Roadmap - Weagree

End-to-end contracting roadmap

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

  • All
  • Contract automation
  • CLM
  • DMS workspace
  • Workflow
  • Reporting and monitoring
  • Entity management
  • AI tooling
  • API integrations
  • Admin
Weagree DMS Weagree DMS
Q1 2025

Storing emails in Weagree

Properly storing emails in Weagree will be made possible. All emails related to a contract will be saved in and directly accessible from its repository. Their details will be displayed like a regular email client would and emails will be indexed for full-text search. Read more

Q1 2025
Q1 2025
Weagree DMS

Weagree DMS

Q1 2025

Contract negotiation tools

We will build a full suite of contract negotiation tools, which will include the ability to generate intermediate versions (with mark-up and conversion of communications in Weagree to comments in Word). Read more

Contract automation Contract automation
Q4 2024/Q1 2025

Renew WYSIWYG editor

Weagree's WYSIWYG editor has evolved over the years, but the time has come to transition to an entirely new one, with features essential for the current and future development of Weagree. Read more

Q4 2024/Q1 2025
Q4 2024
Contract lifecycle management

Contract lifecycle management

Q4 2024

Bulk file import

Complementing the existing migration tooling for importing data, we will develop tooling specific for bulk file imports. There will be both a general-purpose page for uploading and assigning files and the option to directly import from SharePoint. Read more

AI-tooling AI-tooling
Q4 2024

Advanced AI-review and copilot

Numerous improvements and additions are planned for Weagree's AI-tooling to make it even more powerful and greatly increase its versatility. Besides expanding the automated contract review's capabilities, copilot functionalities will be added. Read more

Q4 2024
Q4 2024
Weagree DMS

Weagree DMS

Q4 2024

Fully-featured support panel

The 'Request support' panel will be transformed into a fully-featured general support panel. In addition to letting end-users submit requests to support staff, the upgraded panel will offer access to a variety of resources. Read more

Contract lifecycle management Contract lifecycle management
Q4 2024

Conditional CLM fields

Conditional fields (contract parameters) will be introduced to CLM contract sheets to make them more like questionnaires, with fields appearing or disappearing depending on the end-user's selections. Read more

Q4 2024
Q4 2024
Contract lifecycle management

Contract lifecycle management

Q4 2024

Improved CLM UI

The CLM UI will be improved by making it more closely resemble and operate like the contract creation questionnaire. Labels will be arranged above contract fields and the fields themselves can be hidden from certain users. Read more

Entity management Entity management
September 2024

Linking entity management to e-signing

The (default) signatories for e-signing will now be pulled directly from Weagree's entity management. E-signing authorisation can be granted to (or withheld from) individual managing directors, supervisory directors or representatives of any entity. Read more

September 2024
September 2024
Weagree DMS

Weagree DMS

September 2024

E-signing identity verification

To further improve on the customer's ability to ensure security, Weagree now supports e-signing identity verification by mobile phone. When enabled, e-signatories will receive a one-time verification code when they follow the link from the e-signing invitation. Read more

Weagree DMS Weagree DMS
September 2024

Improved e-signing management

Managing e-signing processes in Weagree is now easier than ever before. A carbon-copy functionality has been added, as well as buttons for sending quick reminders and for cancelling e-signing requests. These activate the corresponding actions in the e-signing service being used. Read more

September 2024
August 2024
Contract automation

Contract automation

August 2024

Project search and repository

Transaction (project) management has been improved in two important ways. First, by integrating Weagree's search functionality within the project page itself. Secondly, by creating a general repository for all files related to the transaction. Read more

Weagree DMS Weagree DMS
August 2024

Dashboard shortcut buttons

The personal dashboard and its customisable widgets are powerful tools for tracking your day-to-day business and getting to where you need to be within Weagree. To improve on that further, shortcut buttons have been added to the dashboard. Read more

August 2024
July 2024
AI-tooling

AI-tooling

July 2024

Automated risk markup

Automated markups now reflect risk assessments, so that it will be immediately obvious to the end-user whether the marked sections present any appreciable risk to your organisation. Read more

Admin Admin
June 2024

Portal themes (look & feel)

To boost end-user adoption and alignment with corporate styling, the look & feel settings (logo, colours and font) of the Weagree portal can now be saved as named themes. Read more

June 2024
June 2024
Admin

Admin

June 2024

Portal fonts

To boost end-user adoption and improve UX-flexibility, the look and feel settings now permit changing the portal's font. Besides the default font (Arial), there are ten industry-standard fonts to choose from. Read more

Weagree DMS Weagree DMS
April 2024

Contract, entity and file tagging

General CLM-search capabilities in Weagree have been enhanced with the addition of contract and file tagging. Administrators can define lists of tags, which end-users may then apply or use to in their search queries. Read more

April 2024
April 2024
Weagree DMS

Weagree DMS

April 2024

(Fuzzy) full-text file search

A dedicated page has been added for portal-wide full-text file search. The complete contents of any document generated in or uploaded to Weagree are automatically read out and indexed using OCR. Fuzzy search is enabled. Read more

Entity management Entity management
March 2024

Entity reporting

Reporting is now available for entities (and individuals) as well for contracts. Various search filters can be used to find them in your database and generate exportable reports. Read more

March 2024
February 2024
Entity management

Entity management

February 2024

Enhanced entity management customisation

Various entity management customisation options have been added. Administrators can now fully edit even more corporate housekeeping dropdowns and custom party fields have been introduced. Read more

AI-tooling AI-tooling
December 2023

ChatGPT (automated contract review)

ChatGPT's public launch in late 2022 set the new standard for AI. It very quickly became clear how Weagree could benefit from the quality and versatility of this LLM and the massive resources behind it. Therefore, we have now integrated ChatGPT into Weagree. Read more

December 2023
September 2023
Weagree DMS

Weagree DMS

September 2023

Notifications of tasks

It is now possible to send automated notifications of pending contract tasks. As the due date for completing a task approaches, Weagree will send an email to designated users. Read more

Weagree DMS Weagree DMS
August 2023

Support panel

The existing support request functionality has been moved to a separate 'Request support' panel on the right side of the screen. More features will be added in 2024/2025. Read more

August 2023
August 2023
Contract lifecycle management

Contract lifecycle management

August 2023

Flexible CLM notifications

Recipients of CLM notifications sent by Weagree can be customised now. Accordingly, CLM notifications become more meaningful and actionable. Read more

API integrations API integrations
July 2023

Salesforce integration syncs lookups

Integrating Weagree with Salesforce has been made easier, as you can now synchronise Weagree lookup-tables with data available across Salesforce. Read more

July 2023
June 2023
Contract automation

Contract automation

June 2023

Collaborative contracting UI upgrade

Several collaborative contracting user interface improvements have been made to facilitate collaboration with colleagues and other stakeholders in a transaction. Read more

API integrations API integrations
June 2023

Correcting SharePoint storage path

Even with the advanced SharePoint integration options in Weagree, errors may still occur when syncing files. The end-user may now be enabled to correct the SharePoint storage path, and move the contract files to the correct SharePoint site or folder. Read more

June 2023
May 2023
Contract automation

Contract automation

May 2023

Project groups

Transaction (project) access configuration has been made more flexible. Besides granting individual (guest) users access, a transaction can now be assigned to any number of user groups. Read more

Weagree DMS Weagree DMS
May 2023

Contract-dedicated tasks Kanban

Now that every transaction (project of linked contracts) has a project-dedicated transaction tasks Kanban, we have also introduced contract tasks Kanbans specifically dedicated to a particular contract entry. Read more

May 2023
April 2023
Entity management

Entity management

April 2023

Org chart creator upgrade (more flexible)

Weagree's entity management org chart creator has been enhanced with numerous customisation options and the ability to save your configurations for future use. Read more

Entity management Entity management
March 2023

Legal entity management best practices

Upgrades to Weagree's already extensive integrated legal entity management, the upgrade matches legal entity management best practices! Read more

March 2023
January 2023
Contract automation

Contract automation

January 2023

Tasks Kanban in transaction management

We have created a Tasks Kanban in transaction management, showing only the project-contracts-related tasks and transaction-related tasks on a project-dedicated Kanban. Read more

API integrations API integrations
January 2023

Flexible SharePoint integration

Storing contracts and related documents in an external repository demands control over their placement. Weagree's SharePoint integration now provides full control over the SharePoint site and folder structure for storage. Read more

January 2023
January 2023
Weagree DMS

Weagree DMS

January 2023

Advanced DocuSign options

We have developed a number of features to accelerate e-signing in large transactions with large numbers of documents (to be e-signed through integrated e-signing applications, but initiated and monitored in Weagree). Read more

Reporting and monitoring Reporting and monitoring
December 2022

Weagree worldmap widget

On the reporting and analysis dashboard, users will be able to monitor contracts showing a map of the world. The interactive map highlights the countries where suppliers, customers and partners are located. Read more

December 2022
November 2022
Contract automation

Contract automation

November 2022

Non-automated contracts

By including non-automated contracts, you will accelerate the adoption of Weagree as your single in-house platform for all end-to-end contracting work. Read more

Admin Admin
October 2022

ISO certifications

After implementing ISO 27001, 27017 and 27018, monitoring and reviewing the adequacy of the implementation and finally, undergoing audits, we received our ISO certifications in October 2022. Read more

October 2022
October 2022
AI-tooling

AI-tooling

October 2022

AI-trained model for commercial contracts

We are currently configuring our hosting to support a fully AI-trained model for commercial contracts. Weagree's AI-tooling will be equipped for 40+ provisions that include all common CLM parameters. Read more

Weagree DMS Weagree DMS
October 2022

CLM repository optimisations

The characteristics of any document in a CLM repository are no longer entirely static. Weagree users can now manually change any stored document's details such as its name, status, type and date. Read more

October 2022
October 2022
Weagree DMS

Weagree DMS

October 2022

Email to CLM

We are introducing email to CLM: the option for end-users to forward emails with any attached documents into our contract management. The email will be automatically matched to customer, end-user and contract. Read more

Admin Admin
August 2022

Automated data retention periods

Managing large volumes or complex contract data has just become easy: Weagree has smartly automated data retention periods. For the various types of data, the applicable data retention period can be configured. Read more

August 2022
August 2022
Admin

Admin

August 2022

Recycle bin (data integrity)

With a dedicated recycle bin, data integrity is improved: users will have greater control over what is deleted from the Weagree Wizard and when. Read more

Admin Admin
July 2022

CLM security (ISO 27017)

Overall contract automation and CLM security of the Weagree Wizard has been further improved (in the context of the ISO 27017 standard). Read more

July 2022
July 2022
Admin

Admin

July 2022

Integrator access and support requests

The new Integrator access functionality gives admins greater control over the access rights of those who implement Weagree for a customer. Also, individual end-users can now submit support requests regarding their contracts. Read more

Admin Admin
July 2022

Licence management

Licence management, keeping track of active user licences and managing user accounts and user profiles has been made easier with changes in Weagree's user management and a new widget. Read more

July 2022
June 2022
Contract automation

Contract automation

June 2022

Clause borrowing ('stealing')

A counterparty's contract may contain clauses that you find useful for your own contracts. We have enabled Weagree users to easily borrow such clauses for their contract know-how ('clause stealing'). Read more

Contract automation Contract automation
May 2022

Landscape pages

Our document automation has become more versatile with the option of landscape page-orientation. Parts of any contract (or the entire document) can be generated in landscape page-format. Read more

May 2022
March 2022
API integrations

API integrations

March 2022

Full-flex CLM API

Weagree's CLM API has been upgraded to enable our customers' admins to complete all integration work independently. It improves the flexibility to map all Weagree metadata onto data fields in other applications. Read more

Admin Admin
Q1 2022

ISMS (information security management)

Weagree is pursuing ISO 27001, 27017 and 27018 certifications. By the end of Q1, we will have implemented a fully fledged information security management system (ISMS). Read more

Q1 2022
February 2022
Admin

Admin

February 2022

GDPR anonymisation

Automated GDPR anonymisation is our first step to enabling automatic GDPR compliance: after a customisable period of time, the user who drafted a contract will be removed from the contract entry. Read more

Contract automation Contract automation
January 2022

All-options document generation (advanced)

In addition to generating all-options documents from templates, admins are now able to generate 'almost-all-options' documents and further customise their contents and appearance. Read more

January 2022
December 2021
Weagree DMS

Weagree DMS

December 2021

Realtime contract tasks Kanban

Newly added to Weagree is the contract tasks Kanban (a board where columns signify the status of a task - contract tasks to be created automatically), which updates in realtime. Read more

Reporting and monitoring Reporting and monitoring
December 2021

Dashboard reporting widgets

With the introduction of a contracts dashboard and more advanced contract analysis and contract reporting tooling, we are also introducing visualised CLM reporting dashboard widgets. Read more

December 2021
December 2021
Contract lifecycle management

Contract lifecycle management

December 2021

Intuitive CLM: flexible buttons

Improved and more actionable CLM (contract lifecycle management). Several end-user actions have been made more accessible and actionable by creating dedicated buttons. Read more

Weagree DMS Weagree DMS
December 2021

UX interaction design upgrade

The introduction of the 'Task and action centre' as well as the 'Dashboard' demand an upgraded UX interaction design, with a top navigation bar that reflects the user's primary activities in Weagree. Read more

December 2021
November 2021
Reporting and monitoring

Reporting and monitoring

November 2021

Visual reporting dashboards

Introducing intuitive tooling for contracts-reporting and contract-monitoring dashboards. Insight into contract deadlines, team members' busyness and transaction progress is gained through various visualisations. Read more

Weagree DMS Weagree DMS
November 2021

Tasks and action centre

All notifications will generate a task. Users can also create tasks manually. All tasks will be collected on the new tasks and action centre. Read more

November 2021
September 2021
AI-tooling

AI-tooling

September 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'. Read more

AI-tooling AI-tooling
September 2021

Automated contract review

AI-driven automated contract review of a third party's first-draft contract. The imported contract is analysed and converted into a Weagree-template fully automatically. Read more

September 2021
May 2021
Admin

Admin

May 2021

Accelerated implementation (automated Word-import)

Improved tooling for importing Word model contract templates. Various aspects, including assignment of clause levels and names and the creation of definitions and schedules and annexes, have been automated. Read more

Contract automation Contract automation
April 2021

Tracked changes in the realtime editor

In the realtime editor, (guest) users can be given the option to propose modifications to the contract text. Such changes are shown as tracked changes; the generated Word-document will also contain this 'redlining'. Read more

April 2021
March 2021
Admin

Admin

March 2021

Template versioning (clause-level)

Template versioning enables the monitoring and continuation of contracts and contract data over time. It is safe and versatile, preserving older data while facilitating changes and planned rollouts. Read more

API integrations API integrations
February 2021

Dynamics CRM integration

Weagree can import data from MS Dynamics and party-related data can be synchronised between the Weagree CLM and Microsoft Dynamics CRM. Read more

February 2021
February 2021
Contract automation

Contract automation

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 closing documents) are required. Read more

API integrations API integrations
January 2021

Salesforce API integration

The new Salesforce API integration allows you to initiate a contract from within Salesforce, and push data to the questionnaire or retrieve data from Salesforce, and send contract data to Salesforce. Read more

January 2021
December 2020
Admin

Admin

December 2020

Extra IT security measures

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

Admin Admin
November 2020

Advanced user management

Advanced user management has been implemented, with role-based access rights and user-rights depending on the end-user's position within the organisation. It is fast, secure and highly flexible. Read more

November 2020
October 2020
Workflow

Workflow

October 2020

Approval/rejection communications

Approvers and submitters involved in a contract request can discuss the workflow approval alongside the Q&A. The workflow-linked communication feature strengthens internal controls. Read more

Contract automation Contract automation
September 2020

Template testing

Admins can now generate an all-options contract version from a Weagree template. Users in testing mode can then create a compare/redline version against this all-options document. Read more

September 2020
September 2020
Entity management

Entity management

September 2020

Entity management migration (automated)

Customers can import their existing (legacy) entity management data. Data in the imported database or spreadsheet can be mapped to Weagree entity management fields. Read more

Contract lifecycle management Contract lifecycle management
August 2020

CLM migration (automated)

Customers can import their existing (legacy) CLM, contract repository. CLM-fields in the imported database or spreadsheet can be mapped to Weagree CLM fields and related CLM-data values. Read more

August 2020
July 2020
API integrations

API integrations

July 2020

DocuSign integration

The DocuSign integration allows e-signing of all contracts and schedules to be initiated in the Weagree Wizard. Receipts and e-signed contracts are automatically handled by and stored in Weagree. Read more

Contract automation Contract automation
June 2020

Collaborative contracting - communication

Within the questionnaire, all stakeholders involved can discuss any of the contract parameters. Such communications takes place inside the contract questionnaire and will be stored with the contract. Read more

June 2020
June 2020
Contract automation

Contract automation

June 2020

Optimised maintenance of model contracts

Providing template feedback or discussing contracts via the questionnaire has been made easier and can be done per question or paragraph. The new Communications panel facilitates discussing commentary. Read more

Contract lifecycle management Contract lifecycle management
May 2020

Contract numbers

Weagree can automatically assign numbers to your contracts at one of several key contracting moments. The contract number's format is highly customisable and can be set ro restart every 1 January. Read more

May 2020
April 2020
Contract lifecycle management

Contract lifecycle management

April 2020

Contract confidentiality

Individual contracts may be marked as confidential, rendering them invisible and inaccessible to all other users unless they have been specifically granted access or given superior authorisation. Read more

Entity management Entity management
April 2020

Entity management and corporate housekeeping

Full entity management and corporate houskeeping: complete administration of board members, shareholders and subsidiaries, org chart, relevant documents and representatives. Read more

April 2020
March 2020
Contract automation

Contract automation

March 2020

Large-transactions management optimised

For large, complex transactions, the admin can now create templates. Such project templates consist of multiple linked contract templates. Project-level questions determine which templates are actually included for the transaction. Read more

Contract automation Contract automation
February 2020

Customised realtime editor

Improved user-experience. The numbering and indentation of clauses as shown during the questionnaire in the realtime editor can be customised to match those of the applicable dotx-file. Read more

February 2020
January 2020
AI-tooling

AI-tooling

January 2020

AI-detect CLM contract data

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

Contract lifecycle management Contract lifecycle management
November 2019

Calculated dates in CLM

If a contract generated by Weagree's contract creation provides for certain dates to be calculated, each such calculated date can also be automatically pushed into Weagree's CLM. Read more

November 2019
November 2019
Contract lifecycle management

Contract lifecycle management

November 2019

Floating dates (amendments recalculated automatically)

Floating deadlines in the CLM will be adjusted automatically if either the referenced date or the related term changes. Any date shift will automatically apply to all connected CLM notifications, too. Read more

Contract lifecycle management Contract lifecycle management
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. Read more

November 2019
October 2019
API integrations

API integrations

October 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.

Contract automation Contract automation
September 2019

Template-defined access to party databases

Party selection can be restricted to the party database designated in the template, either the 'own parties' or the 'other parties' database. Parties can also be kept outside the party database for confidentiality. Read more

September 2019
August 2019
Workflow

Workflow

August 2019

Advanced approval workflows

Approval workflows can now be fully tailored to suit the customer's risk management and internal controls. Workflows can be defined globally and applied to a template or Q&A-question, allowing for very fast, easy and flexible implementation. Read more

Contract lifecycle management Contract lifecycle management
April 2019

GDPR register

Weagree's contract lifecycle management can be configured to operate as a GDPR register, including reporting options. Read more

April 2019
March 2019
Contract automation

Contract automation

March 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. Read more

API integrations API integrations
March 2019

SharePoint integration

It is now possible to initiate a contract from within SharePoint and send data to Weagree for the questionnaire. After completion, the contract and all data can be exported (back) to SharePoint. Read more

March 2019
February 2019
Contract lifecycle management

Contract lifecycle management

February 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.

Contract automation Contract automation
February 2019

CRM data as Q&A-answer

In addition to automatically filling in basic details such as name and address, CRM data can now be used to fill in other variables of the contract or even include entire clauses. Read more

February 2019
January 2019
Contract lifecycle management

Contract lifecycle management

January 2019

CLM-clause library

CLM-managed contracts may contain particularities unforeseen in the contract sheet. For that purpose, we have introduced clause library blocks that can be added to managed contracts or contract sheets. Read more

Contract lifecycle management Contract lifecycle management
January 2019

Contract sheet layout UX optimisations

Improved visibility of CLM contract data.

January 2019
January 2019
Contract automation

Contract automation

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 button. Dates are saved as relative points in time. Read more

Contract lifecycle management Contract lifecycle management
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 button. Dates are saved as relative points in time. Read more

January 2019
January 2019
Reporting and monitoring

Reporting and monitoring

January 2019

Reporting on contracts and busyness

Improved reporting capabilities, permitting a head of legal or general counsel to monitor the busyness of their team, individual workloads, and to generate (exportable) reports. Read more

Reporting and monitoring Reporting and monitoring
January 2019

Monitoring pending transactions and busyness

Improved monitoring of pending transactions and collaborative contracting options (e.g. to become involved in a colleague's contract). This is subject to applicable access authorisations. Read more

January 2019
December 2018
API integrations

API integrations

December 2018

Mendix API integration

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

Contract lifecycle management Contract lifecycle management
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.

December 2018
December 2018
Contract lifecycle management

Contract lifecycle management

December 2018

Status indicators

For each CLM contract, the user can indicate whether action is required and if so, how urgently. This is highlighted on the CLM overview page by a coloured status indicator. Read more

Contract automation Contract automation
November 2018

Collaborative contracting

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

November 2018
November 2018
Contract automation

Contract automation

November 2018

Tables in contracts

Added various optimisations for inserting and organising tables in contracts. Read more

API integrations API integrations
November 2018

Manual data export

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

November 2018
October 2018
Weagree DMS

Weagree DMS

October 2018

Contract-negotiations version management

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

Admin Admin
October 2018

Simplification e-mail texts

Simplification of managing e-mail notification texts sent by Weagree. Read more

October 2018
September 2018
Contract automation

Contract automation

September 2018

Batch contract creation

An answered Q&A can be exported as an Excel spreadsheet, multiplied and edited in that spreadsheet and then uploaded again to instantaneously add a large number of new contract entries. Read more

Entity management Entity management
September 2018

Custom CRM fields

Custom CRM fields (edit-fields, date pickers and country lists) can be added as party database fields and used freely in templates.

September 2018
August 2018
Entity management

Entity management

August 2018

Russian companies register lookup

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

Contract automation Contract automation
August 2018

Russian language declension

If a user enters a word to be used in multiple clauses, the Russian language declension module will apply the appropriate declension.

August 2018
August 2018
Contract automation

Contract automation

August 2018

Calculating dates

It is now possible to automatically calculate a date based on parameters entered by the user (e.g. effective date plus contract duration). Read more

Contract lifecycle management Contract lifecycle management
July 2018

Notifications for deadlines and expiry

The contract lifecycle management (CLM) permits date-fields to be used to create triggers for automatically sending e-mail notifications in relation to key contract deadlines and the expiration date. Read more

July 2018
June 2018
Contract lifecycle management

Contract lifecycle management

June 2018

Contract repository

Encrypted storage of all contracts, schedules and transaction-related files. Option to archive transaction-related files (including negotiation versions). Read more

Weagree DMS Weagree DMS
June 2018

Create track-changes

Compare two contract versions (i.e. create a tracked-changes or redlined document) from within Weagree with just a few clicks. Read more

June 2018
April 2018
Admin

Admin

April 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. Read more

Contract lifecycle management Contract lifecycle management
April 2018

Contract lifecycle management (CLM)

Weagree's CLM permits users to fully manage both internally and externally generated contracts. Contract sheets can differentiate between types of contract and required metadata. Read more

April 2018
April 2018
Contract lifecycle management

Contract lifecycle management

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.

Weagree DMS Weagree DMS
March 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 digital file. Read more

March 2018
February 2018
Contract lifecycle management

Contract lifecycle management

February 2018

Extended logging (anticipating GDPR)

Existing logging of user interactions has been extended to encompass all user activity anywhere in Weagree, to facilitate fulfilling GDPR (or other privacy law) requirements. Read more

API integrations API integrations
January 2018

Smashdocs integration

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

January 2018
December 2017
Contract automation

Contract automation

December 2017

Open XML document generation

The document generation engine has been replaced with an open-source solution. Generating any document is now substantially faster.

Contract automation Contract automation
November 2017

Realtime (WYSIWYG) editor - upgrade

The WYSIWYG contract previewer ('underwater screen') has been upgraded, enabling authorised users to edit the contract text preview in realtime (during the questionnaire) and improving the overall user-experience. Read more

November 2017
July 2017
Admin

Admin

July 2017

Look & feel (Wizard portal) adjustable

All colours and text markup in the Weagree Wizard can be customised to reflect your organisation's house style as closely as possible.

Contract automation Contract automation
May 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 to organise them. Read more

May 2017
April 2017
Contract automation

Contract automation

April 2017

Guest user access

Every end-user can invite a guest, either a colleague or someone from outside their own organisation (supplier, customer, partner or consultant), into a contract's questionnaire. Read more

Contract automation Contract automation
April 2017

Export usage-reports as Excel

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

April 2017
March 2017
Admin

Admin

March 2017

Word-doc import tooling

Word-documents can be automatically imported to create the contract-creation template, automatically divided into building blocks and clauses, with the option to adjust paragraph styles during import. Read more

Admin Admin
February 2017

Template feedback via Q&A

From within the questionnaire, end-users can give direct feedback on the contract template text or the Q&A-questions or answer options. Read more

February 2017
January 2017
Contract automation

Contract automation

January 2017

Export questionnaire answers

End-users can export their contracts' Q&A (options and) answers to an Excel sheet for review or editing. Read more

Admin Admin
December 2016

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 phrase. Read more

December 2016
November 2016
Reporting and monitoring

Reporting and monitoring

November 2016

Optimise management and reporting of contract data

It is now possible to search through all contract entries for certain historical data (or data ranges) and create contract data reports. Read more

Contract automation Contract automation
October 2016

Own dotx-file (own Word paragraph styles)

Customers can use their own dotx-files (or dotm-files), i.e. Word-templates, so that their full house style is applied to any document generated in Weagree. This includes the ability to add extra custom paragraph styles. Read more

October 2016
September 2016
Contract automation

Contract automation

September 2016

Convert to project

If one or more existing contract entries are part of a larger transaction, encompassing different documents, it is now possible to convert them into a new project (a collection of connected questionnaires or linked Q&As). Read more

AI-tooling AI-tooling
August 2016

Business intelligence (BI) reporting

Based on the answers given during questionnaires, end-users can create reports (and export such reports). The end-user has complete freedom in determining which contract data are to be reported on and exported. Read more

August 2016
July 2016
API integrations

API integrations

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)

Contract automation Contract automation
June 2016

Hyperlinks in contract text

Clickable hyperlinks can be inserted into the text of the contract.

June 2016
February 2016
Admin

Admin

February 2016

Reassign contracts

With just one click, the administrator can instantly reassign all of a user's contracts to someone else. Read more

Contract automation Contract automation
February 2016

Calculations and data validation

Automatic calculations based on values supplied by the user during the questionnaire. The calculations' results can be directly inserted into the contract text or reused for follow-up questions. Read more

February 2016
January 2016
Workflow

Workflow

January 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.

Admin Admin
November 2015

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, instantly adding it to the clause library. Read more

November 2015
October 2015
Contract automation

Contract automation

October 2015

Upload images in Q&A

Questions can now be created that allow users to upload images during the questionnaire, inserting them into the contract where required. Read more

Contract automation Contract automation
August 2015

Projects (large and complex transactions)

Transactions consisting of multiple contracts and documents can be linked together, so that (functionally) identical Q&A-questions will be triggered only once. It is possible to involve multiple persons in the project. Read more

August 2015
June 2015
Admin

Admin

June 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, making it possible to divide template insertion work between senior lawyers and juniors. Read more

Contract automation Contract automation
May 2015

In-context global questions

Ordinarily, global questions are all listed on the first page of the questionnaire. Where a global question appears in the questionnaire can now be made context-dependent. Read more

May 2015
May 2015
Entity management

Entity management

May 2015

Restricted 'Own party' entities access

Entities in the party database designated as 'Own party' can be hidden from groups of users and may only be edited by users with higher authorisation levels. Read more

API integrations API integrations
April 2015

Effacts / Legisway (contract management) integration

The new API integration allows you to initiate a contract from within Effects (Legisway), and push data to the questionnaire or retrieve data from Effacts / Legisway, and send contract data to Effacts / Legisway. Read more

April 2015
April 2015
Admin

Admin

April 2015

Import lookup lists

Lookup lists, used for managing long lists of Q&A-options or insertable text, can now be imported within seconds from Excel sheets.

Admin Admin
April 2015

Logging of user activity

Added logging of SSO (single sign-on), high-level user activity and approval workflow activity. (Access to log files is restricted.) Read more

April 2015
April 2015
Contract automation

Contract automation

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. Read more

Contract automation Contract automation
March 2015

Force user to answer a Q&A-question

End-users can be forced to answer specific Q&A-questions before they are allowed to generate a document. Read more

March 2015
March 2015
Contract automation

Contract automation

March 2015

Answer Q&A in schedules 'annex-by-annex'

Per template, the admin may choose to aggregate all questions in all of a contract's annexes (or schedules or exhibits) on one page of the questionnaire, or split them 'annex-by-annex' into separate questionnaire pages. Read more

Contract automation Contract automation
February 2015

Embed Q&A-tags in questions

Administrators can embed Q&A-tags in questions, including their answer options. The answer to a previous (global) question can therefore be reused to make questions and answers more specific or relevant. Read more

February 2015
February 2015
Contract automation

Contract automation

February 2015

Number formatting

All user-entered values can be automatically formatted, using region-specific separators (period or comma) for numbers larger than three figures and for decimals, as well as truncation of decimals. Read more

Contract automation Contract automation
January 2015

Authorisations-based filtering of Q&A-questions

Questions (and answer options) in the questionnaire may be hidden from users with lower authorisation levels. The filtering permits delegation of contract creation to members of the organisation with less experience or expertise. Read more

January 2015
November 2014
Contract automation

Contract automation

November 2014

Columns in contracts

The text of a contract may be partly or wholly arranged into two or more columns. The admin can determine exactly where a columns section should begin and end, and configure its precise layout. Read more

Entity management Entity management
October 2014

Import parties

Users with a Lawyer licence can directly import parties and their details into Weagree in bulk via Excel sheets. During import, the parties can be assigned to one or more user groups. Read more

October 2014
July 2014
Admin

Admin

July 2014

Multi-language interface

Different translations for all links, buttons and explanatory texts in the Weagree Wizard's interface may be uploaded and managed. Read more

API integrations API integrations

SAML and other SSO options

Weagree now supports SAML 2.0 for single sign-on authentication, as well as other SSO options (LinkedIn, Azure, Outlook, ADFS).

April 2014
API integrations

API integrations

April 2014

SAP integration

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

API integrations API integrations
April 2014

Full API

Complete in-application API and API-functionalities. Weagree's full API can push data to other applications, and pull data from external sources. The API is multi-targeted and multi-sourcing. Read more

April 2014
April 2014
API integrations

API integrations

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.

API integrations API integrations
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. Read more

March 2014
February 2014
Admin

Admin

February 2014

Lookup lists

Large lists (tables) with multiple columns of related data can be inserted in Weagree for automatically generating long dropdown menus for questionnaires and the insertion of text into contracts. Read more

Workflow Workflow
January 2014

Contract approval workflow (essentials)

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

January 2014
November 2013
Contract automation

Contract automation

November 2013

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 any template may appear an information icon and a downloadable PDF that offer guidance to the user. Read more

Contract automation Contract automation
November 2013

Clause library insert during Q&A

During the questionnaire, authorised users can insert clauses from the clause library into any individual contract. Questions, definitions and schedules (annexes) triggered by such clauses will be added to the contract and questionnaire. Read more

November 2013
July 2013
Contract automation

Contract automation

July 2013

Responsive interface (Weagree on phones and tablets)

The entire Weagree user interface has been renewed, making it 'responsive' to tablets and smartphones. It will be automatically resized and rearranged depending on the device (or resolution). Read more

Admin Admin
June 2013

House style management

Contract house styles are separate modules, organised and maintained centrally, and used for generating contracts with a consistent look. They address the layout of cover pages, contract headers and footers, ToC styles and other document generation settings. Read more

June 2013
October 2012
Workflow

Workflow

October 2012

Basic approval workflows

Contract entries or individual end-users can be subjected to approval. In such cases, no document can be generated until approval has been granted. Read more

Contract automation Contract automation
July 2012

Tables in contracts

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

July 2012
April 2012
Workflow

Workflow

April 2012

E-mail notifications

Weagree can now send automated e-mail notifications, including from the customer's e-mail domain. Read more

Contract automation Contract automation
June 2011

PDF-only document generation

Users may be restricted to generating contracts in PDF-format only, rather than in Word-format, to prevent alterations outside Weagree.

June 2011
July 2010
Entity management

Entity management

July 2010

Legal entity types (and translation)

The list of entity types (which may be freely edited) in the party database can be expanded with custom entity types and translations.

Contract automation Contract automation
June 2009

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. Read more

June 2009
August 2008
Admin

Admin

August 2008

User groups, authorisation levels and access rights

All across the Weagree Wizard, access to content and visibility of features are made dependent on a contracts-oriented and contracting-organisation-centered structure through user groups, authorisation levels and access rights. Read more

Entity management Entity management
April 2008

Party database

Entities - both legal entities and individuals - and their basic details can be stored in Weagree's party database and then easily added to a contract. Read more

April 2008
June 2007
Contract automation

Contract automation

June 2007

Prototype ready

In the course of 2007, we had a functioning prototype (MVP) ready. This was immediately followed by the development of seven required key functionalities. Read more

Contract automation Contract automation
March 2006

MVP specifications

We began defining the minimum viable product specifications of Weagree's contract assembly software on 28 March 2006.

March 2006

Terms of Use

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

Terms of Use

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