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Contract Guardian Features

Experience the most intuitive and flexible contract Management System in the Industry. 

  Stay in touch  Allow us to introduce you to Contract Guardian with a series of informative emails.  In addition, we will keep you posted on new product updates and releases.  


DYNAMIC REPORTING

Quickly generate contract reports based on the criteria you choose. Reports are fully configurable

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  • Unlimited Reports
  • One-step and advanced filtering
  • Includes custom fields
  • Drag and Drop Layout
  • Export of data to Excel
  • Save Reports
  • Email Contract Reports

 Contract Reporting

GRAPHICAL WORKFLOW

Automate compliance for review, approval and other processes

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  • Intuitive, graphical workflow designer
  • Monitors process efficiency and identifies bottlenecks
  • 3rd party access with complete security and compliance
  • Administrative views


 Contract Workflow

GLOBAL SEARCH

Locate your contracts and supporting attachments immediately

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  • Fastest in the industry
  • Search all contracts, documents, and data
  • Highlighted Matches
  • Google-like contract search
  • Word or Phrase
  • Wildcards
  • Boolean logic (AND / OR)
  • Vicinity Search

 Search and Report

CONTRACT REPOSITORY

Unparalleled contract visibility and flexibility throughout the organization

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  • Contract Creation
  • Approvals & Workflows
  • Mobile Interface
  • Alerts and Milestones
  • Transfer
  • Power Grid
  • Audit Journals
  • Permissions & Access Views

 Contract Repository

HIGHLY CONFIGURABLE

Enterprise functionality that mirrors your processes and terminology

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  • Define any type of contract/document
  • Business rules
  • Organization structure
  • Change as your organization changes
  • Roles and permissions
  • Contract workflows
 System Configuration

CUSTOM EMAIL ALERTS

Never miss an important milestone or contract date

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  • Match your process and contract schedule
  • Trigger by date, status and type
  • Attach documents
  • WYSIWYG (Visual) editor
  • Monitors email delivery
  • Unlimited notifications
  • Executive summary
 Contract Notifications

AUTOREVIEWER (RISK ENGINE)

Automatically review your contracts and revisions

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  • Link phrases to one or more contract types
  • Create phrases of variable lengths
  • Receive notifications immediately
  • See alerts within contract review

 Contract Autoreviewer

ELECTRONIC SIGNATURE

Complete integration to the DocuSign electronic signature

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  • Send any finalized document
  • Add multiple signers
  • Comprehensively monitor status
  • Intuitive user interface
  • Immediate notification when e-signed
  • Complete history
 Electronic Signature

ROLE BASED SECURITY

This is the industry standard for managing roles and permissions in contract management software

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  • Unlimited Roles
  • Standard Roles Provided
  • Customize Contract Management Roles
  • Unique by Organization
  • Audit and Review User Access
  • Permissions 80+
 Contract Role Security

AUDIT JOURNAL

Contract Guardian assures you that every transaction is captured with before and after values, user and time stamp.

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  • Zoom into the details
  • Data/Time/User that created, changed or deleted information related to your contracts
  • All journal entries
  • Email notifications / Tasks
  • Contract workflow steps
  • Manual entries
 Contract Audit Journal

CUSTOM DATA FIELDS

Define the information that works best for your organization and how it will appear on the screen via unlimited custom fields.

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  • Numerous field types
  • Unlimited number
  • Track, search, report and email
  • Drag and drop layout
  • Custom view by type

 Custom Data Fields

FULL SERVICE OFFERING

Unparalleled contract visibility and flexibility throughout the organization

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  • Contract data conversion
  • Implementation
  • Configuration
  • Training
  • Contract management best practices
  • Custom development


 Management Services

RAPID SCAN

Dramatically improve scanning and contract filing with an immediate ROI



 Rapid Scan

MOBILE

Access your contract from anywhere and any device. (Desktop, Tablet, Smartphone and Touchscreen)


 Mobile Access

SECURE DATA CENTER

Contract Guardian houses their system in Peak 10 Data Centers.  Peak 10 is a national IT infrastructure provider.

 Secure Data Center

INTEGRATED SUPPORT

The integrated support for Contract Guardian is designed to put the user in control.


 Integrated Support

DASHBOARD

Add transparency and control over your contracts by delivering a fully configurable and personalized dashboard.


 Contract Dashboard

NOTIFICATION CENTER

One is always on top of their communication thread without flooding your email.


 Contract Notification Center

VENDOR MANAGEMENT

It makes no difference what business you are in, vendors play a key role in your organization's success!

 Vendor Management

CONTRACT EDITING POWER GRID

Spreadsheet type editing with business rules confidence.



 Power Grid

CONTRACT GENERATION

Contract Generation (Auto Complete) Contracts, Quotes, Sales Orders, Reviews, etc.


 Contract Generation

FAQ

Explore frequently asked questions about product, implementation and support.



 Frequently Asked Questions

DATA OWNERSHIP

Unlike some other vendors, we don't hold your data hostage!




 Data Ownership

AUTOMATIC OCR

Contract Guardian provides automatic OCR detection and creation



 OCR Generation