Contract lifecycle management
Contract Lifecycle Management
Details
Track and manage every aspect of a contract whether you save it in a Contract Hub or in any DMS location. Configurable to meet your requirements for tracking upcoming expirations, assigned parties, contract types, contract values, and any imaginable metadata value within SharePoint. Contracts are viewable, searchable, and can also be sent directly to Docusign [Adobe and Microsoft Sign coming soon] within your DMS, in an easy to understand and setup dashboard. With Epona’s CLM having a powerful and cost effective CLM system that is natively integrated with your DMS where security, access and reporting with configurable metadata puts core utility for contracts in your users hands. Now you can monitor your contracts through every stage of the document’s lifecycle – from execution to renewal or expiration.
Why get started tomorrow?
A few good reasons.
Epona CLM helps mitigate risks and increase the likelihood that important contracts perform as intended by data visualization through Microsoft Power Bi, wherein you can see your contracts through Epona365’s plugin dashboard.
Create. Save. Share. Find. Manage.
A few indispensable features.
Contract Dashboards
Gain visibility into all your active contracts by Microsoft’s Power Bi.
Document Workflows
Create document approval workflows using Power Automate. By taking advantage of alerts and notification features, you can configure your CLM solution to send you email reminders in advance of key contract dates.
Dashboard
Leverage Contract Dashboards by implementing configurable contract meta data properties to your requirements such as contract expiration date, contract value, contract owner, and other metadata tags. Create configurable contract reports.
Tracking & Reporting
Monitor contracts for milestone dates, compliance and any other important parameters. Review how many contracts are coming due in a given term, and many other dashboard reports.
Storage & Organization
Easily store, organize and find contracts. Advanced search functionality makes it easy to find any contract or key term instantly, eliminating the need to scour through inboxes and shared drives to find what you’re looking for.
Why you need Epona’s CLM?
We give teams a simple, straightforward way to sign, store, monitor, and report on corporate agreements. Epona helps organizations minimize contract risks, ensure compliance with regulations, audit contracts for performance, and stay organized from beginning to end. This translates to cost and time savings for any organization. Using Microsoft 365 and SharePoint, your contracts will maintain the security they require as established by your firm/company, and remain in your control, always, as Epona’s CLM is built ‘inside’ of your Microsoft 365 Tenant. Epona’s CLM can be implemented rapidly, without costly consulting services to setup and the time lost as your team attempts to work through extremely complex and costly CLM setup’s just to deploy relatively simple functionality. Contact an Epona Sales Rep so you can see exactly how a unified CLM with your DMS or a stand alone CLM system built in Microsoft 365 can benefit your organization.
