Published 14 Jul 2026

12 Best Contract Management Software in 2026: CLM Platforms Compared

Gerard Newman, Chief Technology Officer
By Gerard Newman, Chief Technology Officer
Updated 13 Nov 2026 | 16 min read
Image representing contract lifecycle management software

Table Of Contents

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Key Takeaways

  • Manage contracts as one auditable process, not a chain of emails. Contract management software keeps a single source of truth across all six stages (request, drafting, approval, signature, storage, and renewal), which ends version chaos and missed handoffs.
  • Match the platform to who owns contracts and the systems you already use. Legal-led teams, sales teams working in Salesforce, procurement teams, and Microsoft-centric organizations each have a different best fit.
  • Structured workflows deliver results. Vestergaard runs a 10-step contract workflow across finance, legal, compliance, and sales on FlowForma, built by one self-taught admin

 

 

The best contract management software in 2026 depends on who owns your contracts. FlowForma Contract is best for teams that want purchases, tenders, and contracts in one AI-powered flow. Ironclad suits legal-led enterprises, Docusign CLM suits teams already on Docusign, Conga and PandaDoc suit sales teams working in a CRM, and Juro suits lean legal teams.

 

Buyers often call this category contract lifecycle management (CLM) software. These tools manage a contract from the first request through approval, signature, storage, and renewal in one auditable process.

 

Below you will find a quick comparison table, a consistent profile for each of the 12 tools, a section for teams that run on Microsoft 365, and the questions to ask before you shortlist.

FlowForma is an AI and process automation company with a suite of products that help organizations automate workflows, manage contracts, assess vendor security, and govern AI agents. FlowForma Process Automation runs natively in Microsoft 365 and SharePoint Online. FlowForma Assure, FlowForma Contract, and FlowForma Agent Trust do not need Microsoft 365.

Quick picks: the best contract management software by use case

Best contract management software by use case

Best contract management software by use case

 

  • Best overall for procurement, tender, and contract teams: FlowForma Contract
  • Best for legal-led contracting at scale: Ironclad
  • Best for teams already standardized on Docusign eSignature: Docusign CLM
  • Best for configurable no-code workflows across legal and procurement: Agiloft
  • Best for lean legal and finance teams: Juro
  • Best for large enterprises running SAP, Microsoft, Salesforce, or Workday: Icertis
  • Best for AI agents and conversational contracting in the enterprise: Sirion
  • Best for Salesforce-centric revenue teams: Conga
  • Best for AI contract intelligence for legal teams: LinkSquares
  • Best for business teams that run contracts without legal: Concord
  • Best for a secure, searchable contract repository: ContractWorks
  • Best for sales proposals and e-signature inside the CRM: PandaDoc
  • Best for contract workflows inside Microsoft 365: FlowForma Process Automation (see the Microsoft section below).

Best contract management software compared

 

 

Tool

 

 

Best for

 

 

Key strength

 

 

Microsoft 365 fit

 

 

Pricing model

FlowForma Contract

Procurement, contracts and tender-running teams

Purchases, tenders, and contracts in one system, with AI agents working inside your rules

Works with or without Microsoft 365. Connects to Microsoft 365, ERP, and finance systems

On request, priced separately from Process Automation

Ironclad

Legal-led contracting at scale

No-code Workflow Designer and Ironclad Agent

Word add-in (select plans) and Microsoft Teams integration

Custom quote

Docusign CLM

Teams standardized on Docusign eSignature

100+ pre-configured workflow steps and native eSignature

Office add-in for clause library search in Word

Through Docusign sales

Agiloft

Configurable legal and procurement workflows

No-code platform plus Astra contracts AI

Integrations with Word, Outlook, Teams, and SharePoint

Quote

Juro

Lean legal and finance teams

No-code approvals and contracting without legal bottlenecks

Integrates with Word; launch partner for Microsoft's legal MCP for Copilot

Custom plan

Icertis

Large enterprises

Enterprise contract operations with Vera AI

Redline in Word; integrates with Microsoft Dynamics and Microsoft 365

Quote via demo

Sirion

Enterprises that want AI agents across the contract lifecycle

AskSirion conversational interface and AI agents

Confirm with the vendor

Quote via demo

Conga

Salesforce-centric revenue teams

CLM aligned with quote-to-cash

Work in Word, Office and Dynamics

Quote

LinkSquares

Legal teams that want contract intelligence

LinkAI, AI redlining and a Word add-in

Word add-in

Tailored quote

Concord

Business teams without dedicated legal

Templates, redlining, and e-signature in one place

Microsoft Word integration

Published plans, paid annually

ContractWorks

Small legal teams that need a secure repository

AI tagging and full-text search in a SOC 2 Type 2 repository

Confirm with the vendor

Three published plans, billed annually

PandaDoc

Sales teams sending proposals and contracts

Create, approve, e-sign and track in one platform with two-way CRM sync

Word (.docx) files editable and reusable as templates

Free plan plus per-seat or per-document plans

What is contract lifecycle management?

Contract lifecycle management is the practice of managing contracts in a single process, with a single source of truth for every stage of the contract. From the moment a contract is requested to the day it is renewed or ends, there is one copy, so the data is accessible, visible, and auditable at any point.

 

Managing contracts with spreadsheets, email or offline documents leads to confusing version dates, missing pages, and slow turnaround. That is why organizations use contract management software: contracts live in a centralized digital repository, with one version accessible to everyone involved.

 

Contract management vs CLM: contract management often refers to handling contracts once they are signed, such as tracking obligations, renewals, and compliance. Contract lifecycle management is broader and covers every stage, from the first request to renewal.

In practice, buyers use "contract management software" and "CLM software" for the same category of tools.

The 6 stages of the contract lifecycle

Good contract management software makes it simple to move contracts through every stage of the lifecycle. These are the six main stages, and what to automate in each one.

 

The 6 stages of the contract lifecycle

The 6 stages of the contract lifecycle

1. Contract request and initiation

The process starts when someone asks for a contract. If a request email is missed here, every later stage is delayed.

 

Digital intake captures the request with the data legal and finance need, routes it to the right stakeholder, and starts an audit trail of every step.

2. Drafting and collaboration

When several people contribute to a draft, email attachments quickly create version history chaos: too many near-identical files and no clear latest copy.

 

Platforms with automated document generation and approved templates and clauses keep collaborators on a single working version.

3. Review and approval

This is where contracts usually stall. If an approver has no reminder, the contract waits.

Automated approval routing sends each contract to the right people in the right order, sends reminders, escalates steps that stall, and records who approved what and when.

4. Execution and signature

Once terms are agreed, the contract needs signatures. Electronic signature with automatic reminders keeps this step moving, and a digital record of every signature makes execution auditable for compliance.

5. Storage and obligation management

A signed contract still carries obligations. Store contracts in a centralized, searchable repository with key terms, obligations, and milestones captured, so your team and external auditors can find what they need.

6. Renewal, expiry, and renegotiation

Renewals are the stage most often missed without a digital system, especially contracts that auto-renew. Contract management software tracks renewal and expiry dates and notifies owners early enough to renew, renegotiate, or exit.

How to automate the contract lifecycle

Contract lifecycle automation means turning the six stages above into one workflow with rules, so contracts move without someone chasing them. A practical contract workflow management plan looks like this:

 

  1. Map your current workflow. List every stage, who acts at each one, and where contracts wait today.
  2. Standardize intake. Replace email requests with one request form that captures contract type, value, counterparty, and owner.
  3. Draft from approved templates and clauses. Generate first drafts from templates so legal only reviews what changes.
  4. Set approval rules. Route by contract type, value, and risk, with multi-level or parallel approvals and escalation when a step stalls.
  5. Connect e-signature. Send for signature from the same flow, so the approved version is the signed version.
  6. Store with key data. Save the signed contract with its terms, obligations, and dates in one register.
  7. Automate renewals and reporting. Trigger alerts before notice periods and report on cycle time and bottlenecks.

 

Most of the tools below automate some or all of these steps. The difference is who they are built for and which systems they connect to.

How we evaluated these tools

We compared each platform on the criteria buyers and AI assistants raise most often when recommending contract management software:

 

  • Integrations: CRM, ERP, e-signature, and Microsoft 365
  • Fit for enterprise, mid-market, or small teams
  • AI features
  • E-signature
  • Approval workflows
  • Repository and search
  • Security and compliance
  • Pricing model

 

We checked every feature listed against the vendor's own website in October 2026. We do not list prices, because most vendors quote them, and published prices change often.

The 12 best contract management software tools in 2026

1. FlowForma Contract: procurement, tender, and contract management in one place

Flowforma Contract

FlowForma's homepage

 

FlowForma Contract brings people, AI agents, and automation together to run every purchase, tender, and contract on your rules. Contracts are one step in a commercial process, so FlowForma connects each contract to the purchase that created it.

 

Best for

Procurement, contracts, and tender-running teams that want every purchase, tender, and contract handled in one system, from the first request to contract performance.

 

Key features

  • Contracts crafted from your approved templates and clauses.
  • Routine contracts reviewed against your legal playbook, so only risky clauses reach legal.
  • Multi-level, parallel and cross-department approvals, and e-signature in one system.
  • Key terms, obligations, and milestones held in one contract register.
  • Renewals flagged early, with options to renew, renegotiate, or exit.
  • AI agents for intake, routing, approvals, contract drafting, legal review, obligations, and renewal, working inside rules your team writes.
  • Procurement and tender modules in the same product. The tender module collects supplier responses, supports scoring them against the same criteria, and tells suppliers whether they won or lost.
  • Connected to your ERP and finance systems, and integrates with anything that has an API connector.
  • Every approval and agent action is on record. ISO certified (ISO/IEC 27001:2022, see security). Secure SaaS with nothing to host or maintain.

 

Considerations

  • Built around how organizations buy and contract.
  • Sales teams that mainly want to generate and e-sign customer contracts from inside Salesforce may find Conga or PandaDoc a closer fit.
  • Large legal departments focused only on legal contracting will also want to look at Ironclad.

 

Microsoft 365 fit

FlowForma Contract works with or without Microsoft 365. It connects to Microsoft 365, ERP, and finance systems. If you want contract workflows to run natively inside SharePoint Online, see FlowForma Process Automation in the Microsoft section below.

 

Pricing model

On request, priced separately from Process Automation. See pricing.

 

Try it

Book your demo, or start a 30-day guided trial that begins with a short setup call.

2. Ironclad: legal-led contracting at scale

Ironclad

Ironclad's homepage

 

Best for

Legal teams managing a high volume of contracts, with Sales, Procurement, and Finance also taking part in approvals, reviews, and reporting.

 

Key features

  • No-code Workflow Designer to automate routing, approvals, and notifications, with workflows and templates updated without IT. A Workflow Designer Agent lets admins describe how a deal should be routed and turns it into workflow logic.
  • Ironclad Agent, a single conversational interface that invokes specialized agents, such as Contract Review Agent for redlining, Intake Agent for extracting terms into launch forms, and Renewal Agent.
  • Policy-Based Access Control, so governance scales as deal volumes, teams, and geographies grow.
  • Granular, immutable records across every stage of the contract lifecycle.
  • Work from Salesforce, Slack, and SAP, with integrations including Coupa and Ramp, plus MCP connectors that bring contract data into other AI tools.

 

Considerations

  • Ironclad focuses on contracting. Teams that also want purchase requests and tenders in the same flow will need another tool alongside it.
  • Available integrations and capabilities vary by product edition, and the Word add-in is available on select plans.

 

Microsoft 365 fit

The Ironclad for Word add-in (available on select plans) lets users search for Ironclad documents from within Word and save a version back to Ironclad, in both Word Desktop and Word Online. The Microsoft Teams integration lets users launch Ironclad workflows, review workflow status and activity, configure notifications, and get links to approve contracts within Teams.

 

Pricing model

Custom quote.

3. Docusign CLM: for teams already standardized on Docusign

Docusign

Docusign CLM's homepage

 

Best for

Organizations already using Docusign eSignature that want to grow into full lifecycle management, for legal and procurement teams alike.

 

Key features

  • Generation: dynamic templates, with AI that flags non-compliant clauses and suggests approved language. New agreements can be auto-populated with data from systems like Salesforce.
  • Guardrails: conditional rules, for example to send non-standard terms for review, and a library of pre-approved clauses defined by Legal.
  • Workflows and approvals: a drag-and-drop editor and 100+ pre-configured workflow steps to generate, review, approve, sign, and store contracts, with tasks users can act on via email and Slack.
  • Signature: native Docusign eSignature in the same flow.
  • Repository and AI: an AI-powered repository that tracks key milestones and lets you search and filter agreements by keyword, concept, and metadata, with key-term extraction and generative AI Q&A driven by Iris, Docusign's AI engine.
  • Procurement: create supplier agreements directly from SAP Ariba, plus integrations with Coupa and Salesforce.

 

Considerations

  • Docusign CLM is part of Docusign's Intelligent Agreement Management (IAM) offering and is a natural step for existing Docusign customers.
  • Teams not on Docusign should compare it with the standalone CLM tools here.

 

Microsoft 365 fit

The Microsoft Office add-in for Docusign CLM extends the clause library to Microsoft Word, so users can search their organization's pre-approved terms from inside Word.

 

Pricing model

Through Docusign sales.

4. Agiloft: configurable no-code CLM for legal and procurement

Agiloft

Agiloft's homepage

 

Best for

Legal and procurement teams that want to configure workflows and data around their own process.

 

Key features

  • No-code platform to configure workflows, approvals, data models, and automations, without writing code or opening a support ticket.
  • Sequential and parallel approvals with conditional routing.
  • Astra, a contracts AI platform that helps legal and procurement teams find answers and apply their standards.
  • Tools to review agreements, compare clauses, identify risks, and track obligations faster.
  • One governed system from request and initiation through approvals, obligation and compliance management, renewal or termination, and record keeping.

 

Considerations

  • Agiloft is highly configurable, so plan who will own the configuration and how changes will be governed.
  • Signing runs through e-signature integrations, so check which provider you will connect.

 

Microsoft 365 fit

Integrations include Microsoft Word, Outlook, Teams and SharePoint, alongside Slack, Google Workspace and Salesforce.

 

Pricing model

Quote (Get Pricing).

5. Juro: contracting for lean legal teams

Juro

Juro's homepage

 

Best for

Lean legal and finance teams that want colleagues in sales, HR, procurement, and finance to create and approve routine contracts themselves.

 

Key features

  • No-code approval workflows, including approval waterfalls, conditional approvals, and approval on any device.
  • Contracts created from legal-controlled templates or generated from an integrated CRM or ATS, and third-party contracts brought into the same workflows.
  • AI Assistant, plus AI intake and review with AI agents that review and redline contracts.
  • An intelligent repository where AI Extract and Operator let you query contracts in natural language.
  • A tamper-proof audit trail covering edits, approvals, and signatures, and SOC 2 Type 2 certification.

 

Considerations

  • Out-of-the-box integrations include Slack and Google Drive.
  • Deeper integrations such as Salesforce, HubSpot, and Workday cost extra.

 

Microsoft 365 fit

Juro integrates with Word, alongside Salesforce, HubSpot, Slack, and Docusign. Juro also describes itself as an exclusive launch partner for Microsoft's legal MCP, so teams can use Juro with Copilot.

 

Pricing model

Custom plan.

6. Icertis: enterprise contract intelligence

Icertis

Icertis's homepage

 

Best for

Large enterprises where contractual compliance is business-critical and heavily audited.

 

Key features

  • Discover, which ingests legacy and third-party contracts and converts them into structured, searchable data in one governed repository.
  • A repository with indexing, version history, and contract relationships for traceability.
  • Standardized workflows, role-based controls, admin controls for business users, and approval processes set by agreement type, with alternate approvers.
  • Vera, Icertis's AI, including Vera Copilot for natural-language questions and summaries across all contracts.
  • An audit trail of who changed what and when. Used by 400+ enterprises, according to Icertis.

 

Considerations

  • Icertis is built for enterprise contract operations at scale.
  • Smaller or mid-market teams may find a lighter tool faster to adopt.

 

Microsoft 365 fit

Redline and review contracts directly in Microsoft Word. The Icertis Contract Management (ICM) platform integrates with SAP, Salesforce, Microsoft Dynamics, 

Microsoft 365, and Workday, and Icertis lists Microsoft Legal Operations among its customer stories.

 

Pricing model

Quote via demo.

7. Sirion: agentic CLM for the enterprise

Sirion

Sirion's homepage

 

Best for

Enterprises that want AI agents to draft, review, and manage contracts across legal, procurement, sales, and finance on one platform.

 

Key features

  • AskSirion, a conversational interface: describe what you need and it orchestrates the right agents.
  • An AI-built repository: point Sirion at your sources and its agents extract, normalize, and organize contracts in a structured, access-controlled repository.
  • First drafts and agent-assisted redlining.
  • Obligation tracking and service-level monitoring, with actions triggered before breaches.

 

Considerations

  • Sirion is aimed at enterprise contracting.
  • Ask for a demo with your own contracts to judge how its agents handle your playbook.

 

Microsoft 365 fit

Confirm Word and Microsoft 365 support with Sirion during your demo.

 

Pricing model

Quote via demo.

8. Conga: CLM aligned with Salesforce and quote-to-cash

conga CLM

Conga's homepage

 

Best for

Salesforce-centric enterprises that want contracts aligned with revenue and quote-to-cash.

 

Key features

  • Multiple approval flows, including ad hoc approvals, delegation, and approval groups, with rule-based sequential and parallel approvals (for example Legal, then Finance, then Executive).
  • A complete audit trail of every action, approval, and signature, plus tracked changes and revision comparison.
  • AI reviewing and redlining for legal, and AI-extracted terms and pricing for procurement.
  • Integrations with CRM, ERP, and procure-to-pay systems to support both buy-side and sell-side contracts.
  • Pricing, terms, and configurations from Conga's CPQ can flow into contracts, with Conga Composer for document generation and Conga Sign for signatures.

 

Considerations

  • Conga is strongest when Salesforce is your CRM and system of record.
  • CPQ, Composer, and Sign are part of the wider Conga platform, so confirm which of them your use case needs.

 

Microsoft 365 fit

Author contracts in Microsoft Word or in the browser, and works in Office and Dynamics as well as Salesforce.

 

Pricing model

Quote (Get Conga Pricing).

9. LinkSquares: AI contract intelligence for legal teams

LinkSquares

Linksquares's homepage

 

Best for

In-house legal teams that want to turn their contract portfolio into searchable, structured data.

 

Key features

  • LinkAI and an AI Legal Assistant that drafts, reviews, and analyzes contracts in context, with answers that come with cited sources.
  • A contract repository that turns agreements into structured data to analyze obligations and risks.
  • Legal request management: track incoming requests, assignments, and ownership in one place.
  • Renewal and obligation tracking, with vendor history, commercial terms, and notice windows in view before procurement renewals.
  • Salesforce workflows that put approved agreements in front of sales teams.

 

Considerations

  • LinkSquares centers on legal teams, with support for sales, finance, and procurement work.
  • Teams that need purchase requests or tenders in the same flow will need another tool.

 

Microsoft 365 fit

Word add-in with AI redlining, so legal teams can redline directly in Microsoft Word.

 

Pricing model

Tailored quote.

10. Concord: contract management for business teams

Concord

Concord's homepage

 

Best for

Business teams that run contracts without a dedicated legal department.

 

Key features

  • Business-led intake with legal-approved templates and smart routing.
  • Built-in redlining, version control, comments, and e-signature.
  • AI Copilot that explains key risks and obligations and suggests edits, plus extraction of key terms, dates, and obligations.
  • AI deadline alerts and executive-ready reports, with obligation tracking and renewal alerts.
  • Automated approval workflows (on the Business plan and above), integrations with Salesforce, HubSpot, Slack, and Microsoft Word, and free viewers and guests on every plan.

 

Considerations

  • Concord positions itself as built for companies that do not run contracts through legal.
  • Check which plan includes the intake forms, approval workflows, and integrations you need.
  • Its homepage announces that a new version of Concord is coming, so ask what will change for your plan.

 

Microsoft 365 fit

Microsoft Word integration.

 

Pricing model

Published plans, paid annually.

11. ContractWorks: a secure, searchable contract repository

contractwork

ContractWork's homepage

 

Best for

Small legal teams that mainly need a secure place to store, find, and track signed contracts.

 

Key features

  • A secure repository that is SOC 2 Type 2 compliant, with permission-based access and drag-and-drop uploads.
  • AI that identifies key details such as agreement type, parties, effective dates, renewal terms, and notice windows, plus OCR and full-text search.
  • Date alerts, custom scheduled reports, highlights and annotations, and built-in eSignature.
  • ContractWorks Premium adds contract drafting and templates, a clause library with redlining, approval workflows and real-time collaboration.

 

Considerations

  • ContractWorks starts from the repository, and is an Onit product.
  • Compared with Docusign CLM, ContractWorks focuses on storing, searching and tracking contracts, while Docusign CLM covers generation and 100+ pre-configured workflow steps around Docusign eSignature.

 

Microsoft 365 fit

Confirm Word and Microsoft 365 support with ContractWorks.

 

Pricing model

Three published plans, billed annually, with a 14-day free trial.

12. PandaDoc: proposals, contracts and e-signature for sales teams

Screenshot of PandaDoc Homepage

PandaDoc's homepage

 

Best for

Sales teams that create, negotiate, and sign proposals and contracts from their CRM.

 

Key features

  • Create, collaborate on, manage, and e-sign contracts in one platform.
  • Preset approval paths, automatic reminders, and permission controls.
  • Real-time tracking of when a contract is opened, viewed, or signed, and an audit trail attached to every document.
  • Collaborative workspaces and deal rooms for negotiation inside the document. Separate workspaces keep regional teams' documents and templates apart.
  • Two-way integrations with CRMs such as Salesforce, HubSpot, and Pipedrive, and connections to payment platforms such as Stripe and QuickBooks.

 

Considerations

  • PandaDoc is built around sales documents.
  • Legal and procurement teams that need obligation management or supplier tenders should compare it with the CLM platforms above.

 

Microsoft 365 fit

Word (.docx) files are fully editable in PandaDoc and can be converted to templates.

 

Pricing model

Free plan, plus per-seat or per-document paid plans and a 14-day free trial.

CLM software vs e-signature tools

E-signature tools handle one stage of the lifecycle: getting a contract signed. Contract lifecycle management software handles every stage around it, including intake, drafting from templates, approval routing, signature, storage with key data, and renewals.

 

If you only need signatures, an e-signature tool is enough. If contracts stall before signature (in drafting or approval) or get lost after it (in obligations or renewals), you need CLM.

 

Many CLM platforms include e-signature in the same flow:

  • FlowForma Contract combines multi-level approvals and e-signature in one system.
  • Docusign CLM uses native Docusign eSignature.
  • ContractWorks, Concord and PandaDoc include built-in e-signature.

Contract management for Microsoft-centric organizations

If your organization runs on Microsoft 365, there are two ways to manage contracts:

  • Native on Microsoft 365. The contract workflow runs inside SharePoint Online, Teams, and Outlook, alongside your other processes. FlowForma Process Automation works this way.
  • Connected CLM. A standalone contract platform that connects to Microsoft tools.

 

Examples of connected CLM:

  • Ironclad offers a Word add-in and a Teams integration.
  • Docusign CLM offers an Office add-in for its clause library.
  • Conga lets you author in Word and work in Dynamics.
  • Icertis integrates with Microsoft 365 and Dynamics.
  • Agiloft integrates with Word, Outlook, Teams and SharePoint.
  • FlowForma Contract works with or without Microsoft 365, and connects to it if you use it.

Ironclad vs a Microsoft 365-native option for Microsoft-centric enterprises

  • Choose Ironclad when a legal team owns high-volume contracting and wants a dedicated legal CLM, with Word and Teams connected to it.
  • Choose a Microsoft 365-native option when you want contract workflows to live where your documents and approvals already are, and to automate contracts alongside other processes.
  • Choose FlowForma Contract when procurement and contracts need to run as one system, whether or not you use Microsoft 365.

Customer proof

Vestergaard, a global company headquartered in Switzerland with 120 employees, runs a 10-step contract workflow across finance, legal, compliance and sales in five countries. It was built on FlowForma Process Automation by one self-taught admin.

 

The flow spans the entire contract term, from the initial agreement to the decision to renew or terminate.

 

"The efficiency it has brought to the operational part of managing a contract has been very important. It helped us gain time for sure, but transparency, completeness, and accountability have been the main benefits. It's a fantastic tool." Sergio Ferraz, Head of Internal Audit and Compliance, Vestergaard. Read the Vestergaard case study.

 

At Ergo, an IT managed service provider, five or six people typically work on each contract, and every contract now starts from one master service agreement built with FlowForma Process Automation's document generation.

 

"Every contract now starts from one master service agreement and moves straight through to billing and the service desk. Legal, Finance and ITSM all see the same commitment, so there's no ambiguity on contract services, commercials or governance." Mary Donnelly, Legal and Compliance Officer, Ergo. Read the Ergo case study.

Running contract workflows inside Microsoft 365 with FlowForma Process Automation

FlowForma Process Automation is a process automation platform built natively on Microsoft 365 and SharePoint Online, so contract workflows run inside SharePoint, Teams, and Outlook.

 

It is a no-code platform that brings forms, workflow automation, AI, insights, and document generation together, so business teams can build and change their own contract workflows while IT stays in control.

 

It suits organizations with wider business process automation goals that want to automate contracts alongside procurement, onboarding, and other processes. The workflow engine routes tasks, applies your business rules, and triggers approvals, escalations and notifications automatically.

 

With FlowForma Copilot, you describe your process, or upload a form or diagram, and Copilot builds the process structure for you to refine.

How to choose the right contract management software

I lead technology strategy at FlowForma, and I have sat on both sides of the table: as a software buyer, and on teams presenting our own platform to buyers. These are the questions I would ask before building a shortlist.

 

What are your goals and KPIs?

Set a clear goal with measurable KPIs before you look at features, for example a target contract cycle time or the share of contracts approved without manual chasing.

Who owns contracts: legal, sales, procurement or finance?

  • Legal-led teams lean toward Ironclad, LinkSquares or Juro.
  • Sales teams working in a CRM lean toward Conga or PandaDoc.
  • Procurement and contract teams that also run purchases and tenders lean toward FlowForma Contract.
  • Business teams without legal lean toward Concord.

How large and complex is your contract volume?

Enterprise, mid-market and small teams need different tools. Large enterprises with heavily audited contracts often shortlist Icertis, Sirion, or Docusign CLM.

Small teams that mainly need storage and search may only need a repository such as ContractWorks.

Which systems must it connect to?

List your CRM, ERP, finance, e-signature and collaboration tools. Integrations come up in almost every buyer conversation, so check each vendor's integration list against your stack, including Salesforce, SAP, Slack, and Microsoft 365.

Do you need a contracts-only tool or a wider platform?

  • If you only want software for contracts, a point solution such as Ironclad fits.
  • If you want contracts connected to the purchase or tender that created them, look at FlowForma Contract.
  • If you want to automate contracts alongside many other processes in Microsoft 365, look at FlowForma Process Automation.

Who will build and maintain the workflows?

If you want legal or business teams to maintain the platform and add new contract types themselves, choose a no-code platform. If IT will manage it fully, a low-code platform can also work.

Can it model your real approval chains?

Check that the tool supports multi-level, parallel and conditional approvals, reminders and escalation, rather than forcing your process into its template.

How should AI help?

Decide where AI should do the work:

  • Drafting from templates
  • Reviewing against your playbook
  • Extracting key terms into the repository
  • Flagging renewals

 

Then ask each vendor to show it on your own contracts.

Is it audit-ready and secure?

Look for a built-in audit trail of every action and approval, permission controls, and security certifications you can verify, such as ISO/IEC 27001 or SOC 2.

What pricing model fits your budget?

Set a budget before you shortlist. Most CLM vendors quote prices, while a few, such as Concord, ContractWorks and PandaDoc, publish plans. Ask how pricing scales with users, contract volume and modules.

How will you bring your team with you?

Involve stakeholders from legal, finance, procurement and IT from day one, from both a technical and a business point of view. A tool your team helped choose is a tool your team will use.

 

FAQs

The best contract management software depends on who owns your contracts. FlowForma Contract is best for teams that want purchases, tenders and contracts in one system. Ironclad suits legal-led enterprises, Docusign CLM suits Docusign customers, Conga and PandaDoc suit sales teams in a CRM, Juro suits lean legal teams, and ContractWorks suits teams that mainly need a secure repository.

Contract lifecycle management (CLM) is the process of managing a contract from the initial request through drafting, negotiation, approval, signature, storage, and renewal. It replaces manual tracking with structured, auditable workflows, so deadlines are not missed and every stage has clear ownership.

The contract lifecycle has six stages: request and initiation, drafting and collaboration, review and approval, execution and signature, storage and obligation management, and renewal, expiry or renegotiation. Each stage carries its own risks, which is why structured automation matters.

Contract management often refers to handling contracts once they are signed: tracking obligations, renewals and compliance. Contract lifecycle management is broader and covers every stage from the first request to renewal. CLM includes contract management and adds the request, drafting and approval stages.

Map your current workflow, standardize intake with one request form, draft from approved templates, set approval rules by contract type, value and risk, connect e-signature, store signed contracts with their key data, and automate renewal alerts. Contract management software runs these steps as one workflow with an audit trail.

It depends on whether you want contracts native to Microsoft 365 or connected to it. FlowForma Process Automation runs contract workflows natively in SharePoint Online, Teams and Outlook. Ironclad connects through a Word add-in and a Teams integration, Docusign CLM through an Office add-in, and Conga lets you author in Word. FlowForma Contract works with or without Microsoft 365.

Docusign CLM offers dynamic templates with AI that flags non-compliant clauses, a drag-and-drop workflow editor with 100+ pre-configured steps to generate, review, approve, sign and store contracts, native Docusign eSignature, and an AI-powered repository driven by Iris. For procurement, it creates supplier agreements directly from SAP Ariba and integrates with Coupa.

FlowForma Contract combines multi-level approvals and e-signature in one system. Docusign CLM pairs workflow steps with native Docusign eSignature. ContractWorks includes built-in eSignature and automated approval workflows, PandaDoc combines preset approval paths with e-signature, and Concord offers e-signature with approval workflows on a higher tier.

Look for one working version with template-based drafting, version control and a full audit trail. At Ergo, five or six people typically work on each contract, and every contract starts from one master service agreement built with FlowForma Process Automation. Concord and Conga also offer version control and tracked changes.

Yes. FlowForma Contract manages procurement, tenders and contracts in one product, with AI agents, multi-level approvals, e-signature, a contract register, and renewal alerts, and it does not need Microsoft 365. For organizations on Microsoft 365, FlowForma Process Automation automates contract workflows inside SharePoint Online alongside other business processes.

Gerard Newman, Chief Technology Officer

Gerard has over 20 years of experience designing and delivering process automation solutions that have allowed businesses to integrate and automate their operations to deliver better customer experiences and improve efficiency. Gerard is focused on ideating new concepts for our product’s roadmap, helping businesses to make the complex simple.

Gerard Newman, Chief Technology Officer