PRO Edition: Built for Small-to Mid-Sized Businesses
With the Contract Assistant Pro Edition, you and your staff will be able to centralize all contract data for easy retrieval and reporting — safely and securely. Make your department or branch a reliable and valuable source of key data.
- 5 user accounts, more available.
- Report Designer builds custom reports.
- Assign user privileges for read/only or update.
- Complete electronic record of each contract’s details.
- Multiple alarms prevent missed deadlines.
- Easy, comprehensive searching with multiple search features.
PRO Edition is an affordable multi-user option that also comes with all these great features:
- Administrator’s Guide, detail-rich.
- Library of starter reports.
- Main window display of Index of contracts, alarms and more.
- Contract overview and notes fields.
- Unlimited user-defined categories and key elements/clauses.
- Linked files feature. Link related files to a contract.
- Customizable fields and user-defined pull-downs.
- Financial summary fields & monetary key elements.
Compare Contract Assistant Editions
|Complete electronic record||■||■||■|
|Supports multiple databases||■||■||■|
|Store Overview of contract||■||■||■|
|Link & open related files||■||■||■|
|Financial summary fields||■||■||■|
|Integration with Laserfiche document mgmt system||■||■|
|Store lengthy text in Overview & Notes||■|
|Store documents securely in the database||■|
|Read/write or read-only by database||■|
|Contract record level security||■|
|Field level security||■|
|Security Access Groups||■|
|Unlimited alarmable events per contract||■||■||■|
|Main window display of “ringing” alarms||■||■||■|
|Automatic email notification of alarms||■|
|Simple to advanced searches||■||■||■|
|Additional advanced filters & wild card searching||■||■||■|
|Full-text (key word/phrase) searching||■|
|Unlimited user-defined categories||■||■||■|
|Unlimited user-defined key elements||■||■||■|
|Monetary key elements||■||■||■|
|User-defined date fields||■||■||■|
|User-defined pull-down lists & direct entry fields||■||■||■|
|Customization by user group or individual user||■|
|Easy standard reporting||■||■||■|
|Includes library of pre-built reports||■||■||■|
|Report security tied to user permission level||■|
|Local, remote or web (see note below)||■||■||■|
|Supports very large databases||■|
|Scalable for large numbers of users||■|
Note on Implementation Options: Client/server, or using remote desktop technology such as Citrix or Remote Desktop Services/Terminal Services, or as a self-hosted web application using Citrix XenApp.