Create unlimited custom fields to store and report on data to your exact requirements. Design the way each screen is displayed. Create sections, add or remove fields, change the name or make fields mandatory
We integrate with DocuSign, Adobe® Sign and Eversign and provide the functionality to have documents from intelligentcontract sent for signature. Following successfully obtaining signatures the signed documentation is uploaded against the contract record.
Automate common tasks throughout the tool. Automatically create alerts, new tasks or associate certain people to certain contracts. Automatically set which people can see which contracts. Specify when the automation takes place and to which records. Cut the effort to complete work for routine tasks.
Store unlimited documents against each contract record. Upload documents or create links to documents on shared drives. Create and edit Microsoft Documents right within the tool. Create and utilise Document Templates and speed up the creation of standard documents. Redline draft documents in collaboration with internal and external people. Send completed documents for e-signatures. All documents are fully searchable – even images!
Quickly set one-time or recurring alerts for specific dates or link to a milestone such as the contract end date
Drag and drop to create PDF, MS Excel or CSV reports. Created reports can be shared with other users. Optionally use an external reporting tool of your choice in order to create complex reports and interactive dashboards. All data in intelligentcontract can be reported upon.
Build your own contract approval workflow. Add comments and monitor progress of each approval. Approve or reject on your mobile device
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