Contracts
End-to-End Document Lifecycle Management
Manage contracts, proposals, and agreements from draft through execution. Full version control, reusable templates with variable substitution, multi-step approval workflows with delegation, and client portal for external review and e-signatures.
Core Features
What Contracts delivers out of the box.
Document Lifecycle
Track documents through a six-stage state machine: Draft, Review, Approval, Sent, Negotiating, and Executed. Create any document type your organization needs.
- Custom document types: MSAs, SOWs, NDAs, Change Orders, Rate Cards, SLAs, and more
- State machine enforcement prevents invalid transitions
- Automatic renewal tracking with configurable alerts
- Complete version history with rollback capability
Template System
Create reusable document templates with variable substitution. Define text, number, currency, date, and select fields with calculated values for rapid document creation.
- Variable fields: text, number, currency, date, select
- Calculated values with formula support
- Template versioning and management
- One-click document generation from any template
Approval Workflows
Configure multi-step approval chains with delegation and escalation rules. Serial or parallel approval paths with automatic reminders at each stage.
- Multi-step serial and parallel approval chains
- Delegation and escalation rules
- Automatic deadline reminders
- Complete approval history and audit trail
Collaboration & Redlining
Real-time collaboration with threaded comments, annotations, and full redlining support. Side-by-side version comparison with visual diff highlighting.
- Threaded comments and annotations on any section
- Redlining: insertions, deletions, and modifications tracked
- Side-by-side version diff with visual highlighting
- Client portal for external stakeholder review
Document Generation
Professional PDF export with auto-generated table of contents, cover pages, dynamic headers and footers, and section numbering.
- Auto-generated table of contents
- Cover pages with organization branding
- Dynamic headers and footers per section
- Section numbering and cross-references
Clause Library
Maintain a reusable library of standard clauses organized by category. Version-controlled with their own approval workflows for legal consistency.
- Categorized clause organization
- Version-controlled clause updates
- Drag-and-drop insertion into documents
- Approval workflows for clause changes
Key Capabilities
Cross-cutting capabilities built into Contracts.
E-Signatures
Client portal with digital signature workflows. External stakeholders can review, comment, and sign documents without internal accounts.
Granular Permissions
Document-level access control beyond organization roles. Control who can view, edit, approve, or share each document independently.
Change Tracking
Every edit creates a new version with full diff visibility. Compare any two versions side-by-side with highlighted changes.
PDF Generation
Professional PDF output via Headless Chrome. Auto-generated TOC, cover pages, dynamic headers/footers, and custom branding.
Multi-Tenant Isolation
Complete organization-level data isolation. Documents, templates, and clauses are fully scoped to their organization.
Comprehensive Audit Trail
Every action on every document is logged with timestamp, user, and details. Full history for compliance and legal discovery.
Technical Details
Under the hood of Contracts.
Explore the Suite
Contracts is one of seven integrated applications in CITADEL.
Ready to Get Started with Contracts?
See how CITADEL Contracts can streamline your operations. Talk to the Gallantic team.
Contact Gallantic