Exari Contract Management Software

Exari brings organizations its Contract Management Software which can help create and store contracts in a flexible centralized system. This software helps your front office professionals become better at contract compliance. It can be integrated with the existing systems of your business like Sharepoint and Salesforce.com or can be deployed as a stand-alone CMS.

The application offers a single solution for contract lifecycle management and automated contract creation. Users get to easily play with a self-service contracts wizard which allows office professionals to be able to create compliant contracts and quickly close deals. This not only saves time, but will also standardize contract creation workflows to ensure compliance to business rules.

Workflows are governed by business rules which makes it easier for the Legal Department to control both the low risk and high risk contracts. There are specific features like the Exari RoundTrip that is capable of providing visibility to changes done during negotiations and can support the re-utilization of negotiated clauses within the wizard used for document assembly.

Exari Contract Management Software brings a centralized repository for both draft and final contracts, which are stored as Word, PDF or XML files. This can help address issues on lost documents or confusions in terms of revisions made.

Key terms are stored in a database which will help ensure that renewals, milestones, among other important dates are not missed out, as the system allows visibility of crucial dates to Contract Administrators, Managers and Compliance teams. Flexible reporting tools are available to senior managers to help them optimize and analyze contract terms and conditions.

How Integrating Exari CMS With Salesforce.com and SharePoint Works

Exari applications can be fully integrated with Salesforce.com, which allows easy tracking of contract data from within. A wide range of reports and risk assessment information can be deployed across an organization’s contract portfolio.

The software has an on-demand document assembly for Salesforce.com which can help turn opportunities into contracts. It's contract-wizard that functions as self-service can bring good news for most organizations who want to close deals faster.

Combining Exari’s contract wizard with a Salesforce.com CRM empowers an organization’s sales team to be able to create contracts which are compliant, whenever there is a need for such. As it is on-demand, you get to eliminate costs and unnecessary delays with every deal. In addition to that, associated risks are further eliminated with its compatibility with cutting or pasting in MS Word.

The integration of the system to SharePoint can make it easy to customize workflows and store highly important documents in a centralized repository. Exari brings its SharePoint Contract Management and Document Assembly. The powerful integration of Exari and SharePoint is a big help in allowing easy collaboration among users throughout the creation, revisions, approval and post contract management like reporting and search capabilities.

The contract management software by Exari can be launched directly from within Sharepoint to help in giving users an easy but secure access to self-service contracts which are created by an organization’s legal department. This helps assure compliance to legal standards and minimizes risks and unnecessary costs attributed by non-compliance.

Contracts which are still being reviewed are visible through Exari’s SharePoint TaskManager that shall fall under the status “Under Review”. There will be two types of users: Reviewers and Contributors; which will be managed within SharePoint. Contributors may download documents which are accepted and made available for download by the Reviewers. Features like this, among others, make Exari a very useful tool for visible collaboration within an organization.