End-to-end contracting roadmap

Weagree’s end-to-end contracting roadmap: contract automation, contract lifecycle management and AI,
from our start in 2006 until the end of time (the road is endless):

Automated contract mark-up

Automatically creating a mark-up of a contract received from suppliers, customers or business partners is one of the ultimate steps to automate a legal counsel’s…

7 February 2022

E-mail to CLM

In addition to drag-and-drop upload files to Weagree’s CLM and other end-to-end contracting functionality, we are introducing the possibility for end-users to forward e-mail any…

7 February 2022

Full-flex CLM API

Integrating contract lifecycle management (CLM) with other enterprise-based applications is crucial for an adequate obligations management and preserving contract data integrity. As Weagree’s CLM API…

7 February 2022

Tasks-Kanban adjusting realtime

The forthcoming Weagree Tasks and action centre will adjust realtime. Of course, as part of Weagree’s action centre and to-do lists, end-users will have the…

22 November 2021

Actionable dashboard widgets

The contract lifecycle management dashboard will be made extremely flexible and actionable: on their dashboard, end-users will be given the possibility to take frequently-undertaken action.…

22 November 2021

Dashboard reporting widgets

With the introduction of a Dashboard and more advanced Contract analysis and contract reporting tooling, we are also introducing visualised CLM reporting dashboard widgets (Weagree…

22 November 2021

Intuitive CLM: flexible buttons

Improved and more actionable CLM (contract lifecycle management). While the Weagree CLM offers extraordinary features for searching and managing your signed contracts, several end-user actions…

22 November 2021

UX (interaction design) upgrade

Aligning the interaction design more closely with the end-user’s main courses of action. The introduction of the Task and action centre as well as the…

22 November 2021

Visual reporting dashboards

Introducing intuitive tooling for heads of legal and general counsel to create their contracts reporting and monitoring dashboards. The data is already there, it only…

3 July 2021

Tasks and action centre

All notifications (from Weagree’s CLM, entity management, workflows, contract-creation-related comments) will also result into a task. Users can also create tasks manually, and assign tasks…

2 July 2021

Automated risk rating

Any risks in the contract received from the counterparty are automatically assessed and rated. The functionality is part of Weagree’s AI-driven ‘automated contract review’. The…

1 July 2021

E-signing preselects the right signatories

The e-signing plugins will be fully integrated with Weagree’s entity management, allowing to preselect the signatories based on the corporate mandate policy adopted for the…

1 July 2021

Automated contract review

AI-driven review of a third-party’s first-draft contract. The imported contract is analysed fully automatically, and identifies: * Unacceptable contract clauses and provisions * Risk-increasing clauses…

10 May 2021

Accelerated implementation (automated Word-import)

Improved tooling for importing Word model contract templates: automated detection and assignment of clause levels. Definitions will automatically be stored in the definitions library, and…

2 May 2021

Tracked changes in the realtime editor

In the realtime editor, guest users can be given the possibility to modify the contract text. Such changes are shown as tracked changes (insertions blue…

1 April 2021

Versioning templates (clause-level)

Versioning of templates ascertains monitorability and continuation of contracts and contract data over time: every legacy template can be linked to a later template. Admins…

1 March 2021

Dynamics CRM integration

Weagree can import data from MS Dynamics to automatically fill the entity management’s party database. Also party-related data can be synchronised between the Weagree CLM…

1 February 2021

Large transactions – Subproject recurrence

In large transactions consisting of subsets of linked contracts or closing documents, you can answer on a meta-project level how many sub-projects (i.e. sets of…

1 February 2021

Salesforce API integration

Initiate a contract from within Salesforce, fill the questionnaire in the Weagree Wizard with the data pushed along with initiating that contract, then complete the…

1 January 2021

Extra IT security measures

We have added a low-level (ISO 27001-certified) data scanning service on all user-interaction. The scanning service detects suspicious user behaviour and performs certain extra security…

1 December 2020

User management (role-based access controls), flexible licence management

Advanced user-management functionality: role-based access rights; user-rights depending on the end-user’s function.

1 November 2020

Approval/rejection communications

Approvers and submitters involved in a contract request can discuss the workflow approval alongside the Q&A: * ask the submitter about the scope and particularities…

1 October 2020

Template testing

An admin can now generate an all-options contract version from the Weagree template (which includes all Q&A-options inline in the Word-document, indicating the type of…

1 September 2020

Entity management migration (automated)

Customer can import entity management data from other solutions such as Effacts / Legisway. But also from external CRMs.

1 September 2020

CLM migration (automated transfer)

Customers can import their existing (legacy) CLM, contract repository. The admin tooling determines what CLM-fields the imported database or spreadsheet contains, and permits the admin…

1 August 2020

DocuSign integration

E-signing of all contracts and schedules can be initiated in the Weagree Wizard. Intermediate receipts (of opening, reading and signing) by either signatory is automatically…

1 July 2020

Collaborative contracting – communication

Within the questionnaire, all stakeholders involved in the transaction can discuss any of the contract parameters. Such communications takes place inside the contract questionnaire (and…

1 June 2020

Optimised maintenance of model contracts

Powerful contract know-how maintenance tooling. Providing feedback to template administrators or discussing the particularities of any contract with others via the questionnaire has been made…

1 June 2020

Contract numbers

Weagree can assign contract numbers to your contracts (both at contract creation stage and after signing). The contract number can be composed of elements such…

1 May 2020

Contract confidentiality

Individual contracts may be marked as confidential, rendering it invisible and inaccessible to all other users unless they have been specifically granted access by the…

1 April 2020

Entities management and corporate housekeeping

Full entity management and corporate housekeeping: complete administration per legal entity of managing directors, non-executive directors, shareholders and subsidiaries, org-chart (indicating shareholder percentages and MDs),…

1 April 2020

Large-transactions management optimised

For large, complex transactions (e.g. M&A, LMA-credit facility) it is now possible that the admin defines a complete project-template consisting of multiple linked contract templates.…

1 March 2020

Customised realtime editor

Improved user-experience. The numbering and indentation of clauses as shown during the questionnaire in the realtime editor (WYSIWYG ‘under-water-screen’) can be customised and are matched…

1 February 2020

AI-detect CLM contract data

Imported contract will automatically be converted into text (OCR). In the imported contract, various types of data are recognised and tagged, fully automatically. Types of…

1 January 2020

Dates and date calculations from contract

If a contract (generated by using Weagree’s contract creation) provides for certain calculated dates (i.e. calculated by applying a time period to another date), then…

1 November 2019

Floating dates (amendments recalculated automatically)

If a contract stipulates for deadlines and contract milestones to be calculated by reference to another contract deadline (e.g. starting date), such floating deadline will…

1 November 2019

Logging of CLM modifications

Modifications of CLM contract data are made visible for CLM users (who are authorised to see such logging data), improving compliance and auditability.

1 November 2019

Evidos e-signing plugin

We have created a plugin for Evidos’ e-signature solution. The entire e-signing flow can be initiated and monitored from within Weagree.

1 October 2019

Template-defined access to party databases

For law firms, as well as for intra-company templates, the parties can be retrieved from (and stored in) the party database identified on the template.…

1 September 2019

Advanced approval workflows


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1 August 2019

GDPR register

Weagree’s contract lifecycle management can be configured to operate as a GDPR register, including reporting options. CLM-managed contracts can be configured to be erased after…

1 April 2019

Advanced Q&A-conditionality and Q&A-features

Optimisations of the end-user’s questionnaire experience, to allow for more complex links between questions. This reduces the number of required questions, avoids redundancy, and allows…

1 March 2019

SharePoint integration

Initiate a contract from within SharePoint, fill the questionnaire in the Weagree Wizard with the data pushed along with initiating that contract, then complete the…

1 March 2019

Encryption: all contracts and documents stored encrypted

Encryption of all data and files, regardless of whether it relates to contract creation or contract repository.

1 February 2019

CRM-data as Q&A-answer

Party-related data can be used to answer Q&A-questions. For example: * if the party is a man or a woman, the contract refers either to…

1 February 2019

CLM-clause library

CLM-managed contracts may contain particularities unforeseen in the admin-defined contract sheet. For that purpose (and for improved searcheability of the CLM), we have introduced clause…

1 January 2019

Contract sheet layout UX optimisations

Improved visibility of CLM contract data.

1 January 2019

Advanced filters, optimised search experience

Advanced options to search and monitor pending contracts, and create overviews or reports. Users can define a search-filter and convert it into a predefined search…

1 January 2019

Advanced filters, optimised search experience

Advanced options to search Weagree’s contract management data, and create overviews or reports. Users can define a search-filter and convert it into a predefined search…

1 January 2019

Reporting on contracts and busyness

Improved reporting capabilities, permitting a head of legal or GC to oversee busyness of their team, individual workload, and to generate (exportable) reports. Visibility of…

1 January 2019

Monitoring pending transactions and busyness

Improved monitoring of pending transactions and collaborative contracting options (e.g. to step into a contract by a colleague). Subject to applicable access authorisations. Various search…

1 January 2019

Mendix API integration

Weagree can interface with and send generated documents and metadata to Mendix.

1 December 2018

Search filters / fields for tags

Simplification for end-users of search and filter options, making it more intuitive to find the right contract quickly.

1 December 2018

Status indicators

The contract lifecycle management (CLM) contracts register contains a number of status indicators (grey, green, orange, red) to highlight urgency of required action.

1 December 2018

Collaborative contracting

Improved user experience for accessing or picking up contracts of colleagues.

1 November 2018

Tables in contracts

Added various optimisations for inserting and organising tables in contracts (e.g. preventing table rows to break across the page or keeping tables together)

1 November 2018

Manual data export

Depending on authorisation, a user can manually decide when contract data is exported to an API-integrated external application.

1 November 2018

Contract-negotiations version management

Improvement of Weagree’s DMS (for managing contract negotiation versions).

1 October 2018

Simplification e-mail texts

Simplification of managing e-mail notification texts sent by Weagree (separating them for login/password, workflow, CLM, contract creation discussions, user feedback, etc.)

1 October 2018

Batch contract creation

An answered Q&A can be exported (Excel), the given contract entry be multiplied. After updating the Q&A answers for the contract entries, the spreadsheet can…

1 September 2018

Custom CRM fields

Administrators can add fully customised edit-fields, date pickers and country lists to the list of party database fields. These custom fields can then be used…

1 September 2018

Russian companies register lookup

Users can look up the public commercial register for the correct company details, and Weagree imports the related company data (address, registration number etc.).

1 August 2018

Russian language declension

If a user enters a word to be used in multiple clauses, the Russian language declension module modifies such word for the applicable grammatical declension.

1 August 2018

Calculating dates

Possibility to calculate a date based on user-entered parameters (e.g. effective date plus contract duration).

1 August 2018

Notifications for deadlines and expiry

The contract lifecycle management (CLM) environment permits that date-fields are used to create notification triggers, to automatically send (one or multiple customised) e-mails in relation…

1 July 2018

Contract repository

Encrypted storage of all contracts, schedules and transaction-related files. Option to archive transaction-related files (incl. negotiation versions). Authorised users can access their colleagues’ contract repository.

1 June 2018

Create track-changes (two clicks)

Create a compare (aka track-changes or redlining) between contract versions. The user selects the negotiation versions, Weagree suggests which is the ‘original’ and which the…

1 June 2018

Custom e-mail notifications

The admin can create custom types of automated e-mail notifications, for the contract approval workflow and contract management deadlines. For example, tailored CLM notifications may…

1 April 2018

Contract lifecycle management (CLM)

Weagree’s contract lifecycle management (CLM) permits users to fully manage both internally and externally generated contracts. Contract sheets, configured by the administrator, can differentiate between…

1 April 2018

Custom e-mail look & feel

Customers can upload or define their own look & feel applying to all notifications sent by the Weagree Wizard.

1 April 2018

Expanded document management (DMS)

After an initial draft document has been generated, further documents (of any type) can be uploaded to the contract’s document repository to create a complete…

1 March 2018

Extended logging (anticipating GDPR)

Existing logging of user-interaction extended to all user-activity anywhere in Weagree. The logging reinforces compliance and auditability of CLM-managed contracts with strict GDPR..

1 February 2018

Smashdocs integration

Weagree can export generated contracts for further tailoring and negotiation in SMASHDOCs.

1 January 2018

Open XML document generation

Replace document generation engine with open source solution. Substantial acceleration of generating any document.

1 December 2017

Realtime (WYSIWYG) editor – upgrade

The WYSIWYG contract previewer (‘underwater screen’) has been upgraded to allow authorised users to edit the preview contract text in realtime (while answering a questionnaire):…

1 November 2017

Look & feel (Wizard portal) adjustable

The Weagree Wizard can be fully customised for all colours and text markup in the Weagree Wizard to reflect their company’s house style as closely…

1 July 2017

Clause library categories and keywords

Clauses in the clause library can be assigned categories and keywords, making it easier for users to find the ones they need and for admins…

1 May 2017

Guest user access

Every end-user can invite a guest user to answer to the questionnaire, including from outside the own organisation (suppliers, customers, partners or consultants). A guest…

1 April 2017

Export usage-reports as Excel

With a single click, any overview of pending or approved contracts in Weagree can be directly exported to Excel for monitoring or evaluation purposes.

1 April 2017

Word-doc import tooling

Word-documents can be automatically imported to create the contract creation-template, automatically divided into building blocks and clauses corresponding to articles, sections and paragraphs in the…

1 March 2017

Template feedback via Q&A

From within the questionnaire, end-users can give feedback on the contract template text or the Q&A-questions or answer options. Such feedback can be qualified (e.g.…

1 February 2017

Export questionnaire answers

End-users can export their contracts’ Q&A (options and) answers to an Excel sheet for review or editing. Optionally, this export may include all Q&A questions…

1 January 2017

Search-replace-all

In a template, admins can search-replace-all any text or phrase. The search-replace feature allows the admin to exclude particular occurrences of the searched text or…

1 December 2016

Optimise management and reporting of contract data

It is possible to search all contract entries for certain historical data (or data ranges), and to create reports. First step towards complete contract management.

1 November 2016

Own dotx-file (own Word paragraph styles)

Customers can use their own dotx-files (and dotm-files) for creating contracts. This includes the ability to add extra custom paragraph styles. Updating and managing dotx-files…

1 October 2016

Convert to project

If a contract entry is part of a larger project (with several connected questionnaires or linked Q&A), it is now possible to add that entry…

1 September 2016

Business intelligence (BI) reporting

Based on the answers given during questionnaire, end-users can create reports (and export such reports). The end-user has full flexibility in defining which contract data…

1 August 2016

Q&A-answers in contract headers and footers

Contract headers and footers (like the coverpage) are not part of a template. As contract house style components, they are managed as a separate modules.…

1 July 2016

User access rights managed under single sign-on

Flexibility in syncing user groups and user-access rights upon single sign-on access (sync Weagree with ADFS or Azure)

1 July 2016

Hyperlinks in contract text

Insert clickable hyperlinks in contract text.

1 June 2016

Reassign contracts

The administrator can easily reassign all a user’s contracts to another user, for example when the original owner is leaving the company or at least…

1 February 2016

Calculations and data validation

Automatic calculations based on user-entered values during the questionnaire (both manual input and dropdown selections are permitted for the calculation formula). The calculation results can…

1 February 2016

Template-triggered approval workflows

The default approver setting can be overridden on a template-by-template basis, by assigning another user as that template’s approver.

1 January 2016

Optimised clause library maintenance

Powerful contract know-how maintenance. Any local building block or contract clause in a template can now be immediately upgraded to global status, adding it to…

1 November 2015

Q&A-upload of images

Users can upload an image during the questionnaire, to be inserted into the contract. Optionally, the admin can predefine the positioning and scaling of the…

1 October 2015

Projects (large and complex transactions)

Transactions consisting of multiple contracts and documents can be linked together: Q&A-questions will be triggered once. For example, if the effective date of the transaction…

1 August 2015

Template maintenance accelerator

Accelerator for template-insertion work. All Q&A-elements of a template can now be managed in one single dialogue box. This split-off of the Q&A-elements from the…

1 June 2015

In-context global questions

Global questions only need to be answered once to affect multiple parts of a template. It is now possible to delay such global question’s appearance…

1 May 2015

Restricted ‘Own party’ entities access

Entities in the party database designated as ‘Own party’ can be assigned to one or more user goups. This will hide them from users outside…

1 May 2015

Effacts / Legisway (contract management) integration

Initiate a contract from within Effacts (Legisway), fill the questionnaire in the Weagree Wizard with the data pushed along with initiating that contract, then complete…

1 April 2015

Import lookup lists

Lookup lists, for the easy creation or modification of long lists of answer options in the questionnaire or insertable text, can now be imported within…

1 April 2015

Logging on user activity

Logging on SSO (single sign-on), high-level user activity and approval workflow activity. (Forensic logging, so log-files only accessible with involvement of Weagree’s software engineers.)

1 April 2015

Cross-references (advanced settings)

We have made it possible to create cross-references with all possible formatting optionalities as also offered in Word. Cross-references cannot go wrong (and if a…

1 April 2015

Force user to answer a Q&A-question

Although prohibitive for an end-user. It is possible to impose that certain Q&A-questions are answered by the end-user.

1 March 2015

Answer Q&A in schedules ‘annex-by-annex’

Sometimes, a questionnaire is more digestable if Q&A-questions triggered in the contract’s exhibits are answered schedule-by-schedule. Other times, schedules contain so few Q&A-questions that it…

1 March 2015

Include tags and Q&A-answers in (other) Q&A-questions

Make the Q&A-formulations more personal by using user-entered values or party names.

1 February 2015

Logout-functionaliteit

Logout is now possible.

1 February 2015

Number formatting

All user-entered values can be formatted (thousand separators, truncation of decimals, decimal separator ( . or , )). The user can be forced to enter…

1 February 2015

Authorisations-based filtering of Q&A-questions

Questions (and answer options) in the questionnaire may be hidden for low-authorised users. The filtering permits a legal department top delegate contract creation to business…

1 January 2015

Columns in contracts

Parts of a contract may be displayed in two or more columns.

1 November 2014

Import parties

Users with a Lawyer licence can directly import parties and their details into Weagree in bulk via Excel sheets.

1 October 2014

Multi-language interface

Different translations for all links, buttons and explanatory texts in the Weagree Wizard’s interface may be uploaded and managed. The user can switch between any…

1 July 2014

SAML and other SSO (single sign-on) options, including social login (LinkedIn, Azure, Outlook, ADFS)

Weagree now supports SAML 2.0 for single sign-on authentication.

1 May 2014

SAP integration

Data integration with SAP. Permitting all sorts of data exchange with SAP.

1 April 2014

Full API

Complete in-application API and API-functionalities. Weagree’s API can push data to other applications, and pull data from external sources. The API is multi-targetted (export to…

1 April 2014

Basic webservice for API integrations

Weagree has a basic webservice for future API integrations, allowing it to safely interface and exchange data with external services.

1 March 2014

SAML-LDAP authentication & user provisioning

Weagree supports SAML/LDAP for single sign-on authentication. Various settings are available to determine user authorisations for drafting contracts and generating documents.

1 February 2014

Lookup lists

Large lists (tables) with multiple columns of related data can be inserted in Weagree for the automatic creation of long dropdown menus for questionnaires and…

1 February 2014

Contract approval workflow (essentials)

Depending on user authorisations, contract approvers may monitor the contracts assigned to – and collaborate with – their fellow approvers.

1 January 2014

Template access and user guidance

Templates shown on the New contract page are filtered on the basis of user groups and user-authorisation level. Next to the template are (a) an…

1 November 2013

Clause library insert during Q&A

During the questionnaire, authorised users can insert a clause-library clause into the contract entry. All cross-references will renumber automatically. Definitions used in the clause-library clause…

1 July 2013

Responsive interface (Weagree on phones and tablets)

Renewal of the entire Weagree user interface, making it ‘responsive’ to tablets and smartphones (with screen-optimised swipe-in functionality).

1 June 2013

House style management

Contract house styles are separate modules, organised and maintained centrally, and used for generating consistent contracts. Contract house styles address the layout of cover pages,…

1 October 2012

Basic approval workflows

Contract entries or individual end-users can be subjected to approval. The workflow functionality is included in the licence fees (approvers free of charge).

1 August 2012

Tables in contracts

Option to insert and tailor tables in contracts, picking up the look & feel defined by the customer.

1 July 2012

E-mail notifications

Weagree can send e-mail notifications, including from the customer’s e-mail domain.

1 April 2012

PDF-only document generation

Users may be restricted to generating contracts in PDF-format only rather than in Word-format.

1 June 2011

Legal entity types (and translation)

In addition to the default entity types (which may be freely edited) available in the party database, it is possible to add more, customised entity…

1 July 2010

Clause library

Boilerplate clauses can be freely added to Weagree’s clause library, so that they may be (re)used in any number of templates at once. Such clauses…

1 June 2009

User groups, authorisation levels and access rights

All across the Weagree Wizard, user access and visibility of features are made dependent on a contracts-oriented and contracting-organisation-centered structure.

1 August 2008

Party database

Entities – both legal entities and individuals – and their basic details can be stored in Weagree’s party database. This database is divided between ‘own…

1 April 2008

Prototype ready

In the course of 2007, we had a functioning prototype (nowadays aka MVP, minimum viable product) ready. This was immediately followed by the development of…

1 June 2007

MVP specifications

We started specifying what Weagree’s contract assembly software must be on 28 March 2006.

28 March 2006

Tracked changes in the realtime editor

In the realtime editor, guest users can be given the possibility to modify the contract text. Such changes are shown as tracked changes (insertions blue…

1 April 2021

Large transactions – Subproject recurrence

In large transactions consisting of subsets of linked contracts or closing documents, you can answer on a meta-project level how many sub-projects (i.e. sets of…

1 February 2021

Template testing

An admin can now generate an all-options contract version from the Weagree template (which includes all Q&A-options inline in the Word-document, indicating the type of…

1 September 2020

Collaborative contracting – communication

Within the questionnaire, all stakeholders involved in the transaction can discuss any of the contract parameters. Such communications takes place inside the contract questionnaire (and…

1 June 2020

Optimised maintenance of model contracts

Powerful contract know-how maintenance tooling. Providing feedback to template administrators or discussing the particularities of any contract with others via the questionnaire has been made…

1 June 2020

Large-transactions management optimised

For large, complex transactions (e.g. M&A, LMA-credit facility) it is now possible that the admin defines a complete project-template consisting of multiple linked contract templates.…

1 March 2020

Customised realtime editor

Improved user-experience. The numbering and indentation of clauses as shown during the questionnaire in the realtime editor (WYSIWYG ‘under-water-screen’) can be customised and are matched…

1 February 2020

Template-defined access to party databases

For law firms, as well as for intra-company templates, the parties can be retrieved from (and stored in) the party database identified on the template.…

1 September 2019

Advanced Q&A-conditionality and Q&A-features

Optimisations of the end-user’s questionnaire experience, to allow for more complex links between questions. This reduces the number of required questions, avoids redundancy, and allows…

1 March 2019

CRM-data as Q&A-answer

Party-related data can be used to answer Q&A-questions. For example: * if the party is a man or a woman, the contract refers either to…

1 February 2019

Advanced filters, optimised search experience

Advanced options to search and monitor pending contracts, and create overviews or reports. Users can define a search-filter and convert it into a predefined search…

1 January 2019

Collaborative contracting

Improved user experience for accessing or picking up contracts of colleagues.

1 November 2018

Tables in contracts

Added various optimisations for inserting and organising tables in contracts (e.g. preventing table rows to break across the page or keeping tables together)

1 November 2018

Batch contract creation

An answered Q&A can be exported (Excel), the given contract entry be multiplied. After updating the Q&A answers for the contract entries, the spreadsheet can…

1 September 2018

Russian language declension

If a user enters a word to be used in multiple clauses, the Russian language declension module modifies such word for the applicable grammatical declension.

1 August 2018

Calculating dates

Possibility to calculate a date based on user-entered parameters (e.g. effective date plus contract duration).

1 August 2018

Open XML document generation

Replace document generation engine with open source solution. Substantial acceleration of generating any document.

1 December 2017

Realtime (WYSIWYG) editor – upgrade

The WYSIWYG contract previewer (‘underwater screen’) has been upgraded to allow authorised users to edit the preview contract text in realtime (while answering a questionnaire):…

1 November 2017

Clause library categories and keywords

Clauses in the clause library can be assigned categories and keywords, making it easier for users to find the ones they need and for admins…

1 May 2017

Guest user access

Every end-user can invite a guest user to answer to the questionnaire, including from outside the own organisation (suppliers, customers, partners or consultants). A guest…

1 April 2017

Export usage-reports as Excel

With a single click, any overview of pending or approved contracts in Weagree can be directly exported to Excel for monitoring or evaluation purposes.

1 April 2017

Export questionnaire answers

End-users can export their contracts’ Q&A (options and) answers to an Excel sheet for review or editing. Optionally, this export may include all Q&A questions…

1 January 2017

Own dotx-file (own Word paragraph styles)

Customers can use their own dotx-files (and dotm-files) for creating contracts. This includes the ability to add extra custom paragraph styles. Updating and managing dotx-files…

1 October 2016

Convert to project

If a contract entry is part of a larger project (with several connected questionnaires or linked Q&A), it is now possible to add that entry…

1 September 2016

Q&A-answers in contract headers and footers

Contract headers and footers (like the coverpage) are not part of a template. As contract house style components, they are managed as a separate modules.…

1 July 2016

Hyperlinks in contract text

Insert clickable hyperlinks in contract text.

1 June 2016

Calculations and data validation

Automatic calculations based on user-entered values during the questionnaire (both manual input and dropdown selections are permitted for the calculation formula). The calculation results can…

1 February 2016

Q&A-upload of images

Users can upload an image during the questionnaire, to be inserted into the contract. Optionally, the admin can predefine the positioning and scaling of the…

1 October 2015

Projects (large and complex transactions)

Transactions consisting of multiple contracts and documents can be linked together: Q&A-questions will be triggered once. For example, if the effective date of the transaction…

1 August 2015

In-context global questions

Global questions only need to be answered once to affect multiple parts of a template. It is now possible to delay such global question’s appearance…

1 May 2015

Cross-references (advanced settings)

We have made it possible to create cross-references with all possible formatting optionalities as also offered in Word. Cross-references cannot go wrong (and if a…

1 April 2015

Force user to answer a Q&A-question

Although prohibitive for an end-user. It is possible to impose that certain Q&A-questions are answered by the end-user.

1 March 2015

Answer Q&A in schedules ‘annex-by-annex’

Sometimes, a questionnaire is more digestable if Q&A-questions triggered in the contract’s exhibits are answered schedule-by-schedule. Other times, schedules contain so few Q&A-questions that it…

1 March 2015

Include tags and Q&A-answers in (other) Q&A-questions

Make the Q&A-formulations more personal by using user-entered values or party names.

1 February 2015

Number formatting

All user-entered values can be formatted (thousand separators, truncation of decimals, decimal separator ( . or , )). The user can be forced to enter…

1 February 2015

Authorisations-based filtering of Q&A-questions

Questions (and answer options) in the questionnaire may be hidden for low-authorised users. The filtering permits a legal department top delegate contract creation to business…

1 January 2015

Columns in contracts

Parts of a contract may be displayed in two or more columns.

1 November 2014

Template access and user guidance

Templates shown on the New contract page are filtered on the basis of user groups and user-authorisation level. Next to the template are (a) an…

1 November 2013

Clause library insert during Q&A

During the questionnaire, authorised users can insert a clause-library clause into the contract entry. All cross-references will renumber automatically. Definitions used in the clause-library clause…

1 July 2013

Responsive interface (Weagree on phones and tablets)

Renewal of the entire Weagree user interface, making it ‘responsive’ to tablets and smartphones (with screen-optimised swipe-in functionality).

1 June 2013

Tables in contracts

Option to insert and tailor tables in contracts, picking up the look & feel defined by the customer.

1 July 2012

PDF-only document generation

Users may be restricted to generating contracts in PDF-format only rather than in Word-format.

1 June 2011

Clause library

Boilerplate clauses can be freely added to Weagree’s clause library, so that they may be (re)used in any number of templates at once. Such clauses…

1 June 2009

Prototype ready

In the course of 2007, we had a functioning prototype (nowadays aka MVP, minimum viable product) ready. This was immediately followed by the development of…

1 June 2007

MVP specifications

We started specifying what Weagree’s contract assembly software must be on 28 March 2006.

28 March 2006

Intuitive CLM: flexible buttons

Improved and more actionable CLM (contract lifecycle management). While the Weagree CLM offers extraordinary features for searching and managing your signed contracts, several end-user actions…

22 November 2021

CLM migration (automated transfer)

Customers can import their existing (legacy) CLM, contract repository. The admin tooling determines what CLM-fields the imported database or spreadsheet contains, and permits the admin…

1 August 2020

Contract numbers

Weagree can assign contract numbers to your contracts (both at contract creation stage and after signing). The contract number can be composed of elements such…

1 May 2020

Contract confidentiality

Individual contracts may be marked as confidential, rendering it invisible and inaccessible to all other users unless they have been specifically granted access by the…

1 April 2020

Dates and date calculations from contract

If a contract (generated by using Weagree’s contract creation) provides for certain calculated dates (i.e. calculated by applying a time period to another date), then…

1 November 2019

Floating dates (amendments recalculated automatically)

If a contract stipulates for deadlines and contract milestones to be calculated by reference to another contract deadline (e.g. starting date), such floating deadline will…

1 November 2019

Logging of CLM modifications

Modifications of CLM contract data are made visible for CLM users (who are authorised to see such logging data), improving compliance and auditability.

1 November 2019

GDPR register

Weagree’s contract lifecycle management can be configured to operate as a GDPR register, including reporting options. CLM-managed contracts can be configured to be erased after…

1 April 2019

Encryption: all contracts and documents stored encrypted

Encryption of all data and files, regardless of whether it relates to contract creation or contract repository.

1 February 2019

CLM-clause library

CLM-managed contracts may contain particularities unforeseen in the admin-defined contract sheet. For that purpose (and for improved searcheability of the CLM), we have introduced clause…

1 January 2019

Contract sheet layout UX optimisations

Improved visibility of CLM contract data.

1 January 2019

Advanced filters, optimised search experience

Advanced options to search Weagree’s contract management data, and create overviews or reports. Users can define a search-filter and convert it into a predefined search…

1 January 2019

Search filters / fields for tags

Simplification for end-users of search and filter options, making it more intuitive to find the right contract quickly.

1 December 2018

Status indicators

The contract lifecycle management (CLM) contracts register contains a number of status indicators (grey, green, orange, red) to highlight urgency of required action.

1 December 2018

Notifications for deadlines and expiry

The contract lifecycle management (CLM) environment permits that date-fields are used to create notification triggers, to automatically send (one or multiple customised) e-mails in relation…

1 July 2018

Contract repository

Encrypted storage of all contracts, schedules and transaction-related files. Option to archive transaction-related files (incl. negotiation versions). Authorised users can access their colleagues’ contract repository.

1 June 2018

Contract lifecycle management (CLM)

Weagree’s contract lifecycle management (CLM) permits users to fully manage both internally and externally generated contracts. Contract sheets, configured by the administrator, can differentiate between…

1 April 2018

Custom e-mail look & feel

Customers can upload or define their own look & feel applying to all notifications sent by the Weagree Wizard.

1 April 2018

Extended logging (anticipating GDPR)

Existing logging of user-interaction extended to all user-activity anywhere in Weagree. The logging reinforces compliance and auditability of CLM-managed contracts with strict GDPR..

1 February 2018

E-mail to CLM

In addition to drag-and-drop upload files to Weagree’s CLM and other end-to-end contracting functionality, we are introducing the possibility for end-users to forward e-mail any…

7 February 2022

Tasks-Kanban adjusting realtime

The forthcoming Weagree Tasks and action centre will adjust realtime. Of course, as part of Weagree’s action centre and to-do lists, end-users will have the…

22 November 2021

Actionable dashboard widgets

The contract lifecycle management dashboard will be made extremely flexible and actionable: on their dashboard, end-users will be given the possibility to take frequently-undertaken action.…

22 November 2021

UX (interaction design) upgrade

Aligning the interaction design more closely with the end-user’s main courses of action. The introduction of the Task and action centre as well as the…

22 November 2021

Tasks and action centre

All notifications (from Weagree’s CLM, entity management, workflows, contract-creation-related comments) will also result into a task. Users can also create tasks manually, and assign tasks…

2 July 2021

E-signing preselects the right signatories

The e-signing plugins will be fully integrated with Weagree’s entity management, allowing to preselect the signatories based on the corporate mandate policy adopted for the…

1 July 2021

Contract-negotiations version management

Improvement of Weagree’s DMS (for managing contract negotiation versions).

1 October 2018

Create track-changes (two clicks)

Create a compare (aka track-changes or redlining) between contract versions. The user selects the negotiation versions, Weagree suggests which is the ‘original’ and which the…

1 June 2018

Expanded document management (DMS)

After an initial draft document has been generated, further documents (of any type) can be uploaded to the contract’s document repository to create a complete…

1 March 2018

Approval/rejection communications

Approvers and submitters involved in a contract request can discuss the workflow approval alongside the Q&A: * ask the submitter about the scope and particularities…

1 October 2020

Template-triggered approval workflows

The default approver setting can be overridden on a template-by-template basis, by assigning another user as that template’s approver.

1 January 2016

Contract approval workflow (essentials)

Depending on user authorisations, contract approvers may monitor the contracts assigned to – and collaborate with – their fellow approvers.

1 January 2014

Basic approval workflows

Contract entries or individual end-users can be subjected to approval. The workflow functionality is included in the licence fees (approvers free of charge).

1 August 2012

E-mail notifications

Weagree can send e-mail notifications, including from the customer’s e-mail domain.

1 April 2012

Visual reporting dashboards

Introducing intuitive tooling for heads of legal and general counsel to create their contracts reporting and monitoring dashboards. The data is already there, it only…

3 July 2021

Reporting on contracts and busyness

Improved reporting capabilities, permitting a head of legal or GC to oversee busyness of their team, individual workload, and to generate (exportable) reports. Visibility of…

1 January 2019

Optimise management and reporting of contract data

It is possible to search all contract entries for certain historical data (or data ranges), and to create reports. First step towards complete contract management.

1 November 2016

Monitoring pending transactions and busyness

Improved monitoring of pending transactions and collaborative contracting options (e.g. to step into a contract by a colleague). Subject to applicable access authorisations. Various search…

1 January 2019

Dashboard reporting widgets

With the introduction of a Dashboard and more advanced Contract analysis and contract reporting tooling, we are also introducing visualised CLM reporting dashboard widgets (Weagree…

22 November 2021

Business intelligence (BI) reporting

Based on the answers given during questionnaire, end-users can create reports (and export such reports). The end-user has full flexibility in defining which contract data…

1 August 2016

Entity management migration (automated)

Customer can import entity management data from other solutions such as Effacts / Legisway. But also from external CRMs.

1 September 2020

Entities management and corporate housekeeping

Full entity management and corporate housekeeping: complete administration per legal entity of managing directors, non-executive directors, shareholders and subsidiaries, org-chart (indicating shareholder percentages and MDs),…

1 April 2020

Custom CRM fields

Administrators can add fully customised edit-fields, date pickers and country lists to the list of party database fields. These custom fields can then be used…

1 September 2018

Russian companies register lookup

Users can look up the public commercial register for the correct company details, and Weagree imports the related company data (address, registration number etc.).

1 August 2018

Restricted ‘Own party’ entities access

Entities in the party database designated as ‘Own party’ can be assigned to one or more user goups. This will hide them from users outside…

1 May 2015

Import parties

Users with a Lawyer licence can directly import parties and their details into Weagree in bulk via Excel sheets.

1 October 2014

Legal entity types (and translation)

In addition to the default entity types (which may be freely edited) available in the party database, it is possible to add more, customised entity…

1 July 2010

Party database

Entities – both legal entities and individuals – and their basic details can be stored in Weagree’s party database. This database is divided between ‘own…

1 April 2008

Automated contract mark-up

Automatically creating a mark-up of a contract received from suppliers, customers or business partners is one of the ultimate steps to automate a legal counsel’s…

7 February 2022

Automated risk rating

Any risks in the contract received from the counterparty are automatically assessed and rated. The functionality is part of Weagree’s AI-driven ‘automated contract review’. The…

1 July 2021

Automated contract review

AI-driven review of a third-party’s first-draft contract. The imported contract is analysed fully automatically, and identifies: * Unacceptable contract clauses and provisions * Risk-increasing clauses…

10 May 2021

AI-detect CLM contract data

Imported contract will automatically be converted into text (OCR). In the imported contract, various types of data are recognised and tagged, fully automatically. Types of…

1 January 2020

Business intelligence (BI) reporting

Based on the answers given during questionnaire, end-users can create reports (and export such reports). The end-user has full flexibility in defining which contract data…

1 August 2016

Full-flex CLM API

Integrating contract lifecycle management (CLM) with other enterprise-based applications is crucial for an adequate obligations management and preserving contract data integrity. As Weagree’s CLM API…

7 February 2022

Dynamics CRM integration

Weagree can import data from MS Dynamics to automatically fill the entity management’s party database. Also party-related data can be synchronised between the Weagree CLM…

1 February 2021

Salesforce API integration

Initiate a contract from within Salesforce, fill the questionnaire in the Weagree Wizard with the data pushed along with initiating that contract, then complete the…

1 January 2021

DocuSign integration

E-signing of all contracts and schedules can be initiated in the Weagree Wizard. Intermediate receipts (of opening, reading and signing) by either signatory is automatically…

1 July 2020

Evidos e-signing plugin

We have created a plugin for Evidos’ e-signature solution. The entire e-signing flow can be initiated and monitored from within Weagree.

1 October 2019

SharePoint integration

Initiate a contract from within SharePoint, fill the questionnaire in the Weagree Wizard with the data pushed along with initiating that contract, then complete the…

1 March 2019

Mendix API integration

Weagree can interface with and send generated documents and metadata to Mendix.

1 December 2018

Manual data export

Depending on authorisation, a user can manually decide when contract data is exported to an API-integrated external application.

1 November 2018

Smashdocs integration

Weagree can export generated contracts for further tailoring and negotiation in SMASHDOCs.

1 January 2018

User access rights managed under single sign-on

Flexibility in syncing user groups and user-access rights upon single sign-on access (sync Weagree with ADFS or Azure)

1 July 2016

Effacts / Legisway (contract management) integration

Initiate a contract from within Effacts (Legisway), fill the questionnaire in the Weagree Wizard with the data pushed along with initiating that contract, then complete…

1 April 2015

SAML and other SSO (single sign-on) options, including social login (LinkedIn, Azure, Outlook, ADFS)

Weagree now supports SAML 2.0 for single sign-on authentication.

1 May 2014

SAP integration

Data integration with SAP. Permitting all sorts of data exchange with SAP.

1 April 2014

Full API

Complete in-application API and API-functionalities. Weagree’s API can push data to other applications, and pull data from external sources. The API is multi-targetted (export to…

1 April 2014

Basic webservice for API integrations

Weagree has a basic webservice for future API integrations, allowing it to safely interface and exchange data with external services.

1 March 2014

SAML-LDAP authentication & user provisioning

Weagree supports SAML/LDAP for single sign-on authentication. Various settings are available to determine user authorisations for drafting contracts and generating documents.

1 February 2014

Accelerated implementation (automated Word-import)

Improved tooling for importing Word model contract templates: automated detection and assignment of clause levels. Definitions will automatically be stored in the definitions library, and…

2 May 2021

Versioning templates (clause-level)

Versioning of templates ascertains monitorability and continuation of contracts and contract data over time: every legacy template can be linked to a later template. Admins…

1 March 2021

Extra IT security measures

We have added a low-level (ISO 27001-certified) data scanning service on all user-interaction. The scanning service detects suspicious user behaviour and performs certain extra security…

1 December 2020

User management (role-based access controls), flexible licence management

Advanced user-management functionality: role-based access rights; user-rights depending on the end-user’s function.

1 November 2020

Simplification e-mail texts

Simplification of managing e-mail notification texts sent by Weagree (separating them for login/password, workflow, CLM, contract creation discussions, user feedback, etc.)

1 October 2018

Custom e-mail notifications

The admin can create custom types of automated e-mail notifications, for the contract approval workflow and contract management deadlines. For example, tailored CLM notifications may…

1 April 2018

Look & feel (Wizard portal) adjustable

The Weagree Wizard can be fully customised for all colours and text markup in the Weagree Wizard to reflect their company’s house style as closely…

1 July 2017

Word-doc import tooling

Word-documents can be automatically imported to create the contract creation-template, automatically divided into building blocks and clauses corresponding to articles, sections and paragraphs in the…

1 March 2017

Template feedback via Q&A

From within the questionnaire, end-users can give feedback on the contract template text or the Q&A-questions or answer options. Such feedback can be qualified (e.g.…

1 February 2017

Search-replace-all

In a template, admins can search-replace-all any text or phrase. The search-replace feature allows the admin to exclude particular occurrences of the searched text or…

1 December 2016

Reassign contracts

The administrator can easily reassign all a user’s contracts to another user, for example when the original owner is leaving the company or at least…

1 February 2016

Optimised clause library maintenance

Powerful contract know-how maintenance. Any local building block or contract clause in a template can now be immediately upgraded to global status, adding it to…

1 November 2015

Template maintenance accelerator

Accelerator for template-insertion work. All Q&A-elements of a template can now be managed in one single dialogue box. This split-off of the Q&A-elements from the…

1 June 2015

Import lookup lists

Lookup lists, for the easy creation or modification of long lists of answer options in the questionnaire or insertable text, can now be imported within…

1 April 2015

Logging on user activity

Logging on SSO (single sign-on), high-level user activity and approval workflow activity. (Forensic logging, so log-files only accessible with involvement of Weagree’s software engineers.)

1 April 2015

Multi-language interface

Different translations for all links, buttons and explanatory texts in the Weagree Wizard’s interface may be uploaded and managed. The user can switch between any…

1 July 2014

Lookup lists

Large lists (tables) with multiple columns of related data can be inserted in Weagree for the automatic creation of long dropdown menus for questionnaires and…

1 February 2014

House style management

Contract house styles are separate modules, organised and maintained centrally, and used for generating consistent contracts. Contract house styles address the layout of cover pages,…

1 October 2012

User groups, authorisation levels and access rights

All across the Weagree Wizard, user access and visibility of features are made dependent on a contracts-oriented and contracting-organisation-centered structure.

1 August 2008

Terms of Use

I hereby accept (or reconfirm my acceptance of) Weagree’ Terms of use, in which: