Find Out if Your Business Ready for Contract Management

Contract Digitization
- A. Not all contract records are digitized
- B. Contract records are in a single digital repository
- C. Contract records are spread across multiple digital repositories
Do you maintain all your contracts in a single digital repository or multiple digital repositories?

Contract Digitization
- A. All necessary metadata captured
- B. Some
- C. None
Does your system have a log of all key metadata from each contract (e.g., parties, key dates, governing law) to save review time?

Self-Service Contract Desk
- A. No
- B. Yes, this functionality is within the tool
- C. Yes, this functionality exists within the tool and can be integrated with other relevant enterprise applications (e.g., Salesforce/CPQ)
Does your system have automatic contract generation/authoring functionality?

Contract review and obligation management
- A. Don’t track or analyze
- B. Only track
- C. Track & analyze
Do you track and analyze key obligations/clauses and dates for all your contracts?

Contract review and obligation management
- A. Manually
- B. Automatically
How do you abstract your key obligations and dates on all your contracts?

Contract review and obligation management
- A. Own only
- B. All contracts inclusive of third party
Does automated or AI-powered abstraction work for only your own paper, or also third-party paper?

Workflow/ approval automation
- A. None
- B. Just workflow
- C. Workflow & approvals
Does your system have automated contract and approval workflows?

Workflow/ approval automation
- A. No
- B. Yes, I can configure them myself easily
- C. Yes, I can configure them down to the clause level (e.g., clause-specific approval flows)
Is it easy to configure your automatic workflow and approval processes yourself (no-code) - down to clause-level approval?

Contract/Document Collaboration
- A. The collaboration or editing functionality is not in the platform
- B. Yes, but for internal users only
- C. Yes, for internal and external users (e.g., for use as a customer or vendor portal, etc.)
Does your existing system have in-platform contract collaboration capabilities (e.g., for redlining) to streamline email-based version management?

Contract/Document Collaboration
- A. No
- B. Platform holds new versions, but the versions need to be updated manually
- C. Platform auto-updates to newest version with no manual version management required
Does the in-platform tool auto-update and record new versions to eliminate version management needs?

Contract Searchability
- A. No
- B. Yes, basic search
- C. Yes, search with advanced capabilities (filters, fuzzy search, etc.)
Does your current system have search capabilities across your contract repository?

Contract Searchability
- A. Yes
- B. No
Can you search foreign language documents in your native language?

Analytics & Reporting
- A. No
- B. Yes
- C. Yes, and reporting is highly tailored/configurable (down to the clause level)
Do you have a configurable contract analytics and reporting tool?

Analytics & Reporting
- A. No
- B. Yes
Does your tool include visualized dashboards?

Analytics & Reporting
- A. No
- B. Yes
Does your reporting or dashboarding track organizational contract processes - in addition to contractual data?

E-signature
- A. Contract is simply sent for e-signature
- B. Option for contract to have up-front integrated form for key data input (e.g., party name, address, etc.) to dynamically update into contract
How advanced are your e-signature capabilities?

E-signature
- A. No
- B. Yes
Do your signed contracts automatically populate into your contract repository?

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Score Contract Digitization
Score Self Service
Score Obligation Management
Score Automation
Score Collaboration
Score Review Automation
Score Searchability
Score Analytics
Score E-Signature
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