ContractSafe Features List

ContractSafe

Cloud-based contract management software

4.89/5 (37 reviews)

ContractSafe Feature Summary

  • 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

Operations Management Feature Comparison

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API (372 other apps)
Activity Dashboard (248 other apps)
Activity Tracking (157 other apps)
Auditing (213 other apps)
Automatic Notifications (260 other apps)
Compliance Management (166 other apps)
Custom Fields (148 other apps)
Customizable Reporting (206 other apps)
Data Import/Export (208 other apps)
Document Storage (151 other apps)
Inventory Management (177 other apps)
Inventory Tracking (167 other apps)
Invoice Management (157 other apps)
Monitoring (162 other apps)
Multi-Location (140 other apps)
Real Time Data (172 other apps)
Real Time Reporting (140 other apps)
Reporting & Statistics (166 other apps)
Third Party Integration (178 other apps)
Workflow Management (173 other apps)

ContractSafe Feature Reviews

25 reviewers had the following to say about ContractSafe's features:

Joi Reynolds

Easy to use and does just what we need.

2016-08-09

We needed something easy to use and get started on.

Pros

Amazing search Automatic OCR Great UI and ease of use No implementation required Very intuitive Simple reminders

Cons

Doesn't do full life-cycle management, but that's not what we wanted.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering ContractSafe

Buy it! It's a great product.

Source: Capterra
Helpful?   Yes   No
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Ryan Mongon

ContractSafe was a lifesaver for our company.

2018-06-18

Pros

You can also download all of your contracts with the click of a button for any of your compliance needs.

Cons

If I wanted to be picky I would say I wish some of the fields could be automatically populated after OCR when the contract is added to the database.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
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Rose Paxton

Great experience with user-friendly software featuring great customer support.

2017-08-30

Powerful contract management system that allows us to track, store and manage contracts in a fast growing organization.

Pros

Designed by and for legal professionals, I love how intuitive and effective it is for contract storage and management.

Cons

As a new system, there are inevitably a few (very) small kinks to be straightened out but with such responsive customer support, this isn't a big problem at all given how quickly issues are listened to and resolved.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Kari Morford

A Super Easy + Versatile Contract Management System

2016-10-10

It is specifically designed for contract storage and it includes features that really make managing these documents much easier.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Paul Tripp

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

2017-12-27

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.

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Matt Lees

Finally...a simple solution for cumbersome contract management!

2016-08-22

The notifications are excellent for giving us the proper time to re-negotiate with the vendors.

Pros

Secure, easy to setup and administer, cloud-based so no maintenance for the IT staff, view contracts right through the dashboard without having to download, ability to easily share contracts with other parties.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Joshua Kreinberg

Simple Solution to a Longtime Problem

2017-04-07

I have tried a lot of different approaches to the problem of contract management in my career from clunky, home-grown shared files and spreadsheets to expensive virtual data rooms. ContractSafe is by far the best one I've found with its robust features, ease of use and great price point.

Pros

Ease of Use Robust Features Good Price

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Christian Payne

Finally, the system we've all needed.

2017-03-24

I highly recommend this product to any organization that has a large number of documents to manage and store.

Pros

Cloud based, ocr capability, ease of implementation

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Kristen Himmerick

I was looking for an easy to use online tool to manage contracts for my small firm.

2018-04-25

- tracks my contracts - tracks cost and billing codes for my contracts - gives sales people read only access to view the contract statuses - allows me to tag contracts and leave notes for myself for the future

Pros

I was surprised at how easily I could customize the software for me.

Cons

I'm not sure what the downsides are yet; I wouldn't have purchased it if I didn't think it was going to work for me! I guess I wish that pricing was the same for month to month and annual, and there is a little bit of a price break. Also, they might want to consider a two week trial, because sometimes it is hard to test everything in just a week!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Traci Dow

Great Product and Easy to Navigate

2017-02-02

Uploading documents and organizing the dashboard is so simple.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
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Rob Corrao

Everything we need

2017-03-10

ContractSafe has provided us an easy to use, effective and flexible contract management system to securely house and manage our contracts.

Pros

Ease of use, flexibility, functionality

Cons

None

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Donna Yslas

I have been very happy with this program. Easy to use and does exactly what it was designed for.

2017-11-03

Pros

We finally have a central location to store and keep track of our contracts.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Joseph Shavit

Powerful and secure file storage

2017-03-25

Gathering and accessing files is as simple as email and the tagging and notification systems ensure nothing gets lost.

Pros

Ease of use, security and service

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

9/10

Recommendations to others considering ContractSafe

Best use case we've found is in the secure storage of contracts. Simpler that using Salesforce and cheaper to provide acccess for users that need the data but not a full salesforce license to do their jobs.

Source: Capterra
Helpful?   Yes   No
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Andrew Meyer

Perfect contract organizer for growth companies

2016-08-12

I can always find documents instantly, and the date reminders keep us in compliance.

Pros

Affordable Intuitive Ease of use Good reminders OCRs all scans

Cons

Early version, so features/functions still under development, but seem to be coming fast Customer support lag but improving

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10

Recommendations to others considering ContractSafe

I would recommend ContractSafe to any growth company. It's a huge time-saver, and being organized helps get deals done.

Source: Capterra
Helpful?   Yes   No
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Brian Wynne

Recommend ContractSafe

2016-08-17

I like the feature in the reminder section that allows the user to click on a menu of what happens upon expiration (renewal vs. termination).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Taruna Chowdhary Sachdeva

Amazing Software with Extraordinary

2016-09-21

What else can you ask for when it comes to handling long and exhaustive listing of contracts and legal documents.

Pros

It takes care of tracking and also helps with reminders with respect to the termination dates of contracts or dates of legal matters.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering ContractSafe

It is a perfect solution to number of legal document problems of your organization like: - 1.storage 2.tracking 3.security & confidentiality 4. Multiple users with inbuilt limited access to the users 5. can take care of the multiple markets document work by providing access to users across all markets to upload documents.

Source: Capterra
Helpful?   Yes   No
Read more
Rob Shneer

Awesome Product!

2016-08-09

As a small business business owner, at any given time I have 50+ active contracts between vendors and customers.

Pros

In terms of features my favorites are the OCR feature that scans the bodies of all of my contracts so I can search for key words.

Cons

I don't know much about the quality of customer support because I have not had to use it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

10/10

Recommendations to others considering ContractSafe

Give it a try - you'll quickly get hooked.

Source: Capterra
Helpful?   Yes   No
Read more
Cindy Gantz

Wow. Contract Safe is fantastic!

2016-08-22

They are able to access the most current documents that are relevant to their specific needs.

Pros

The user interface is seamless and instinctive.

Cons

I only wish that this software was developed sooner!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10

Recommendations to others considering ContractSafe

I am currently in the process of selling one of my businesses. This Software has been invaluable in the process.

Source: Capterra
Helpful?   Yes   No
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xin miao

professional, efficient, Great service experience!

2017-11-13

Thanks to Contract Safe, all the granted colleagues can easily manage& extract the contract information without running around colleagues through a long and inefficient procedure.

Pros

the reminder- can set up for different departments; the Custom field- modifiable; and the convenience of uploading the contracts!

Cons

filter part is not supportive enough to extract the info. if there will be logical order on the filters that will help a lot.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Joelle Wilson

Great experience utilizing ContractSafe for our small business needs!

2017-11-13

Pros

We can access contracts from any location. The tool also offers the ability to link contracts and utilize keyword search which makes contract organization and access a breeze.

Cons

With contracts renewing annually and addendum's being continuously added, we may have 10 or more line items for one contract at any given time. We link associated agreements, but being able to take it a step further and organize connected contracts under the one heading would make it cleaner and more efficient.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Kathy Day

Became a Valuable Tool Very Quickly

2016-08-10

We are looking at expanding our use for storage of other types of documents including HR.

Pros

Ease of use and flexibility.

Cons

Even though it is very easy to use and efficient, they seem to continually roll out improvements.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering ContractSafe

It is useful for many types of documents beyond contracts.

Source: Capterra
Helpful?   Yes   No
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Vic Kostenko

Works for us

2017-03-27

Having staff take advantage of stored data requires only about 30 seconds of training.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Stephen Brand

Great, easy-to-use tool

2016-08-23

As a small high tech company we've always struggled with managing, sharing, and searching through our contracts and investment materials. With ContractSafe it's simple, cost effective, and we look like pros!

Pros

Instantly find documents Access to documents and summaries from anywhere Can use for contracts and investor documents Easy date reminders New features keep making it even better

Cons

Doesn't handle the contract formation process, but most companies like us don't need that ???

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering ContractSafe

ContractSafe is perfect for companies that can benefit from having their legal documents better organized, but don't want to spend a lot of time and money implementing a complex system.

Source: Capterra
Helpful?   Yes   No
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Lauren Campbell

Highly recommend ContractSafe for easy to use contract management

2017-04-09

If you have ever spent time looking for a contract or missed a key date, you will truly appreciate ContractSafe.

Pros

Affordable Easy to use Great reminders Searchable Easy to implement Flexible

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Julie Rogers

Smart choice!

2017-03-28

The platform is extremely easy to use and the renewal notifications enable us to make smart decisions.

Pros

Cost effective contract system that control contracts and renewals and motivates GM's to make smart decisions.

Cons

We lose a bit of functionality as all of our entities are sharing the platform. However, because we can share the application, we are able to afford it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

10/10

Recommendations to others considering ContractSafe

The ContractSafe team is more supportive than I could ever ask for. It was an unexpected attribute.

Source: Capterra
Helpful?   Yes   No
Read more