Robust Integrations


Robust Integrations

Exari’s open API makes it the most flexible Contract Management platform available.

Our powerful and open API and workflows allow for easy integration with other systems such as SharePoint, CRMs (i.e. Salesforce.com), Google Docs, DocuSign eSignature, ERPs (i.e. SAP), database systems (i.e. Oracle, SQL Server), or legacy systems.

Salesforce.com Integration

Turn Opportunities into Contracts. On Demand.

Self-Service Contract Wizard

If you’re a Salesforce.com customer and you’re looking for a way to close deals faster, Exari has good news. By combining Exari’s best-of-breed contract wizard with your Salesforce CRM you can empower your sales team to create compliant contracts on demand. Eliminate the cost and delay of sending every deal through Legal. Eliminate the risk and frustration of cutting and pasting in Word. Your sales team simply answers questions during a guided interview and a legally-approved contract is assembled in real time. Check out our live document generation demo to see how it works.

Salesforce.com and Document Assembly Integration

Any Account, Opportunity or Contract data already captured in Salesforce can be seamlessly passed into Exari, so that proposals and contracts are automatically populated with the right details. If required contract details are missing, Exari will make sure those details are captured and validated, and will then attach the finished document – as Word or PDF, depending on your rules – to your Contract record together with any newly captured data.

Workflow Rules Reduce Risk

Using key terms in the contract record as the trigger, workflow rules can be used to improve compliance and reduce risk. High value or high risk contracts can trigger a multi-step approval workflow via legal and senior management. Contract execution and activation can trigger a series of notifications and tasks so that everyone who needs to know has the latest contract info. And reminders and tasks can be sent out so that options to renew and other time-sensitive rights are not lost.

Visibility into Key Contract Data

For many senior management teams, getting your hands on an accurate list of active contracts can be a challenge. And even if those contracts are kept in a central repository, the visibility into their terms is limited. Exari solves this problem by making it easy to capture much more granular data when each contract is created and by tracking that data in the Salesforce.com contract record. Your executive team can now run a wide range of reports to gain much deeper insight into performance and risk across your contract portfolio. Need to see how many contracts have uncapped liability? Now you can. Need to see which contracts are subject to early termination? Now you can. And much more.

Centralized Template Control

Cutting and pasting in Word is fine when you’ve got lots of experience and you know what you’re doing. But if you don’t, it’s very risky. Junior sales reps can use the wrong template, or delete an important clause, and before you know it, risk is out of control. Exari helps you to regain control. The Sales team can only use the latest approved template. The Exari wizard provides flexibility, but restricts that flexibility to legally pre-approved clauses. And you can control who gets Word and who gets PDF.

SharePoint Integration

SharePoint Document Assembly & Contract Management

Exari and SharePoint

The powerful combination of Exari and SharePoint allows users to create, collaborate, approve, manage, search, and report on contracts and other legal documents.

Wizard and Workflow

With Exari, you can launch a self-service interview directly from within SharePoint to give business users access to self-service contracts created by the legal department. When an interview is completed the user is redirected to the Exari SharePoint TaskManager and can see that their document is “Under Review.”

There are two broad types of users – Contributors and Reviewers – that are managed within SharePoint. Contributors can run interviews and download accepted documents. Reviewers can run interviews and accept or reject documents in the TaskManager, making them available for Contributors to download. SharePoint is highly configurable, making it easy to add and configure downstream workflows that match your business processes.

Visibility into Key Contract Data

For many senior management teams, getting your hands on an accurate list of active contracts can be a challenge. And even if those contracts are kept in a central repository, the visibility into their terms is limited. Exari makes this possible by capturing much more granular data when each contract is created and by making that data searchable in SharePoint.

You and your executive team can run a wide range of reports to gain much deeper insight into performance and risk across your contract portfolio. Need to see how many contracts have uncapped liability? Now you can. Need to see which contracts are subject to early termination? Now you can. And much more.

DocuSign Integration

Faster contract execution on any device, at any time.

Exari’s industry leading contract management solutions and DocuSign’s robust eSignature service and Digital Transaction Management (DTM) Platform empowers users to streamline contract negotiation and approval processes faster than ever before. Eliminate the cost and delay of traditional contract execution process and turnaround agreements and your company’s ROI instantly.

See the entire lifecycle of your contract carried out, from generating an agreement to finalizing with DocuSign’s eSignature. This powerful combination allows users to amend and manage agreements better than before while improving the sales process and drastically decreasing costs.

Accelerate Revenue

Complete approvals and agreements faster with a fully digital and secure online platform. Signed error free within minutes, drastically accelerating your cycle time to generate revenue faster.

Stay Compliant

With DocuSign’s eSignature, stay worry free as electronic signatures are legally binding for most business transactions globally. Keep an audit trail by tracking every step of the process and provide proof of the signing with a certification of completion. Set company policies on document custody and retention and manage how signers sign or adopt signatures.

Automate Back-end Document Processing

DocuSign automatically pulls and updates information from existing business systems to eliminate manual rekeying of data and associated errors. Automate and streamline all your business-critical workflows so you never missing a step and drastically reduce production time and cost.

Reduce Operating Costs

Eliminate and paper, ink, printing, faxing and overnighting costs by going fully digital. Reduce your employees time spent generating, sending, negotiating and approving document and manually re-keying data from agreements. Get back to focusing on your pipeline and higher priority tasks.

Increase Customer Satisfaction

DocuSign offers the convenience of signing at anytime, anywhere on any device. Eliminate lost contracts in the mail, amongst papers on desks, or buried in emails stop your business from moving forward. Drive customer satisfaction with easy to use and secure tools.

Custom UI

Make Exari look right at home at your business.

A key feature of any enterprise platform is its ability to take on the look and feel of the business using it. From logos to style guides, this type of consistency across systems allows business users to feel confident that the work they’re producing is in a company-approved format.

With the Exari platform, it’s extremely simple to customize key aspects of the system. This includes the Contract Repository and the Exari Interview, each of which can be updated with your business’s CSS styles, logos, and HTML headers and footers, making an “outside” system look right at home.

Of course, you also want any documents produced to be formatted in accordance with internal standards. Exari makes this easy with customizable style sheets to ensure all output documents have consistent styles, fonts, and logos.

User Directories

No need to carry any more keys in your pocket.

We all have enough usernames and passwords to deal with each day without adding another to the list. Don’t worry, the Exari system can be configured so that the usernames and passwords in your existing user directory can be reused, for using LDAP.