ContractSafe Pricing, Features, Reviews & Comparison of Alternatives

ContractSafe

Cloud-based contract management software

4.78/5 (64 reviews)

ContractSafe overview

What is ContractSafe?

ContractSafe is a cloud-based contract management software which offers secure centralized document storage, automated key date reminders, document search and filtering with automatic OCR (optical character recognition) for searching within scanned documents, user access permission management, and more.

Users can upload documents into ContractSafe manually, or by emailing them in, whether they are electronic documents or scans of physical contracts. Files are stored in a secure database, and users can control permissions to limit access to confidential documents. Amendments to contracts can be tracked with full audit logs created for any actions taken. Users can search for documents using individual words or phrases, and filter the results by document type, upload date, signing or expiry date, party, status, tags, and more. The built-in automatic OCR enables users to search within scanned documents, rather than relying exclusively on filenames or tags to locate the required file.

ContractSafe allows users to set up email reminders for key contract dates, giving them control of when they will be initially reminded of an upcoming expiration or renewal date, how often subsequent reminders are sent, the recipients, and the message text to be sent out. Date reminders can be sent to multiple recipients, whether or not they use ContractSafe.

Pricing

Starting from
$99/month
Pricing options
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Canada

Supported languages

English
ContractSafe screenshot: Contracts can be uploaded to ConstractSafe by dragging-and-dropping, or by emailing them to a dedicated email addressContractSafeContractSafe screenshot: Details can also be entered into ContractSafe manuallyContractSafe screenshot: Users can set the effective, termination, and launch dates for contracts, and specify renewal deadlinesContractSafe screenshot: Reminders can be set for advanced warning of important contract datesContractSafe screenshot: All contracts can be viewed on the ContractSafe dashboard, with details of their type, counterparty, termination dates, and moreContractSafe screenshot: Documents can be searched using individual words or phrases from the file name, parties involved, or content of the contractContractSafe screenshot: Documents can also be filtered by type, party, dates, tags, and moreContractSafe screenshot: Users can choose to view a list of all contracts with upcoming expiration, audit, or renewal datesContractSafe screenshot: The built-in automatic OCR (optical character recognition) allows users to search within scanned documents

ContractSafe reviews

Value for money
Features
Ease of use
Customer support
  4.7
  4.6
  4.9
  4.9
Paul Tripp

A superb product with customer service to match - this is what I call excellence!

Used daily for less than 6 months
Reviewed 2017-12-27
Review Source: Capterra

The benefits we receive are a centralized storage area for all of our contracts and company documents as well as customized reminders sent directly to recipients to let us know when a contract is expiring or a document may need attention. We also receive the benefit of moving away from a folder system on a shared drive in where it requires us to search into different folders in an attempt to find "just the right document." ContractSafe not only allows us to upload the contract, but we can also upload any supporting documentation and include notes - putting everything in one spot. This software platform has been a dream come true for our Company. We use this platform for contract management, HR document management, employee information management, company policy management - etc. It's been a 5 star experience for our Company.

Pros
The software is extremely intuitive. I confess, I did not watch a single tutorial video or read any of the FAQs as I wanted to see just how user friendly this tool is. In less than 10 minutes I had my first contract uploaded, tagged and had created two custom fields in my dashboard to capture the data I needed. I thought I would really dislike not having a folder structure to organize my contracts, but this tool has Optical Character Recognition (OCR) - just like Google - which means I can search any word or phrase - or type in some of the information I created in one of my fields - and the contract(s) pop right up. WOW. The other thing I want to comment on is the fantastic customer service provided by the ContractSafe Team. They actually want feedback, and they actually want to address customer concerns - and yes, you get an actual person on the phone when you call them. We looked at 4 other platforms and each of them felt like a high-pressure sales job to get us to sign-up in that moment without any discussion about how we would be supported on the back-end. Our experience with ContractSafe has been nothing short of OUTSTANDING! If you want a great product, who cares about your user experience and customer service - look no further.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Anonymous

Excellent Contract Storage Solution

Used weekly for 2+ years
Reviewed 2019-09-03
Review Source: Capterra

ContractSafe was implemented because our agreements were spread out across every part of our organization and it was near impossible to track them down in a pinch. ContractSafe has solved that problem for us and now it's extremely rare that our legal team has to resort to asking around for a contract.

Pros
We have been very pleased with ContractSafe and have watched it grow and improve over time. The customer service has been great and any time we encounter a bug or spot an area for potential improvement we can tell our feedback is heard. ContractSafe is clearly designed for legal teams. The fields that are mapped to metadata are exactly what legal teams want to know and track. The ability to search anywhere within a document is excellent. It integrates well with DocuSign. The permissions and reminder functions are well set up.

Cons
ContractSafe is rapidly trying to roll out an AI feature that will read your contracts for you and pull out some of the metadata reducing the need for manual entry. While a laudable goal, right now the feature is still weak. Also a con is the fact that this is not a full lifecycle contract management solution, but it never pretends to be and doesn't charge as if it is.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Danielle Lackey

great tool

Used daily for 1-2 years
Reviewed 2020-02-15
Review Source: Capterra

Pros
ease of use, customer support, search functionality, ability to relate documents in different ways, license structure

Cons
reporting functionality is not very intuitive or robust

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Maureen Black

First company-wide contract management system

Used weekly for 6-12 months
Reviewed 2019-09-03
Review Source: Capterra

It was very easy to set up and roll out to all our different departments. It is a very cost effective and organized way to have a single location to keep all important contracts safe and accessible.

Pros
The service is very user friendly. Not complicated at all. I really like how easy it is to search documents, and the linking and reminder features are very helpful in keeping things organized.

Cons
The A-1 assistant could use some tweaking, not always accurate. The system is missing the ability to delete contracts while within the contract details page.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 7/10

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Nishat Ruiter

A great place for simple but precise storage needs

Used daily for 2+ years
Reviewed 2019-09-03
Review Source: Capterra

We needed to store our agreements in one secure place for an organization that has multiple departments and storing choices. It has been great to promote this for all departments, and to provide a way for teams to get notified when contracts are up for renewal, have issues or expire.

Pros
Contract Safe has important features for a minimalist approach to storing contracts, without multiple layers of functionality that is not needed. For PDFs it is wonderful to locate and find OCR text recognition work immediately and to store in folders in a simple creative fashion.

Cons
Being able to find the right contract is not always easy depending on the search term, but after a few tries, it works well.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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ContractSafe pricing

Starting from
$99/month
Pricing options
Free
Free trial
Subscription
View Pricing Plans

Entrepreneur - up to 100 documents: $99 per month

Basic - up to 500 documents: $299 per month

Standard - up to 1,000 documents: $499 per month

Professional - up to 2,500 documents: $699 per month

Enterprise - up to 5,000 documents: $899 per month

Above 5,000 documents...let's talk!

A free plan is available for up to 10 documents.

ContractSafe is free for qualifying cause-related non-profits.

ContractSafe features

API
Audit Trail
Auditing
Document Storage

Activity Dashboard (475 other apps)
Activity Tracking (299 other apps)
Automatic Notifications (465 other apps)
Billing & Invoicing (252 other apps)
Compliance Management (327 other apps)
Customizable Reporting (372 other apps)
Data Import/Export (339 other apps)
Document Management (249 other apps)
Inventory Management (351 other apps)
Inventory Tracking (291 other apps)
Monitoring (258 other apps)
Real Time Data (314 other apps)
Real Time Reporting (264 other apps)
Reporting & Statistics (433 other apps)
Third Party Integration (343 other apps)
Workflow Management (343 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Additional information for ContractSafe

Key features of ContractSafe

  • Centralized document storage
  • Search functionality
  • Document filtering
  • Key date reminders
  • Custom document types
  • User roles & permissions management
  • Amendment tracking
  • API access
  • User-defined fields
  • Automatic OCR
  • Contact upload by email
  • User access controls
  • Search inside scanned documents
  • Unlimited users
  • Version control
  • Document management
View All Features

Benefits

All documents can be searched, whether electronic or scanned, using the built-in automatic OCR (optical character recognition) function.

Contracts and documents can be uploaded manually or by email.

User roles and access permissions can be managed to ensure that documents can only be accessed or edited by approved users.

Users are automatically alerted of upcoming deadlines, giving advanced warning of expiration or renewal dates.

Audit trails are created for all actions taken in ContractSafe, enabling users to track amendments to documents.