ContractIQ

Executive Dashboard

Active submissions, approval queues, and bottleneck visibility

Clause Review is for operational support only and does not replace Legal, Finance, Procurement, Security, or Executive review.

Submission Name	Missing Items	Current Status	Vendor	Agreement Type	Contract Value	Pending Approver	Funding Type	Budget Owner	Contract Owner	Signing Authority	Signature Date	Age	DocuSign	Coupa	Urgency

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Submission record, reviewer actions, routing, and final package status

Active Requests

Live contract submissions, current queue ownership, pending actions, and package status

Submission

Local uploads are stored with each record

1 General Information 2 Funding 3 Vendor 4 Review 5 Documents 6 Submit

Submission Name Uses Vendor – Project Name – FY – Effective Date. Admins and Contract Managers may enable manual override. Manually override submission name Requestor name Requestor department Vendor name Agreement Type Fiscal year Contract Description / Purpose Provide general business context for the services to be performed. Project name Requested effective/start date End date Renewal date Adjusted Start Date / Revised Term Needed? Total contract value Funding source / cost center Budget owner Funding approved?

Submission Participants / Required Approvals

Select the people who need to participate in this submission. Checked roles populate the SOW Approvals section on the live Review Cover Sheet.

Section B: Contract Description / Purpose Who is requesting this? What is being purchased or changed? Why is it needed? Where will it be used? How will it be implemented? What business problem does this solve?

Section A: Funding Funding type CER Number, if Capital Expense Account Coding, if Expense Split funding allocation explanation Funding approval attachment

Funding coding must be listed on the cover page upon submission. UFR/CER or supporting funding approval must be attached when applicable.

Digital Cover Sheet T&E amount, if required SOW ADR, if required CER number, if applicable UFR number, if applicable Account / Dept ID / OpID Code Contract type Covered by MSA? Purchase obligation? Worst thing that could happen as part of this deal Additional information to facilitate SOW approvals Where is the work/service performed?

Review Considerations Vendor access to confidential information Privacy, cybersecurity, integrations, or production systems Security review Other special review needed

Review Consideration Notes Contract owner, if applicable Contracts approver In budget?

These answers support routing, signing authority, risk flags, review prompts, and package preparation.

Change Request / Amendment Details Original SOW or original agreement Original agreement attached What original agreement is being changed? What is changing? Does this impact scope, pricing, dates, funding, or deliverables?

Previously Approved Language / Net-New Content What language is net new? Redlines still present? Parallel discussions still in progress?

Review & Sign Digital Cover Sheet

Live rendering generated from the intake fields. This is the official cover sheet view used for approval signatures and final package records.

Urgency level Requested signature date Notes / special instructions

Vendor Vendor Legal Name Vendor signer name Vendor signer title, optional Vendor signer email Vendor contact phone, optional Vendor notes, optional

Upload Documents Document title Document type Document notes Contract document or SOW

Participant Setup

Create or update a ContractIQ profile so workflow routing only shows relevant participants

Admins can add, deactivate, or reactivate participants

First name Last name Work email Department Job title Primary role in ContractIQ Secondary role, if any Cost center or business unit Manager or approval lead Active status

Signature Setup

Save the signature used when you approve your assigned Digital Cover Sheet line.

Signature method Typed signature

Upload signature image

Settings

Workflow defaults and demo configuration

Workflow Defaults

Approval routing, funding review, digital cover sheet, redlining, and final package settings.

Participant Controls

Active participant profiles drive Acting as, routing, and assignment dropdowns.

Submission

Executive Dashboard

Select a request

Active Requests

Submission

AI Auto-Fill Review

Review & Sign Digital Cover Sheet

Participant Setup

Signature Setup

Settings

Workflow Defaults

Participant Controls

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