Name: Wolters Kluwer CLM Matrix
Rating: 9 (2 reviews)
Author: Wolters Kluwer

Help Desk

Web and Video Conferencing

Customer Support

Cross-Browser Testing

Mobile App Development

Product Analytics

Development

Online Proctoring Software

Education

Business Intelligence (BI)

Collaboration

Enterprise Generative AI

Enterprise

Accounting

Subscription Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Job Board

Payroll

Recruitment Agency

Recruitment Automation

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AIOps

Application Server

Cloud Storage

Consulting and Advisory Services

Cybersecurity Consulting

Database Load Balancing

Distributed Denial of Service (DDoS) Protection

Embedded Business Intelligence (BI)

Embedded Database

Enterprise Architecture Management

Fraud Detection

Function as a Service (FaaS)

Integration Platform as a Service (iPaaS)

Mobile Data Security

Mobile Device Management (MDM)

Mobile Identity

Monolithic Frame-based Disk Arrays

Network Performance Monitoring

Software Composition Analysis (SCA)

Information Technology

A/B Testing

AI Writing Assistant Software

Ad Serving & Retargeting

All-in-One Marketing

App Store Optimization (ASO)

Appointment Scheduling

Competitive Intelligence

Content Management

Customer Journey Mapping

Email Marketing

Gamification

Heatmap and Session Recording

Landing Page

Marketing Automation

Mobile Advertising

Online Proofing

Social Media Management

Social Media Marketing

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Call Recording

Customer Relationship Management (CRM)

Lead Generation Services

Multichannel Retail

Product Configuration

Quote to Cash

Sales Email Tracking

Sales

Cloud Infrastructure Entitlement Management

Identity Threat Detection & Response Software

Virtualization Security

Security

Construction Workforce Management

Dental

Vertical-Specific

medium

large

Conga CPQ

Quote sharing/sending

Product configuration

Configuration options

Pricing rules

Price adjustment

Purchase history and open contracts

Guided selling/Sales portal

CPQ reporting & analytics

CPQ-CRM integration

Attachments to quotes

Order capturing

Credit approvals

E-signature

Self-service CPQ

Proposals

Excel integration

Renewal management

Conga

DocuSign CLM

Likelihood to Recommend

Support Rating

DocuSign

Icertis

Usability

Ease of integration

Contract Authoring

Contract Collaboration

Contract Monitoring

Contract creation

Contract templates

Clause library/saved fields

Guided logic

Contract sharing

Contract editing

Collaborating on contracts

MS Word plug-in

Approval process

Interdepartmental workflows

Contract database

Contract search

Contract milestone reminders & alerts

Custom contract reports

Tracking contract status

Compliance check

Conga CLM

Likelihood to Renew

Availability

Performance

Online Training

In-Person Training

Implementation Rating

Configurability

Product Scalability

Vendor pre-sale

Vendor post-sale

Conga CLM Scalability

Emptoris

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Concord

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INHUBBER

ContractWorks, An Onit Product

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PandaDoc headquartered in San Francisco offers their eponymous electronic signature platform for sales teams, containing sales proposal automation and CPQ (configure, price, quote) features, and integration with CRMs.

Essentials

Business

PandaDoc

Electronic Signature

Wolters Kluwer CLM Matrix

Contract management software is a program or series of related programs for storing and managing legal agreements such as contracts with vendors, leases and licensing agreements.

Contract Management

Wolters Kluwer is a global leader in professional information, software solutions, and services for tax and accounting, financial and corporate compliance, corporate performance and ESG, healthcare, and legal and regulatory sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with specialized technology and services. Wolters Kluwer reported 2022 annual revenues of €5.5 billion. The group serves customers in over 180 countries, maintains operations in over 40 countries, and employs approximately 20,000 people worldwide. The company is headquartered in Alphen aan den Rijn, the Netherlands.  For more information, visit <a href="http://www.wolterskluwer.com/" rel="">www.wolterskluwer.com</a>.<br><br>CCH Tagetik is part of Wolters Kluwer's ecosystem serving the Office of Finance. We provide an integrated approach to information, software, and services that deliver vital insights, intelligent tools, and the guidance of subject-matter experts for customers to navigate complex challenges that face the Office of the CFO today. With over 185 years of experience in the markets we serve, Wolters Kluwer has become a trusted expert in tax and accounting, corporate performance management, supply chain planning, and ESG compliance. Visit <a href="https://www.wolterskluwer.com/en/solutions/cch-tagetik" target="_blank" rel="nofollownoopener">CCH Tagetik Website</a> for more information.

Wolters Kluwer

Features related to the contract authoring process.

Includes a document generator and tools for creating new contracts.

Allows users to set up templates or templatize old contracts in order to make new contract creation easier and more consistent.

Users can save certain fields of a contract for re-use; these may be stored in a template or a clause library.

Integration to CPQ

Integrates to CPQ software so that calculated quotes/configuration details can feed into contracts. This is an important element of automation in the contract authoring process.

PDF generator

Users can generate PDFs of contract documents.

Contract attachments

Users can attach other documents, like invoices, images, meeting minutes, memos, etc, to contracts.

Automated questions (based on company policies and the circumstances of the deal) help with the contract authoring process; this is an example of partial automation.

Features related to collaborating on contracts.

Users can easily and securely share contracts with internal users and external users. Contracts are accessible.

Contracts can go through multiple drafts and revisions; the software supports multiple versions and version comparison.

Contract merge

Multiple versions of a contract can be merged.

Internal and external users can collaborate on contracts without changing the text of the contract; this may be done through comments, questions, and/or message board conversations.

Users can make changes to contract language using Microsoft Word.

Approval workflows can be configured to streamline and automate the approval process; the approval process is helpful and convenient.

Parallel approvals

Users can set up complex workflows to handle parallel approvals.

Users can set up interdepartmental workflows so that contracts can flow between teams in a logical and organized manner.

Features that enable users to monitor the status of contracts.

Contracts are stored and organized in a central repository.

VORs

Allows users to send/receive variation order requests and coordinate these with contracts.

Users can easily look up contracts within the database.

Users can schedule reminders and/or trigger alerts according to contract milestones.

Users can create custom reports about the status of contracts, contract timelines, efficiency, and revenue tied to contracts.

Users can track the status of a contract as it moves through the approval process and beyond.

Salesforce integration

Integrates to Salesforce so that contracts are tied to contact’s CRM records.

Users can define and enforce complex business rules related to compliance regulations; helps automate or partially automate contract compliance check.

Tools and features to aid in contract management and formation.

Contract Storage

Centralized storage and management of all contracts in one place.

Operating Systems	Unspecified
Mobile Application	No

CLM Matrix

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