution
Customize workflow steps to track compliance according to your business rules/requirements Chart Icon Chart Icon Chart Icon
Workflow tasks to route documents and action items to appropriate parties Chart Icon Chart Icon Chart Icon
Auto-Notify responsible parties by email Chart Icon Chart Icon Chart Icon
Application Configuration
Manage Configuration Settings
Configure E-mail Notification Settings Chart Icon Chart Icon Chart Icon
Built-in Schedule Manager to manage all alerts within the application Chart Icon Chart Icon Chart Icon
Provides step-by-step assistance for administrators to setup, configure and manage the application Chart Icon Chart Icon Chart Icon
Full Text Indexing
Enable/Disable full-text indexing for entire application Chart Icon Chart Icon Chart Icon
Activate/Deactivate full-text catalogs Chart Icon Chart Icon Chart Icon
Searching on indexed files Chart Icon Chart Icon Chart Icon
Detailed reporting on all indexed files Chart Icon Chart Icon Chart Icon
Customizable Navigation Menu
Configurable Main Menu navigation links Chart Icon Chart Icon Chart Icon
Assign icons to any navigation link Chart Icon Chart Icon Chart Icon
Set order and hierarchy of links Chart Icon Chart Icon Chart Icon
Activate/Deactivate links Chart Icon Chart Icon Chart Icon
Able to link to external and internal pages Chart Icon Chart Icon Chart Icon
Application Security & Maintenance
Employee Management
Add an unlimited number of employees Chart Icon Chart Icon Chart Icon
Employee-level designation of localization for the display of dates and numbers Chart Icon Chart Icon Chart Icon
Ability to create user-defined user groups/roles Chart Icon Chart Icon Chart Icon
User/Employee Permissions
Action based permissions and security Chart Icon Chart Icon Chart Icon
Provide contract access on a whole, by department or assigned user Chart Icon Chart Icon Chart Icon
Assign level of access for users (admin, read-only) Chart Icon Chart Icon Chart Icon
Assign one off admin rights to users if needed Chart Icon Chart Icon Chart Icon
Active User over-ride - switch to disable a user without removing them Chart Icon Chart Icon Chart Icon
Bulk Importing
Bulk upload attachments/files and assign them to contracts Chart Icon Chart Icon Chart Icon
Bulk upload application setup data from Excel.csv files Chart Icon Chart Icon Chart Icon
Field Mapping
Mapping of field relationships for auto-creation of contracts from a contract request Chart Icon Chart Icon Chart Icon
Mapping of field relationships for auto-creation of contracts from a solicitation record Chart Icon
Subtables
Create user-defined subtables/grids for contract records, vendors/clients, employees, and solicitations Chart Icon Chart Icon Chart Icon
Each subtable can have an unlimited number of user-defined fields Chart Icon Chart Icon Chart Icon
Subtables are fully reportable within the application Chart Icon Chart Icon Chart Icon
Optional SSL encryption (HTTPS) of all data Chart Icon Chart Icon Chart Icon
Security Groups
Create and manage permissions by security groups Chart Icon Chart Icon Chart Icon
Secure employee access based on assigned security group Chart Icon Chart Icon Chart Icon
Segregation of delete, edit, and add permissions Chart Icon Chart Icon Chart Icon
Compliance Assurance
Maintain Standards
Maintain full contract history for auditing Chart Icon Chart Icon Chart Icon
Maintain compliance standards via reporting metrics Chart Icon Chart Icon Chart Icon
Audit Tracking and Logging
Full system audit trail for compliance with Sarbanes-Oxley Chart Icon Chart Icon Chart Icon
Quick reporting capabilities on all audit history logs Chart Icon Chart Icon Chart Icon
Searching & Reporting Metrics
Reporting/Searching Data Grids
Dynamically add/remove columns from grid displays Chart Icon Chart Icon Chart Icon
Inline sorting by multiple columns Chart Icon Chart Icon Chart Icon
Inline filtering of each column Chart Icon Chart Icon Chart Icon
Standard Reporting/Searching
Quick search bar on ever screen to search all contract fields Chart Icon Chart Icon Chart Icon
Find/Search contracts screen to search by specific contract field Chart Icon Chart Icon Chart Icon
Inline Grid drill-down of attached documents for each contract Chart Icon Chart Icon Chart Icon
Text-based files search from Find/Search Contracts Screen Chart Icon Chart Icon Chart Icon
Export results to MS Word, MS Excel or PDF Chart Icon Chart Icon Chart Icon
Standard Reporting/Searching
Quick search bar on ever screen to search all contract fields Chart Icon Chart Icon Chart Icon
Find/Search contracts screen to search by specific contract field Chart Icon Chart Icon Chart Icon
Inline Grid drill-down of attached documents for each contract Chart Icon Chart Icon Chart Icon
Text-based files search from Find/Search Contracts Screen Chart Icon Chart Icon Chart Icon
Export results to MS Word, MS Excel or PDF Chart Icon Chart Icon Chart Icon
Ad-Hoc Reporting/Searching
Create and save unlimited ad-hoc reports Chart Icon Chart Icon Chart Icon
Report on any key data field Chart Icon Chart Icon Chart Icon
Provide conditions for any field Chart Icon Chart Icon Chart Icon
Easy to use interface for design and re-running reports Chart Icon Chart Icon Chart Icon
Share your created reports with other users Chart Icon Chart Icon Chart Icon
Schedule a report to be automatically run and emailed Chart Icon Chart Icon Chart Icon
Restrict access to creating ad-hoc reports (user permission) Chart Icon Chart Icon Chart Icon
Export results to MS Word, MS Excel or PDF Chart Icon Chart Icon Chart Icon
Online Report Designer
Create unlimited report designs Chart Icon Chart Icon
Design report on important contract data Chart Icon Chart Icon
Customize look and feel of report's layout Chart Icon Chart Icon
Customize data relationships Chart Icon Chart Icon
Create calculated display values Chart Icon Chart Icon
Create and display barcodes from stored data Chart Icon Chart Icon
Advanced designer for in-depth and custom reports Chart Icon Chart Icon
Export to dozens of file formats including MS Word, MS Excel, PDF, JPG, etc. Chart Icon Chart Icon
User Configurable Landing Page
Dashboards
Unlimited dashboards for each user Chart Icon Chart Icon Chart Icon
Fully customizable by each user Chart Icon Chart Icon Chart Icon
Quickly switch between a user's dashboards Chart Icon Chart Icon Chart Icon
Specify a dashboard as a user's default page Chart Icon Chart Icon Chart Icon
Drag and drop docks (calendar, reports, web pages) Chart Icon Chart Icon Chart Icon
Add user's calendar to their dashboard(s) Chart Icon Chart Icon Chart Icon
Add any ad-hoc report grids visible to the user's dashboard(s) Chart Icon Chart Icon Chart Icon
Add a favorite website to the user's dashboard Chart Icon Chart Icon Chart Icon
User's Calendar
Display all contracts and tasks on their due dates for the user Chart Icon Chart Icon Chart Icon
Quick links to contracts and/or tasks from the calendar Chart Icon Chart Icon Chart Icon
Export calendar to 'VCAL' format (used in client programs like MS Outlook) Chart Icon Chart Icon Chart Icon
Vendor/Client Management
Configure Vendors and Clients
Full field management via our Field Manager Chart Icon Chart Icon Chart Icon
Full reporting on all fields Chart Icon Chart Icon Chart Icon
Unlimited attachments for each vendor/client Chart Icon Chart Icon Chart Icon
Unlimited contacts for each vendor Chart Icon Chart Icon Chart Icon
Manage Vendors and Clients
Review and monitor vendor/client news alerts Chart Icon Chart Icon Chart Icon
Track and manage service codes (ex: NIGP Codes) Chart Icon Chart Icon Chart Icon
Aid in compliance with regulatory standards Chart Icon Chart Icon Chart Icon
Vendor/Client Contract Ratings
Create user-defined scorecard for each vendor by contract Chart Icon Chart Icon Chart Icon
Compare vendor scorecards Chart Icon Chart Icon Chart Icon
Manage vendor/client ratings and performance Chart Icon Chart Icon Chart Icon
Field Manager
Field Creation and Management
Create any custom data fields Chart Icon Chart Icon Chart Icon
Define default values for fields Chart Icon Chart Icon Chart Icon
Define required fields Chart Icon Chart Icon Chart Icon
Set field order Chart Icon Chart Icon Chart Icon
Quickly rename fields and help descriptions Chart Icon Chart Icon Chart Icon
Assign Fields by Contract Type
Customize data collected by contract type for easy data entry Chart Icon Chart Icon Chart Icon
Set unique field order by each type Chart Icon Chart Icon Chart Icon
System Integration
Active Directory Integration / Single Sign-On
Ties system login to organizational active directory use Chart Icon
Integrated access for Client Deployments Chart Icon
Active Directory Federated Services
Ties login to organizational active directory use Chart Icon
Integrated access for SaaS Deployments Chart Icon
Web Parts Plugins
Plug data components into your web applications Chart Icon
Leverage components in your MS SharePoint or Internal Portal Site Chart Icon
Data Direct (Client Deployments Only)
Directly connect external databases to and from our system's database Chart Icon
Create/Develop direct connections for Client Deployments Chart Icon
Web Services
Synchronize data to and from our system Chart Icon
Integrate data synchronization code with existing applications Chart Icon
Add-On Modules
Vendor/Client Collaboration Gateway
Interact with vendors and clients online Chart Icon Chart Icon
Negotiate contracts online Chart Icon Chart Icon
Capture contract data, files and notes Chart Icon Chart Icon
Provide vendors/clients with read-only access to their contracts Chart Icon Chart Icon
Vendor/Client Online Registration
Portal for vendors/clients to register with the system Chart Icon Chart Icon
Collect vendors/clients important information Chart Icon Chart Icon
Allow vendors/clients to register automatically or through requests Chart Icon Chart Icon
Plugins to collect vendor/client data on external sites and applications Chart Icon Chart Icon
Action-based emails for entire registration process Chart Icon Chart Icon
Assigned user(s) can review/manage registration requests Chart Icon Chart Icon
Send email campaigns to registered vendors Chart Icon Chart Icon
Public Access Portal
Provide external access to public contracts Chart Icon Chart Icon
Provide transparency of contracts to meet public, government and state regulations/requirements Chart Icon Chart Icon
Manage & Provide Public Transparency for Federal, State Contracts, American Recovery and Reinvestment Act (ARRA) Contracts, Stimulus Funds Contracts Chart Icon Chart Icon
Document Collaboration & eSign
Includes electronic signatures, electronic approvals, and digital signatures on contracts & documents Chart Icon Chart Icon
Solicitation & e-Sourcing Management Software (eRFx)
Create and manage solicitations, RFPs, RFIs, grants, contracts and more Chart Icon Chart Icon
Collect information, documents/files, notes and feedback for solicitations online Chart Icon Chart Icon
Rank & Score vendor feedback Chart Icon Chart Icon
Track bids online and have vendors compete in bids (invite/open/public/auction/reverse auctions) Chart Icon Chart Icon
Create any custom data fields Chart Icon Chart Icon
Award solicitation to specified respondant Chart Icon Chart Icon
Mapping capabilites between solicitations and contracts Chart Icon Chart Icon
Complete Audit Trail tracking (Who, What, Where, When) Chart Icon Chart Icon
Link awarded Solicitations to contracts Chart Icon Chart Icon
Manage and create tasks for solicitations and the RFx process Chart Icon Chart Icon
User Licensing Models
Named User Licensing Chart Icon Chart Icon Chart Icon
Concurrent User Licensing Chart Icon
Database Platform
MS SQL Server (2008/R2, 2012)* Chart Icon Chart Icon Chart Icon

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