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
Creation of online Contract Documents
Create documents, track versions of documents, redline, and collaborate—all online.
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.
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.
Invite internal and/or external users to collaborate on documents in the system. Exchanging notes and multi-user editing in real time.
Clause Library / Contract Authoring
Create and manage clauses that can be used to build new contracts or be included in a template.
Delete a user
Allow old users to be deleted from accounts.
Replace a user
Replace one user with another user throughout an account.
Export to Excel
Simplify and increase the speed of generating Excel output from summary forms
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
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.
Introduction of the Intelligentcontract API that, with authentication, allows a 3rd party application to extract and create data within an account.
Contract "Save Copy as..."
Allow a copy of an existing contract to be made using the feature "Save Copy as...."
Improvements to Dashboards
Allow the dashboard to be customized to display data that the user builds or chooses from pre-defined panels.
Introduce workflow at the document level to enable collaborative document review.
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.
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).
"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.