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FY2023 Product Descriptions

Effective May 9, 2022
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Ironclad CLM

Ironclad CLM provides access to create, manage, and store contracts through Ironclad’s Dashboard, Repository, and Workflow Designer. The following features are also included:
  • Smart Import, which automatically extracts important contract data for verification when a customer uploads contracts to their Repository
  • Clickwrap for CLM, which enables:
    • Click-to-Accept - a mode of acceptance within Workflow Designer
    • Public Workflows - self-service, publicly hosted contracts triggered by a launch form

Ironclad CLM User Types

Administrator Seats have full access to Ironclad's platform, allowing them to control user permissions, workflow configurations, integrations, and other admin settings. In addition to the abilities of Standard Seats, they have the ability to:
  • Create and maintain workflows in Workflow Designer
  • Manage Groups, API Access, User Management, and Integration settings
Standard Seats are for business users who interact with all aspects of the Ironclad platform, but do not make changes to admin settings or workflow configurations. They have the ability to:
  • Create contract requests using workflow launch forms
  • Manage and update contract versions using Ironclad Editor, Share Document, and document upload/download functionality
  • View contracts in the Repository and Dashboard
  • Be designated as a workflow signer or approver in workflow designer
In instances where Salesforce or Coupa integrations have been enabled, users with Standard Seats will be able to perform some/all of these functions via Salesforce or Coupa too.
Viewer Seats are for users who do not request or approve contracts, but may view and/or act as the final signer on documents executed via Ironclad. They have the ability to:
  • View contracts in the Repository and Dashboard
  • Download reports from the Repository and Dashboard
  • Be designated as a workflow signer in workflow designer
  • Collaborate on active workflows via editor and activity feed comments
Note: For all user types, a user account is associated with a single email address. Multiple individuals may not share the same user account unless those individuals also have their own independent accounts.

Ironclad CLM Add-ons

Ironclad's Coupa Integration streamlines the contract process for procurement with the ability to:
  • Launch an Ironclad Workflow from a requisition request
  • Automatically approve workflows in Ironclad based on Coupa approvals
  • Automatically hold purchase order generation until a contract is executed in Ironclad
Ironclad's Salesforce Integration includes access to Ironclad’s Salesforce Managed Package through the Salesforce AppExchange, and access to Ironclad-side configuration settings to configure the following functionality:
  • Workflow Launch: Launch workflows from within Salesforce using a custom Lightning Web Component and map Salesforce fields to Ironclad workflow attributes
  • Workflow Sync: Sync Ironclad process data to Salesforce via a custom object and provide users with the ability to refresh Ironclad workflows with updated source data from Salesforce
  • Record Sync: Sync completed contracts and properties from Ironclad’s Repository to Salesforce’s standard Contract object or a custom object
API Access: API access includes access to REST endpoints, webhooks, authentication tokens, and Ironclad-side configuration settings for Ironclad Workflows and Repository. API Access is capped at the total of 100 API calls per user per 24-hour period * the number of seats on your Ironclad CLM platform. API Access does not include access to Ironclad Clickwrap API endpoints for interacting with Ironclad's clickwrap transaction platform.
Additional API calls: Additional API calls per user per 24-hour period beyond the standard 100 API calls per user per 24-hour period * the number of seats on your Ironclad CLM platform.
Additional Smart Import Uploads: Additional Smart Import uploads beyond the annual imports that come with an Ironclad CLM subscription.
Additional Click-to-Accepts (CTAs): Additional CTAs beyond the annual CTAs that come with an Ironclad CLM subscription.
Non-production Separate Instance: Ironclad instance for non-production uses such as training and testing.
Use of Ironclad's EU data center: Ironclad's European Union data center is based in Belgium with a backup center in Germany. This data center allows EU customers to store their data locally within the EU.
Additional 1TB of Storage: Additional storage beyond the standard 1 TB amount.

Ironclad Clickwrap

Ironclad Clickwrap packages include access to APIs, the JavaScript Snippet, and SDKs; configurable clickwrap layouts and styles; Snapshots; and the ability to manage online terms with Legal Centers.
  • Embedded Contracts: Your license will include a set number of embedded contracts, sold by location.
  • API (Application programming interface): Ironclad Clickwrap provides activity and REST APIs for customers to access clickwrap functionalities programmatically
  • JavaScript Snippet: The code snippet to be embedded on the customer website to display clickwrap agreements
  • SDK (Software development kit): SDKs are wrapper for customers to access Ironclad Clickwrap APIs in their programming languages
  • Snapshots: Snapshots allows users to configure, manage, and capture visual evidence of the clickwrap acceptance records
  • Legal Centers: Web pages that Ironclad Clickwrap generates automatically to contain your legal contracts
Higher tier packages also include features like additional API access, dynamic and multi-language clickwrap agreements, custom branding and domains, Snapshot automation, and more.

Additional entitlements can be purchased, and are outlined in the section “Ironclad Clickwrap Add-Ons”.

Ironclad Clickwrap Add-ons

Additional Embedded Contract Locations provide additional configurations to track separate, distinct locations of clickwrap agreements such as clickwrap agreements for different brands, applications, websites, or mobile apps. Purchase of an additional Embedded Contract location also provides additional Snapshot configurations at that location.

Success Plans

The Standard Success Plan helps you achieve your goals with self-guided resources and access to 8AM-8PM EST Technical Support. Included in this package are:
  • 24/7 Success Resources: Unlimited access to live and self-paced training available on Ironclad Academy and Knowledge Base content in the Ironclad Help Center, and access to the Ironclad Community forums.
  • Technical Support: Access to Ironclad Technical Support Experts from 8AM-8PM EST.
The Premier Success Plan provides you with access to success management assistance during business hours, including proactive health monitoring, adoption guidance and 24x7 technical support for mission critical incidents. Included in this package are:
  • 24/7 Success Resources: Unlimited access to live and self-paced training available on Ironclad Academy and Knowledge Base content in the Ironclad Help Center, and access to the Ironclad Community forums.
  • Success Management: Aligned Success Manager to assist with adoption, best practices and use-case optimization on the Ironclad platform. 1:1 account and optimization reviews 2-3 times per year, in addition to annual business review.
  • Technical Support: Access to Ironclad Technical Support Experts from 8AM-8PM EST including 24x7 access for mission critical incidents.
The Enterprise Success Plan provides you with our highest level of access to success management assistance during business hours, including proactive health monitoring, adoption guidance and 24x7 technical support for mission critical incidents.
  • 24/7 Success Resources: Unlimited access to live and self-paced training available on Ironclad Academy and Knowledge Base content in the Ironclad Help Center, and access to the Ironclad Community forums.
  • Enterprise Success Management: Ongoing 1:1 personalized and recurring planning sessions, business reviews, and joint success plans centered around strategic goals and performance metrics.
  • Technical Support: Access to Ironclad Technical Support Experts from 8AM-8PM EST including 24x7 access for mission critical incidents.