Mochadocs Product & Service Catalog

Looking for more detail about the products and services Mochadocs offers, the features associated with those products, and the tranparent explanation of any limits that apply? You've come to the right place! We even think you'll find that our "limits" aren'that limiting at all.

If you have any questions, reach to your Mochadocs representative or call our Customer Success Team at:

+31 (0)85 400 4800

Software Products, Packaging, and Limits

Mochadocs is a Contract Lifecycle Management (CLM) and Contract Data Management (CDM) platform consisting of three premium products — Contract Creation, Contract Signing, and Contract Management — built on top of a collection of foundational features and tools you can access for free. Below, you’ll find a high-level description of each product, a list of features associated with each product package, and any limits that apply.

Free Tools

Mochadocs offers a collection of free tools as part of its CLM and CDM platform. These tools include “lite” versions of select features in our paid products as well as our free CLM functionality, which serves as the underlying database that powers each Mochadocs product.

You’ll get incredible insight into every contract so you can build deeper relationships with your employees, customers, partners, and buyers at scale. Mochadocs free tools are available as a single free edition, and they’re also included in every edition of our paid products.

Features Free Tools

Just some features which are included in your Mochadocs Free Tools

Free CRM - Contact Management

Mochadocs - Contract Lifecycle Management - CRM Gear with Ninja Heads V2

Build views and run automated actions to easily manage your relationships such as suppliers, customers, contact persons and their data.

Free Companies

Mochadocs - Contract Lifecycle Management - Globe Arrows Round

Store records for every supplier or customer and their contact persons in your database. View all your company details and communications in a single place.

Free Contract Creation

Mochadocs - Contract Lifecycle Management - Web Form with Ninja Head and Pen V2

Create predefined contracts with the speed of light.

Free Contract Signature

Mochadocs - Contract Signing - Signing Contract Inkpen V2

Authorize your contracts and follow their status on every occassion. Get your contracts digitally signed.

Free Contract Management

Mochadocs - Contract Management - Bell Sound V1

Start managing all your contracts on end dates and notice periods. Manage content and store them in your central repository, authorize access, build your own dashboards, reports and kanbans.

Free Starter Tools

Start turning your important contracts into valuable data for free! It's much better than your excelsheet.

Mochadocs free starter tools such as Contract Management shows you what contracts your have, when the expire and can be found with the speed of light. Contract Creation helps you in creating pre-defined standard contracts and Contract Signing will turn your draft contract into a signed contract.

	Free Starter Tools
Audit Trail An audit trail (also called audit log) is a security-relevant chronological record, set of records, and/or destination and source of records that provide documentary evidence of the sequence of activities that have affected at any time a specific operation, procedure, event, or device.
Contracts Add every contract you have for free. Up to 1,000,000 contracts (so nothing to worry about). Comes with an automated end-date actualization.	1,000,000 records
Contract list Segmentation Use the real-time contact lists to view and manage meta data related information.	1 fixed contract list
Contract Types Use contract types to categorize your contracts.	3 fixed contract types
Contract Management Manage your contracts and contract data easily. Start for free with your professional CLM tools.
Contract Parties Store records for every contract party in your database. View all your contract parties details in a single place.	1,000,000 records
Dashboards (Static) Pre-built dashboards based on common use cases makes it easy for you to get started.
Lists (Dynamic) Dynamic lists automatically update over time. Records will join or leave the list as their properties change.	1 list
Forms Use a meta data form to add all your contract meta data within 15 seconds.	1 standard form
Multi-language In-language variants will automatically be making your contracts easier to manage as you scale. Including English, Dutch, Norwegian, Danish, Swedish and German.
Premium hosting Host your Mochadocs Contract Management HUB on a fully managed and optimized infrastructure that scales with your business. No additional fees or extra charges based on usage.
Standard SSL certificate Secure your content and lead data with standard SSL on all Mochadocs-hosted content. It gives you and your users peace of mind.
Tasks & activities* Store, track, and manage on the end- date tasks and activities. *) No email notification - Task is partly visible.	1 end date task per contract
User Management Add as many full users you want, or deactivate or remove existing users from your Mochadocs account.
2 Factor Authentication Mochadocs provides all packages with a 2 factor authentication.
24/7 security monitoring & threat detection Defend against attacks and keep your contract data safe with the built-in CDN and Mochadocs security team.

The Free Mochadocs Suite includes

Free Contract Creating

Start generation next generation contracts and data by creating standard contract.

Free Contract Signing

Start exploring the standard digital signatures in combination with Contract Creation and Contract Management

Free Contract Management

Start managing all your contracts on end dates and store them in your central repository.

Free Tools

Frequently asked questions

Is the Free Package really free?

Yes! This is not a free trial. Mochadocs free tools are 100% free — simple as that. You can add contacts, unlimited free users, and your free access has no time limit. Just be aware that if you use Mochadocs free tools with Contract Creation and Contract Management, the contacts you add to your free tools end up in both places, which could affect your Mochadocs subscription’s contact tier pricing.

What are the limits of my Free Mochadocs account?

Mochadocs free tools offer many “lite” versions of select tools featured in our paid products. There are limits to your free Mochadocs account, which differ by feature.

What is a full user and how many can I have with my free account?

You can think of a full user as any person who has access to use the Mochadocs software. In the free plans you have unlimited free full users, whether or not you decide to upgrade some users to a paid version of the Contract Creation or Contract Management . That means even if you upgrade, you only need to pay for the users who need access to paid features — and your other free users will still remain free!

Paid plans, however, include a set number of paid users that you can increase on a per-user basis.

How many contracts can I add to the Free Account?

You can add up to 1,000,000 contracts to your free Mochadocs account. Just be aware that if you use Mochadocs free tools with Contract Management, the contracts you add to your free CLM tools end up in both places, which could affect your Contract Management subscription’s contract tier pricing.

Contract Creation

Create your contracts with new en existing templates. Create all your contracts with the speed of light. Fully structured with data. Supported by (semi) automated business rules and (semi) automated processes.

You’ll get incredible insight into every draft contract. Be in charge of all content, clauses, dependencies, changes, exceptions, versions and data. With text, reports, dashboards and alerts.

Ask for the right information from the right stakeholder at the right time to process the right information. Stakeholder can be employees, customers, partners and suppliers Stop using unstructured text editors, email, SMS and chats to collect information.

Mochadocs Contract Creation is 100% Data Drive.

Features Contract Creation

Just some features which are included in Mochadocs Contract Creation

Workflows

Mochadocs - Contract Creation - Create Ninja Head with Mindmap Bulbs V2

Select or create all the workflows you need to create a contract.

Sign-Off Procedures

Mochadocs - Contract Creation - Clipboard Checklist Checkmarks V6

Be sure that you only sign a contract when all checks are in.

Compliance

Mochadocs - Contract Creation - Servers V2

Use only data sources to create a contract in combination with workflows and manual input (Forms). All data will be structured. It generates a 100% secure contract.

Collect New and Existing Data

Mochadocs - Contract Creation - Notebook with Sticky V3

Start collecting data to complete your new contract or change your existing contract. Your contract keeps track on changes and will always produce the latest version.

Onboarding

Mochadocs onboarding services are here to support you, every step of the way. When you purchase onboarding with Mochadocs, we’ll build a customized onboarding plan together that’s designed to help you reach your most important goals, faster.

Integration

Exchange all your contractual data to your other systems and collect data from other systems to create a contract.

Contract Creation

Premium Tools

Mochadocs Contract Creation software has everything you need to create successful contracts that make easier for you and your customer, supplier, partner and employees. It’s all your contract creation tools — all in one place. Contract Creation is available in four editions: Starter, Professional, Team, and Enterprise.

Pricing

Contract Creation pricing starts at a base price for each edition (Professional, Team, or Enterprise) and varies based on the number and type of contacts in your database.

Changes in contacts

Changes in contacts will take effect only at the start of the following month or your contract renewal date — whichever comes first — and your contact tier pricing cannot be downgraded until your contract renewal date. If you exceed your contacts tier at any time, you will be billed immediately. The fee for contract creation contacts is a blended rate based on the number of contacts purchased and the applicable rates.

	Professional	Team	Enterprise
All Free Tools Contract Creation Hub includes access to all the free tools listed in the “Free Tools” table above.
Standard Forms Use standard forms to gather the details in you contract creation process.
Form automation Send automated emails after a form submissions to be informed with the progress of your contract.
Email automation Segment and personalize your contract creation process with automated email notifications.
Dashboard Get in-depth, customizable data on your contract creation performance, so you know how you're doing and where to improve.
Multiple currencies Track and manage multiple currencies in your Mochadocs account.
Collaboration tools Collaborate on contracts and projects with your team using an integrated calendar, tasks, and in-app commenting.
Identify guest users Identify guest users when they review your contract or clause, fill in a form or add information.
Configurabele Workflows Create a workflow to automate your business processes or business rule and make your contract creation process more efficient. Support all stakeholders. Set enrollment criteria to automatically enroll records and take action on your contracts, clauses, contract templates or autorisation procedures.	1	5	150
Dynamic reporting Build dynamic reports that leverage real-time contract, company, and contact data from your contracts database alongside other data, so you can answer key business questions in one place.	1	10	100
Dynamic Forms Create your own forms to gather the details in you contract creation process. Use automated workflows to ensure data compliance.	2	10	50
Static reporting Build static reports that leverage contract, company, and contact data from your contracts database alongside other data, so you can answer key business questions in one place.	5	25	1000
Contract Templates A Contract Template is used to signify differences in contract structure. You can build your contract templates 100% data driven. It can automate contractual processes and add components such as contract data entry, financial data and third party system data.	5	20	100
Properties Properties are used to collect and maximize contract data in your contracts. Use properties in properties to maximize the 100% data drive approach. Properties can be entered manual or automated.	5	50	500
1:1 technical support Get access to our global Mochadocs customer support team so you can get the answers you need quickly.
CLM interface configuration Match the layout of your CLM data to your team's needs by configuring existing elements of the CLM interface.
Single Sign On Let users sign in to Mochadocs using single sign-on credentials, making it easy for them to log in while enhancing security and your control over who has access.		optional*	optional*
Filtered analytics view Report on the success of your contractual content based on what’s most meaningful to your business. Filter your analytics.
Teams Organize your users into teams, based on region, business unit, product line, or more. Assign contract assets and database records to teams. And get regular team performance reports too.
Partitioning Give teams different permissions for your forms, lists, or workflows based on role, region, and more, so they can only see and edit data relevant to them.

Mochadocs Contract Creation Includes

Webbased Data Collection

Manual data and automated data will be the source of you contract creation.

Business Intelligence

Use Business Intelligence to measure en understand everything from creating to signing

Never miss a clause

Never miss a clause. Always have your contract complete and compliant. Update clauses with the speed of light.

FAQ Contract Creation Subscription

Frequently asked questions

Is the Free Package really free?

Yes! This is not a free trial. Mochadocs free tools are 100% free — simple as that. You can add contacts, unlimited free users, and your free access has no time limit. Just be aware that if you use Mochadocs free tools with Contract Creation Hub and the Contract Management Hub, the contacts you add to your free tools end up in both places, which could affect your Mochadocs subscription’s contact tier pricing.

What are the limits of my Free Mochadocs account?

Mochadocs free tools offer many “lite” versions of select tools featured in our paid products. There are limits to your free Mochadocs account, which differ by feature.

What is a user and how many can I have with my free account?

You can think of a user as any person who has access to use the Mochadocs software. You can always have unlimited free users, whether or not you decide to upgrade some users to a paid version of the Contract Creation Hub or Contract Management Hub. That means even if you upgrade, you only need to pay for the users who need access to paid features — and your other free users will still remain free!

Paid plans, however, include a set number of paid users that you can increase on a per-user basis.

How many contracts can I add to the Free Account?

You can add up to 1,000,000 contracts to your free Mochadocs account. Just be aware that if you use Mochadocs free tools with Contract Management Hub, the contracts you add to your free CLM tools end up in both places, which could affect your Contract Management Hub subscription’s contract tier pricing.

Features Contract Signing

Just some features which are included in Mochadocs Contract Creation

Sign-Off Procedures

Mochadocs - Contract Signing - Clipboard Checklist Checkmarks V6

Be sure that you only sign a contract when all checks are in.

Compliance

Mochadocs - Contract Signing - Servers V1

Use only data sources to create a contract in combination with workflows and manual input (Forms). All data will be structured. It generates a 100% secure contract.

Workflows

Mochadocs - Contract Signing - Sign Ninja Head with Mindmap Bulbs V2

Select or create all the workflows you need to sign a contract.

Collect New and Existing Data

Start collecting meta data to sign your new contract.

Integration

Mochadocs - Contract Signing - API Gear V2

Exchange your data to your other systems and collect data from other systems to sign a contract.

Onboarding

Contract Signing

Premium Tools

Mochadocs Contract Signing software has everything you need to successful authorize and sign contracts. After signing the contract is automatically added to Contract Management. It makes it easier for you and your customer, supplier, partner and employees. All your contract signing tools — all in one place. Contract Signing is available in four editions: Starter, Professional, Team, and Enterprise.

Pricing

Contract Signing pricing starts at a base price for each edition (Professional, Team, or Enterprise) and varies based on the number and type of request in your database.

Changes in your Mochadocs subscription (contract)

	Professional	Team	Enterprise
All Free Tools Contract Creation Hub includes access to all the free tools listed in the “Free Tools” table above.
Meta Data Form Enter all necessary contract meta data before signing a contract.
Email automation Segment and personalize your contract signing process with automated email notifications.
Reporting dashboard Get in-depth, customizable data on your contract signing performance, so you know how you're doing and where to improve.
Collaboration tools Collaborate on contracts and projects with your team using an integrated calendar, tasks, and in-app commenting.
List segmentation Create static or dynamically updating contract lists based on various criteria using properties in your Mochadocs database. Use them to power your contract signing processes.	1	3	10
Configurabele Workflows Use internal Sign-Off workflows to comply with signing a contract. Configure these yourself.	1	5	25
API Docusign Makes requesting signatures via Docusign directly from Mochadocs easy
API Adobe Sign Makes requesting signatures via Adobe Sign directly from Mochadocs easy
Two Factor Authentication (2FA) Two Factor Authentication, or 2FA, is an extra layer of protection used to ensure the security of online accounts beyond just a username and password.
Sign requests Your subscription contains sign requests on a monthly base.	5	50	100
Standard eSignatures
Advanced eSignatures
Authorised eSignatures
Custom reporting Build custom reports that leverage contact, company, and contract data from your contracts database alongside other data, so you can answer key business questions in one place.
Single Sign On Let users sign in to Mochadocs using single sign-on credentials, making it easy for them to log in while enhancing security and your control over who has access.		optional*	optional*
Teams Organize your users into teams, based on region, business unit, product line, or more. Assign contract assets and database records to teams. And get regular team performance reports too.
1:1 technical support Get access to our global Mochadocs customer support team so you can get the answers you need quickly.

Mochadocs Contract Signing Includes

Standard Digital Signature

The most simple digital signature you can get.

Advanced Digital Signature

Most used Digital Signature. It is a pretty reliable signature but could be tricky when going to court.

Autorized Digital Signature

Most secure Digital Signature. Complete with all needed secure steps and the signer is absolutely the signer.

FAQ Contract Signing Subscription

Frequently asked questions

Is the Free Package really free?

Yes! This is not a free trial. Mochadocs free tools are 100% free — simple as that. You can add contacts, unlimited free users, and your free access has no time limit. Just be aware that if you use Mochadocs free tools with Contract Creation Hub and the Contract Management Hub, the contacts you add to your free tools end up in both places, which could affect your Mochadocs subscription’s contact tier pricing.

What are the limits of my Free Mochadocs account?

Mochadocs free tools offer many “lite” versions of select tools featured in our paid products. There are limits to your free Mochadocs account, which differ by feature.

What is a user and how many can I have with my free account?

How many contracts can I add to the Free Account?

Features Contract Management

Just some features which are included in Mochadocs Contract Management

Store your files

Implementing Mochadocs Contract Management as a centralized storage solution for contractual files ensures secure, organized management with easy access, authorization controls, version control, and compliance with data retention policies.

Manage your contractual end dates

Effectively managing contractual notice periods with Mochadocs Contract Management requires clear communication, timely notifications, careful planning for a smooth handover of responsibilities, and ensuring all contractual obligations are fulfilled according to your preferences and the contract's requirements.

Manage the content of your contracts

Managing the content of a contract with Mochadocs Contract Management ensures clarity, accuracy, and alignment with legal and business objectives, while maintaining compliance with relevant laws and policies.

Exchange your data

Exchange all your contractual data to your other systems and collect data from other systems to create a contract.

Onboarding

Contract Management

Premium Tools

Mochadocs Contract Management software has everything you need to manage successful contracts. Powerful and complete sets of tools for your contract management. Manage your end dates, centralise your storage and manage the content of your contracts. Receive timely notifications, receive reports and build your own dashboards and kanbans.

Contract Management is available in four editions: Starter, Professional, Team, and Enterprise.

Pricing

Contract Management pricing starts at a base price for each edition (Professional, Team, or Enterprise) and varies based on the number and type of users in your application.

Changes in contracts

Changes in contacts will take effect only at the start of the following month or your contract renewal date — whichever comes first — and your contracts tier pricing cannot be downgraded until your contract renewal date. If you exceed your contracts tier at any time, you will be billed immediately. The fee for contract management contacts is a blended rate based on the number of contracts purchased and the applicable rates.

	Professional	Team	Enterprise
All Free Tools Contract Management Hub includes access to all the free tools listed in the “Free Tools” table above.
Audit Trails Identify all activities when stakeholders create, sign or manage, fill in a form, view or add information.
Collaboration tools Collaborate on contracts with your team using an integrated tasks, and in-app commenting.
Contract Types A Contract Type is a template and is used to signify differences in contract structure. It can automate contractual components such as tasks, contract data, financial data, contract and task owners.	3 fixed contract types	10 contract types	50 contract types
Dashboards (Static) Pre-built dashboards based on common use cases makes it easy for you to get started.
Document Management The ability to create document components per contract and add files to the document components.
Document Types A document type refers to a specific category or classification of documents based on their purpose, format, structure, or content.	3 fixed document types	unlimited document types	unlimited document types
Files per Contract Add files to the contract (structured data)	3 files per contract	10 files per contract	unlimited files per contract
Full users	minimum 1 full user	minimum 2 full users	minimum 3 full users
Entity Management Create entities based on regions, departments, legal entities, brands and more.	1 entity	5 entities	unlimited entities
Multiple currencies Track and manage multiple currencies in your Mochadocs account.
Reporting dashboard Get in-depth, customizable data on your contract creation performance, so you know how you're doing and where to improve.
Subjects Subjects helps you to build hierarchy into your contracts and helps you to structure the contractual content such as data, tasks, files and audits.	1 subject / contract	3 subjects / contract	unlimited subjects / contract
Lists (Dynamic) Dynamic lists automatically update over time. Records will join or leave the list as their properties change.	1 dynamic list	10 dynamic lists	100 dynamic lists
Lists (Static) Static lists do not automatically update over time. A static list represents a single moment in time.	5 static lists	100 static lists	250 static lists
Reports Build custom reports that leverage contact, company, and contract data from your contracts database alongside other data, so you can answer key business questions in one place. Send them automatically to you whenever you need them.	1 report	10 reports	100 reports
Form automation Send automated emails after a form submissions to be informed with the progress of your contract.
Tasks & activities Enable e-mail and in-app notifications for important milestones, ensuring that the appropriate user receives timely and relevant contractual information.		unlimited tasks per contract	unlimited tasks per contract
Email automation Segment and personalize your contract creation process with automated email notifications.
Teams Organize your users into teams, based on region, business unit, product line, or more. Assign contract assets and database records to teams. And get regular team performance reports too.
Escalation Processes By assigning ownership to a (part of a) contract, determination will be made on who to escalate the tasks that are linked to a (part of a) contract to.
Dashboards (Dynamic) Dynamic dashboards bring multiple reports onto a single canvas to help everyone hone in on the metrics that matter. Quickly build high-level executive dashboards, set up dashboards to help team members track progress toward their goals, and drag and drop to customize the layout.		5 dashboards	25 dashboards
Escrow Secure your business continuity with an SaaS Escrow Agreement.		optional*	optional*
Single Sign On Let users sign in to Mochadocs using single sign-on credentials, making it easy for them to log in while enhancing security and your control over who has access.		optional*	optional*
1:1 technical support Get access to our global Mochadocs customer support team so you can get the answers you need quickly.
Properties Properties, also known as variable fields, store structured contractual data and can be accessed or modified to control the state and behavior.

USER PERMISSIONS
User Management Add new users, or deactivate or remove existing users from your Mochadocs account.
User Permission Management Per user you can change permissions such as add a contract type, be involved in the contract deletion proces, add contracts or add users and more.
View users Can you add viewers to your subscription?
Team Persmission Management Per team you can change permissions such as add a contract type, be involved in the contract deletion proces, add contracts or add users and more.

Mochadocs Contract Management Includes

Get notified on end dates

Get notified before the notice period ends. Be in charge of renewals, terminations or negotiations in time.

Centralized Storage

Always find you contracts with the speed of light. Arrange the right autorization for the right people. Never search for contracts again.

Manage on Content

Manage whatever you want from your contracts. It might be a milestone, it might be an value. But whatever it it, manage it in time.

FAQ Contract Management Subscription

Frequently asked questions

Is the Free Package really free?

Yes! This is not a free trial. Mochadocs free tools are 100% free — simple as that. You can add contacts, unlimited free users, contracts and your free access has no time limit. Just be aware that if you use Mochadocs free tools with Contract Creation and the Contract Management, the contacts you add to your free tools end up in both places, which could affect your Mochadocs subscription’s contact tier pricing.

What are the limits of my Free Mochadocs account?

Mochadocs free tools offer many “lite” versions of select tools featured in our paid products. There are limits to your free Mochadocs account, which differ by feature.

What is a user and how many can I have with my free account?

You can think of a user as any person who has access to use the Mochadocs software. You can always have unlimited free users, whether or not you decide to upgrade some users to a paid version of Contract Creation or Contract Management. That means even if you upgrade, you only need to pay for the users who need access to paid features — and your other free users will still remain free!

Paid plans, however, include a set number of paid users that you can increase on a per-user basis.

How many contracts can I add to the Free Account?

Do I have to pay for contacts or contracts?

Yes, if you subscribe to Contract Creation or Contract Management . While there’s no charge for contacts or contracts you add to the free tool contacts database, if you subscribe to Contract Creation or Contract Management, you will be charged for contacts or contracts as part of your fee for that product, even if they are added to the free contacts or contracts database.

If I purchase two products that include the same features, does that mean the limits are additive? For example, if I subscribe to Contract Management Professional and Contract Creation Professional, which each include up to 10 entities do I get up to 20 entities per account?

No. Limits are not additive across the plans. So, in cases where a Mochadocs account has more than one paid plan with shared features, the upper limits listed in the tables above still apply. This means in the example of the calling feature in Contract Management Professional and Contract Creation Professional, the limit would be an aggregate 10 entities.

If I subscribe use Mochadocs free tools, what's my technical contact limit in the Mochadocs contacts database?

We will honor the higher limit and the tools run off of the same underlying database. That means if you subscribe to CLM and Mochadocs free tools, you could have up to 15 million objects, and contacts count as an ‘object’ in the Mochadocs contacts database. Remember that if you use Mochadocs free tools with Contract Creation, the contacts you add to your contacts database end up in both places and could affect your contact tier pricing.

Consulting Services

As stated in our Mochadocs Customer Terms of Service, unless we otherwise agree, consulting services are as described on this page (or other URL we designate), and will be delivered in English. You can find these descriptions below. We may periodically update this description page. There are some important general terms that relate to all of these descriptions, and you can find these in the general terms section below.

General

General Terms

We may choose to change any personnel assigned to your account or the consulting services at any time for any or no reason. Unless otherwise agreed or specified in the applicable description, all consulting services are performed remotely. For consulting services performed onsite, (i) you will reimburse us our reasonable cost for all expenses incurred in connection with the consulting services and (ii) we may update the date and/or location at any time, regardless of whether a date and/or location is specified in your order. If we update the date and/or location after purchase, we will notify you. Consulting services are non-cancellable, and all fees for consulting services are non-refundable.

Important Note

If there are a specific number of hours included in the consulting services purchased, those hours will expire as indicated below, which expiration period will commence upon purchase (the “expiration period”).

If there are deliverables included in the consulting services purchased, it is estimated that those deliverables will be completed within the time period indicated as the delivery period below, which delivery period will commence upon purchase (the “delivery period”).

If the consulting services provided are not complete at the end of the delivery period due to your failure to make the necessary resources available to us or to perform your obligations, such consulting services will be deemed to be complete at the end of the delivery period. If the consulting services provided are not complete at the end of the delivery period due to our failure to make the necessary resources available to you or to perform our obligations, the delivery period will be extended to allow us to complete such consulting services.

Contract Creation

Onboarding Services

Contract Creation Professional Onboarding - Foundations

Onboarding Foundations for the Professional subscription and up provides paid users access to a library of live workshops that will assist with the implementation of your Mochadocs subscription. Workshops are only available for live viewing and not available on demand. Paid users may access workshops during the service delivery period, subject to eligibility requirements. We may adjust the date or time, by giving you notice at any time prior to the start of a workshop. Your purchase of Onboarding Foundations is non-cancelable and all fees paid are non-refundable, regardless of your actual attendance or participation in workshops.

Delivery Period: 90 days from purchase
Last Modified: 12/16/2022

Contract Creation Team Onboarding

Contract Creation Professional Onboarding consists of access to a customer onboarding specialist or equivalent Mochadocs expert(s) to assist with the setup and/or implementation of your Contract Creation Team subscription. The onboarding support will consist of phone conversations, email-based support, and any other activities related to the setup and/or implementation of your subscription. Contract Creation Team Onboarding is delivered remotely. If we determine you would benefit from additional onboarding assistance, we may provide it to you within your Delivery Period in our sole discretion.

Delivery Period: 90 days from purchase
Last Modified: 11/1/2022

Contract Creation Enterprise Onboarding

Contract Creation Enterprise Onboarding consists of access to a customer onboarding specialist or equivalent Mochadocs expert(s) to assist with the setup and/or implementation of your Contract Creation subscription and assistance with the creation of up to one (1) workflow utilizing the Mochadocs tools and methodology. The onboarding support will consist of phone conversations, email-based support, and any other activities related to the setup and/or implementation of your subscription. Contract Creation Enterprise Onboarding is delivered remotely. If we determine you would benefit from additional onboarding assistance, we may provide it to you within your Delivery Period in our sole discretion.

Delivery Period: 90 days from purchase
Last Modified: 11/1/2022

Contract Creation Advanced Onboarding

Contract Creation Hub Advanced Onboarding consists of (i) assistance with the setup and/or implementation of your Contract Creation Team or Enterprise subscription by a customer onboarding specialist, (ii) assistance with the creation of up to one (1) campaign utilizing the Mochadocs tools and methodology, (iii) consulting to migrate/import data, and (iv) technical and business strategy consulting for using Mochadocs with your existing technology stack to meet your business needs. Contract Creation Advanced Onboarding is delivered remotely by a customer onboarding specialist or equivalent Mochadocs expert(s). If we determine you would benefit from additional onboarding assistance, we may provide it to you within your Delivery Period in our sole discretion.

Delivery Period: 120 days from purchase
Last Modified: 12/15/2022

Contract Signing

Onboarding Services

Contract Signing Professional Onboarding - Foundations

Contract Signing Team Onboarding

Contract Signing Team Onboarding consists of access to a customer onboarding specialist or equivalent Mochadocs expert(s) to assist with the setup and/or implementation of your Contract Signing subscription. The onboarding support will consist of phone conversations, email-based support, and any other activities related to the setup and/or implementation of your subscription. Contract Signing Team Onboarding is delivered remotely. If we determine you would benefit from additional onboarding assistance, we may provide it to you within your Delivery Period in our sole discretion.

Delivery Period: 60 days from purchase
Last Modified: 11/1/2022

Contract Signing Enterprise Onboarding

Contract Signing Enterprise Onboarding consists of access to a customer onboarding specialist or equivalent Mochadocs expert(s) to assist with the setup and/or implementation of your Contract Signing subscription. The onboarding support will consist of phone conversations, email-based support, and any other activities related to the setup and/or implementation of your subscription. Contract Signing Enterprise Onboarding is delivered remotely. If we determine you would benefit from additional onboarding assistance, we may provide it to you within your Delivery Period in our sole discretion.

Delivery Period: 90 days from purchase
Last Modified: 11/1/2022

Contract Signing Advanced Onboarding

Contract Signing Advanced Onboarding consists of (i) assistance with the setup and/or implementation of your Contract Signing Team or Enterprise subscription by a customer onboarding specialist and (ii) business strategy and technical consulting on business processes, custom integrations, and roadmap planning. Contract Signing Advanced Onboarding is delivered remotely by a customer onboarding specialist or equivalent Mochadocs expert(s). If we determine you would benefit from additional onboarding assistance, we may provide it to you within your Delivery Period in our sole discretion.

Delivery Period: 120 days from purchase
Last Modified: 03/15/2022

Contract Management

Onboarding Services

Contract Management Professional Onboarding - Foundations

Contract Management Team Onboarding

Contract Management Team Onboarding consists of access to a customer onboarding specialist or equivalent Mochadocs expert(s) to assist with the setup and/or implementation of your Contract Management subscription. The onboarding support will consist of phone conversations, email-based support, and any other activities related to the setup and/or implementation of your subscription. Contract Management Team Onboarding is delivered remotely. If we determine you would benefit from additional onboarding assistance, we may provide it to you within your Delivery Period in our sole discretion.

Delivery Period: 60 days from purchase
Last Modified: 11/1/2022

Contract Management Enterprise Onboarding

Contract Management Enterprise Onboarding consists of access to a customer onboarding specialist or equivalent Mochadocs expert(s) to assist with the setup and/or implementation of your Contract Management subscription. The onboarding support will consist of phone conversations, email-based support, and any other activities related to the setup and/or implementation of your subscription. Contract Management Enterprise Onboarding is delivered remotely. If we determine you would benefit from additional onboarding assistance, we may provide it to you within your Delivery Period in our sole discretion.

Delivery Period: 90 days from purchase
Last Modified: 11/1/2022

Contract Management Advanced Onboarding

Contract Management Advanced Onboarding consists of (i) assistance with the setup and/or implementation of your Contract Management Team or Enterprise subscription by a customer onboarding specialist and (ii) business strategy and technical consulting on business processes, custom integrations, and roadmap planning. ContractManagement Advanced Onboarding is delivered remotely by a customer onboarding specialist or equivalent Mochadocs expert(s). If we determine you would benefit from additional onboarding assistance, we may provide it to you within your Delivery Period in our sole discretion.

Delivery Period: 120 days from purchase
Last Modified: 03/15/2022

Partner Onboarding

Partner Onboarding consists of assistance with: (i) the implementation of the subscription service and methodology, (ii) how to deliver and/or sell contract lifecycle management and contract data management services, and (iii) how to grow client services. You and we will agree to the topics and amount of assistance necessary during initial kickoff.

Partner Onboarding is for Mochadocs partners only.

Delivery Period: 180 days from purchase
Last Modified: 11/1/2022

Data Migration Consulting

Data Migration Consulting consists of (i) assistance evaluating existing data to determine which data to migrate to Mochadocs, (ii) templates and consulting of mapping fields between Mochadocs and legacy systems, (iii) one session to help with mapping a process into Mochadocs, and (iv) help troubleshooting import errors. Data Migration Consulting is delivered remotely by a Customer Onboarding Specialist or equivalent Mochadocs expert(s). If we determine you would benefit from additional onboarding assistance, we may provide it to you within your Delivery Period in our sole discretion.

Delivery Period: 60 days from purchase
Last Modified: November 17, 2022

End-User Onboarding

Data Migration Consulting

End-User Onboarding consists of access to a customer onboarding specialist or equivalent Mochadocs expert(s) to assist with (i) creating a custom plan for your end user Mochadocs tool onboarding, (ii) up to two (2) group session(s) with your team to review your organization’s Mochadocs processes, (iii) up to one (1) planning session prior to team training session(s). End-User Onboarding is delivered remotely. If we determine you would benefit from additional onboarding assistance, we may provide it to you within your Delivery Period in our sole discretion. This service is limited to twenty (20) or fewer software seats. If this number is exceeded, customers should purchase additional End-User Onboarding services or one of our professional services packages.

Delivery Period: 60 days from purchase
Last Modified: April 4, 2022

Technical Consulting

Technical Consulting: 1 Day

Technical Consulting: 1 Day includes a one (1) day training and/or technical session delivered onsite and is limited to seven (7) or fewer attendees. If this number is exceeded, additional fees will apply. Travel expenses are not included.

Delivery Period: 90 days from purchase
Last Modified: 1/30/22

Technical Consulting: Ongoing

Technical Consulting: Ongoing consists of up to five (5) hours of remote access per month to a technical consultant or equivalent Mochadocs expert(s) for general technical support and project guidance related to your Mochadocs subscription. Five (5) hours of total support may include phone conversations, email-based support, prep work, and any other activities related to the service. Unused hours expire at the end of each month and will not carry over.

Delivery Period: The shorter of the period for which Technical Consulting: Ongoing is purchased, or one (1) year
Last Modified: 11/01/2021

Technical Consulting: Advanced

Technical Consulting: Advanced consists of a guided service delivered by a technical consultant [or equivalent Mochadocs expert(s) as designated by us]. During this service, we will assist you in developing outcomes related to your use of your Mochadocs subscription and provide guidance on how you can achieve those outcomes.This service consists of up to ten (10) hours of total support, which may include phone conversations, email-based support, prep work, and any other activities related to the service.

Expiration Period: 75 days from purchase
Last Modified: 4/4/2022

Technical Consulting: Premium

Technical Consulting: Premium consists of a guided service delivered by a technical consultant [or equivalent Mochadocs expert(s) as designated by us]. During this service, we will assist you in developing outcomes related to your use of your Mochadocs subscription and provide guidance on how you can achieve those outcomes. This service consists of up to twelve (12) hours of total support, which may include phone conversations, email-based support, prep work, and any other activities related to the service.

Expiration Period: 90 days from purchase
Last Modified: 4/4/2022

Migration Consulting

Migration Consulting: 4 Hour consists of up to four (4) hours of consultative or technical discussions or offline work delivered remotely.

Expiration Period: 90 days from purchase
Last Modified: 3/3/2020

	Coach	Coach+	Business
Web Support
Email Support
Phone Support
Technical Consultant	option	option	option

	Coach	Coach+	Business	First Class
Support Days	Mo-Fri	Mo-Fri	Mo-Sat	Mo-Sun
Support times	9am to 5pm	9am to 5pm	8am to 9pm	24/7

	Coach	Coach+	Business	First Class
Priority 1 Severe Business Impact where most Business operations are down.	12 hours	8 hours	4 hours	1 hour
Priority 2 Big Business Impact where crucial systems are affected.	24 hours	12 hours	8 hours	4 hours
Priority 3 Minor Business Impact where the impact is limited.	48 hours	24 hours	12 hours	8 hours

	Trigger	First Response Time	Priority Explanations
Priority 1	Business Critical	Based on your support plan	Severe Business Impact
Priority 2	Degraded Service	Based on your support plan	Big Business Impact
Priority 3	General Issue	Based on your support plan	Minor Business Impact

Mochadocs Order Form

Your Order Form is the Mochadocs-approved form created following your purchase of one of our products or services through our online payment process or via in-app purchase. It contains all of the details about your purchase, including your subscription term, products purchased and your fees. You’ll find your Order Form(s) in the Mochadocs Contract Management Hub.

We’ve aimed to keep these documents as readable as possible, but in some cases for legal reasons, some of the language is necessarily “legalese”. By using the Subscription Service or receiving the Consulting Services, you are agreeing to these terms.

We update these terms from time to time. If you have an active Mochadocs subscription, we will let you know when we update the terms via in-app notification or by email (if you subscribe to receive email updates).

We aim to be transparent about our product packaging and the limits that apply, so we hope you find this catalog useful. Please note that the fees we provide here are subject to applicable taxes and that all purchases are subject to the Mochadocs Customer Terms of Service.

We periodically update this catalog by posting a revised copy at www.mochadocs.com/legal/product-service-catalog, so please check back here for current information. If you’re looking for definitions of the terms used here, see the ‘Other Technical Limits and Definitions’ above or our Mochadocs Customer Terms of Service.

If you have any questions, please contact your Mochadocs representative or contact our support team.

Mochadocs Product & Service Catalog

Software Products, Packaging, and Limits

Free Tools

Free Starter Tools

The Free Mochadocs Suite includes

Free Contract Creating

Free Contract Signing

Free Contract Management

Frequently asked questions

Is the Free Package really free?

What are the limits of my Free Mochadocs account?

What is a full user and how many can I have with my free account?

How many contracts can I add to the Free Account?

CONTRACT CREATION

Contract Creation

Contract Creation

Premium Tools

Mochadocs Contract Creation Includes

Webbased Data Collection

Business Intelligence

Never miss a clause

Frequently asked questions

Is the Free Package really free?

What are the limits of my Free Mochadocs account?

What is a user and how many can I have with my free account?

How many contracts can I add to the Free Account?

CONTRACT SIGNATURE

Contract Signing

Contract Signing

Premium Tools

Mochadocs Contract Signing Includes

Standard Digital Signature

Advanced Digital Signature

Autorized Digital Signature

Frequently asked questions

Is the Free Package really free?

What are the limits of my Free Mochadocs account?

What is a user and how many can I have with my free account?

How many contracts can I add to the Free Account?

CONTRACT MANAGEMENT

Contract Management

Contract Management

Premium Tools

Mochadocs Contract Management Includes

Get notified on end dates

Centralized Storage

Manage on Content

Frequently asked questions

Is the Free Package really free?

What are the limits of my Free Mochadocs account?

What is a user and how many can I have with my free account?

How many contracts can I add to the Free Account?

Frequently Asked Questions

Do I have to pay for contacts or contracts?

If I purchase two products that include the same features, does that mean the limits are additive? For example, if I subscribe to Contract Management Professional and Contract Creation Professional, which each include up to 10 entities do I get up to 20 entities per account?

If I subscribe use Mochadocs free tools, what's my technical contact limit in the Mochadocs contacts database?

Consulting Services

General

General Terms

Important Note

Onboarding Services

Contract Creation Professional Onboarding - Foundations

Contract Creation Team Onboarding

Contract Creation Enterprise Onboarding

Contract Creation Advanced Onboarding

Onboarding Services

Contract Signing Professional Onboarding - Foundations

Contract Signing Team Onboarding

Contract Signing Enterprise Onboarding

Contract Signing Advanced Onboarding

Onboarding Services

Contract Management Professional Onboarding - Foundations

Contract Management Team Onboarding

Contract Management Enterprise Onboarding

Contract Management Advanced Onboarding

Partner Onboarding

Partner Onboarding

Data Migration Consulting

Data Migration Consulting

End-User Onboarding