CUCP Partner Wiki

CobbleStone® Software Contract Lifecycle Management Software Suite

CobbleStone® Software Contract Insight®

CobbleStone® Software is a world-wide leader in providing SaaS Contract Lifecycle Management (CLM), eSourcing, eProcurement, and Purchase Order Software software products.  Contract Insight® by CobbleStone® Software is used by Fortune 500 companies around the world.  CobbleStone® Software is the trusted brand with CLM Software, and has been providing Contract Management Software Solutions since 1995 and has years of client feedback and industry knowledge.  CobbleStone® Software is committed to providing the best value Contract Management Solutions in the industry.

Contract Insight® is an “End-to-End,” web-enabled Contract Management Software Solution which provides a configuration first approach that includes contract tracking, contract drafting, contract artificial intelligence, user-definable fields, report design and generation tools, e-mail alerts, calendar reminders, task schedules and checklists, security, document capture and management, check-in/check-out tracking, workflow, financials, cost control, searching, performance tracking, full text indexing, web platform, web calendaring, and more. It is built upon the latest technologies so it can be deployed faster, supported easier, reduce your total cost of ownership and accelerate your return on investment.

Enterprise Contract Management Software

Contract Insight® Modules and Editions

CobbleStone® Software’s core solution is Contract Insight® Contract Lifecycle Management (CLM).  CobbleStone® offers Add-On Modules include Requisition/Request Manager, E-Sourcing Management, and Order & Spend Management.  Integrated into all of our solutions is a comprehensive Vendor, Customer, Partner Management datastore.

Contract Insight® is available in three editions: WorkGroup, Express, and Enterprise.

Contract Insight® Enterprise Edition

(SaaS or On-Premise Options Available)

Contract Insight® ENTERPRISE Edition, by CobbleStone® Software, is an “End-to-End” enterprise level,   web-enabled, SaaS Contract Management Software Solution which provides enterprise contract artificial intelligence, contract tracking, contract drafting, custom user-defined fields, custom report design and generation tools, e-mail alerts, calendar reminders, legal hold, task schedules and checklists, security, document capture and management, check-in tracking, workflow, MS Word integration for easy version-control, financials, cost control, searching, performance tracking, full-text indexing, web platform, web calendaring, and more. Contract Insight® ENTERPRISE Edition may be “Locally Deployed” (installed and hosted on your organization’s server) with a perpetual one-time software license, or it may be hosted by CobbleStone® Software Corp. as a “Software as a Service” (SaaS) solution with an annual hosting subscription license.

OPTIONAL ENTERPRISE MODULES:

• Solicitation/Procurement/Sourcing Management Module
• IntelliSign® & Document Collaboration Module
• Purchase Order Management Module
• Data Integration Management Module
• Vendor/Collaboration Gateway
• General Public Access Portal
• Active Directory Federated Services Connector
• External eSign Connector
• Onsite Backup Manager
• D&B Integration
• Salesforce Integration
• Vendor Punchouts
• And more…

Contract Insight® WorkGroup Edition

(On-Premise Option Only)

Contract Insight® WorkGroup, by CobbleStone® Software, is a “Locally Deployed” (on your organization’s server) solution platform that is an affordable, entry level, completely web-enabled Contract Management Software Solution.  Features include: basic contract management and tracking, contract drafting, custom user-defined fields, e-mail alerts, calendar reminders, task schedules and checklists, security, document management, check-in tracking, financials, cost control, searching, reporting, web calendaring, full text searching, and more.

OPTIONAL WORKGROUP ADD-ON FEATURES:

• Workflow
• Custom Report Designer
• Custom User-Defined Sub-tables
• Vendor Ratings
• Bulk Data Importing
• Bulk File Importing

OPTIONAL WORKGROUP MODULES:

• Solicitation/Procurement/Sourcing Management Module
• Purchase Order Management Module
• Data Integration Management Module
• Vendor/Client Collaboration Gateway
• Custom Public Access Portal
• External eSign Connector

Contract Insight® Express Edition

(SaaS Option Only)

Contract Insight® EXPRESS, is an “End-to-End” entry level, completely web-enabled SaaS Contract Management Software Solution hosted by CobbleStone® Software Corp. which provides basic contract management and tracking, contract drafting, custom user-defined fields, e-mail alerts, calendar reminders, task schedules and checklists, security, document capture and management, check-in tracking, financials, cost control, searching, performance tracking, web platform, web calendaring, full text searching, and more.

OPTIONAL EXPRESS ADD-ON FEATURES:

• Workflow
• Custom User-Defined Sub-Tables
• Vendor Ratings
• Bulk Data Importing
• Bulk File Importing

You can learn more about each edition at Contract Management Software Editions.  For a comparison of the editions, refer to our Compare Contract Management Software Editions page.

CobbleStone® Software Integrations

Contract Insight® Contract Lifecycle Management Software is built with an Open API and offers data integration with API plug-ins and data integration with leading CRM, vendor management, supply chain, ERP, and other standards-based software. For organizations that already have CRM, Vendor Management, or ERP systems in place, CobbleStone® makes the software integration process seamless for your users. We provide efficient dataflow to reduce data entry efforts, improve data quality, and provide knowledge where and when needed. Contract Insight Software has API connections and data mappers to leading software like Salesforce, Oracle, SAP, SAGE, Dynamics, QuickBooks, and others.

CobbleStone® Software Licensing Model

Application User Licensing Pool Types:  Traditional and Levels

The Application User Licensing Pool Type deals with your organization’s decision regarding how to pool the available user licensing seats to be utilized by your organization’s user community. If your organization wishes to establish and manage a single common pool of available user licensing seats to service the access needs of the organization’s entire application user community without regard to user roles/levels/groups, then your organization should select CobbleStone®’s TRADITIONAL Pool Type. This type of user licensing pool allows all available user licensing seats to be available for use by your organization’s entire user universe defined in the application system.

If your organization wishes to establish and manage distinct segregated pools of available user licensing seats by user roles/levels/groups (ADMIN, SUPER/POWER, STANDARD, READ-ONLY) to service the access needs of the organization’s entire application user community, then your organization should select CobbleStone®’s LEVELS Pool Type. This type of user licensing pool reserves available user licensing seats by user roles/levels/groups to be available for use by your organization’s user universe defined in the application system that are assigned to the specific user/role/level/group.

User Licensing Types:  Named and Concurrent

CobbleStone® Enterprise user licensing is available as either Named Licenses or Concurrent Licenses.   A Named License allows access for one specific person.  Concurrent Licenses are not tied to any specific person; the number of Concurrent Licenses purchased defines the total number of users that can be connected to the system at one time.  The number of users that can access Contract Insight® at any given time is determined by the amount of user licenses that are purchased.

CobbleStone® offers Concurrent user licenses for Contract Insight® Enterprise Edition and defines concurrent users as the total number of users accessing the Licensed Software within a specified Server Session time-out period. An number of named users may be defined and have access privileges (active username and password) to the system and receive email alerts and calendar notifications.   Concurrent User Licensing is available for the ENTERPRISE Edition only.

CobbleStone® offers Named user licenses for Contract Insight® Enterprise Edition and defines named users as individuals authorized by the Application Administrator to use the system which is installed on a single server or multiple servers regardless of whether or not the individual is actively using the system at any given time.  A user must be named and activated to have access privileges (active username and password).  Named User Licensing is available for the ENTERPRISE, WorkGroup, and EXPRESS Editions.

CobbleStone® Software Pricing

To learn about pricing for CobbleStone® Software products and services, partners can request an engagement with our team by emailing sales@CobbleStoneSoftware.com or partners@CobbleStoneSoftware.com.

Support Resources for CobbleStone® Partners

Technical support and helpdesk services can be requested from Contract Insight® by selecting the CobbleStone® Support Center under the system Help menu.  See Submitting a Ticket for more details.  Alternatively, you can also email support@CobbleStonesoftware.com.

For any questions or any assistance regarding your CobbleStone® partnership and the CobbleStone® Partner Program, partners can contact their Partnerships Team representative or email partners@CobbleStonesoftware.com.

There are also many self-help resources available to customers and partners from within the software under the Help menu.  Options include User Manual/Wiki, Knowledge Base/FAQ, and Learning Videos to access CobbleStone® University.  If you need additional assistance you can email training@CobbleStonesoftware.com.

How can I become a Reseller for CobbleStone® Software?

Any company wishing to become a CobbleStone® Reseller should contact CobbleStone®, either by emailing partners@CobbleStonesoftware.com or completing the partner form on our website.   To submit the form, go to the CobbleStone® Software website, click on the Company menu, then select Qualified Partner Program.  Scroll down to the bottom of the page and fill out the form.  Under Which partner program(s) are you interested in?, select Reseller Partner.  Once the form is filled out complete, click the SEND ME PARNER INFO button.

Once you submit the partnering request, CobbleStone®’s Partnership Team will then engage with you to discuss the possibility of partnering in more detail.  The new partner must sign CobbleStone®’s NDA and Reseller Partner Agreement.  You will then learn about CobbleStone® Software products by taking the CobbleStone® Software training course.  To finalize the partnership, you must take and pass the following CobbleStone® University Certification Program (CUCP) Assessments to receive your CobbleStone® 

CUCP: General Partner Assessment

CUCP: Assessment 1

CUCP: Assessment 2

CUCP: Assessment 3

CUCP: Assessment 4

CUCP: Assessment 5