Contract Lifecycle Management
Admin [1] has full access
Collaborator [2] has limited read/write access
Viewer [3] has limited read-only access
- Secure document storage
- User role management
- Flexible access levels
- Customizable folder management
- Customizable approval workflows
- Wet signature
- Eligible for Skribble Integration
Unlimited number of users and storage
- Secure document storage
- User role management
- Flexible access levels
- Customizable folder management
- Customizable approval workflows
- Wet signature
- Eligible for Skribble Integration
Customizable options
- Skribble Integration – €50/month
*requires CLM Unlimited or Pro - Skribble Visual Add-on – €50/month
*requires Skribble Integration - Customer Success Services – €200/month
*requires CLM Unlimited or Pro - Document Storage – €20/GB/month
1st GB free
[1] An Administrator has unrestricted access and can initiate signature requests to external parties.
[2] A Collaborator can read and modify Agreements in any Folder they have access to.
[3] A Viewer can view Agreements in any Folder they have access to.
Finance
- Sales Invoices
- Expenses
- Bank connection eligibility
- Managing Products & Services
- Visual Reports
- Sales Invoices
- Expenses
- Bank connection eligibility
- Managing Products & Services
- Visual Reports
- Sales Invoices
- Expenses
- Bank connection eligibility
- Managing Products & Services
- Visual Reports
Planning
- Tracking Projects
- Tracking Billable and non-billable hours
- Tracking internal and external tasks
- Export reports
People Management
- Visual Calendar Dashboard
- Customizable Leave requests
- Customizable Working Schedules
- Employee Data Management
Customer Success Services (1 hour/month)
Documents storage
1st GB free