• Manage users and user profiles with permissions to control what areas of the contracting lifecycle each user is involved in.

• Utilize contract wizard functionality to simplify the collection of contract information and streamline the contract generation process.

• Configure your contracts to suit your needs - maximum configuration options allow the creation of user defined fields and contract header data.

• Searchable contracts provide the ability to quickly locate information within contract fields.

• User defined workflow and approvals ensure all contracts go through the necessary checkpoints and are routed to the appropriate parties accordingly. Users are able to approve or reject tasks.

• Notifications for key tasks throughout the contract lifecycle ensure all stakeholders are kept up to date and the contract lifecycle is kept moving efficiently.

• A comprehensive audit trail is maintained to ensure all actions can be traced back and reviewed.

• Robust reporting features allow users to choose from pre-configured reports or create ad hoc Salesforce reports.

• Dashboards provide a starting point for each user based on the pieces of information that they find most useful. Items such as graphical charts which include key contract data, calendars to highlight upcoming action items, and a “my tasks” section.

• Microsoft® Word plug-in components enable seamless integration with Microsoft® Word while providing authentication features to validate user permissions and access.

• Templates can be created in Microsoft® Word and used within the application to regulate contract creation and maintain standard terms and conditions.

• Contracts can also be created in Microsoft® Word (with the option to use standardized templates), then sent from UpsideLive for Salesforce to stakeholders and provide tracking information during the review and negotiation process.

• All data resides within Salesforce and provides the ability to login/logout as well as work offline.

• Standard Force.com features are available to extend configurability and integrate with your existing Salesforce usage.

The Salesforce Connector is a pre-configured tool that allows a sales Opportunity in Salesforce to trigger the creation of a contract within UpsideContract. Salesforce can be modified to include fields and buttons that initiate the contract generation and store a link to the contract (or a PDF copy).

Once the contract has been requested by Salesforce, UpsideContract will generate the contract from a pre-defined template and insert key meta-data from the Opportunity (i.e. Customer Names, Dates, and Line Items) into the contract as required. The system will then trigger a workflow step that would either route the contract through an internal approval process or send the contract back to Salesforce as a completed contract.

• Allows a sales Opportunity in Salesforce to be used to trigger contract generation within UpsideContract.

• Salesforce can be modified to include fields and buttons to trigger the generation of a contract.

• Once triggered, UpsideContract will generate the contract.

• Stores a link to the contract or a PDF copy of the contract in Salesforce.

• Contracts in UpsideContract can be generated from a pre-defined template and key data from the Opportunity (i.e. Customer Name, Dates, and Line Items) can be inserted into the contract as required.

• UpsideContract will trigger a workflow step that would either route the contract through an internal approval process or send the contract back to Salesforce as a completed contract.