The planned features for intelligentcontract.com are described below. Please note that the content and anticipated arrival dates for features on the roadmap are indicative only and are subject to change without notice.
Last Updated: May 2021
Feature | Description | Anticipated Release |
Creation of online Contract Documents | Create documents, track versions of documents, redline, and collaborate—all online. | Q2 2021 |
Templates/Forms with Field Placeholders | Allow the creation of a document template that can be used to create new documents that contain completed placeholders from a user-chosen record. | Q2 2021 |
Quick Add contract | New Quick Add function which allows a user to add a contract with a minimum of data.
Includes the ability to search for company and organization information. Improve accuracy of party details and reduce user typing. | Q3 2021 |
Collaboration | Invite internal and/or external users to collaborate on documents in the system. Exchanging notes and multi-user editing in real time. | Q2 2021 |
Clause Library / Contract Authoring | Create and manage clauses that can be used to build new contracts or be included in a template. | Q4 2021 |
Delete a user | Allow old users to be deleted from accounts. | Q4 2021 |
Replace a user | Replace one user with another user throughout an account. | Q4 2021 |
Export to Excel | Simplify and increase the speed of generating Excel output from summary forms | Q4 2021 |
Improved Document Preview | Preview and search all documents regardless of their format or whether they are scanned images. This feature will provide access to the text version (generated by OCR) of each document | Q1 2022 |
integration with popular CRM and Finance systems | Plugins to popular CRM and finance systems that will allow simple data exchange. The list of systems to be integrated to be announced. | Q1 2022 |
Public API | Introduction of the Intelligentcontract API that, with authentication, allows a 3rd party application to extract and create data within an account. | Q1 2022 |
Self Service T&Cs and Privacy Policy | Implement a system that will allow customers to accept changes to Terms of Service and Privacy Policy. This will enable acceptance to be sought online rather than manually by the support team. | Q2 2022 |
Contract "Save Copy as..." | Allow a copy of an existing contract to be made using the feature "Save Copy as...." | Q2 2022 |
Improvements to Dashboards | Allow the dashboard to be customized to display data that the user builds or chooses from pre-defined panels. | Q2 2022 |
Workflow Improvements | Introduce workflow at the document level to enable collaborative document review. | Q3 2022 |
Email Docs and Docs Inbox | Email documents into intelligentcontract and introduce a Document Inbox to manage documents that are received. Drag and drop files from a user's desktop. AI applied to documents to extract key details such as names, parties, dates. | Q3 2022 |
Implement Mass-update/Add | Implement the ability to update or add multiple records in one action. This feature will be extended to mass-update sub-entities (e.g. notes on a contract, alerts on a contract). | Q4 2022 |
"You're in contract!" feature | Allows a user to "send" a contract to an email recipient and allows the recipient to add the contract to their own intelligentcontract account. Changes to the contract are reflected in both accounts. | Q1 2023 |