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About Shuttle

Signing up customers and completing KYC & AML checks manually can be time-consuming. With the Shuttle Sales Portal, customers complete forms, sign agreements and communicate with you digitally in real time. Shuttle partners with Equifax, Onfido, Credit Safe and Passport Proven giving you instant ID verification, credit and background checks.

Shuttle works from both your website and partner network and is provided as a white label solution in your look and feel.

Get Started with Our FREE Partner Sign Service – start signing up your partners and introducers directly from your website.

About DocuSign

Easy to use, Docusign is secure and global, with more than 50 million users in 188 countries around the world. It also offers simple and intuitive user experience, accessible from anywhere on any device.

About CobbleStone

Contract Insight™ Enterprise Edition Software is an 'End-to-End' enterprise level, completely web-enabled, contract lifecycle management software which provides:

  • enterprise contract tracking
  • contract drafting
  • configurable custom user-defined fields
  • custom report design tools
  • artificial intelligence & machine learning
  • e-mail alerts
  • calendar reminders
  • legal hold
  • task and checklists
  • security
  • document management
  • check-in tracking
  • workflow
  • financials
  • cost control
  • searching
  • electronic signatures
  • performance tracking
  • full- text indexing
  • web platform
  • web calendaring
  • and more.

It is built upon the latest web-enabled technologies so it can be deployed faster, supported easier, thus reducing your total cost of ownership and accelerating your return on investment.

Contract Insight™ Enterprise Edition offers flexible deployment options. The Enterprise Edition may be “Locally Deployed” (installed and hosted on your organization’s server) with a perpetual one-time software license, or it may be hosted by CobbleStone Software as a Cloud / 'Software as a Service' (SaaS) solution with an annual hosting subscription.

Features

  • API
  • Audience Targeting
  • Budgeting
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • Expense Tracking
  • External Integrations
  • Forecasting
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-Currency
  • Multi-User
  • Notifications
  • Project Management
  • Referral Tracking
  • Scheduling
  • Supplier Management
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Call Tracking
  • Call Disposition
  • Softphone
  • Sales Motivator

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Data Export
  • Data Import
  • Document Comparison
  • External Integrations
  • File Sharing
  • File Transfer
  • Multi-User
  • Notifications
  • Scheduling
  • Electronic Signature
  • Sales Motivator

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Dashboard
  • Document Comparison
  • External Integrations
  • File Sharing
  • File Transfer
  • Multi-User
  • Notifications
  • Scheduling
  • Third-Party Plugins/Add-Ons

Summary

  • Let Partners Sign Up From Your Website

  • Let Partners start referring business and track progress

  • Let customers upload KYC information

  • Customers complete proposals using digital signatures

  • Instant KYC/AML feeds from Equifax, Creditsafe, Onfido & Passport Proven

  • Flexible Form completes, create your own or use existing (ie Direct Debit)

Summary

  • Global

  • Secure

  • Intuitive

  • Easy to Use

Summary

  • Contract licefycle management.

  • Contract compliance.

  • Online negotiation and electronic signature.

  • User-friendly setup and implementation.

  • Easy to use interface.

  • Create contracts from templates and clause library.

  • Receive contract key date email alerts and calendar notifications.

  • Affordable with free trial for 30 days.

  • Software available as SaaS/Cloud or Installed/Deployed.

  • Starting at $59 per user per month.

Pricing

Starter Package

Free
Included in plan:
  • Sign Up Partners From Your Website
  • Up to 5 Internal Users
  • iFrame Web Form
  • Five Forms (Contract, T&Cs)
  • Unlimited Digital Signatures
  • AML/KYC Checks from Creditsafe or Equifax (chargeable)
  • Pipedrive Integration
  • Initial Service Setup Included

SME

$85.00
5 user(s) / month
Included in plan:
  • Web Direct Journey
  • Accept Applications from your website
  • Up to 5 Internal Users
  • iFrame Web Form
  • Five Forms (Contract, T&Cs)
  • Unlimited Digital Signatures
  • 20 Companies House Lookups
  • Passport/ID Verification from Passport Proven or Onfido (chargeable)
  • AML/KYC Checks from Creditsafe or Equifax
  • Pipedrive Integration
  • Initial Service Setup Included

Professional

$275.00
10 user(s) / month
Included in plan:
  • Get Partners Referring Business
  • Web Direct and All Partner Journeys
  • 10 Internal Users, 10 Partner Licences
  • iFrame Web Form
  • 10 Forms (Contract, T&Cs)
  • Unlimited Digital Signatures
  • Unlimited Companies House Lookups
  • Passport/ID Verification From Passport Proven or Onfido
  • KYC/AML Checks from CreditSafe or Equifax
  • Pipedrive Integration
  • Initial Service Setup Included
  • 3 months Shuttle Together Support

Pricing

Personal

$10.00
1 user(s) / month
Included in plan:
  • Single user only
  • Send documents for signature: 5/month
  • Basic fields
  • Mobile app
  • Reusable templates
  • Basic workflows
  • Real-time audit trail
  • Integrates with Dropbox, Google Drive, and more.
  • Multiple languages

Standard

$25.00
1 user(s) / month
Included in plan:
  • Send documents for signature
  • Basic fields
  • Mobile app
  • Reusable templates
  • Basic workflows
  • Real-time audit trail
  • Integrates with Dropbox, Google Drive, and more.
  • Multiple languages
  • Reminders & notifications
  • Personalized branding

Business Pro

$40.00
1 user(s) / month
Included in plan:
  • Send documents for signature
  • Basic fields
  • Mobile app
  • Reusable templates
  • Basic workflows
  • Real-time audit trail
  • Integrates with Dropbox, Google Drive, and more.
  • Multiple languages
  • Reminders & notifications
  • Personalized branding
  • Advanced fields
  • Signer attachments
  • Bulk Send
  • PowerForms
  • Collaborative fields
  • In-person signatures
  • Advanced authentication$

Pricing

  • Starting from: $59.00/month
  • Credit card required: N/A
  • CobbleStone's contract management software is available as SaaS or installed with Concurrent User or Named User licensing options. Contact us for custom pricing quote.

Contract Insight Express

$59.00
1 user(s) / month
Included in plan:
  • Unlimited contract management
  • Unlimited contract storage
  • Unlimited contract alerts
  • Contract templates

FAQs

    Does this service integrate with any other apps?
  • Pipedrive
    Microsoft Dynamics

  • Does this service offer an API?
  • Yes to leading CRM applications

  • Who are the main user groups of this service?
  • Challenger Banks, P2P Lenders,Commercial Finance Lenders and Brokers, Professional Service companies such as Accountants that need to conduct AML/KYC

  • What is this service generally used for?
  • Signing Up new customers through your website and partner network.

  • What are some applications this service is commonly used in tandem with?
  • Pipedrive
    Microsoft Dynamics

  • Does this service offer guides, tutorials and or customer support?
  • Online training module for all packages
    Dedicated Customer Success Manager for Professional Package
    Email and chat support for all

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes multi-user capable.
    Different administrator options

  • What platforms does this service support?
  • All Web apps

FAQs

    No FAQs associated with this application.

FAQs

    Does this service offer an API?
  • Contract Insight offers an open API backend, allowing it to be integrated with any other similarly built systems.

  • What are some applications this service is commonly used in tandem with?
  • Salesforce, MS Dynamics, Oracle, SharePoint, QuickBooks Online, SAP, PeopleSoft, ReqLogic, JD Edwards, MS Office

  • Does this service offer multi-user capability (e.g. teams)?
  • Contract Insight Enterprise Edition supports unlimited users per system, and user licenses may be added without interruption. Contract Insight Enterprise Edition has been benchmarked to support thousands of users with simultaneous access to the system. To date, CobbleStone Systems’ largest client is the State of Colorado with 116 Agencies and Sub-agencies operating their Contract Insight system with thousands of users. Employee access is only constrained by the client’s purchased license volume (concurrent user licenses or named user licenses).

  • Does this service integrate with any other apps?
  • Contract Insight Enterprise includes web services API for firewall-friendly integration and can be integrated at the MS SQL Database level; system is built on principles that allow us to extend the functionality of the system to any 3rd party software. The system is built upon open standards to allow integration with other systems via data direct, ODBC, web services, APIs, and custom scripting. Contract Insight is built upon MS SQL Server database and offers open database connectivity to allow third party reporting tools to query and report off of the system. CobbleStone also offers a Database Integration Manager for user-friendly integration setup and management (add-on module priced separately).

  • What is this service generally used for?
  • CobbleStone Software designs, develops and markets Contract Insight™ Contract - Procurement Management Software to help manage legal, sales, and procurement contracts. CobbleStone is used by hundreds of organizations spanning the globe. Tens of thousands of legal, sales, and procurement professionals use & trust CobbleStone Software for their contract, sales, and procurement needs.

  • Does this service offer guides, tutorials and or customer support?
  • The support and maintenance is included in our SaaS (CobbleStone-hosted) system as a part of the monthly fee. For the client installed version, unlimited annual support and maintenance is part of the annual maintenance and support plan.

  • Who are the main user groups of this service?
  • Contract Insight Enterprise can be either installed on your company's servers or hosted by CobbleStone Systems (SaaS).

Vendor Information

Founded:
-
Based in:
Croydon
Employees:
2-10
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
Princeton
Employees:
51-200
Likes:
Followers:

Other

Who uses Shuttle
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • WinPhone
Languages:
English
Regional Restrictions:
No restrictions.

Other

Regional Restrictions:
No restrictions.

Other

Who uses CobbleStone
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
  • WinPhone
  • Blackberry
Languages:
Afrikaans, Arabic, English, Spanish, German, French, Chinese
Regional Restrictions:
No restrictions.
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