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Contract Writing Overview
This content applies solely to Contract Writing, which must be purchased separately from the Appian base platform.

Introduction

The Appian Contract Writing solution combines the best qualities and features of Appian Award Management with contract writing capabilities and workflows, to provide a single application that allows you to streamline your procurement writing process. Its flexible and configurable architecture makes it easy to configure the solution, and tailor it to meet the needs of your organization’s unique contract writing needs.

With CW, your contracting professionals can create contract documents, capture key line item details, enter custom contract text, and manage the contract file. It provides a comprehensive view of the solicitations and awards created by your organization, which improves visibility and allows you to keep your procurements on track. The best news is it can be ready to deploy within weeks.

This page provides a quick overview of all the benefits of Appian Contract Writing and what it has to offer. Want to know more about using the Contract Writing solution? Check out the topics in Using Contract Writing starting with the Quick Start User Guide.

What does Appian Contract Writing provide?

Guided data collection

A wizard guides you and your end users through the data entry process for your contracts, which helps ensure data accuracy in your contract documents.

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Configurable workflows and reviews

Create checklists, workflows, and reviews that will automatically assign checklist tasks to groups and assignees based on data entered. Add, edit, rearrange, and reassign your checklist items or review items as needed when you create your solicitation or award. settings_checklists.png

Full transparency with a single view

Combine disparate data from legacy processes, different sources, and checklists into a single application to enable collaboration within your organization. Break down barriers in your procurement process and clarify the status of your procurements through solicitation and award summaries, checklists visibility, and progress indicator.

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Intelligent document management

Create, upload, manage, and collaborate on your contract documents and templates directly in the application. Create and edit formatted contract text, so it can be easily incorporated into your legal document.

Intelligent user experience

Use efficient and intelligent capabilities to quickly find the data you need. This includes both Product Service Codes (PSC) and NAICS codes as well any referenceable data unique to your agency.

Contract Writing Navigation

The application consists of two main work spaces that are made up of two different sites: the Contract Writing Site and the Contract Writing Settings Site.

Contract Writing Site

The Contracting Writing site allows users to:

  • Create, update, and amend a solicitation: Enter in all the solicitation data needed through a guided experience. Use the intelligent search capabilities to find contacts, addresses, and Product Service Codes (PSC) and NAICS codes to reduce errors when creating new solicitations. Easily track and maintain all line item data and documents and create amendments for your solicitation.
  • Create, update, and modify an award (contract): Use a guided experience to enter all the award data or manually create the award from your solicitation by copying the data to your award. Use the intelligent search capabilities for contact, addresses, and Product Service Codes (PSC) and NAICS codes to reduce errors when creating the award. Easily track and maintain all your award line item data and documents. Easily create modifications for your award.
  • Create and update procurement documents: Create your solicitation and award documents using your contract text and data. Easily maintain and create documents needed for your contract file, ensuring all necessary documents are correctly maintained.
  • Create, configure, and complete checklist items: Checklists are a collection of assignable tasks. Each checklist is completely configurable with the ability to add, edit, or sequence checklist tasks as needed. Users are notified by email when a new task is assigned and will also receive follow-up notifications when tasks are due, overdue, re-assigned to a new user or when the due date is modified.
  • Maintain visibility into the state of solicitations and awards: Our solution provides a single, centralized location to view all of your solicitation and award data, documents, status, and history. This includes both original and conformed documentation. Agencies can also grant access to non-contracting department personnel to get insights into solicitation or award details, tasks, status, and progress to completion.

See Contract Writing Quick Start Guide for an overview of the most common views and actions you will use to manage your procurement workflows.

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Settings Site

The Contract Writing Settings site allows business users to manage solicitation and award checklists and review processes, including managing item categories, items, and checklists.

From the front end of the application, the Contract Writing Settings site allows business users to:

  • Manage Categories: Categories group checklist items together, usually by the function of the item or the group that performs the checklist items. Business users can update these categories as their needs change.
  • Manage a Library of Checklist items: Making a requirement checklist set up quick and easy is what we are all about. You can create a library of checklist items that make it easy to add items to templates and individual requirement checklists.
  • Keep checklists up to date: Realizing that users are always marking an item as not needed? Remove the item. Have a new requirement checklist type? Create a new checklist. Your requirement checklists can be as flexible as you need them to be.
  • Manage document and solicitation\award review processes: Review process is a grouping of all the user groups that need to review the document, solicitation, or award. You can create a library of processes based on document template, threshold amounts, or solicitation method.

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Get started now

Ready to get started? Check out the navigation to see all of the content covered in the Contract Writing documentation.

Contract Writing Overview

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