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| Upside Contract - Features |
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| High Level Features |
- Effective management of all contract types (including buy side, sell side, IP, etc.).
- Advanced, flexible, user-configurable interface in a true zero-footprint web deployment.
- Robust deployment manager that eases software deployment and ongoing upgrades.
- Strong localization capabilities with multi-language (including Asian language support) and multi-currency support.
- Wizard-like contract creation and change request functionality.
- Advanced legacy conversion functions that automate the conversion of existing contracts.
- Contract calculations enable complex, dynamic calculations to support royalty payments and other calculation-based processes.
- Tiered pricing allows different rates to be specified on a contract based on various contract quantity tiers.
- AJAX technology significantly improves performance.
- Significantly enhanced zero footprint web-based editor includes powerful functionality found in leading word processors.
- Users can perform text searches in both internal and external documents.
- Search for partial or whole words and replace the selected text with either new text or a placeholder.
- Users can choose from several different Date and Numeric formatting styles and apply cultural settings for increased customization.
- Business relationships between parent and child companies can be recorded and displayed in a tree format.
- Outstanding tasks are listed in the Tasks window with corresponding links providing easy access for users.
- Configurable features allow users to customize Personal Dashboard, search parameters and text on labels.
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| Compliance, Commitments and Performance |
- Vendor / supplier and customer relationship management capabilities, including Performance and Compliance Management.
- Proactive compliance, performance and risk tracking, monitoring and event management.
- Automatic user notifications and reminders.
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| Forms |
- User Defined Field (UDF) support and e-Forms for complete data management flexibility.
- The optional UpsideForms module provides flexible, configurable forms for gathering and incorporating key contract (e.g., pricing, rebates, deals, royalties, etc.) or RFX (e.g., bid data) related information with the ability to perform simple to complex calculations within the form itself.
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| Workflow |
- Powerful workflow engine that can be applied to any data object or document in the system.
- Ability to assign workflow based on changes to certain classes of clause text.
- Tighter integration of document fragments to the central workflow engine - streamline governance and controls.
- Capability to preview and print workflow diagrams in a graphical format.
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| Reporting |
- OLAP reporting to leverage contract related information for true business intelligence.
- Ad hoc reporting that enables complex, user-defined reports.
- Richer reporting that displays (in various formats) cycle time and other relevant benchmarking data.
- A ListBox populated with UDFs (User Defined Fields) pertaining to a selected data pool greatly facilitates the creation of ad hoc reports.
- Generate customer specific contract summaries with user's preferred content, layout and formatting in HTML or PDF format.
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| Integration |
- Support for Microsoft SQL Server and Oracle.
- Native, seamless integration with Microsoft Word - ability to import / export contracts (including 3rd party contracts) to MS Word and manage changes in MS Word (while maintaining the structure and integrity of the document).
- MS Office 2003 or higher (including Office 2007) integration - import, create, share, edit and negotiate contracts natively in Microsoft Word as well as full offline processing. ( Click here to learn more about MS Office integration and UpsideContract-Office)
- Full integration with ERP (all types, including SAP, Oracle, PeopleSoft, etc.), financial, legacy and back-end systems (including Asset Management, Document Management, etc.).
- Ability to export revision history & tracking into a Microsoft Word document with redlining activated.
- Leverage Microsoft's WordML language to ensure seamless and efficient interchange between UpsideContract and Microsoft Word.
- Segregation of security permissions based on type of relationship (i.e., role-type) including integration of real-time interfaces to external systems with business entity information (e.g., ERP systems for vendors) allowing for immediate communication between UpsideContract and external systems.
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| Contracts and Templates |
- Template-based, collaborative contract creation, renewal and amendment with rules-based review and approval workflow.
- 'Smart Template' technology that customizes contract content based on contract conditions and user entered variables.
- Effective handling of contracts with hundreds or thousands of contract details with an import / export mechanism which allows the updating of details that have already been imported.
- Assign Meta data at the clause level and improve automated decision making.
- Powerful search and inquiry functionalities are easily accessible.
- Increased ability to filter views and look at negotiation history based on various parameters.
- Support for approvals at the clause level, allowing for dynamic collaboration with extensive tracking and audit trail.
- Powerful document compare and redlining functionality that offers extensive compare views and filtering.
- Enhanced capabilities to include various templates and document fragments into one contract.
- Ability to manage tables and images inline within the document and ability to leverage an extensive library of style sheets and formatting to produce professional looking contracts, with the richness of automated governance and control.
- Ability to assign compliance metrics and other classifications at the clause level.
- Enhanced Content Library that offers users the ability to create document fragments that can be intelligently used to generate contracts as well as utilized in workflow.
- Easily link contracts created with a child template to contracts created by a parent template through Multi-Template functionality.
- Update specific placeholder values in an exported document.
- Ability to see which templates incur the most changes and which clauses undergo extensive negotiation.
- Comprehensive redlining capabilities include: printing a redlined document and viewing a redlined version while editing a current contract through the use of a split editor window. There are several redline export expansion features which allow a user to view last changes, full redline and outstanding items.
- Keep track of the people making changes to exported documents by attaching an email address or user name to a selected document.
- Ability to view and compare different versions of the same document or of a different document for easy editing purposes.
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