We offer a range of options, from standard integrations (requiring no or little help from your IT department), to light integrations, to full REST & GraphQL integrations.
Contracts and all associated data (such as parties, dates, durations and descriptions) can be directly submitted to Contractify, an easy-to-use contract management platform.
Within Contractify, you can then centralise all your contracts and agreements in one secure space, delegate & follow-up on contract actions, and sign documents electronically.
E-signing can get quite addictive. Once you’ve experienced its efficiency and ease-of-use, the whole “print, sign, scan, and send” routine seems to lose its lustre.
ClauseBuddy and Clause9 integrate with leading e-signature providers, allowing you to immediately export and e-sign Q&A documents.
Create dozens of versions of the same document in one fell swoop, with detailed but easy customisation options.
This feature comes in handy when dozens of similar documents must be produced at once, with various diverging elements — e.g., employment type, salary and various social perks.
Across the platform, texts can be automatically translated, with the click of a button, from any of language to any of the 27 other languages.
For most jurisdictions, the name, address, company number, entity type and company status can be looked up interactively — facilitating easy data entry.
Granular access rights can be imposed on all clauses and documents, to reflect your working practices.
One of the most common scenarios is to quickly import data existing somewhere in a semi-structured format — such as an email, Excel-file, PDF-file or Word-file.
If the format of that data tends to have a similar structure, then ClauseBase's drag & drop integrations may be a viable path to take.
No assistance required from your own IT-team.
We support Word, Excel, PDF (even scanned PDFs), plain text, web pages and JSON.
We offer standard "parsing" methodologies (e.g., regular expressions for text, XPath for HTML, JSONPath.
We also offer custom parsing, through our embedded programming language (see below).
Integrations seem easy, but tend to take quite some time and resources in practice, due to the involvement of different parties — even with the nicest APIs.
One often forgotten factoris the clearance required from your internal IT-security department. ClauseBase therefore offers a light integration, that essentially consists of copy/pasting from one system (e.g., HubSpot or Salesforce) to ClauseBase, through the intermediate "bridge" of the clipboard of the end-user.
This completely side-steps the security questions that your security-team will have, because no server-to-server connection will be established, and the clipboard is always deemed safe. So no questions about firewalls, data confidentiality categories, and so on.
The end-user copies data in a pre-defined format such as JSON onto his own computer's clipboard — e.g., through a simple button added to that source environment. Usually this only takes a few hours for your IT-department.
The end-user then pastes that same data from the clipboard into ClauseBase.
The GraphQL-based API can be used for fine-grained clause-based interactions, such as:
rendering a specific clause as a DOCX or HTML file
stacking several clauses together into a DOCX file with a specific predefined layoutformat
retrieving the "raw" body of a clause, as JSON
rendering a DOCX file, where dynamic paragraphsare modulated on the basis of certain data values delivered as part of the API-call
searching for a clause with specific words, stored in specific folders, within certain date ranges, etc.
We offer a standard REST API for:
managing users (creating, finding)
creating temporary or permanent logins for users
creating documents using predefined templates, with full control over styling and terminology
For those situations where even the rich syntax of Clause9 is not enough, you can use an embedded, powerful programming language for ultimate customisation.
This language can be used both browser-side (e.g., for rendering custom components in a Q&A) and server-side (e.g., for advanced mathematical calculations, or for transforming incoming or outgoing data in third party integrations).