SuperOkay Features
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
Content (3)
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Document Collaboration
Allows users to simultaneously collaborate on a document within the application.
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File Request
Allows businesses to request files from clients.
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Feedback
Allows businesses to solicit feedback on projects or documents from clients.
Collaboration (6)
Billing and Invoicing
Provides billing and invoicing within the application.
Instant Messaging
Provides internal and/or external instant messaging capability.
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Project Management
Offer project management features like task creation and tracking within the application.
Analytics
Offer analytics concerning productivity or client engagement.
Time Tracking
Allows businesses to track time spent on projects within the application.
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Generative AI (3)
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.
Agentic AI - Contract Management (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Additional Functionality (42)
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
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Commenting/Notes
Leave comments and notes on documents for others to view
Content Publishing Options
Facilitates online authoring and publishing of the content
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Content Library
Centralized repository to store content and assets
Document Classification
Assign categories, labels, tags, or attributes to documents for organization, search and storage
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
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