ConvergePoint Contract Management Software on Microsoft SharePoint provides a comprehensive, full contract lifecycle management system for enterprises, streamlining contract drafting, approvals, and repository management.
Vendor
Ideagen ConvergePoint
Company Website


ConvergePoint's Contract Management Software is a robust solution built directly on Microsoft 365 SharePoint, designed to extend an existing platform that employees are already familiar with. It offers a full contract lifecycle management system with advanced tools to handle every stage from contract requests and authoring to internal reviews, third-party negotiations, approvals, and e-signatures. The software integrates seamlessly with Microsoft Word Online for easy editing, change tracking, and version control, and includes plugins for Outlook and Teams to facilitate stakeholder notifications and task assignments. By connecting with Active Directory, it ensures easy Single Sign-on, roles-based access, and automated user management. The system features a central contract repository, serving as a single source for all active contracts, where authorized users can manage obligations, renewals, expirations, and cancellations. It provides tools for creating custom request forms, automating routing, and gaining visibility into request statuses. The platform supports standardized contract authoring with pre-approved templates and content, ensuring consistency across the organization. Its powerful workflow engine defines rules for document review, tracks all comments and approvals, and provides a complete audit trail. Furthermore, it includes a clause library for efficient content reuse, native integrations with leading e-signature services, and comprehensive reporting dashboards for insights into contract activities and compliance.
Features & Benefits
- Seamless SharePoint Integration
- Installs as an app on Microsoft 365 SharePoint Online, leveraging an existing platform familiar to employees. Includes Microsoft Word Online integration for editing, tracking changes, and version control, plus plugins for Outlook and Teams for notifications and task assignment.
- Active Directory Integration
- Allows for easy Single Sign-on, roles-based access, and associated notifications, eliminating manual user management when personnel join or leave the organization.
- Contract Request Management
- Enables the creation of custom request forms to capture required information, automatically routing requests to appropriate personnel. Provides visibility into requests needing immediate attention and triggers additional approvals based on contract values.
- Contract Authoring and Templates
- Facilitates the creation of standardized templates and the use of pre-approved content across all documents. Supports collaborative work on the latest document versions within Word Online, with track changes and audit trails.
- Contract Review & Approval Workflow
- Automatically assigns documents to reviewers and approvers, managing rejections and change requests with a structured process. All comments and approvals are tracked centrally, providing a complete audit trail.
- Structured pre-defined rules for document review
- Clearly identified reviewers and approvers with defined deadlines
- Automated email alerts for delayed documents
- Complete audit trail of the review process
- Automatic publishing to repository with roles-based access
- Automated notifications for active contracts
- Clause Library
- Leverages a pre-defined clause library for time-saving, easy insertion of clauses, and standardization of content across contracts. Tracks and audits all changes to clauses.
- Contract Signature Management
- Streamlines contract signing with native integration to services like DocuSign, Adobe Sign, Sertifi, and HelloSign. Allows quick insertion of metadata, definition of signatories, and easy upload of signed copies.
- Central Contract Repository
- Provides a single, central repository for all company contracts with roles-based access. Facilitates quick search and retrieval, captures contract metadata, and alerts relevant personnel about renewals and expirations.
- Renewals, Expirations and Amendments
- Generates standard reports and dashboards for renewals and expirations, establishing a structured process for contract renewals with multiple options. Manages expirations, cancellations, and amendments.
- Contract Obligations Management
- Monitors all contract obligations, assigns them to individuals, sends notifications when due, and ensures timely fulfillment and compliance.
- Dashboards and Reports
- Offers quick access to standard out-of-box reports and real-time dashboards to track contract activities. Enables creation of ad hoc reports and provides insights into contract lifecycle stages, renewals, and expirations.
- Comprehensive Integrations
- Seamlessly integrates with key business tools.
- Microsoft Outlook Plugin for sending/receiving contracts
- Microsoft Teams AI Bot for document search
- Microsoft Word Plug-In for standardized content
- Native Signature Integration (DocuSign, Adobe Sign, Sertifi, HelloSign)
- CRM Integration with Salesforce and Microsoft Dynamics
- AI Tools for enhanced data extraction and migration
- Implementation and Onboarding Support
- Features an easy-to-install SharePoint App with dedicated implementation specialists for deployment, user training, and document migration, enabling go-live in weeks. Provides unlimited access to support, documentation, and on-demand training post-launch.