Do it all with ROGER. ROGER is built to streamline how your team handles contracts. Experience intuitive, fast, and flexible contract management tailored for startups and small businesses.
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Core Feature Categories
✅ Create
🧩 Dynamic Templates
At ROGER, we know that drafting contracts can be time-consuming, especially when dealing with repetitive documents. That's why we developed dynamic templates, customizable formats that help streamline your contract creation process. These templates allow you to standardize your contracts while still giving you the flexibility to tailor them to specific clients or situations.
For example, if you're a sales manager regularly sending out similar agreements, you can create a template with all the standard terms. When a new deal comes in, you simply fill in the unique details, and you're ready to send. This not only saves time but also ensures consistency and reduces manual errors.
By using dynamic templates, you keep your contract process fast, accurate, and professional across the board.
🔄 Smart Fields
Manual data entry is one of the most common sources of errors in contract creation. With smart fields, ROGER helps eliminate that issue by allowing you to auto-populate important details within your contracts. These fields can either prompt for input or pull data from your existing systems to ensure everything is accurate and complete.
If you're in HR creating multiple employment contracts, smart fields can automatically fill in each employee's name, job title, start date, and more. This speeds up your process while reducing the likelihood of errors.
Smart fields make it easy to scale your contract operations without losing control over the details that matter. They simplify the workflow and give your team more time to focus on people, not paperwork.
🤝 Collaborate
📝 Real-time editing
We know that last-minute changes to contracts can happen. With ROGER's real-time editing feature, you can make updates directly within the platform, even after a contract has been sent. This eliminates the need to jump between apps, create new documents and resend contracts, streamlining your workflow and saving valuable time.
For instance, if you're in sales and a client requests a minor adjustment to the terms, you can quickly edit the existing contract without disrupting the signing process. This flexibility ensures that deals progress smoothly and efficiently.
By enabling real-time edits, ROGER helps you maintain momentum in your contract negotiations and reduces the administrative burden associated with contract revisions.
💬 Commenting and annotations
Effective collaboration is key to successful contract management. ROGER's commenting and annotation features allow team members to provide feedback directly within the document. This centralized communication ensures that all stakeholders are aligned and can address concerns promptly.
For example, if you're part of a legal team reviewing a contract, you can highlight specific clauses and leave comments for your colleagues to consider. This collaborative approach streamlines the review process and enhances the quality of your contracts.
By facilitating in-document discussions, ROGER promotes transparency and efficiency in your contract workflows.
🔄 Version control
Keeping track of contract revisions can be challenging. ROGER's version control feature automatically records every change made to a document, providing a clear history of edits. This ensures that you always have access to previous versions and can monitor the evolution of a contract over time.
If you're managing multiple contracts across different departments, version control helps you maintain consistency and prevents confusion over which version is the most current. This is particularly useful for HR teams handling employment agreements or for procurement departments managing vendor contracts.
With ROGER's version control, you can confidently oversee your contract processes, knowing that every change is documented and retrievable.
📁 Organize
💾 Centralized repository
At ROGER, we understand the challenges of managing contracts scattered across various platforms. Our centralized contract repository addresses this by providing a single, secure location for all your contracts. This ensures that your team can access the latest versions of documents without the confusion of multiple storage locations.
For instance, if you're part of a sales team handling numerous client agreements, having all contracts in one place streamlines the retrieval process. It eliminates the need to search through emails or shared drives, saving time and reducing errors.
By consolidating your contracts, ROGER enhances efficiency, improves collaboration, and ensures that critical documents are always within reach.
🔍 Advanced search
Navigating through a vast number of contracts can be daunting. ROGER's advanced search functionality simplifies this by allowing you to quickly locate specific documents using keywords, dates, or other relevant criteria.
Imagine you're in HR and need to find a particular employment contract from last year. With our advanced search, you can input specific details and retrieve the document in seconds, eliminating the frustration of manual searches.
This feature not only saves time but also ensures that you have immediate access to the information you need, enhancing productivity across your organization.
🏷️ Tagging system
Organizing contracts effectively is crucial for efficient management. ROGER's tagging system allows you to categorize documents based on various attributes such as contract type, department, or status.
For example, if you're managing vendor agreements, you can tag contracts accordingly, making it easier to filter and access them when needed. This system ensures that your contracts are organized in a way that aligns with your business processes.
By implementing a structured tagging approach, ROGER helps you maintain an organized repository, facilitating quick retrieval and better oversight of your contractual obligations.
📤 Send
✉️ Multiple delivery options
Sending contracts shouldn’t be a hassle. ROGER gives you the flexibility to send contracts the way your clients prefer, whether it’s by email, direct link, or embedded form. This makes the process smoother for both sender and signer, helping you close deals faster.
If you're in sales or real estate, this flexibility means your prospects can access and sign contracts from any device, on their own time. There’s no need for logins or complicated portals. Just send the contract and let them sign without friction.
By offering multiple delivery options, ROGER ensures a seamless experience for both you and your clients. You get speed, convenience, and professionalism in one step.
🔁 Automated workflows
With ROGER, you can automate parts of your contract process using webhooks and APIs so repetitive tasks don’t slow you down. Set up workflows that trigger actions automatically, like generating a contract when a deal is marked “Closed Won” in your CRM.
This is especially useful for startups and high-volume sales teams who need to move quickly. Instead of manually creating and tracking each document, your tools can handle that for you.
ROGER helps reduce errors, save time, and create a more consistent process across your stack. Less manual work means more focus on closing deals.
🔔 Notifications
ROGER’s built-in notifications help you stay in the loop. You get real-time alerts and reminders when someone views, completes, or signs a contract, so you know exactly when to follow up or take the next steps.
If you’re in procurement and waiting on a vendor to sign an agreement, ROGER notifies you the moment they open it. No more guessing if they’ve seen the document or not.
These alerts help you maintain momentum and respond at the right time without needing to refresh your inbox or chase updates manually.
✍️ Sign
🤝 Legally binding e-signatures
At ROGER, we understand the importance of ensuring that your contracts are legally enforceable. Our platform enables clients to accept agreements directly from their inboxes with a single click, eliminating the need for account creation or drawn-out e-signature processes.
This approach is particularly beneficial for sales teams handling routine agreements like NDAs, service terms, or proposals. By simplifying the acceptance process, we help you close deals faster while maintaining the legal integrity of your contracts.
📱 Mobile-friendly signing
In today's fast-paced world, your clients are often on the move. ROGER is optimized for mobile devices, allowing recipients to review and sign contracts seamlessly from their phones or tablets.
This mobile-first experience ensures that your clients can complete agreements promptly, reducing delays and enhancing the overall efficiency of your contract management process. Whether you're finalizing a deal during a client meeting or onboarding a new hire remotely, ROGER's mobile-friendly design keeps your business moving forward.
🕒 Audit trails
Transparency and accountability are crucial in contract management. ROGER's audit trail feature provides a comprehensive record of every action taken on a contract, from creation to final signature.
This detailed history includes timestamps and user actions, offering clarity and peace of mind for all parties involved. Whether you're resolving internal queries or demonstrating compliance to stakeholders, our audit trails ensure that you have a clear and accessible record of your contract's journey.
🔧 Additional Features
🔌 Integration capabilities
At ROGER, we recognize that seamless integration with your existing tools is essential for efficient workflows. Our robust APIs and webhooks enable you to connect ROGER with your favorite platforms, automating contract creation and management processes.
For instance, when a new opportunity is created in your CRM, our API can automatically generate a sales agreement, populating it with relevant details like customer information and pricing.
This automation reduces manual effort, minimizes errors, and accelerates your sales cycle. Additionally, our webhooks can trigger actions such as notifying your team when a contract is signed or saving signed contracts to your cloud storage, ensuring that all systems stay updated in real time.
🎨 Custom branding
Maintaining brand consistency across all customer touchpoints is vital. With ROGER, you can tailor the appearance of your contracts to reflect your brand identity. Customize elements like logos, colors, and fonts to ensure that every contract you send reinforces your brand's professionalism and attention to detail.
This feature is particularly beneficial for marketing and sales teams aiming to deliver a cohesive brand experience. By presenting contracts that align with your brand, you enhance trust and recognition among clients and partners.
📊 Analytics dashboard
Understanding how recipients interact with your contracts can provide valuable insights. ROGER's analytics dashboard offers real-time data on contract engagement, allowing you to track metrics such as viewing times, completion rates, and bottlenecks in the signing process.
For example, if you notice that clients consistently pause at a particular section, you can investigate and adjust the content to improve clarity and flow. These insights empower you to optimize your contracts for better performance, leading to higher completion rates and more efficient workflows.