Agiloft Contract Management Suite Features
Contract Management Platform Features (14)
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Contract Creation
Users can create new contracts within the platform using built-in document creation features.
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Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
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Contract Editing
Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.
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Contract Attachments
Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources.
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Contract Collaboration
Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.
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Approval Process
Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system.
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Notifications & Reminders
Receive notifications and schedule reminders with alerts according to contract milestones.
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Contract Database
Contracts can be stored in a central online repository with built in search capabilities.
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Integrations / APIs
The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract.
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Reporting & Dashboards
Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities.
Government Contracts
Contracts specific to government agencies or organizations who deal with government agencies
Specialty Contracts
An agreement that's only valid if signed by all involved parties, sealed, and delivered
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Contract Creation & Management (4)
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Contract Creation
Users can create new contracts within the platform using built-in document creation features.
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Contract Templates
Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields.
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Contract Editing
Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.
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Contract Attachments
Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources.
Collaboration (2)
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Contract Collaboration
Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.
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Approval Process
Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system.
Other Platform Features (5)
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Notifications & Reminders
Receive notifications and schedule reminders with alerts according to contract milestones.
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Contract Database
Contracts can be stored in a central online repository with built in search capabilities.
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Contract Compliance
Identify, assess, and manage all contract risks and ensure the fulfillment of contractual obligations
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Integrations / APIs
The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract.
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E-Signature
Ability to e-sign legally-binding contracts within the same platform.
Contract Data (2)
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Reporting & Dashboards
Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities.
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Advanced Contract Analytics
Provides advanced, AI-driven contract analytics to optimize all aspects of contract management.
Generative AI (5)
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AI Text Generation
Allows users to generate text based on a text prompt.
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AI Text Summarization
Condenses long documents or text into a brief summary.
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AI Text Generation
Allows users to generate text based on a text prompt.
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AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Agentic AI - Contract Management (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Agentic AI - Contract Lifecycle Management (CLM) (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Additional Functionality (34)
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Electronic Signature
Digitally sign online documents
Full Text Search
Search for specific words or phrases within a document or database
Data Import/Export
Import and export data to and from software applications
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Digital Signature
Electronic signing method that validates the authenticity and integrity of a digital document
Contract Drafting
Create, edit, and revise contracts/written agreements
Activity Tracking
Track and document all activities across devices, networks, and other systems
Customizable Reports
Alter the layout and content of reports
Sell Side (Customers)
An agreement between a buyer and a seller for the sale and delivery of goods or services
Task Management
Create, manage and track all task activities and progression
Renewal Management
Manage and track the renewal process for various services, subscriptions, contracts, or licenses
Annotations
Highlight content and/or make notations about parts of content
Workflow Management
Create, design and manage workflows for repetitive tasks
Data Extraction
Automatically retrieve and pull information from documents, websites, images, data sets, and other sources
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Contract Negotiation
Dialogue between two or more parties to resolve points of difference and agree on a set of legally binding terms
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Document Storage
Store and organize documents in a centralized system
Customizable Fields
Customize data fields to support various needs and use cases
AI Redlining
The use of AI to automate the process of reviewing, identifying and marking changes in contracts
Version Control
Track revisions and updates made to files and navigate between different versions
Completion Tracking
Track the current status and completion of activities, tasks, goals or deliverables via progress indicators
Contact Management
Manage, organize, and store contact information
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Document Review
Review and analyze existing information across documents
Customizable Branding
Add customized logos and colors to align with company branding
Configurable Workflow
Configure existing workflows to meet your organization's needs
Document Management
Store, manage, and track all electronic documents in a centralized location
Compliance Tracking
Track and report regulatory data to either internal management or external stakeholders
Buy Side (Suppliers)
An agreement between a business and an external supplier for the delivery of a set of products or services
Payment Processing
Accept, record, and reconcile financial transactions
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