The 2025.3 release brings new flexibility to tailor email notifications to meet unique client requirements, improves the user experience with new Help content, and introduces enhancements to Transform Copilot that further streamline intaking and updating contracts.
Feature Enhancements
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Contract Lifecycle Management (CLM): Configurable Email Notification Templates
This release introduces new capabilities to tailor CLM-related email notifications to meet a client’s unique requirements, including:- Company Logo Inclusion – A client’s admin can upload the company’s logo so that the client’s branding appears on all notification emails.
- Customization of OCI and CPAR Review Emails – The client’s admin can now customize the email templates associated with OCI and CPAR reviews to include client-specific messaging and local merge fields.
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CLM: Help Text Added
Help text is now available to users when viewing or editing data in the Period of Performance (POP), CLIN/SLIN, Mod, and Closeout tables within the CLM, improving the user experience and supporting the capture of quality, consistent data.
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Pre-Award Management: Configurable Email Notification Templates
This release introduces new capabilities to tailor pre-award-related email notifications to meet a client’s unique requirements, including:- Company Logo Inclusion – A client’s admin can upload the company’s logo so that the client’s branding appears on all notification emails.
- Customization of Proposal Emails – The client’s admin can now customize the email templates associated with proposal reviews to include client-specific messaging and local merge fields.
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Agreement Management: Configurable Email Notification Templates
This release introduces new capabilities to tailor agreement management-related email notifications to meet a client’s unique requirements, including:- Company Logo Inclusion – A client’s admin can upload the company’s logo so that the client’s branding appears on all notification emails.
- Customization of External Reviewer Emails – The client’s admin can now customize the subject and body of the email templates associated with the email confirming successful ingestion of an external reviewer’s reply as well as the email alerting the reviewer when there is an error ingesting the reply.
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Transform Copilot: Update Contract Skip Step(s) Enhancement
Now, when updating a contract record using Transform Copilot, users have the option to skip the ingestion of extracted Period of Performance (POP), CLIN/SLIN, and/or Clauses data as they move through the data validation wizard. This gives clients the flexibility to use Transform Copilot to speed the intake of additional contract details on records where some contract information has already been populated.
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Transform Copilot: AI-Powered Contract Summary Includes Key Clauses
This release adds a client’s Key Clauses to the AI-powered contract summary that’s generated after creating or updating a contract record using Transform Copilot and moving it out of draft status. Now, the Clauses tab of the summary displays a table listing any of the client’s Key Clauses found within the ingested contract, including earlier revisions, followed by a table summarizing other standard and/or non-standard clauses found within the award document. This makes it fast and easy for approvers and stakeholders to understand whether any of the clauses that matter most to your organization are contained in a new contract award, whether any non-standard clauses exist in the document, and the associated risks.
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Transform Copilot: New Clause Sorting Option in CLM
When a contract record is created using Transform Copilot, users now have two sorting options from which to choose when viewing contract clauses and contract-specific clauses: 1) By default, clauses will be displayed in the Transform Copilot Document order, which mimics the order in which the clauses were organized and ingested using the Transform Copilot wizard. 2) The user can also toggle to sort by Clause Library, which will display the clauses in the order in which they appear in the client’s clause library.
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Transform Copilot: OF347 Address Display Improvements
When ingesting an OF347 – Order for Supplies or Services form and validating the data, the wizard’s display of address data now mirrors the experience of all other forms, with name, street address, city, state, and zip appearing in a single field (rather than in multiple individual fields). This ensures a consistent data validation experience across all form types when using Transform Copilot, improving usability.
Issues Resolved
- Pre-Award Management: When on a proposal record, clicking “Send for Review” generates an Exception Missing Value error.
- Transform Copilot: On the CLIN/SLIN page of the wizard, the Exercised toggle was disabled when no funding amount existed.