CobbleStone Contract Insight Enterprise Features
Document Creation (6)
Customizability: Variables and Fields
Define fields to pull in dynamic information.
Template Creation and Flexibility
Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.
Rich Media
How well the platform supports images, audio, and video in proposals.
Online Document Creation
Create adaptive online documents for view via browser or mobile device.
PDF Creation
Create attractive PDF versions of proposals.
Custom Branding
Brand proposals and the application's portal with your company's logos and branding.
Workflow (3)
Document Builder Interface
Easily search for and add elements to a proposal.
Collaborative Creation
Multiple users can edit a single document.
Assembly and Approval Workflows
Automate workflows by routing documents to the correct individuals for adding content and approval.
Analytics (6)
Engagement Tracking
Track who is looking at proposals and how often or for how long.
Proposal Effectiveness Reporting
Find out which pieces of content are performing best.
Reporting and Dashboards
Access pre-built and custom reports and dashboards on proposal volume and acceptance.
Visibility
Improve visibility into procurement activities across the company.
Performance
Monitor the performance of procurement operations.
Spend
Analyze procurement spending and identify future trends.
Administration and Platform (6)
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Alerts and Notifications
Program in-app and email notifications for approval milestones or actions.
CRM Integration
Push and pull data from CRM to build proposals and update statuses with clients.
E-Signature Integration
Couple accepting proposals and signing contracts together in one workflow.
CPQ Integration
Push and pull data from quote applications to build proposals.
API / Integrations
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
Contract Management Platform Features (10)
Contract Creation
Based on 15 CobbleStone Contract Insight Enterprise reviews. Users can create new contracts within the platform using built-in document creation features.
Contract Templates
Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields. This feature was mentioned in 16 CobbleStone Contract Insight Enterprise reviews.
Contract Editing
Based on 16 CobbleStone Contract Insight Enterprise reviews. Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.
Contract Attachments
Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources. This feature was mentioned in 16 CobbleStone Contract Insight Enterprise reviews.
Contract Collaboration
Internal and external users are able to collaborate on contracts through a shared web portal with messaging features. 16 reviewers of CobbleStone Contract Insight Enterprise have provided feedback on this feature.
Approval Process
Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system. 14 reviewers of CobbleStone Contract Insight Enterprise have provided feedback on this feature.
Notifications & Reminders
Receive notifications and schedule reminders with alerts according to contract milestones. 17 reviewers of CobbleStone Contract Insight Enterprise have provided feedback on this feature.
Contract Database
Contracts can be stored in a central online repository with built in search capabilities. 17 reviewers of CobbleStone Contract Insight Enterprise have provided feedback on this feature.
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. This feature was mentioned in 15 CobbleStone Contract Insight Enterprise reviews.
Reporting & Dashboards
Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities. 18 reviewers of CobbleStone Contract Insight Enterprise have provided feedback on this feature.
Revenue Recognition (3)
Usage Tracking
Track usage per company, custom time period, or contract 11 reviewers of CobbleStone Contract Insight Enterprise have provided feedback on this feature.
Deferred Revenue
Track payments received for products that haven't be delivered yet
Revenue Accrual
Based on 10 CobbleStone Contract Insight Enterprise reviews. Recognition rules to accrue revenue on a daily or monthly basis
Planning (4)
Processes
Manage workflows and business processes for procurement.
Contracts
Provide standard procurement contracts that can be customized.
Content
Maintain a repository of content such as catalogs and other documents.
Requisition
Define requisition rules for various types of procurement.
Execution (3)
Sourcing
Identify and assess suppliers for different products and services.
Purchasing
Create and manage purchase orders for products and services.
Invoicing
Include features for procurement invoicing and e-invoicing.
Platform Basics (2)
Data Extraction
Ability to auto-extract all key contract metadata and clause language.
Contract Comparisons
Provides document parsing, redlining, and auto-tagging for clause comparisons.
Artificial Intelligence Capabilities (3)
Text Analytics
Ability to analyze text within contracts by using pattern recognition.
NLP
Provides the ability to understand and process human language/s within contracts.
OCR
Provides OCR capabilities to convert images into digital text (i.e PDFs, TIFFS, etc.).
Contract Data (6)
Data Import
Ability to import contracts into a centralized repository.
Data Export
Provides the ability to export contract data into other systems.
Custom Reporting
Ability to create reports and dashboards with contract data to provide strategic insights.
Clause Identification and Mapping
Identifies and classifies paragraphs through AI-driven clause template matching and learning algorithms.
Reporting & Dashboards
Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities. This feature was mentioned in 15 CobbleStone Contract Insight Enterprise reviews.
Advanced Contract Analytics
Based on 14 CobbleStone Contract Insight Enterprise reviews. Provides advanced, AI-driven contract analytics to optimize all aspects of contract management.
Contract Creation & Management (4)
Contract Creation
Based on 13 CobbleStone Contract Insight Enterprise reviews. Users can create new contracts within the platform using built-in document creation features.
Contract Templates
As reported in 14 CobbleStone Contract Insight Enterprise reviews. Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields.
Contract Editing
As reported in 14 CobbleStone Contract Insight Enterprise reviews. Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.
Contract Attachments
Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources. This feature was mentioned in 15 CobbleStone Contract Insight Enterprise reviews.
Collaboration (2)
Contract Collaboration
Based on 13 CobbleStone Contract Insight Enterprise reviews. Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.
Approval Process
Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system. 13 reviewers of CobbleStone Contract Insight Enterprise have provided feedback on this feature.
Other Platform Features (5)
Notifications & Reminders
Based on 15 CobbleStone Contract Insight Enterprise reviews. Receive notifications and schedule reminders with alerts according to contract milestones.
Contract Database
As reported in 14 CobbleStone Contract Insight Enterprise reviews. Contracts can be stored in a central online repository with built in search capabilities.
Contract Compliance
Identify, assess, and manage all contract risks and ensure the fulfillment of contractual obligations This feature was mentioned in 14 CobbleStone Contract Insight Enterprise reviews.
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. 12 reviewers of CobbleStone Contract Insight Enterprise have provided feedback on this feature.
E-Signature
Ability to e-sign legally-binding contracts within the same platform. 13 reviewers of CobbleStone Contract Insight Enterprise have provided feedback on this feature.
Generative AI (6)
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
Agentic AI - Procure to Pay (1)
Multi-step Planning
Ability to break down and plan multi-step processes
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
Agentic AI - Vendor Management (1)
Decision Making
Makes informed choices based on available data and objectives
Technology Glossary Features
View definitions of the features and discover new technology terms.
A document builder is a software application that is used to create text-based documents.
Data export backs up or transfers data from one system to another. Learn about what it is, its types and benefits, and how to best leverage said benefits.




