THE DETAILS, IN ONE PLACE
Explore the complete
feature matrix.
101 capabilities across 14 areas of the product. See what each feature does, where it fits, and the starting plan when published pricing establishes one.
Showing all 101 capabilities
Planned features are labeled. “Confirm with us” means the plan entitlement needs confirmation.
| Capability | What you can do | Starting plan | Availability |
|---|---|---|---|
| Import and migrationPDF and Word imports | Bring supported PDF and Word agreements into contract records, including existing signed copies, while retaining documents for later review. | Essentials | Available |
| Import and migrationOriginal document retention | Keep each imported original attached to its contract record so colleagues can check the source when a question arises. | Essentials | Available |
| Import and migrationAI-proposed contract details | Prepare suggested agreement types, company names, dates, and terms from supported documents, then confirm the details before using the record. | Essentials | Available |
| Import and migrationDocument and field review | Review proposed values beside the original agreement and correct the record when extracted information does not match the source. | Essentials | Available |
| Import and migrationEmail-to-upload | Send agreements into the established import review process by email, then check the document and proposed details before moving forward. | Essentials | Available |
| Import and migrationBatches of up to 500 documents | Import up to 500 PDF or Word documents per batch, with further batches available within the purchased contract volume allowance. | Complete | Available |
| Import and migrationImport progress and exception queue | Follow batch progress and resolve processing errors in a focused review queue before using the imported agreements in ongoing work. | Complete | Available |
| Import and migrationFlagged duplicate review | Inspect potential duplicates identified during import so the team can resolve repeated files before relying on the resulting records. | Complete | Available |
| Import and migrationIncluded migration assistance | Get help bringing existing contract records and documents into the workspace, with migration assistance included across the published plans. | Essentials | Available |
| Import and migrationTIFF and TIF imports | Support for older TIFF and TIF scanned agreements is planned; the currently described import workflows support PDF and Word documents. | Confirm with us | Planned |
| Intake and templatesUnlimited contract types | Create contract types that reflect the agreements your business manages, providing a consistent starting point for intake and organization. | Essentials | Available |
| Intake and templatesCustom contract fields | Use custom fields to capture the information your team needs alongside agreement types and saved views of the portfolio. | Essentials | Available |
| Intake and templatesGuided Contract Portal requests | Give colleagues a guided way to request company agreements or submit incoming documents with the business context the contract team needs. | Complete | Available |
| Intake and templatesRequest progress visibility | Let requesters follow their contract requests through the portal, according to the access assigned to them in the workspace. | Complete | Available |
| Intake and templatesReusable Word templates | Start company agreements from reusable Word templates, then review the resulting names, commercial details, dates, and terms before sharing. | Complete | Available |
| Intake and templatesConnected intake forms and Word merge | Connect intake forms with Word merge templates for each agreement type so entered values can populate a draft for review. | Complete | Available |
| Intake and templatesAI-assisted form and template starting points | Let AI help prepare a starting point for contract types, connected forms, and documents, then customize the result for your process. | Complete | Available |
| Search and organizationPlain-English AI contract search | Ask for agreements in everyday language, such as listing SaaS agreements, then refine the matches with filters and saved views. | Confirm with us | Available |
| Search and organizationAgreement and company search | Find records using an agreement name, supplier, or remembered wording, then open the matching agreement to review its details. | Essentials | Available |
| Search and organizationSaved contract text search | Search available document text and inspect the source around a result; coverage depends on the text extracted from each document. | Essentials | Available |
| Search and organizationOwner, type, stage, and date filters | Narrow the portfolio by responsible owner, agreement type, lifecycle stage, and important dates to focus on relevant contract work. | Essentials | Available |
| Search and organizationSaved filters, sorting, and grouping | Save useful combinations of filters, sorting, and grouping so the team can return to recurring portfolio questions without rebuilding the view. | Essentials | Available |
| Search and organizationPersonal scope and action filters | Switch between permitted portfolio records and personal scope, then distinguish contracts needing attention from work assigned to you. | Essentials | Available |
| Search and organizationList, board, and calendar views | Choose a list, board, or calendar presentation to match the work, while keeping access restrictions and the underlying contract context. | Essentials | Available |
| Search and organizationOptional historical records in results | Keep old agreements available for reference while choosing whether historical records appear in the searches and views used for daily work. | Essentials | Available |
| AI reviewSource-linked contract questions and answers | Ask about a specific contract clause and examine cited passages so your team can check the answer against the saved wording. | Essentials | Available |
| AI reviewEditable company playbooks | Organize company review preferences in an editable playbook that can begin with starter rules, a reference agreement, or your requirements. | Complete | Available |
| AI reviewPlaybook drafts from reference agreements | Use an agreement your team already works with to suggest playbook rules, then review and approve those proposed company standards. | Complete | Available |
| AI reviewReview findings with source citations | Compare saved contract text against a selected playbook and review the cited wording, explanation, and source behind each finding. | Complete | Available |
| AI reviewPreferred positions and fallback wording | Keep preferred contract positions and fallback language together so reviewers have an explicit starting point when evaluating proposed terms. | Complete | Available |
| AI reviewPlaybook exceptions and escalation guidance | Describe when a review rule applies and who should decide an exception, making company expectations clearer for the people reviewing. | Complete | Available |
| AI reviewSales commitments compared with contract wording | Review a proposal, invoice, or pasted sales commitments against the agreement, using source wording to examine the resulting findings. | Confirm with us | Available |
| Document editingUnsigned Word draft editing | Edit unsigned Word drafts while keeping the document connected to its contract details and the people who need to review it. | Collaborate | Available |
| Document editingTracked Word redlines | Make proposed wording changes visible as tracked redlines so the team can assess them before adopting a new agreement version. | Collaborate | Available |
| Document editingComments alongside Word wording | Discuss clauses and proposed changes in comments alongside the draft, keeping the review conversation connected to the saved agreement. | Collaborate | Available |
| Document editingPDF viewing and comments | Review and comment on PDF documents while preserving the distinction between PDF review and tracked editing of an unsigned Word draft. | Collaborate | Available |
| Document editingExternal Word change suggestions | Invite an outside reviewer to a saved unsigned Word copy with permission to suggest changes for the contract team to assess. | Collaborate | Available |
| Document editingSaved version comparison | Compare saved versions and inspect the changed language before deciding which wording should move into the next review or approval. | Collaborate | Available |
| Document editingEarlier wording retained in document history | Preserve earlier documents and the original alongside the current draft so later questions can be checked against the saved wording. | Collaborate | Available |
| Document editingNew version after adopted redlines | Adopted changes create a new version that requires fresh approval, keeping the approved signing copy tied to the wording actually accepted. | Collaborate | Available |
| ApprovalsInternal and external approval stages | Build a route with internal review, external review, and final internal approval so the saved agreement follows the intended handoffs. | Collaborate | Available |
| ApprovalsSequential or parallel approvals | Route internal approvals and external reviews in sequence or in parallel, according to who needs to act and in what order. | Collaborate | Available |
| ApprovalsEveryone, any one, or set-number approval rules | Choose whether every participant, any one person, or a set number of people must approve a stage before it progresses. | Collaborate | Available |
| ApprovalsDocument access for each review stage | Set document access and the approval rule for each stage so reviewers receive the participation appropriate to that saved copy. | Collaborate | Available |
| ApprovalsReview deadlines | Add deadlines to review and approval routes so participants have a defined time to act on the agreement assigned to them. | Collaborate | Available |
| ApprovalsApproval conditions based on fields | Use contract field conditions in review routing to reflect the agreement details that determine which approval process is appropriate. | Collaborate | Available |
| ApprovalsReusable approval flows | Save a review flow for reuse when similar agreements need the same participants, rules, and sequence of approval steps. | Collaborate | Available |
| ApprovalsApproval decision history | Keep approval decisions with the contract so colleagues can follow the recorded review activity when preparing the agreement for its next stage. | Collaborate | Available |
| Electronic signaturesBuilt-in signature requests | Prepare a reviewed agreement for signatures within the contract process, keeping the request connected to the approved copy and responsible team. | Collaborate | Available |
| Electronic signaturesSigning without a workspace account | Let invited customers review and sign through their private signing link without requiring them to create a ContraxAware account. | Collaborate | Available |
| Electronic signaturesInvited-email verification for signers | Have an invited signer verify the email associated with the signing link before reviewing and signing the agreement through that request. | Collaborate | Available |
| Electronic signaturesSequential or simultaneous signing | Arrange signers to sign in order or at the same time, then review the completed agreement before moving toward activation. | Collaborate | Available |
| Electronic signaturesSignature progress tracking | Track the progress of a signature request with the agreement so the team can see where the signing process stands. | Collaborate | Available |
| Electronic signaturesCompleted agreement retained with its record | Keep the completed signed document with the contract so the team can return to the executed copy during ongoing management. | Collaborate | Available |
| Electronic signaturesSigning history alongside the agreement | Keep the signing history with the completed agreement so colleagues can review the recorded signing context when following up later. | Collaborate | Available |
| Renewals and remindersSeparate renewal, expiration, and notice dates | Record renewal dates, expiration dates, and notice deadlines separately so the team can distinguish the next term from the deadline to act. | Essentials | Available |
| Renewals and remindersKey-date reminders | Set reminders around the notice deadline and an earlier internal review date so the team has time to consider the agreement. | Essentials | Available |
| Renewals and remindersContract and renewal decision owners | Assign responsibility for the contract and its renewal decision so upcoming dates connect to named people who can review and act. | Collaborate | Available |
| Renewals and remindersReusable alert plans | Use assigned people and alert plans for follow-up, including contract-type alert templates where they fit the agreement and its exceptions. | Collaborate | Available |
| Renewals and remindersRenewal review and decision outcomes | Start a renewal review and record whether to keep or renew, renegotiate, or prevent renewal, preserving a clear decision path. | Confirm with us | Available |
| Renewals and remindersNon-renewal notice follow-up | Track notice planning, review, delivery, and the recorded outcome after a non-renewal decision; the decision itself does not terminate the agreement. | Confirm with us | Available |
| Renewals and remindersMonth, week, and day contract calendar | Review upcoming contract work in month, week, or day views, apply contract filters, and open calendar items for the agreement context. | Essentials | Available |
| ObligationsNamed owners for contract obligations | Create a trackable obligation with a practical title, an owner, and supporting context so the responsible person understands what needs doing. | Collaborate | Available |
| ObligationsFixed and event-based obligation dates | Set a commitment against a fixed date, signing, or a saved contract date to reflect the timing described in the agreement. | Collaborate | Available |
| ObligationsDue dates after verified preceding commitments | Tie a later commitment to verified completion of an earlier one so the next deadline follows the recorded event rather than an estimate. | Complete | Available |
| ObligationsSource clauses attached to obligations | Keep the relevant contract wording and a source location with an obligation so its conditions remain available during follow-up. | Collaborate | Available |
| ObligationsCreate obligations from selected contract text | Select wording in a Word document or searchable PDF to create or link an obligation directly from the saved agreement. | Collaborate | Available |
| ObligationsCompletion evidence and actual dates | Attach supporting material and report the actual completion date so the assigned verifier can assess what happened against the requirement. | Collaborate | Available |
| ObligationsReported and verified completion states | Separate a completion report from verified completion so an assigned reviewer can check the evidence before the obligation is treated as complete. | Collaborate | Available |
| ObligationsInsurance certificate expiration and responsibility | Record certificate expiration dates with a responsible owner and verifier so insurance requirements stay connected to the agreement and follow-up work. | Collaborate | Available |
| ObligationsInsurance certificate files and replacement history | Upload a certificate or select an existing supporting file, keeping replacement versions in the history as the insurance evidence changes. | Collaborate | Available |
| Workflow DesignerVisual workflow design | Connect conditions, approvals, signatures, and reminders in a visual process that reflects how your team needs to move agreements forward. | Complete | Available |
| Workflow DesignerWorkflow conditions from contract fields | Base workflow conditions on contract fields so the designed process can reflect the information recorded for each agreement being managed. | Complete | Available |
| Workflow DesignerWorkflow drafts from a plain-English description | Describe the process to AI to get a workflow draft, then customize the suggested steps to match your team’s requirements. | Complete | Available |
| Workflow DesignerWorkflow testing before activation | Refine and test a proposed workflow before activation so the team can check the process it intends to put into use. | Complete | Available |
| Workflow DesignerWorkflow owners and team roles | Connect the visual process to named owners and team roles so each step has people responsible for the work. | Complete | Available |
| Contract relationshipsContract Map overview | Explore a visual overview connecting the agreement with key dates, obligations, approvals, signatures, and related contracts in one place. | Essentials | Available |
| Contract relationshipsDetails from map connections | Open a connection in Contract Map to inspect its details, moving from a visual overview to the related contract work. | Essentials | Available |
| Contract relationshipsLinked amendments, addenda, and statements of work | Link amendments, addenda, and statements of work to a parent agreement so your team can follow the related contract family. | Essentials | Available |
| Contract relationshipsSeparate records and history for related agreements | Keep linked amendments and statements of work in their own records with their own history while maintaining the connection to the parent. | Essentials | Available |
| Contract relationshipsProposed amendment impact preview | Compare proposed dates and amounts before preparing a separate amendment, preserving the original agreement while the team reviews the potential change. | Confirm with us | Available |
| Pricing and commercial termsReusable product and service items | Save product and service items for future agreements, then adjust the descriptions and commercial details to fit a particular contract. | Confirm with us | Available |
| Pricing and commercial termsReusable item packages | Save a group of products or services as a reusable package so commonly sold combinations can be brought into another agreement. | Confirm with us | Available |
| Pricing and commercial termsQuantities, prices, discounts, and tax | Build a pricing schedule with quantities, unit prices, descriptions, discounts, and tax, then preview the commercial details before saving. | Confirm with us | Available |
| Pricing and commercial termsRecurring charge schedules and totals | Set a billing frequency for an item and review totals by frequency as part of the contract’s saved pricing schedule. | Confirm with us | Available |
| Pricing and commercial termsPricing schedules in draft Word documents | Include a saved pricing schedule in a draft Word agreement, adding or updating the pricing section while preserving earlier document versions. | Confirm with us | Available |
| Pricing and commercial termsPricing alongside an unchanged PDF original | Save a pricing schedule with the contract record when the source is a PDF, preserving the original document for later review. | Confirm with us | Available |
| IntegrationsSelected Google Drive folder imports | Have an owner or administrator connect a selected Drive folder so supported files enter the established contract import and review process. | Complete | Available |
| IntegrationsGoogle Docs snapshots with source links | Capture supported Google Docs as fixed PDF snapshots linked to the source so the managed contract retains a deliberate imported copy. | Complete | Available |
| IntegrationsReview of changed Drive source files | Flag changed source documents for a deliberate import decision, while source deletion or revoked access leaves the saved contract intact. | Complete | Available |
| IntegrationsEligible signed PDF export to Google Drive | Export a signed PDF from an eligible completed built-in signing request to a selected Drive folder when the connection is configured. | Complete | Available |
| IntegrationsGmail contract correspondence | Connect Gmail correspondence with the agreement so discussions and decisions remain easier to follow after the original email conversation. | Complete | Available |
| IntegrationsSelected dates in Google Calendar | Send chosen contract dates to Google Calendar so events point back to the agreement and its context for planning. | Complete | Available |
| IntegrationsOutlook and Microsoft 365 integrations | Outlook and Microsoft 365 connections are planned; tell the team which Microsoft workflows you need when discussing your requirements. | Confirm with us | Planned |
| Access and administrationUnlimited users on every plan | Bring colleagues into the contract process without a per-user plan limit; published plans instead use the selected contract volume. | Essentials | Available |
| Access and administrationWorkspace roles and enforced access checks | Use workspace membership and roles to control actions and document access, with server-side permission checks when people open documents or make changes. | Confirm with us | Available |
| Access and administrationExpiring and revocable review access | Keep external review scoped to the saved review copy, with invited-email verification and access that supports expiry and revocation. | Collaborate | Available |
| Access and administrationEncrypted storage and HTTPS delivery | Store document files and application records in services that encrypt stored data, with HTTPS protecting delivery of the application. | Confirm with us | Available |
| Access and administrationGoogle, ChatGPT, or email sign-in | Sign in using the available Google, ChatGPT, or email and password options, according to the account method your team chooses. | Confirm with us | Available |
| Access and administrationSalted password hashes and protected sessions | Protect email-password credentials with salted hashes and browser sessions with protected cookies, including session expiry and sign-out support. | Confirm with us | Available |
| Access and administrationRecorded contract and workflow activity | Review timestamped recorded changes and workflow events to understand what happened and who acted, without assuming every user action is logged. | Confirm with us | Available |
No matching features.
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A few details behind the labels.
Higher plans include the capabilities of the plans below them. Plan filters show the features explicitly mapped to that plan or a lower plan; items requiring confirmation and planned additions remain visible when you choose “All plans and availability.” Contract volume affects pricing separately from these capabilities.
AI findings and extracted details need human review. Google integrations cover the described import, correspondence, calendar, and eligible export workflows; they do not imply unrestricted synchronization. Microsoft 365 and TIFF/TIF are planned. Review the current security information and published pricing when evaluating your requirements.
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