[ CobbleS... Reviews ](https://www.g2.com/products/cobblestone-contract-insight-enterprise/reviews) [ CobbleS... Reviews ](https://www.g2.com/products/cobblestone-contract-insight-enterprise/reviews) # 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. Show More ##### ## 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. Show More ##### ## Analytics (7) 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. Financial Reporting Generate reports to assess the financial performance of an organization Show More ##### ## Administration and Platform (14) 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. Electronic Signature Digitally sign online documents 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/License Management Track, store, and access client contracts or licenses Knowledge Base Management Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support Contact Management Manage, organize, and store contact information RFP Management Manage and process incoming documents detailing requests for proposals Workflow Management Create, design and manage workflows for repetitive tasks Document Management Store, manage, and track all electronic documents in a centralized location Task Management Create, manage and track all task activities and progression API Application programming interface that allows for integration with other systems/databases Show More ##### ## Contract Management Platform Features (14) Contract Creation Users can create new contracts within the platform using built-in document creation features. Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Contract Editing 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. Contract Collaboration 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. Notifications & Reminders Receive notifications and schedule reminders with alerts according to contract milestones. Contract Database Contracts can be stored in a central online repository with built in search capabilities. 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. 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 Show More ##### ## Revenue Recognition (3) Usage Tracking Track usage per company, custom time period, or contract Deferred Revenue Track payments received for products that haven't be delivered yet Revenue Accrual Recognition rules to accrue revenue on a daily or monthly basis Show More ##### ## 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. Show More ##### ## Execution (5) 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. Procurement Management Organize and manage all processes/procedures involved in purchasing goods and/or services Order Management Manage and track customer orders for goods, investments, or any other purchases Show More ##### ## 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. Show More ##### ## 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.). Show More ##### ## 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. Advanced Contract Analytics Provides advanced, AI-driven contract analytics to optimize all aspects of contract management. Show More ##### ## Contract Creation & Management (4) Contract Creation 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. Contract Editing 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. Show More ##### ## Collaboration (2) Contract Collaboration 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. Show More ##### ## Other Platform Features (5) Notifications & Reminders Receive notifications and schedule reminders with alerts according to contract milestones. Contract Database 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 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. E-Signature Ability to e-sign legally-binding contracts within the same platform. Show More ##### ## Generative AI (9) 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. Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Text Generation Allows users to generate text based on a text prompt. Generative AI Use AI to generate content in the form of text, images, videos, etc. Proposal Generation Create proposals based on costs of labor and materials Show More ##### ## Agentic AI - Procure to Pay (3) Multi-step Planning Ability to break down and plan multi-step processes Autonomous Task Execution Ability to autonomously complete end-to-end procurement tasks such as PO creation, invoice coding etc. Proactive Assistance Ability to proactively flag out-of-policy spend, duplicate invoices, and overdue approvals before issues escalate Show More ##### ## Agentic AI - Contract Management (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More ##### ## 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 Show More ##### ## Agentic AI - Vendor Management (1) Decision Making Makes informed choices based on available data and objectives Show More ##### ## Additional Functionality (97) Generative AI Use AI to generate content in the form of text, images, videos, etc. Integration Management Identify which applications need to exchange data and enable these data connections Vendor Management Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. Contract Lifecycle Management Organize, track, and automate the entire contract process Budgeting/Forecasting Create budgets based on historical data and future projections Compliance Management Track and manage adherence to policies for any service, product, process, or supplier AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Inventory Management Track and manage inventory levels to maintain proper supply 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 Templates Sample files or documents that could be customized as needed or used as is Collaboration Tools Provides a channel for team members to share media files, communicate, and work together AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Automatic Formatting Automatically formats data in a predetermined way Client Portal Private online space that lets businesses securely share documents and provide information access to clients Access Controls/Permissions Define levels of authorization for access to specific files or systems Quotes/Estimates Generate quotes or estimates for customers Customizable Reports Alter the layout and content of reports Content Library Centralized repository to store content and assets Data Import/Export Import and export data to and from software applications Document Review Review and analyze existing information across documents Document Automation Automated or logic-based workflows that assist in the creation of electronic documents Reminders Timed notification for any upcoming task, deadline, appointment, or activity Audit Trail A record of all activities within the system, including user access, changes made, etc. Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Approval Process Control Manage the process of evaluating documents or requests submitted for approval Version Control Track revisions and updates made to files and navigate between different versions Generative AI Use AI to generate content in the form of text, images, videos, etc. Billing & Invoicing Create, manage, and send invoices or bills to customers Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Invoice Processing Creation, processing, verification, and execution of invoices till the payment is made Onboarding Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Sourcing Management Negotiate best prices and choose the right vendor for various purchases Vendor Master Data Management Create and maintain quality vendor data through data validation, maintenance, and audit trails to ensure proper compliance and sourcing Procurement Management Organize and manage all processes/procedures involved in purchasing goods and/or services Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Document Management Store, manage, and track all electronic documents in a centralized location Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Data Visualization Graphical representation of data Access Controls/Permissions Define levels of authorization for access to specific files or systems Transaction History Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period Risk Assessment Initiate collection and analysis of known risks Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Real-Time Data Receive data and information in real time Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Offboarding Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Collaboration Tools Provides a channel for team members to share media files, communicate, and work together API Application programming interface that allows for integration with other systems/databases Approval Process Control Manage the process of evaluating documents or requests submitted for approval Vendor Payment Process payment to vendor(s) for goods/services received Third-Party Integrations Set up connections to third-party platforms to improve business processes Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Purchase Order Management Create, send, and track purchase orders and their statuses Contract/License Management Track, store, and access client contracts or licenses Data Import/Export Import and export data to and from software applications Single Sign On Allow users to access multiple services after entering their login credentials once Workflow Management Create, design and manage workflows for repetitive tasks Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Task Management Create, manage and track all task activities and progression Show More ## Top-Rated Alternatives [ 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