PactSafe Features

PactSafe

Contract acceptance for high-velocity businesses

4.6/5 (35 reviews)

PactSafe Feature Summary

  • API
  • Access Controls/Permissions
  • Agreement Tracking
  • Auto Reminders
  • Buy Side (Suppliers)
  • Clickthrough Agreements
  • Compliance Tracking
  • Contract Acceptance
  • Contract Lifecycle Management
  • Dashboard
  • Deliver via Email, SMS Texts, or Live Chat
  • Document Analytics
  • Electronic Signature
  • File Sharing
  • Instant Acceptance
  • Mobile Signature
  • Multi-Party Signing
  • Multiple Channels
  • Pre-built Templates
  • Publish Instant Updates
  • Record Legally Enforceable Data and Terms
  • Sell Side (Customers)
  • Specialty Contracts
  • Standardized and Personalized Contracts
  • Status Monitoring
  • Task Progress Tracking
  • Team Collaboration
  • Third Party Integrations

Competitor Feature Comparison

API
Access Control
Activity Dashboard
Activity Tracking
Application Integration
Approval Process Control
Audit Trail
Auditing
Authentication
CRM Integration
Chat
Click Tracking
Compliance Management
Contract Management
Customizable Branding
Digital Signage
Digital Signature
Document Storage
Electronic Signature Capture
Email Notifications
File Management
File Transfer
Lifecycle Management
Mobile Signature Capture
Multi-Channel Communication
Password Management
Permission Management
Progress Tracking
Real Time Monitoring
Reminders
SMS Integration
SSL Security
Status Reporting
Task Management
Task Tracking
Template Management
Third Party Integration
Visual Analytics
eCommerce Integration
Learn moreCompare App
API
Access Control
Activity Dashboard
Activity Tracking
Application Integration
Approval Process Control
Audit Trail
Auditing
Authentication
CRM Integration
Chat
Click Tracking
Compliance Management
Contract Management
Customizable Branding
Digital Signage
Digital Signature
Document Storage
Electronic Signature Capture
Email Notifications
File Management
File Transfer
Lifecycle Management
Mobile Signature Capture
Multi-Channel Communication
Password Management
Permission Management
Progress Tracking
Real Time Monitoring
Reminders
SMS Integration
SSL Security
Status Reporting
Task Management
Task Tracking
Template Management
Third Party Integration
Visual Analytics
eCommerce Integration
Visit WebsiteCompare App
API
Access Control
Activity Dashboard
Activity Tracking
Application Integration
Approval Process Control
Audit Trail
Auditing
Authentication
CRM Integration
Chat
Click Tracking
Compliance Management
Contract Management
Customizable Branding
Digital Signage
Digital Signature
Document Storage
Electronic Signature Capture
Email Notifications
File Management
File Transfer
Lifecycle Management
Mobile Signature Capture
Multi-Channel Communication
Password Management
Permission Management
Progress Tracking
Real Time Monitoring
Reminders
SMS Integration
SSL Security
Status Reporting
Task Management
Task Tracking
Template Management
Third Party Integration
Visual Analytics
eCommerce Integration
Visit WebsiteCompare App

PactSafe Feature Reviews

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

TJ Hankin

We use this daily to send agreements to clients, easy for us and easy for the clients!

2018-01-16

It made our process of sending our documents to get signed from clients much more streamlined than our previous software company and has made it easier for our company to grow!

Pros

It's simplicity and its ability to pull directly from our salesforce data and put it directly into our customized agreements is a time saver and reduces the room for error when inputting information is what makes PactSafe so great!

Cons

I'm not sure if thats in the works or not but I would love to be able to track my pending documents with an iPhone app!

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
(Human Resources company, 201-500 employees)

The tool is good for the purposes we intended it for. It helps take care of legal docs management.

2018-01-17

We were able to make the maintenance of terms and conditions, privacy policy, cookie policy links for our multiple languages and geographies mostly an administrative task where a user simple uploads documents in the tool and saved engineering bandwidth each time we launched in a new country or in a new language.

Pros

It takes the hassle of maintaining legal documents and managing versions away from engineering valuable and saves valuable bandwidth. The feature to track which users accepted which versions of the documents helps in tracking and ensuring we have records in case of questions of claims later on and we got this out of the box without engineering time, which is great.

Cons

So, some of these minor UI issues can be taken care of to make the user experience better

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Nic Ollis

Once you get past the frustrations its a great product

2018-01-16

Pros

At the same time allows Legal to update and publish new terms without Engineering having to cause any delays or affect our workload.

Cons

As a developer we have used their Rest API, Activity API, and JavaScript client to implement our legal agreements on web and mobile.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Occasionally

Source: Capterra
Helpful?   Yes   No
Read more
Jaime Garcia

It was so easy and seamless to get PactSafe onboard with the majority of our clickwraps.

2018-01-08

Pros

I like how this software has the ability to integrate with other tools.

Cons

One of my concerns that I had at the beginning was trying to run a report. I havent tried to do that again, but will do so in the future.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Occasionally

Source: Capterra
Helpful?   Yes   No
Read more
Kaylee Baxter

Easy onboarding process, relatively simple to understand dashboard

2018-01-09

sending documents electronically for signatures, saving documents for future use, updating users on legal agreement changes, etc.

Pros

Fairly easy to contact customer support and immediately speak with a human, rather than muddling through general support documents on your own.

Cons

A few areas of the dashboard are difficult to catch on to in relation to editing a document for sending, etc.

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
Read more
Austin Crecelius

Easy to use contract management

2019-10-04

Pros

This also allows our management team to easily update the contracts and push them out to each team so that everyone has access to the most up to date contract.

Cons

Some of the integrations don't seem as stable at times but Pacsafe's team is quick to respond with issues and get them resolved.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Andy Marra

Simple and scalable

2018-01-08

Pros

Seamless integration with our existing ERP for dynamic contracting. Slick mobile end user interface.

Cons

Dynamic redlining is a work in progress. This second sentence is here to fill the minimum character limit.

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
Alex Cranfill

Pactsafe enabled my entire sales team to close deals over the first phone call we have with a client

2018-01-16

Pros

The ease of use and speed at which I can send a document for signature while over the phone building rapport is revolutionary.

Cons

It's actually difficult to find something I don't like, other than the price. But the price is understandable, and relatively fair for how much it has enabled us to close deals while the client is still excited during a pitch.

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
Brad Powlen

easy to use

2018-01-19

Pros

Being able to pause in real time and adjust the contract.

Cons

Can be clunky when adding defining language. It is sometime difficult to add special language in a way that isn't conflicting.

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Hart Phillips

PactSafe Platfrom | A Breeze For Creating Contracts With Salesforce

2019-10-09

Pros

- Easy integration with Salesforce-- the ability to edit contract both from within SFDC and PactSafe (PS) dashboard

Cons

- Can be a bit clunk to rearrange signers as needed once contract has been sent.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Chad Spada

After a short training, I was able to easily create an agreement that was easy for customer to sign!

2018-01-16

easy to get my agreement sent and quickly signed

Pros

I like the ease of use along with ease for all parties to quickly and easily sign the agreement.

Cons

No challenges so far with software. I wish I could easily create an amendment without having to get help from my admin.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Jim Korpolinski

The software itself does not seem as intuitive as it appears. Some pics/symbols are confusing.

2018-01-23

Pros

Can alert clients they need to sign a document/agreement via text, e-mail, etc..

Cons

Can be difficult to ascertain functionality via dashboard icons.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more
Aurora Kaiser

So great to have control!

2019-10-10

Pros

It has eased the burden on everyone with respect to updating the Terms of Service, tracking Terms of Service acceptance, and collecting, storing, and retrieving proof of acceptance and the version in effect at the time of acceptance.

Cons

The formatting interface takes some getting used to (don't use ctrl+z!)

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
Read more
Tyler Danielson

Very Easy to Use software to help sign documents / agreements

2018-01-22

Very quick and easy way to paperlessly send and sign contracts

Pros

The prospects can sign an agreement with 1 click of a mouse. Everything is paperless. The end users can review / print / and sign the agreement all online.

Cons

The email notifications send automatcially to remind them to sign the document.

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
Read more
Anonymous
(Internet company, 11-50 employees)

Overall it has been a great experience to work with PactSafe. Definitely a good value spent.

2018-01-23

Flexibility and competitive pricing

Pros

Pricing and flexibility with the product features and API. It has allowed us to adjust to our customers' needs and change our product for different types of forms.

Cons

I think the user experience could be improved, especially on mobile. We got feedback from users that flipping the phone for the signature is not that great since it makes the rest of the phone experience a bit confusing.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Curtis White

Pactsafe has been awesome so far and has helped make things a lot easier for our clients

2018-01-16

Pros

And the integration to Salesforce helps with organization.

Cons

If you could change what the texts say or if you could be notified every time they view the agreement.

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
George Waked

Pactsafe is what signing documents should be fast, flexible, modern, and intuitive

2018-01-16

Being able to sent out simple-to-sign documents is critical in sales.

Pros

Just about everything. Documents go through instantly, to both phones and email addresses.

Cons

Can't think of anything at the moment. I would say assigning contacts to signature fields is tedious, but, through their support team, I figured out that you can assign all. Con be gone!

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
Katie hively

Use it daily!

2019-10-09

Pros

Most days I can get a contract ready for distribution in less than 2 minutes. Really easy!

Cons

I do think that its a little difficult to get multiple people to sign one document. I wish that process of assigning multiple fields and required fields could be simplified a little more.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Ozelle Hackett

I use PactSafe to send contracts and service agreements to clients.

2018-01-16

Pros

This system has made my life much easier. I get signed contracts and agreements back much faster making our sales cycle much shorter.

Cons

There are times I have trouble uploading my own documents. Occasionally the header does not populate and I have to manually enter information.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more
Cedric Tippett

Easy, fun, Money in my Pocket, clients feel safe through the contract and have no complaints.

2018-01-22

Pros

The software is easy to use dealing with my clients.

Cons

Everything exports straight over from salesforce which is most important.

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
Jodie Hughes

Brilliant! The software neatly executes a brilliant concept & the customer support is outstanding.

2018-01-05

It's making the contracting process so much easier and quicker for the legal team.

Pros

The whole user interface is so pleasant to use: it's simple, intuitive and aesthetically pleasing.

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
Kari Souers

PactSafe has made business so much more efficient, being able to send paperwork electronically.

2018-01-11

Pros

Instant alerts when paperwork is complete, easy for new users to understand, and rarely has lag-time.

Cons

It can be very tedious adding the text fields to contracts. I would also like to see an option for making check boxes mandatory to choose one option.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Zane Beaty

Responsive and evolving

2018-01-22

It's been reliable and makes it easy for my clients to partner with us.

Pros

It's easy to navigate and the PactSafe team has taken constructive feedback to help personalize our setup.

Cons

Some notifications still show that a client hasn't "received" the agreement to their email - when in fact they did.

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
Source: Capterra
Helpful?   Yes   No
Read more
Chip Hardt

Great for app compliance

2019-10-15

Very good experience with their customer support team--they're very patient with me!

Pros

It gives us a lot of peace of mind to know that the thousands of users we have are properly and legally signing our T&C's and privacy policy, given the nature of our business. It's air tight.

Cons

PactSafe is working hard to improve its enterprise-level UI, and I am looking forward to that.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Real Estate company, 51-200 employees)

Wonderful product!

2019-10-14

Pros

The amount of time we have saved on drafting & sending contracts has been drastically cut since we have implemented PactSafe into our routine.

Cons

The format editor can be a bit limiting.

Rating breakdown

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