INTELLISTACK STREAMLINE BLog

Insights + updates + stories

Discover insights and best practices from our experts, uncover the latest product updates, and learn from relevant examples about how our products help you succeed.

Product Updates

Put Legal's playbook in everyone's hands with Playbook Assistant

Contract negotiation doesn’t need to be a bottleneck. With the introduction of our Playbook Assistant, Intellistack Streamline CLM brings legal guidance and negotiation logic directly into the document—so business teams can keep deals moving without waiting on legal for every draft.

Product Updates

Put Legal's playbook in everyone's hands with Playbook Assistant

Contract negotiation doesn’t need to be a bottleneck. With the introduction of our Playbook Assistant, Intellistack Streamline CLM brings legal guidance and negotiation logic directly into the document—so business teams can keep deals moving without waiting on legal for every draft.

Product Updates

New Intellistack Features – December 2025

Product Updates

New Intellistack Features – December 2025

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Why Leading Vertical SaaS Platforms Are Partnering to Deliver Workflow Automation—Without Slowing Their Roadmaps

The Intellistack Practice Partner – What We Believe for Strategic SI Partnerships

Contracting Belongs With the CFO — and CLM Is Just the Beginning

Why AI Is the Future of Contract Lifecycle Management

The ROI of CLM: Benefits that far outweigh the costs

Contract data Is business data: Unlocking insights with CLM

What to look for in a CLM solution: A checklist for Legal and IT buyers

Introducing the Partner Pulse: Real Stories. Real Impact. Real Partnerships.

The ROI of CLM: Real Numbers Legal and IT Can Agree On

Partner Pulse: Unaric + Intellistack — Building a smarter Salesforce future

Partner Pulse: OMNICOMMANDER + Intellistack — Redefining digital banking experiences

Partner Pulse: Centro + Intellistack — Reimagining workplace productivity

Scale Salesforce-centric workflows with automatic triggers and status visibility

Product Updates

New Intellistack Features – December 2025

Product Updates

Upload files once, map them across workflows steps

Product Updates

One Address Field that adapts to any country your users are in

Product Updates

Collecting Date, Time, or Both? Customize your forms with new controls

Product Updates

Send Documents in Seconds, Track Everything in One Place

Product Updates

Introducing Branding in Intellistack Streamline: Make Every Interaction Branded

Product Updates

Connect to any system via API, directly from your workflow, with the new Outbound Webhook step

Product Updates

Adhere to GDPR and CPRA regulations: know where your data subjects are with automatic geoclassification

Product Updates

Build workflows in minutes, not hours: Intellistack Streamline's developer-first workflow API

Product Updates

New Intellistack Features – November 2025

Product Updates

Send data anywhere: the new “Deliver Data” step for end-to-end workflows

Product Updates

Enterprise-grade authentication, built for everyone: Why Intellistack Streamline's security features stand apart

Product Updates

Manage document and contract storage with new data retention control

Product Updates

Introducing Our New Form Builder: Build Faster, Work Smarter in Intellistack Streamline

Product Updates

New Intellistack Features – October 2025

Product Updates

Bring Contract Lifecycle Management into Salesforce with Intellistack Streamline

Product Updates

Use case spotlight: Streamlining complex signature scenarios with Signature Reassignment and Multi-Signer support

Product Updates

New Intellistack Features - September 2025

Product Updates

Put Legal's playbook in everyone's hands with Playbook Assistant

Product Updates

Introducing the Search Data step: Bring real-time data into your workflows

Product Updates

New Intellistack Features - August 2025

Product Updates

A central hub for all your documents in Intellistack Streamline

Product Updates

Automating HR notifications: From chasing updates to clear communications

Product Updates

Simplify in-person consent collection with Intellistack Streamline

Product Updates

New Intellistack Features - July 2025

Product Updates

More data safety with workflow step access management

Product Updates

Microsoft Dataverse integration for Intellistack Streamline

Product Updates

Use case spotlight: Automating custom employment offers with conditional logic in Intellistack Streamline

Product Updates

New Intellistack Features - June 2025

Product Updates

Introducing charts: Track key metrics right from your Intellistack Streamline homepage

Product Updates

Use case spotlight: Automating orthopedic referrals with Intellistack Streamline

Product Updates

Azure SQL and Oracle integrations for Intellistack Streamline

Product Updates

One login, many organizations: Unlocking multi-account access in Streamline

Product Updates

Email and SMS account notifications now available in Intellistack Streamline

Product Updates

Kinetic Eats Increases Operational Efficiencies and Consolidates Vendors with Intellistack Streamline

Product Updates

Salesforce as a data source in Intellistack Streamline

Product Updates

Workflow assignments: Seamless task routing for Intellistack Streamline

Product Updates

Overview of Intellistack Streamline role types

Product Updates

Introducing the Intellistack Streamline homepage

Product Updates

From data to document to signature—all in Intellistack Streamline

Product Updates

Introducing high-volume Generation in Formstack Documents for Salesforce

Product Updates

Automate support escalations with incoming Webhooks and Google Sheets in Intellistack Streamline

Product Updates

A smarter way to collaborate on agreements and documents

Product Updates