Here we discuss basic, scaling and enterprise features.
Create, negotiate and close your transaction in no time at all! Basic transaction automation features include a robust editor, automated delivery and receipt, internal and external communications, negotiation (redline), digital signature, transaction repository, alerts and reminders, standard material term tracking and calendar events.
Free Guest User Access
All parties that you transact with access the platform at no charge.
Automated Version Control & Transaction Status Tracking
Throughout the contract lifecycle, every version that's created is tracked to allow you to know exactly the status of each transaction you're viewing. For example, the drafting status tells you that a version was sent to the other party or perhaps the other party sent the version back to you. With e-Agree, there are no duplicates version!
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Standard Transaction Field Tracking
The Network tracks all those material terms such as contract value, effective date and termination date. Never miss an expiration date again. No more spreadsheet tracking!
External Messaging and Tracking
When delivering or receiving a transaction, the platform tracks and stores all messages and attachments associated with each delivery and receipt. No more searching through email threads !
Throughout the network, we give you a variety of ways to find information that's meaningful to you. When you use the contract search feature, it searches not only the name of the contract, but also all standard and custom metadata as well as all contract provisions. This contract automation feature saves users a lot of time during the contract management process.
Dashboard & Metrics
Access the dashboard to get instant statuses on deals in draft, upcoming expiration dates and other critical upcoming events.
"File Free" Folder & Transaction Management
Folders allow you to organize and navigate to agreements easily and quickly. With e-Agree, there is no traditional check-in or check-out of documents! This contract automation feature saves you a lot of time during the contract management process.
The Network allows you to instantly compare any version of a transaction to another without searching, downloading, uploading and all the other manual tasks involved in a manual environment. The Two-Click compare takes 5 seconds versus manual comparison of 5 to 10 minutes!
Custom Template Management
Your authorized users can quickly create and manage transaction templates that are used by the rest of your team. Deploy or suspend usage of a transaction version with one simple click. You can be assured that your team only uses authorized transaction versions.
Free Community Templates
Don't have any standard form of contracts? Download a variety of our community templates to your account and customize them to your liking. Download templates such as nondisclosure, privacy, consulting, sales, teaming agreements and more!
Free Community Clause Library Access
Access our clause library to select a variety of provisions to insert into your existing or new templates. Report on these contractual matters in context across your entire portfolio.
Party Management - Unlimited Companies and Contacts
Create, manage and track unlimited parties that you transact with. Associate custom metadata with them to enhance reporting and informatics.
Use the Network's Audit Trail to quickly pinpoint the history of a deal. For each version, the date, time, and user for the version’s creation, update, delivery, receipt and execution are displayed.
The Networks gives you many ways to import and upload legacy transactions and information about the parties you do business with. Import and migrate at your leisure.
Create, track and manage unlimited metadata associated with your transactions and parties you transact with. We support all standard field types and they're easily integrated with 3rd party CRMs such as salesforce.com.
Create and control bit flexible tags and associate them with transactions for the parties you deal with for enhanced reporting.
Utilize custom parameters throughout your transaction to facilitate pre-populating material terms and data points such as sales prices, unit rates, et cetera.
Enhanced Search and Reporting
The Network's reporting feature gives you powerful informatics at your fingertips.
Required Signer Preference
Determine how many signers are required on each side of a transaction and implement with a click.
Notes & Threads
Communicate with your team members about each version of the transaction quickly and easily.
Amendments & Modifications
Instantly create amendments, modifications, subcontracts, SOWs and pre-populate metadata and material terms instantly! A huge timesaver!
Coming to terms with the other party? Our execution copy feature allows you to deliver just that and the other party will only have signature capabilities. No more coordination with 3rd party signature tools!
Transaction Delivery Templates
Use email templates to quickly create messages when delivering transactions to other parties. Deliver consistent and transparent messages to your other parties. No more creating emails from scratch for delivery!
Internal Review Management
Use the internal review feature to allow your team members to weigh in on their status and sign off on each transaction. Generate standard sign-off reports to tell you exactly where each transaction stands.
Guest Member Authentication
Be assured that your transactions aren't being forwarded to unwanted recipients. Here the network ensures security of the transaction by asking the party you transact with to authenticate their identity prior to accessing the transaction.
Internal Access Control (User Groups)
As your company grows, you'll need the ability to restrict certain transactions from access to certain departments. Do this quickly and easily with our user group feature.
Internal Permission (Security Profiles)
Leverage our standard security profiles to authorize your team members to take action such as signing a transaction, authoring templates, etc. You may also utilize a server version for team members who just need Read-Only access.
Custom Clause Library
Create and maintain your own custom clause library to facilitate consistent negotiation tactics and tracking.
Mass Contract Creation
Need to create many transactions at one time? Use our mass contract creation feature to create up to 250 transactions at once!