COBBLESTONE CONTRACTS

What's New with Contract Insight Enterprise?

 

CobbleStone's Research and Development team are constantly working to improve the Contract Insight user experience. Contract Insight now offers a Drag and Drop feature for uploading files onto a contract record. This enhancement allows users to quickly upload one or multiple files directly onto a contract record. Another system enhancement ties directly into Contract Insight's Database Integration Manager Add-on Module. Sales teams can now easily integrate directly with their Salesforce platform to streamline their sales process and maximize their closed deals ratio. For more information about these system enhancements or about Contract Insight please contact [email protected].

3 Tips to Make Your Job Easier!

 

Tip: Tired of clicking to the next field when entering a new contract?Try tabbing to the next field.  It may save you seconds or minutes for every contract! 

 

 

Tip: Want to quickly compare document versions?  Contract Insight Enterprise includes a document comparison feature in the attachment toolbox. 

 

 

Tip: Need more information in your contract email alerts?CobbleStone's Field Manager allows you to add fields to include in contract and task alerts.

FOR AN ONLINE DEMO:
 
About CobbleStone Contracts:
 
CobbleStone Contracts is brought to readers by CobbleStone Systems Corp. The contents included in this Newsletter highlight Contract Insight Enterprise features and functionality. 

ADD-ON MODULE SPOTLIGHT

CobbleStone's Document Collaboration and eSign Add-on Module allows users to kick off eApprovals and Negotiations through one centralized repository. All Contract and Committal documents can be routed through the appropriate approval processes defined by your organization. Documents can easily be approved by key individuals internally and sent to the counterparty for approvals. Through the Document Collaboration Gateway users will be able to keep track of all revisions and comments made on a document with full version control and check-in/check-out capabilities.

 

Once a contract document is fully approved, Contract Insight users can send it out for an eSignature. Individuals with signatory authority will be notified of the signature process via email and will be able to access the contract document through a secure-encrypted gateway for signature. Signers can type, draw, or use a saved signature to bind the contract easily and efficiently. 

 

For more information about the Document Collaboration and eSign Add-on Module please contact [email protected]

 

Use Contract Insight to its Full Potential and Maximize ROI!
CobbleStone offers online and onsite training for the following topics and more:
  • Field Management
  • Templates
  • User Permissions
  • eApprovals
  • Workflow & Alerts
  • Clause Library
  • Reporting
  • eSignatures

Email [email protected] or call 866-330-0056 to schedule online refresher training today. 

Managing Contracts Just got Easier with

CobbleStone Systems Corp.
866-330-0056
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