ContractSafe Pricing

Product was easy to use and understand. Customizations came naturally as you work through the process of uploading and completing contract records in the system.

While the reports can be customized, a richer dashboard would be nice to see. Charts and tables with counts of upcoming contract renewals is one example of how this view would be beneficial. A table showing contracts that are completely filled out would also be nice to see.

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.

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.

Integration easy, on-boarding easy, user friendly, cost effective, great layout, always works

Nothing that I can say has been a con or issue.

Very user-friendly system which was easy to implement, all at a reasonable price. The product has all of the features we need to manage contracts, it is easily customizable, and [SENSITIVE CONTENT] and the customer support team are outstanding! They are very responsive and willing to do whatever it takes to ensure their customers are set-up for success.

The only thing I can think of is having the ability to control which documents flow into ContractSafe from DocuSign, other than by user. It would be great if there was a flag or other filter based on other criteria, even if it was more manual.

VERY User Friendly. Great Report Features. Extremely Customizable. Reliable Automatic Email Notifications. PDF Search Feature.

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. Our old system was free of charge, so hopefully the Exec Members see the value in ContractSafe and do not halt the use of the program.

Contract Safe is user friendly, easy to customize without the need to engage in a complicated build-out and a simple cost-effective solution to a long-standing need to convert our contract archive and review process from paper to a web-based application. Customer service is also top notch!

The software is a little glitchy from time-to-time and some features are not customizable but the cost effectiveness has allowed us to creatively work - around any issues we've faced and the customer service response to any issues is immediate.

ContractSafe is very easy to implement and definitively solved our problem of securing contracts and keeping track of the contract's lifecycle.

Documents can take a while to load, which means we've had to enable the feature whereby users can download copies to their harddrive in order to view faster. Ideally, I'd like to prevent users from downloading contracts.

First and foremost, the training that was provided during the implementation process was amazing! The virtual tour of the program gave us a deep dive into how we can best utilize all of the functions and develop strategies on how to organize our folders, custom fields and tabs. We were uploading contracts and organizing our information right away, and within days were seeing the true value of this solution. The help section not only provides great articles and videos, but the customer service team is always quick to respond if we have a question.

Honestly, i haven't found anything i don't like yet. But i am confident, when i do the contract safe team will be there to help me work through that challenge.

I LOVE ContractSafe! Other “solutions” are too big, expensive and cumbersome. Customizing ContractSafe is so simple and I get just what I need the moment I need it. I no longer need budget dollars and months to make a change that improves efficacy, visibility, or compliance. I’ve been a professional contract administrator for nearly 20 years, implemented at least 6 other contract management systems, and I’m always impressed by ContractSafe’s ease of use and immediate and helpful customer service (which is rarely needed.)

Unaware of an email repository; it could be helpful.

AI Technology, Categorization, Reporting

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

This was very easy to implement and integrate with other systems we use. It’s also very easy to maintain. I use the document search feature a lot and find it really useful. The software is intuitive and I can add users who benefit immediately - without having to onboard them and train them on the software. It’s amazingly versatile and has exceeded my expectations all the way around.

The AI has improved a lot over the time I’ve been using ContractSafe. In the beginning there were a few misses. It’s much better now.

We looked at multiple software programs. I appreciated that one of the owners called regarding my inquiry. 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. We looked at a number of systems, eventually coming back to ContractSafe because it's easy to navigate and do to its price point.

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.

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.

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!

We are a low-level user without the full benefit of all its features. And even with what we have, it sure does wonders. The amount of information it stores in easy to use and easy to access folders and location speaks volumes. Having the ability to tailor the folders, make Tags that work for me, set due dates and reminders, and customize the views is just incredible.

An ability to export data into an Excel format would be terrific. Than again, with more expensive versions, that might exist and I just don't know it.

Thanks for the great review! You can export easily to Excel. We'll have someone from Customer Success reach out to show you how.

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

The "Dashboard" page had a "key dates" section at the bottom that we didn't find useful. The only other field that would have been helpful is one to indicate the internal business owner to contact.

- Software is intuitive and easy to use. - Company is very responsive to support requests - Company is continually enhancing the product - Unlimited users for a comprehensive price - Priced affordably relative to other options in the marketplace.

- Some issues with the OCR not recognizing all contract documents, but the company has recently updated the OCR engine.

Ease of transition, cost, and the AI data extraction system.

That attachments are not searchable in their text body.

It's so extremely easy to use and set up. It gives us all that we need without having to spend hours of development and training for users.

I haven't found anything I don't like just yet! I researched to find a software that would meet our needs as we outlined them, and ContractSafe meets them all so far!

Everything. In particular, I appreciate the user interface - its very intuitive and easy to use. I haven't needed to use any of the tutorials or contact support. 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. And, of course, the remidner feature which sends me an email anytime an auto-renewal is about to kick-in.

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

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

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

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

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

cost-effectiveness, simplicity, does what it is supposed to do without additional features that we would never use

I can't think of any. it does what we want it to do

Ease of Use Robust Features Good Price

No cons were added to this review

The ease of use. The ability to store, manage, and search contracts is very helpful. Pricing is reasonable as well.

Nothing that is a show stopper, just some minor interface items but overall the software has been great and does what we want.