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3 Reasons Contract Data Import & Export Are Easy with CLM Software

Importing and exporting contract data can feel like a never-ending maze of manual effort, format issues, and potential errors. The challenges of handling massive volumes of contracts and documentation often slow down workflows, but it doesnโ€™t have to be this way. With contract management software, you can eliminate these hassles. Letโ€™s explore three reasons why managing contract data is simpler and smarter with the right tools.


#1 โ€“ Flexible Data Import & Export Options

Tired of dealing with scattered contracts across multiple databases and shared drives? Imagine uploading and updating all your contracts in one go!

Simplified Import:
Contract management software makes it effortless to consolidate and update contracts, counterparties, and related data into a centralized contract repository. Features include:

  • Bulk imports of data such as contracts, vendors, and employees using pre-configured MS Excel templates.
  • Uploading electronic files in their original formats (e.g., MS Word, PDF) for easy access.

Hassle-Free Export:
Exporting data is equally versatile. With contract lifecycle management (CLM) software, you can:

  • Export search results and ad-hoc reports directly to MS Excel.
  • Create custom reports exportable in formats like PDF, CSV, XML, and more.
  • Retrieve electronic files and attachments in their native formats for seamless usability.

No more juggling multiple platforms or wrestling with incompatible formatsโ€”everything you need is just a few clicks away.


#2 โ€“ Bulk Downloads at Lightning Speed

Why waste precious time downloading files one by one? Modern CLM software allows for bulk downloads that save time and effort.

How It Works:
With just a click of the โ€œBulk File Downloadโ€ button, you can download all associated filesโ€”contracts, vendor documents, or customer recordsโ€”into a neat .zip file.

Built-In Transparency:
If certain files canโ€™t be included, the system provides a clear summary table listing any issues, ensuring no data is left behind.

Additional Perks:

  • Easily reassign contracts and tasks between team members with bulk transfer options.
  • Maintain smooth workflows even with large datasets.

This feature ensures youโ€™re always in control, even when dealing with massive amounts of data.


#3 โ€“ Empowerment Without IT Assistance

Do you prefer to manage your contract data independently? The right CLM software lets you take the reins without relying on technical support.

DIY Import Tools:
Out-of-the-box data import manager functionality makes bulk data imports simple. You can configure reusable templates for consistent and efficient imports whenever needed.

Optional Support:
For those who prefer a hands-off approach, leading providers also offer professional import services. Simply supply contract metadata in a structured spreadsheet format, and the provider handles the heavy lifting, including linking files to the correct records.

This dual approach means you can choose the level of support you need, making the process both flexible and stress-free.


Why Choose CobbleStone Contract Insightยฎ?

CobbleStone Contract Insightยฎ takes data management to the next level with robust features, including:

  • Unlimited storage for contracts in a secure repository.
  • Advanced search tools like QuickSearch for instant access.
  • Dynamic dashboards, calendars, and financial tracking tools.
  • Intelligent AI-based automation for data extraction and field mapping.
  • Pre-approved templates for error-free contract drafting.
  • Integrated eSignature capabilities for faster approvals.

For over 20 years, CobbleStone has been a leader in CLM software, helping organizations streamline processes and achieve better results.


Start Simplifying Your Contract Management Today

Donโ€™t let manual processes and data bottlenecks hold you back. With CobbleStone Contract Insightยฎ, you can:

  • Improve efficiency.
  • Gain full control over contract data.
  • Focus on strategic tasks instead of tedious manual work.

Book your free demo now to see how CobbleStone can revolutionize your contract management process.


Disclaimer: This content is for informational purposes only and does not constitute legal advice.

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