Best SharePoint Contract Management System | CLM 365
                     Best SharePoint Contract Management System | CLM 
365
SharePoint Contract Management System – Built for MS 
365 Users
Never lose track of a contract again. Every agreement whether with 
clients, vendors, or partners needs to be accessible, organized, and 
secure.
A SharePoint contract management system makes this possible. It connects 
your contracts with the right people and processes, helping your business 
run smoothly and efficiently.
With more than 321 million active Microsoft 365 users, companies benefit 
from having a contract management solution that works seamlessly 
with SharePoint.
In this blog, we will explain why integrating contract management with 
SharePoint is an important step toward simpler processes and better 
business operations.
Quick Read
Summary generated by AI, reviewed for 
accuracy.
Maximize SharePoint’s potential by organizing your contracts with 
centralized libraries, detailed metadata, and automated workflows. 
Applying best practices like standardized naming conventions and 
regular audits will keep your contract management system efficient and 
compliant.
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What is a SharePoint Contract Management System?
A SharePoint contract management system is an easy-to-use solution 
inside Microsoft 365 environment that helps businesses keep all their 
contracts in one safe place.
With features like document libraries, smart tagging, and version history, 
SharePoint makes it simple to track contracts and avoid confusion about 
which file is the latest.
Companies use it for many types of agreements, such as vendor 
contracts, client deals, employment papers, and service level 
agreements (SLAs).
The best part? If your business already uses Microsoft 365, you don’t 
need to spend money on a new tool. The tools can be customized to 
manage contracts and easily connects with other Microsoft apps users 
already working with. This means lower costs, smooth integration, and a 
faster way to handle contract tasks.
How Does Contract Management Work in SharePoint?
Over 250 million users rely on SharePoint globally. With such a massive 
user base, it’s clear why SharePoint contract management system is the 
go-to platform for collaboration and contract management. Here is how 
it works
 Centralizes all contracts in a secure digital hub, allowing businesses 
to easily create, store, and access contracts anytime.
 Organizes contracts using metadata and custom libraries, making it 
simple to categorize, search, and retrieve documents quickly.
 Tracks every change with version control, preserving previous 
versions to reduce errors and maintain compliance.
 Automates workflows for contract approvals, notifications, and 
renewals, streamlining the entire lifecycle.
 Protects sensitive contracts with permissions and access controls, 
ensuring only authorized users can view or edit them.
 Integrates seamlessly with Microsoft Teams, Outlook MS Copilot 
and Power BI enabling smooth collaboration and communication 
across teams.
Step-by-Step Guide: 20 Best Practices to Create Contract Management in 
SharePoint
Managing contracts efficiently is crucial for any organization, and the 
SharePoint contract management system offers a flexible way to 
organize, track, and execute agreements. However, simply storing 
contracts in SharePoint is not enough.
Implementing structured practices with SharePoint contract 
management can help businesses manage the entire contract lifecycle 
effectively.
The following step-by-step guide outlines 20 best practices for 
creating a robust SharePoint contract management system.
1. Centralize Your Contract Management
The Home Page in CLM365 serves as a central hub where users can 
access all contract-related activities, including requests, drafts, approvals, 
and active contracts.
By consolidating these functions into a single interface, users can 
quickly check contract status, monitor pending tasks, and identify 
contracts nearing expiration.
SharePoint contract management system offers dashboards and 
widgets provide real-time insights, helping teams track progress across 
different stages of the contract lifecycle from creation and legal review 
to execution and termination.
2. Efficient Request and Draft Management
With the help of the SharePoint contract management system, users can 
create new requests or save drafts to ensure that contract details are 
recorded accurately before submission.
Drafts allow users to review and complete information at their own 
pace, reducing mistakes and making the submission process smoother.
Managing requests efficiently helps maintain a clear workflow from initial 
creation to contract approval.
3. Streamlined Approval Workflows
Approval workflows automate the process of routing contracts to the 
appropriate approvers.
Each approval stage is clearly visible using the SharePoint contract 
management system, ensuring that the necessary reviews are 
completed in sequence.
This organized contract approval process helps teams avoid delays 
and keeps contracts moving through the system efficiently.
4. Legal Review Management
Legal review tasks ensure that all contracts meet compliance and 
regulatory requirements.
Users can submit contracts for legal review, add remarks, and attach 
supporting documents for the legal team to evaluate.
Tracking legal review completion provides transparency and 
accountability throughout the contract lifecycle.
5. Execution Approval Process
Execution approval is the final step before a contract is officially 
published or executed. Users submit contracts for execution 
approval with all necessary attachments and remarks.
This SharePoint contract management system confirms that contracts 
are ready for use and aligns with organizational policies.
6. Contract Publishing
Once execution approval is complete, contracts can be published in the 
system.
Published contracts are visible in the Contracts tab and can be accessed 
by authorized users. This ensures that all active agreements are 
centralized and ready for reference or further action.
7. Termination Management
Contracts that are no longer valid can be terminated through the system.
Users provide mandatory remarks and submit the termination request, 
which moves the contract to the Terminated tab.
This keeps the contract clause library organized and clearly separates 
active and inactive agreements.
8. Expiration Tracking
SharePoint contract management system provides visibility into 
contracts that are nearing their expiration date.
Tracking expiring contracts allows teams to take timely action, whether it 
is renewal, renegotiation, or closure.
This proactive approach helps avoid lapses and missed opportunities.
9. Activity Logs for Transparency
The system maintains activity logs for all requests, approvals, and 
contract actions.
Users can review logs to see who performed each action and when, 
ensuring accountability.
This feature supports internal audits and helps monitor the 
contract lifecycle effectively.
10. Deviation Task Management
Deviation tasks should be used to handle any exceptions or 
modifications to standard contract terms.
They can be created during the legal review or approval stages, 
allowing the assigned approvers to review, approve, or reject the 
deviations.
All deviations can be tracked systematically using the SharePoint 
contract management system to maintain clear visibility and ensure 
that every exception is properly documented throughout the contract 
lifecycle.
11. Risk and Mitigation Tracking
The risk and mitigation feature should be used to identify potential 
risks within contracts and assign appropriate mitigation strategies.
Each contract risk can be assessed for severity, priority, and status, while 
mitigation steps can be recorded directly in the system.
SharePoint contract management system ensures that all risks are 
monitored and addressed proactively before contracts are finalized, 
reducing potential issues during execution.
12. AI-Powered Risk Analysis
With AI enabled, the SharePoint contract management system can 
automatically detect risks, analyze clauses, and provide insights on 
potential issues.
Users can review AI-generated risks, adjust details, and assign 
mitigation tasks as needed.
This feature helps teams quickly identify high-risk areas without 
manually reviewing every contract.
13. Clause Management and Alternatives
With the help of the SharePoint contract management system users can 
search for alternative clauses from the system’s library or AI 
suggestions.
Selected clauses can be edited and integrated directly into contracts, 
maintaining compliance and reducing drafting time.
This ensures consistency and provides standardized language across 
agreements.
14. Review and Consult Feature
SharePoint contract management system helps user initiate a review or 
consultation process for contracts at any stage. Tasks are created for 
additional reviewers to provide input or approval, ensuring thorough 
evaluation. This feature improves collaboration and captures expert 
insights before finalizing contracts.
15. Additional Review Workflow Levels
For complex contracts, additional review levels can be added sequentially.
Each reviewer completes their task before the next one is assigned, 
creating a clear and organized approval chain.
This layered review process improves oversight and ensures that all 
stakeholders provide input.
16. My Tasks Dashboard
The “My Tasks” section in the SharePoint contract management system 
provides a centralized view of all pending approvals and assignments.
Tasks can be accessed directly from this section, with options to add 
remarks, attach relevant documents, and approve or reject requests.
This approach ensures that all contract-related responsibilities are tracked 
efficiently, helping maintain focus on critical actions throughout the 
contract lifecycle.
17. AI Summary for Contracts
The AI contract summary provides an automated overview of the 
document, highlighting key clauses, obligations, and risk areas.
This feature in the SharePoint contract management system allows users 
to quickly understand the contents of a contract without reading the 
entire document.
AI-generated summaries improve efficiency and make review processes 
faster.
18. Draft File Comparison
Users can compare the first draft of a contract with the final version 
to maintain transparency throughout the document’s lifecycle.
All revisions, additions, and deletions should be clearly highlighted to 
show how the contract has evolved over time.
This practice supports effective collaboration between multiple 
stakeholders and ensures that every modification is tracked and 
documented for future reference.
19. Automatic Language Detection
The SharePoint contract management system automatically uses your 
browser’s default language for the interface. If the browser’s language 
cannot be detected, a preferred fallback language will be applied. This 
ensures a seamless and personalized experience for every user.
20. Manual Risk Identification
In addition to AI, users can manually identify risks and add them to the 
system.
Each manually added risk includes details such as severity, status, and 
responsible user.
This ensures that both automated and user-identified risks are 
captured and managed consistently.
21. Continuous Workflow Optimization
Users and administrators should regularly review workflows, templates, 
and system settings.
Improvements can be made based on feedback and performance data, 
keeping the contract management process efficient and effective.
Regular optimization ensures that CLM365 adapts to organizational 
needs and evolving contract requirements.
NOTE: The workflow will remain the same, but the installation process 
will vary for different integrations. Kindly consider visiting knowledge 
base.
Top 10 SharePoint Contract Management System
We have curated a list of the top 10 SharePoint contract management 
system to help businesses streamline their contract processes, improve 
collaboration, and ensure compliance. These platforms are designed to 
integrate seamlessly with
SharePoint, offering features like automated workflows, version 
control, and real- time tracking, making contract management easier 
and more efficient.
1. CLM 365
CLM 365 is the best SharePoint contract management system built on 
Microsoft
365. It empowers organizations to automate contract workflows, track 
approvals, and maintain a centralized contract repository. Making it ideal 
for organizations looking  for a full-featured contract management in 
SharePoint solution.
Key Features
 AI for effective contract process (No AI Tax)
 Integration with MS Copilot
 End-to-end contract lifecycle management
 Effective compliance management
 Customizable workflow automation
 Integration with Microsoft Teams, Outlook, Power BI
 MS Word Plugin
 Version tracking and audit trails
 Real-time reporting dashboards
 Enterprise grade security protocols
 User friendly interface (Built with Microsoft Fluent UI)
Best Known for: Built on the trusted Microsoft ecosystem, it offers robust 
security protocols, allowing users to work seamlessly within their existing 
Microsoft systems. Additionally, we provide tailored pricing plans to suit 
the needs of different organizations, ensuring both value and flexibility.
Plans starting from just $29/month
2. ConvergePoint
ConvergePoint is a SharePoint contract management system designed to 
simplify contract compliance and lifecycle management. It centralizes 
contracts and provides tools to streamline approvals and renewals.
Key Features
 Contract templates and automated approvals
 Notifications for renewals and expirations
 Role-based access controls
 Advanced reporting and analytics
3. Contracts365
Contracts365 offers a SharePoint contract management system for 
managing contracts directly within SharePoint. It focuses on simplifying 
workflows while providing full visibility across all contract stages. It 
improves efficiency by reducing manual tracking, ensuring deadlines are 
met, and making it easier to retrieve contracts. Its integration with 
SharePoint allows teams to collaborate without leaving the platform.
Key Features
 Centralized repository for all contracts
 Automated reminders for key dates
 Workflow automation for approvals
 Advanced search and metadata management
4. HyperStart
HyperStart is a SharePoint-compatible solution that focuses on fast 
deployment and easy customization, making contract management 
simple for organizations of all sizes. It enables businesses to implement 
contract management in SharePoint quickly without sacrificing control or 
compliance. Teams can automate approvals
and track contracts efficiently, reducing administrative overhead.
Key Features
 Quick setup and configuration
 Customizable workflows and templates
 Secure access and permissions
 Audit logs and reporting features
5. Volody
Volody is a modern contract management system integrated with 
SharePoint, designed to simplify contract drafting, negotiation, and 
tracking.
Key Features
 Collaborative contract authoring
 Automated notifications for deadlines
 Version control and audit history
 Workflow customization
6. Dock 365
Dock 365 is a SharePoint solution that combines document management 
with contract lifecycle features to provide a unified platform for 
managing contracts. The platform’s SharePoint integration allows teams 
to work in a familiar environment while leveraging powerful contract 
management features.
Key Features
 Centralized document and contract repository
 Workflow automation and approval tracking
 Metadata tagging for easy search
 Notifications for key contract events
7. Juro
Juro is a digital contract management solution that integrates with 
SharePoint to streamline contract creation, contract negotiation, and 
management. Juro simplifies contract management in SharePoint by 
reducing turnaround times and improving collaboration across teams.
Key Features
 Contract automation and templates
 Collaborative editing and approvals
 E-signature support
 Real-time dashboards and reporting
8. ContractWorks
ContractWorks is a secure, easy-to-use contract management 
platform that integrates with SharePoint to centralize contracts and 
manage their lifecycle efficiently. Its SharePoint integration allows for 
seamless document storage and retrieval, improving efficiency and 
accountability.
Key Features
 Centralized storage with secure access
 Automated alerts for renewals and expirations
 Reporting and analytics dashboards
 Customizable workflows and templates
9. Agiloft
Agiloft is a highly customizable SharePoint contract management solution 
that automates the entire contract lifecycle, from creation to renewal. Its 
flexibility makes it suitable for businesses with complex contract 
management requirements.
Key Features
 Workflow automation for approvals
 Centralized contract repository
 Audit trails and compliance reporting
 Advanced analytics and dashboards
10. Conga
Conga, formerly Apttus, provides a robust SharePoint-based platform for 
managing contracts, proposals, and agreements throughout the contract 
lifecycle. It streamlines contract management in SharePoint, helping 
organizations improve efficiency, ensure compliance, and accelerate 
contract approvals.
Key Features
 Contract creation and negotiation
 Workflow automation and approval tracking
 E-signature integration
 Reporting and compliance dashboards
Key Features of a SharePoint Contract Management System
Businesses choosing a contract management system for SharePoint look 
for more than just a place to store files. They expect a solution that 
organizes contracts with ease, strengthens collaboration across teams, 
and supports smooth, compliant operations, and keeps every agreement 
fully compliant. In this section, we’ll highlight the key features that deliver 
these advantages.
1. Keep All Contract Data Securely in Microsoft 365
When managing sensitive business agreements, contract security and 
compliance are top priorities for any business.
With this SharePoint contract management system, your contract data 
never leaves your Microsoft 365 environment.
Everything is stored within SharePoint, allowing you to apply your 
organization’s existing security policies, encryption, and user 
permissions.
2. Seamless Digital Signing
Waiting weeks for signatures or chasing stakeholders through endless 
email chains slows down business.
By integrating Adobe eSign and DocuSign directly into SharePoint, 
users can prepare, send, and track contracts for signatures in 
minutes.
Once the agreement is signed, documents are saved directly to the 
appropriate library, maintaining a full audit trail to ensure compliance.
3. Fully Configurable to Match Your Processes
Every organization has its own way of managing contracts and a one-
size-fits-all solution often creates more work than it solves.
This SharePoint contract management system is built to adapt to your 
processes.
Users can customize approval steps, data fields, naming conventions, 
and retention policies to reflect exactly how your teams operate.
The result? A SharePoint contract management system that supports 
your contract management workflow rather than forcing you to change 
it.
4. Multiple Customization Options for Total Flexibility
With customizable templates, metadata fields, and document 
categories, you can create a consistent structure across all 
departments.
For example, sales contracts can be tagged by client name and deal 
value, while vendor agreements can be categorized by renewal date and 
compliance requirements. This flexibility in the SharePoint contract 
management system means your repository works for everyone in the 
business.
5. Automated Approval Workflows
With automated contract management workflows, contracts move 
through predefined stages without manual intervention. Each stakeholder 
gets notified when it’s their turn to review or approve, and the system 
logs every step for transparency.
This reduces delays, eliminates challenges, and ensures no step is 
skipped, keeping deals moving forward on schedule.
6. Custom Workflows That Reflect Your Operations
No two contracts follow the same path from creation to signing. Custom 
workflows allow you to design different processes for different contract 
types.
A high-value partnership agreement might require legal review, executive 
approval, and compliance checks, while a simple NDA might go straight to 
the signature stage.
SharePoint contract management system ensures efficiency without 
sacrificing oversight where it’s needed most.
7. Works Seamlessly Within the Microsoft Ecosystem
Because the SharePoint contract management system is built to 
integrate natively with Microsoft 365, it works together with tools your 
teams already use daily.
Users can collaborate on directly in Microsoft Teams, receive automated 
deadline reminders in Outlook, and analyse contract data trends 
through Power BI dashboards.
This integration eliminates the need to switch between multiple 
systems, keeps all stakeholders connected, and ensures your contract 
management process is both efficient and data driven.
Why CLM 365 – A Great Fit for SharePoint Users?
CLM 365 seamlessly integrates with Microsoft 365 applications, 
empowering teams to handle contracts directly within their everyday 
work environment.
 Microsoft Teams: Facilitates collaborative conversations and 
instant notifications to keep everyone aligned.
 Outlook: Sends timely email alerts and updates on contract 
statuses right to the inbox.
 SharePoint: Acts as a secure repository for documents, 
supporting rich metadata tagging and workflow automation.
 Power Automate: Enables customized workflows and smooth 
integrations with other systems for enhanced efficiency.
On top of these, CLM 365’s AI capabilities assist users by 
generating concise contract summaries and simplifying obligation 
management.
For organizations already using Microsoft tools, CLM 365 offers a powerful, 
cohesive solution that fits naturally into existing workflows.
Future Trends in SharePoint Contract Management
SharePoint contract management is rapidly evolving with AI and 
collaboration at its core. According to report by Microsoft, Nearly 70% of 
Fortune 500 companies now use Microsoft 365 Copilot, automating tasks 
like contract drafting, review, and tracking. At the same time, Microsoft 
Teams has seen a 76% rise in file sharing, highlighting how seamless 
collaboration is becoming essential.
The future points to smarter, AI-driven contract management with 
predictive insights, automated compliance, and real-time collaboration. 
With SharePoint and Teams working together, organizations can manage 
contracts faster, smarter, and more securely.
Conclusion
A SharePoint contract management system offers businesses a practical 
way to manage contracts using a platform they may already own. By 
centralizing storage, automating approvals, and improving access to 
information, it supports better organization, faster decision-making, and 
stronger compliance.
Experience the power of streamlined contract management. Try CLM 365 
today and unlock seamless integration with your Microsoft 365 
environment.