Contracts 365
AI-powered contract management software for businesses that run Microsoft 365.
About Contracts 365
Contracts 365 is a purpose-built contract lifecycle management (CLM) platform for organizations running on Microsoft 365. It stores documents in SharePoint, integrates natively with Word, Dynamics 365, and Salesforce, and uses AI Companions to automate metadata extraction, negotiation, and clause analysis across the entire contract lifecycle.
Pros & Cons
Pros
- Purpose-built for Microsoft 365 — contracts stay in your own SharePoint tenant
- Native Word integration makes negotiation and redlining feel familiar to legal teams
- AI Companions automate metadata extraction and clause review at scale
- Strong Dynamics 365 and Salesforce integrations streamline sales-to-contract workflows
- Configurable playbooks and clause libraries enforce consistency across the organization
Cons
- Pricing is not published — every deployment requires a custom quote
- Value proposition depends heavily on existing Microsoft 365 investment
- AI features are paid add-ons rather than included by default
- Implementation can require consulting services for complex configurations
- Limited offline access to contracts reported by some users
Key Features
Microsoft 365 Native
Built on SharePoint with Word, Teams, and Outlook integrations so contracts live inside the Microsoft stack you already use.
AI Extraction Companion
Automatically identifies and extracts key metadata, clauses, and obligations from contracts to eliminate manual data entry.
AI Negotiation Companion
Integrates with Microsoft Word to suggest redlines, flag risky clauses, and enforce playbook positions during negotiation.
Contract Creation Wizard
Guided intake and assembly wizard with clause libraries and playbooks for generating contracts across types and business units.
Workflow Automation
Configurable approval routing, obligation tracking, and renewal/expiration alerts keep contracts compliant and current.
E-Signature Integration
Native DocuSign and Adobe Sign integrations automatically route contracts for execution and return signed copies to SharePoint.
CRM Integration
Bi-directional integrations with Microsoft Dynamics 365 and Salesforce let sales teams generate and manage contracts from opportunities.
Secure SharePoint Repository
Contracts are stored in your own Microsoft tenant with granular permissions, audit trails, and enterprise-grade security.
Advanced Search & Reporting
Full-text search across contract content and metadata plus dashboards for pipeline, risk, and obligation reporting.
Business Modules
Optional add-ons for Property Management, Supplier Management, and other specialized contract workflows.
Pricing
- Contract lifecycle management core
- SharePoint repository
- Workflow automation & approvals
- Clause libraries and playbooks
- E-signature integration
- Standard reporting
- Everything in Standard
- Advanced reporting & analytics
- Complex approval workflows
- Multi-entity support
- Priority support
- Add-ons: AI Companions, Dynamics 365 / Salesforce integrations, business modules
Best For
Microsoft-centric legal teams
Legal departments already standardized on Microsoft 365 can manage contracts without moving documents out of SharePoint.
Sales contract automation
Sales teams generate, negotiate, and execute contracts directly from Dynamics 365 or Salesforce opportunities.
Procurement & supplier contracts
Procurement teams use the Supplier Management module to track vendor agreements, renewals, and obligations.
Enterprise CLM rollout
Large organizations deploy standardized contract workflows across departments while preserving Microsoft security and compliance controls.
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