Scout Contracts


 
 

Overview

Problem
Scout Contracts, initially conceived as a project type within the platform, lacked the autonomy, flexibility, and power that customers desired. This presented a challenge in an industry saturated with contract management solutions. The complete redesign of Scout Contracts aimed to revolutionize not only contract management but also the overall Scout experience.

Results
Scout Contracts has emerged as the most popular add-on within Scout's suite, generating approximately 25% of ARR since its release in October 2018. Its growth trajectory continues to accelerate. Customers have actively switched to Scout Contracts from other leading contract management solutions.

Links
Scout Contracts Product Page

Scout Knowledge Base
Contracts Overview

Cision PR Newswire
Scout RFP Launches Scout Contracts, a Simple, Effective Contracts and Obligations Management Platform for the Enterprise

We chose Scout Contracts because it is simple, flexible, and accessible to the entire business, and I can get a clear view into every statement of work and contract obligation across our suppliers.
— Stephen Caution, Vice President Of Business Development at JOANN Stores

New Scout Contracts Dashboard

We initially designed an MVP dashboard that mirrored the existing one in the product to expedite the process. However, to differentiate the product and enhance the overall experience, we embarked on a complete overhaul of the dashboard. The revamped dashboard became the cornerstone of this project, establishing new patterns and navigation that would shape the future of Scout.

Other major features included accurate table filtering, inline editing, and bulk updating.


Contract Customization & Details

Scout Contracts simplifies contract management by allowing admins to customize the information displayed on the "Full Details" page, ensuring a consistent and familiar experience for all project types.


DocuSign Integration

This marked Scout's first true integration, a significant milestone in response to customer demand. It was a valuable learning experience for everyone involved, paving the way for future integrations. We had complete control over the UI, enabling us to create a seamless experience that seamlessly aligned with existing design patterns.


Hierarchy & Relationship Tree

Customers often struggled with managing the location and organization of their evolving contracts. Establishing a clear hierarchy and relationship tree was a significant up-sell opportunity that was lacking in other contract solutions. While we initially considered this a "nice to have" feature, extensive customer feedback revealed its importance, making it a core component of Scout Contracts.


States

The States page serves as a cornerstone in the prototyping process, revealing design oversights and accelerating development. It minimizes engineering queries and acts as a reference for our component library.

Given the importance of attachments for contracts and DocuSign, we revamped the attachments panel to enhance the experience. We introduced drag-and-drop functionality, improved UI elements, file size indicators, and a selection counter.


Whiteboard, Sketches, Notes

While the primary focus was on DocuSign integration and contract hierarchy, the project also included features like snoozing notifications and supplier recommendations. Leveraging the existing project framework eliminated the need to redesign the main details page.