ContractSafe Features

ContractSafe

Cloud-based contract management software

4.78/5 (92 reviews)

Competitor Feature Comparison

API
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Alerts/Notifications
Approval Process Control
Archiving & Retention
Audit Management
Audit Trail
Buy Side (Suppliers)
Client Management
Collaboration Tools
Completion Tracking
Compliance Management
Compliance Tracking
Contact Management
Contract Lifecycle Management
Contract/License Management
Customizable Branding
Customizable Fields
Customizable Reports
Customizable Templates
Data Extraction
Data Import/Export
Document Classification
Document Generation
Document Management
Document Storage
Drag & Drop
Electronic Signature
File Management
Filtering
Full Text Search
Government Contracts
Lifecycle Management
Monitoring
Real Time Data
Real Time Notifications
Reminders
Reporting & Statistics
Reporting/Analytics
Role-Based Permissions
Search/Filter
Sell Side (Customers)
Specialty Contracts
Status Tracking
Task Management
Team Collaboration
Third Party Integrations
Version Control
Workflow Management
Visit WebsiteCompare App
API
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Alerts/Notifications
Approval Process Control
Archiving & Retention
Audit Management
Audit Trail
Buy Side (Suppliers)
Client Management
Collaboration Tools
Completion Tracking
Compliance Management
Compliance Tracking
Contact Management
Contract Lifecycle Management
Contract/License Management
Customizable Branding
Customizable Fields
Customizable Reports
Customizable Templates
Data Extraction
Data Import/Export
Document Classification
Document Generation
Document Management
Document Storage
Drag & Drop
Electronic Signature
File Management
Filtering
Full Text Search
Government Contracts
Lifecycle Management
Monitoring
Real Time Data
Real Time Notifications
Reminders
Reporting & Statistics
Reporting/Analytics
Role-Based Permissions
Search/Filter
Sell Side (Customers)
Specialty Contracts
Status Tracking
Task Management
Team Collaboration
Third Party Integrations
Version Control
Workflow Management
Visit WebsiteCompare App
API
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Alerts/Notifications
Approval Process Control
Archiving & Retention
Audit Management
Audit Trail
Buy Side (Suppliers)
Client Management
Collaboration Tools
Completion Tracking
Compliance Management
Compliance Tracking
Contact Management
Contract Lifecycle Management
Contract/License Management
Customizable Branding
Customizable Fields
Customizable Reports
Customizable Templates
Data Extraction
Data Import/Export
Document Classification
Document Generation
Document Management
Document Storage
Drag & Drop
Electronic Signature
File Management
Filtering
Full Text Search
Government Contracts
Lifecycle Management
Monitoring
Real Time Data
Real Time Notifications
Reminders
Reporting & Statistics
Reporting/Analytics
Role-Based Permissions
Search/Filter
Sell Side (Customers)
Specialty Contracts
Status Tracking
Task Management
Team Collaboration
Third Party Integrations
Version Control
Workflow Management
Visit WebsiteCompare App

Mobile apps

iOS App


0 reviews

Android App


0 reviews

ContractSafe Feature Reviews

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

Chantal M.

Easy to use contract and document system with strong support service

2020-09-30

I appreciate the ease of use of the contract management tools and look forward to future releases.

Pros

User friendly interface and tools, excellent OCR search capability, good potential for customization of fields and reporting options

Cons

I also would like to see a workflow / review process tool in a future release, that will allow for more fulsome reports and complete contract lifecycle tracking, from intake to signature, to recurring event reminders.

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
Bill K.

Contract Management Simplified!

2021-02-16

We have been able to quickly get control of all our various contracts, know where they are, what the key dates, terms, conditions and set alerts on over 2000 contracts and agreements that were previously impossible to track.

Pros

Ease of Use is absolutely the best feature of all.

Cons

While the existing filtering and reporting capabilities work as advertised and are handy, being able to easily promote data to tools like Power BI would be a valued addition and allow integration with enterprise level reporting.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Shannon W.

The Best Solution for our Company's Needs

2021-07-06

Document management and reporting to meet the specific needs for each of our stakeholders.

Pros

Immediately we saw a major improvement in our reporting capabilities with ContractSafe vs. our past contract management software provider.

Cons

As we have only been using ContractSafe for a short period, we really have not experienced a feature we are missing.

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
Michelle H.

Ease and Functionability

2018-09-18

ContractSafe perfectly fits our needs for implementing contract compliance management.

Pros

Created by an attorney, the design of the platform is excellent and fits all our corporate needs.

Cons

The search feature does not appear to always pull by key word.

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
Read more
KelliJo G.

Stay Organized. Stay Compliant.

2020-04-15

ContractSafe staff have been very helpful with start-up and transition from our old system. They are always available when I need them, either via email, phone call or online chats. They have also made an edit that I requested, which is nice to have them be so flexible.

Pros

Reliable Automatic Email Notifications. PDF Search Feature.

Cons

We often have more than one active contract document at a time, so it would be nicer to have all of them together, rather than one on the main page and the others put on the Related Docs page, but it just takes some getting used to.

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
Joi R.

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
Read more
Stefanie C.

Simple & Easy to Use

2020-11-18

We were looking for a tool that was easy to pull reports/metrics, as well as provide access to other internal teams based on their need, and ContractSafe solved both of these for us!

Pros

Custom views & reports; specific access for other internal teams; AI tool

Cons

Migration of the documents took a while because we can only upload 25 contracts at a time.

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
Read more
Anonymous
(Nonprofit Organization Management company, 201-500 employees)

Excellent Contract Storage Solution

2019-09-03

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.

Pros

The permissions and reminder functions are well set up.

Cons

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

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Anonymous
(Nonprofit Organization Management company, 51-200 employees)

First Class Product with Amazing Customer Support

2020-11-30

I recently needed a list of all users, their permissions, and login details.

Pros

I like the 2-dimensional permissions approach where a user can have access to a folder as well as documents with the right tag.

Cons

SSO is klugey - launching from the Office.com app list is not ideal when many others just redirect to and from the MS sign-in page.

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Rose P.

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
Read more
Danielle L.

great tool

2020-02-15

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

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Ryan M.

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

Nothing, this is an incredible platform. 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
Read more
Anita M.

Product review

2020-04-03

Their chat feature is very helpful and have utilized it several times.

Pros

As first time users of a contact management software, we wanted easy to use, good customer service, and a program that gave us the functionality we needed but not complicated in how we use on a day to day basis.

Cons

We are taking out time to fully integrate but I have not found any features in the software or the process that I felt hindered or delayed our company moving forward.

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
Read more
Pieter T.

Solves all my problems and more!

2018-10-03

Frankly, this software solved all of our legal document lifetime management problems.

Pros

The software is highly customizable, allowing me to manage my contracts in the same way I was used to on Dropbox, Google Calendar and Google Sheets.

Cons

There are a few bugs which makes sense for a new product; the support team more than make up for this.

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
Read more
Paul T.

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

2017-12-27

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."

Pros

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.

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
Read more
Gemma Z.

Easy to use, purpose built

2019-09-01

It is now our 'one source of truth' for all executed contracts.

Pros

Ability to search using metadata and by all of the filters you need.

Cons

There are multiple permission/access levels that we can apply to our employees.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Law Practice company, 11-50 employees)

the reminders save my life!

2019-03-25

Pros

this contract management software is very helful for me because I have a terrible memory and it sends me alerts when any contractual dealine is approaching so I can call the parties of the contract in order to get the signatures.

Cons

I have been using this software just for a couple of months and by the moment I don´t have any cons for this software.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Annaleise B.

Great Product

2020-05-29

Next steps- Salesforce Integration!

Pros

AI Technology, Categorization, Reporting

Cons

We thought it was weird the notes section didn't allow spaces. Minor inconvenience.

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
Read more
Kari M.

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
Read more
Julie H.

Great Service and Value

2020-10-05

23andMe has been a client of ContracSafe for three years and during that time, we have seen first hand how invested ContractSafe's team is in their users, the growth and ease of use of their site and continually making ContractSafe one of the best ways to store, search and organize your contracts as well as a to set reminders, print reports and manage user settings.

Pros

Constantly improving, easy to use settings, multiple ways to manage contracts as well as connect related contracts.

Cons

The "Dashboard" page had a "key dates" section at the bottom that we didn't find useful.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jody W.

Excellent and Comprehensive Contract Management

2021-04-16

ContractSafe enables us to stay on top of our contract terms, renewal dates and amendments for all our various products. It's straight-forward and not confusing at all. Very user friendly!!

Pros

I love so many things about ContractSafe but Reporting is my favorite feature. Once you customize your fields the way you want, you can run reports instantly in Excel.

Cons

If I could change one thing about ContractSafe it would be to allow reminders on each date field, not just certain ones.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Yelena G.

Fantastic

2019-09-04

Pros

It makes the entire contract management process very efficient for everyone in our organization!

Cons

To be honest, not many. Very satisfied with this software!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Information Technology and Services company, 201-500 employees)

ContractSafe is a lifesaver

2018-10-09

We're using the reminders feature. We will be using it for much more in the future.

Pros

I like being able to scan directly to ContractSafe. Permissions are easy.

Cons

The tags and various ways of categorizing documents are so good that it's not a deal breaker though.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Kristen H.

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. Without even reading the support docs I was able to create custom fields for the contracts and customize the folder names. I tried several other software products for this (Agiloft, Dubsado, Hubspot and Zoho). We already use Hubspot and Zoho for other reasons, so I thought they would work. I think you could use this software without customizing it, but we sell different products and have different sales members, so I needed the flexibility.

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
Read more
Cindy G.

Wow. Contract Safe is fantastic!

2016-08-22

At critical moments, I know that I have any necessary document, easily searchable and easily accessible anytime, from anywhere in the world.

Pros

It is so easy to upload and categorize documents. 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
Read more