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Seamlessly search for and act on documents from one place
If your contracts and agreements are scattered across inboxes, shared drives, and half a dozen other tools, finding what you need can feel like detective work – and it’s not just you. This challenge cuts across entire organizations, with teams in legal, sales, revenue operations, procurement, and IT all wasting valuable time tracking down documents instead of moving work forward.
Each of these teams is looking for something slightly different, but they all need fast, reliable access to key agreements. Legal teams need to manage risk and ensure compliance. Sales and RevOps want to close deals faster and keep revenue operations smooth. Procurement is focused on vendor oversight and renewal timelines. And IT needs visibility to enforce security and data policies. Without a single source of truth, each team ends up reinventing the wheel and slowing everyone down.
Our new Document Repository provides a single, organized hub to store, search, and act on agreements without leaving the Intellistack Streamline platform.
What’s new: your document repository
Whether you are generating simple documents from data that lives in intake forms or legal agreements outlining deal terms, every agreement is securely retained with its full version history and key metadata, like expiration dates and contract values, right at your fingertips.
With this new feature, you can:
- Search and filter by document name and metadata
- View complete version history of documents that have gone through collaboration
- View upcoming contract renewals and expirations
- Easily see and act on outstanding collaboration and signature tasks
Stay on Top of Active Work with the Workspace
The Document Repository gives you a complete history of finalized documents and agreements, but what about those still in motion? That’s where the Workspace comes in.
The Workspace is your real-time view into everything that’s currently in active collaboration or awaiting signature. From this single dashboard, you can:
- See which documents are in review, who’s making changes, and where they are in the process
- Track outstanding signature requests and quickly sign when it is your turn
- Jump directly into a document to review edits, leave comments, or approve terms
With the Workspace, you’re never left wondering what’s holding up an agreement. You can take action instantly without switching between tools or hunting down status updates.
What this unlocks: operational clarity
This isn’t just file storage – it’s operational clarity. The Document Repository turns Intellisack Streamline into a source of truth for your executed and in-progress documents and agreements, so you can move faster and reduce risk.
Legal and procurement teams
Quickly find agreements by counterparty or expiration date to manage renewals and stay ahead of deadlines. The Document Repository gives legal teams a single, secure location for all executed and in-progress agreements, complete with version control. Built-in metadata extraction makes it fast to find key terms, dates, or clauses without manual tracking.
Sales teams
Ensure negotiations are never stalled through real-time status tracking. Access signed contracts directly from Intellistack Streamline. Sales teams can instantly access signed agreements, see upcoming renewals, and search by customer or deal to accelerate negotiations and close more business. With the repository embedded in the same platform as deal workflows, reps never waste time chasing contracts across tools.
Operations IT leaders
Ensure every agreement is stored in a secure, centralized location. IT and operations leaders can centralize agreement management in one platform, streamlining how documents are stored, accessed, and shared across teams. Role-based access and configurable metadata help reduce manual work, eliminate silos, and improve cross-departmental workflows.
Why it matters
By embedding a repository directly into your Intellistack Streamline workflows, you gain more than convenience:
- Stay in sync: No more hunting through email threads or wondering if you have the latest version.
- Move faster: Instant search and metadata views mean you can take action on agreements without delays.
- Reduce risk: Full audit trails, version retention, and role-based access controls keep sensitive agreements secure and compliant.
Now available — give it a try!
The Document Repository is part of our newest product, Intellistack Streamline CLM, and is now available for existing customers to preview and try. All documents that are generated in Intellistack Streamline are sent to the Repository section within your account.
We’ll be expanding the repository’s capabilities in upcoming releases, including deeper insights around process efficiencies and clauses that are causing the most back-and-forth during negotiations. Soon, you’ll also be able to see the status of negotiations and signatures directly in Salesforce.
To see the Document Repository in action or learn more about Intellistack Streamline CLM, contact our sales team.
