DECEMBER 2025

Welcome to The Workflow

The Workflow is Contracts 365's monthly newsletter, offering timely insights on contract efficiency, automation, and AI-powered CLM. To help you harness the power of contracts, every day.

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WHAT'S INSIDE

Our 2025 Year-End Wrap-Up

Secondary Site Teaser
Customer Support
Safety First: Save On Secondary Sites

A Contracts 365 Secondary Site gives teams a safe, isolated place to configure, test, and refine application changes before they reach production. It’s a practical way to evolve workflows with confidence—without disrupting day-to-day contracting. Purchase by 12/31/25 and save $2,500!

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Product Updates
Instantly Extract Key Contract Data—And Save

Manually entering contract request details is always problematic. The new, enhanced AI Extraction Companion can help. Right now, you can even save 25% off your Implementation Service Package.

Collaboration Site Teaser
Customer Support
New Contracts 365 Customer Collaboration Sites

We’ve moved Collaboration Sites to a new SharePoint tenant and gave them a new look and feel with updated graphics, simpler navigation, and cleaner entry points to make collaboration easier than ever. See what's in store.

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Customer Spotlight
Integrating Contracts 365 and Dynamics 365 was a clear win.

ClearPoint Health is an employee benefits platform that harnesses the power of community to generate market-leading insurance discounts for SMBs. See how Contracts 365 for Dynamics 365 helps them manage a complex ecosystem of counterparties.

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Did You Know?
Dynamic Document Assembly

Every contract starts with a document—but not every document has to start from scratch. With Document Assembly in Contracts 365, your teams can automatically generate primary agreements and all supporting documents—SOWs, task orders, order forms, and more—directly from approved templates.

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Customer Stories
Don’t Forget To Leave Us Review! 

Great reviews are a big part of what drives our business. So if you’ve found value in using Contracts 365 at your organization, we hope you might take a few moments to share your experience on Capterra. To say thank you, we'll send your a $25 Starbucks Gift Card when your review is published!

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