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Contract Management Software

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PandaDoc logo

PandaDoc

4.5
1K

Create, edit, track, and eSign documents quickly and easily

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.3
    Ease of use
    4.4
    Features
    4.3
    Customer support
    4.3
Pros and Cons from PandaDoc users   
avatar
avatar
avatar
+15
Pretty good, the speed of use really stopped me from using it and moving to Qwilr. The design kind of turned me away to find something more user friendly that my customers enjoyed looking at.
If I mess something up, it's difficult to modify without starting all over from the beginning. That said, it's more than likely a user issue as opposed to a problem with the software.
The sales, development, and customer service teams have been SUPER responsive and hungry for feedback. It's really impressive how invested they are in continuing to build and improve the product.
Overall it was a terrible experience, from support to the actual product.
User-friendly interface ,simple procedures and seamless integration with other programs, make the progress easy ,even pleasant for both us and clients.
The only thing I struggle with is a slight lag on the website when actually creating content - I am unsure if and why this happens - however, I feel it could be slightly more responsive.
I like that PandaDoc makes it easy for me to create beautiful, professional looking proposals in just a few minutes.
The Technical team is working on this problem since 1 month and they don't manage to send me back my document. The system is not finished.
When sending out a proposal it is important to have all information be consistent and correct. I love that each proposal contains uniform parts and still allows for necessary customization.
It's been great, we plan to use it indefinitely and are happy with our decision to bring the Afton Tickets sales team onto PandaDoc.
It's very easy to replicate docs when creating documents like proposals and budgets. Great digital signing feature.
Great Pipedrive integration, better experience than Docusign.
PandaDoc makes it very easy to create and templatize amazing looking proposals. The technology has helped us scale our business.
PandaDoc is awesome and just really helped me and my team streamline processes.
Pandadoc is a great tool when working remotely and working with documents, it notifies all the necessary personnel to authorize what is required of them easily.
Flexibility in templates and budgets - real time visibility of document tracking and DocuSign. Love the APP and that I can access proposals from anywhere.
It is pretty easy to use, update quotes, and see when the viewers are looking at the proposals. The signature and dating piece is straight forward once you get the hang of it.
Pretty standard, decent customer service and good support.
Pretty good, the speed of use really stopped me from using it and moving to Qwilr. The design kind of turned me away to find something more user friendly that my customers enjoyed looking at.
If I mess something up, it's difficult to modify without starting all over from the beginning. That said, it's more than likely a user issue as opposed to a problem with the software.
The sales, development, and customer service teams have been SUPER responsive and hungry for feedback. It's really impressive how invested they are in continuing to build and improve the product.
Overall it was a terrible experience, from support to the actual product.
User-friendly interface ,simple procedures and seamless integration with other programs, make the progress easy ,even pleasant for both us and clients.
The only thing I struggle with is a slight lag on the website when actually creating content - I am unsure if and why this happens - however, I feel it could be slightly more responsive.
I like that PandaDoc makes it easy for me to create beautiful, professional looking proposals in just a few minutes.
The Technical team is working on this problem since 1 month and they don't manage to send me back my document. The system is not finished.
When sending out a proposal it is important to have all information be consistent and correct. I love that each proposal contains uniform parts and still allows for necessary customization.
It's been great, we plan to use it indefinitely and are happy with our decision to bring the Afton Tickets sales team onto PandaDoc.
It's very easy to replicate docs when creating documents like proposals and budgets. Great digital signing feature.
Great Pipedrive integration, better experience than Docusign.
PandaDoc makes it very easy to create and templatize amazing looking proposals. The technology has helped us scale our business.
PandaDoc is awesome and just really helped me and my team streamline processes.
Pandadoc is a great tool when working remotely and working with documents, it notifies all the necessary personnel to authorize what is required of them easily.
Flexibility in templates and budgets - real time visibility of document tracking and DocuSign. Love the APP and that I can access proposals from anywhere.
It is pretty easy to use, update quotes, and see when the viewers are looking at the proposals. The signature and dating piece is straight forward once you get the hang of it.
Pretty standard, decent customer service and good support.
Pretty good, the speed of use really stopped me from using it and moving to Qwilr. The design kind of turned me away to find something more user friendly that my customers enjoyed looking at.
If I mess something up, it's difficult to modify without starting all over from the beginning. That said, it's more than likely a user issue as opposed to a problem with the software.
The sales, development, and customer service teams have been SUPER responsive and hungry for feedback. It's really impressive how invested they are in continuing to build and improve the product.
Overall it was a terrible experience, from support to the actual product.
User-friendly interface ,simple procedures and seamless integration with other programs, make the progress easy ,even pleasant for both us and clients.
The only thing I struggle with is a slight lag on the website when actually creating content - I am unsure if and why this happens - however, I feel it could be slightly more responsive.
I like that PandaDoc makes it easy for me to create beautiful, professional looking proposals in just a few minutes.
The Technical team is working on this problem since 1 month and they don't manage to send me back my document. The system is not finished.
When sending out a proposal it is important to have all information be consistent and correct. I love that each proposal contains uniform parts and still allows for necessary customization.
It's been great, we plan to use it indefinitely and are happy with our decision to bring the Afton Tickets sales team onto PandaDoc.
It's very easy to replicate docs when creating documents like proposals and budgets. Great digital signing feature.
Great Pipedrive integration, better experience than Docusign.
PandaDoc makes it very easy to create and templatize amazing looking proposals. The technology has helped us scale our business.
PandaDoc is awesome and just really helped me and my team streamline processes.
Pandadoc is a great tool when working remotely and working with documents, it notifies all the necessary personnel to authorize what is required of them easily.
Flexibility in templates and budgets - real time visibility of document tracking and DocuSign. Love the APP and that I can access proposals from anywhere.
It is pretty easy to use, update quotes, and see when the viewers are looking at the proposals. The signature and dating piece is straight forward once you get the hang of it.
Pretty standard, decent customer service and good support.
ContractSafe logo
4.8
130

Cloud-based contract management software

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.8
    Ease of use
    4.8
    Features
    4.6
    Customer support
    4.9
Pros and Cons from ContractSafe users   
avatar
avatar
+15
ContractSafe is user-friendly and the integration with DocuSign makes contract storage painless. Moreover, the ContractSafe customer service team is responsive, helpful, and a joy to work with.
We attempted to solve the problem with a customized product tied to our accounting software and that effort was a miserable and expensive failure.
We have had a very positive experience with ContractSafe. It is comprehensive and easy to use.
I don't like that you have to pay for custom field access.
We have been very pleased with ContractSafe and have watched it grow and improve over time.
We thought it was weird the notes section didn't allow spaces.
Integration easy, on-boarding easy, user friendly, cost effective, great layout, always works.
I think cost comparison on whether we could survive without this product is close. I've made our contracts work without ContractSafe but do prefer for now to pay for this.
Contract Safe is easy to use and the support is amazing. Support has been available to train our entire company several times.
Great support and features and I know that I can count on them anytime for any help that we might need.
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.
Overall it's a good experience and saves you hassles in the future.
It is extremely easy to navigate. The ability to customize reminders and include the contract in the email makes annual review simple.
We looked at multiple software programs. I appreciated that one of the owners called regarding my inquiry.
The support team is also very responsive whenever we run into any issues.
Ease of transition, cost, and the AI data extraction system.
Whenever you are working on a new system you need responsive Customer Service Representatives to support you. ContractSafe has knowledgeable and friendly Customer Service Representatives.
Very user-friendly system which was easy to implement, all at a reasonable price.
ContractSafe is user-friendly and the integration with DocuSign makes contract storage painless. Moreover, the ContractSafe customer service team is responsive, helpful, and a joy to work with.
We attempted to solve the problem with a customized product tied to our accounting software and that effort was a miserable and expensive failure.
We have had a very positive experience with ContractSafe. It is comprehensive and easy to use.
I don't like that you have to pay for custom field access.
We have been very pleased with ContractSafe and have watched it grow and improve over time.
We thought it was weird the notes section didn't allow spaces.
Integration easy, on-boarding easy, user friendly, cost effective, great layout, always works.
I think cost comparison on whether we could survive without this product is close. I've made our contracts work without ContractSafe but do prefer for now to pay for this.
Contract Safe is easy to use and the support is amazing. Support has been available to train our entire company several times.
Great support and features and I know that I can count on them anytime for any help that we might need.
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.
Overall it's a good experience and saves you hassles in the future.
It is extremely easy to navigate. The ability to customize reminders and include the contract in the email makes annual review simple.
We looked at multiple software programs. I appreciated that one of the owners called regarding my inquiry.
The support team is also very responsive whenever we run into any issues.
Ease of transition, cost, and the AI data extraction system.
Whenever you are working on a new system you need responsive Customer Service Representatives to support you. ContractSafe has knowledgeable and friendly Customer Service Representatives.
Very user-friendly system which was easy to implement, all at a reasonable price.
ContractSafe is user-friendly and the integration with DocuSign makes contract storage painless. Moreover, the ContractSafe customer service team is responsive, helpful, and a joy to work with.
We attempted to solve the problem with a customized product tied to our accounting software and that effort was a miserable and expensive failure.
We have had a very positive experience with ContractSafe. It is comprehensive and easy to use.
I don't like that you have to pay for custom field access.
We have been very pleased with ContractSafe and have watched it grow and improve over time.
We thought it was weird the notes section didn't allow spaces.
Integration easy, on-boarding easy, user friendly, cost effective, great layout, always works.
I think cost comparison on whether we could survive without this product is close. I've made our contracts work without ContractSafe but do prefer for now to pay for this.
Contract Safe is easy to use and the support is amazing. Support has been available to train our entire company several times.
Great support and features and I know that I can count on them anytime for any help that we might need.
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.
Overall it's a good experience and saves you hassles in the future.
It is extremely easy to navigate. The ability to customize reminders and include the contract in the email makes annual review simple.
We looked at multiple software programs. I appreciated that one of the owners called regarding my inquiry.
The support team is also very responsive whenever we run into any issues.
Ease of transition, cost, and the AI data extraction system.
Whenever you are working on a new system you need responsive Customer Service Representatives to support you. ContractSafe has knowledgeable and friendly Customer Service Representatives.
Very user-friendly system which was easy to implement, all at a reasonable price.
Gatekeeper logo
4.7
67

Contract Management Simplified

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.6
    Ease of use
    4.7
    Features
    4.4
    Customer support
    4.8
Pros and Cons from Gatekeeper users   
avatar
avatar
+15
The customisation within Gatekeeper allows us to utilise the native functionality to the best of its ability. Gatekeeper has enabled a proactive and scalable approach to supplier management.
It is a bit expensive in my opinion and as a beginner it can be a bit confusing to understand all of its functionalities, especially if you don't have experience in IT.
The Gatekeeper team have done a great job onboarding and go above and beyond to find effective solutions. The product team are quick to develop smart features in response to our business needs.
Rather limited to no presence in continental Europe.
Gatekeeper has a clean user interface, it's easy to use, and the customer support has been excellent.
There is an abundance of data in Gatekeeper but at times, it can be difficult to extract or visualise data sets to compare data.
An excellent customer support team, very happy with the experience so far.
Workflows can be a bit tricky to set up, unless you pay for additional resource from GK.
This all provides an excellent return on our investment. Gatekeeper is simple to use and when some help or guidance is needed, support is always available online in their Live Chat feature.
Great having all of my contracts at my fingertips. We are a nonprofit organization with limited budget, but Gatekeeper was very willing to work with us to allow it to fit into our numbers.
The user interface is very intuitive and the ability to customise allows us to easily integrate with existing processes and engage users in order to maximise the benefits of using the system.
Since the beginning, Gatekeeper team was super professional and provide us with an unique solutions that fit our expectations.
We have loved incorporating this system into our office for its easy, available security.
Its easy to use which makes it easier for me as an administrator to teach others. Its good as a repository to store all documents.
We are very thankful for the tool and for all of the support we receive from the company.
The key strength is the diversity of the solutions supplied within. It is quite simple to use and flexible to set up.
The customer service team has been very supportive.
We will soon integrate our own supplier performance data against contract performance standards to allow our supplier management team proactive visibility of when contractual sanctions can be applied.
The customisation within Gatekeeper allows us to utilise the native functionality to the best of its ability. Gatekeeper has enabled a proactive and scalable approach to supplier management.
It is a bit expensive in my opinion and as a beginner it can be a bit confusing to understand all of its functionalities, especially if you don't have experience in IT.
The Gatekeeper team have done a great job onboarding and go above and beyond to find effective solutions. The product team are quick to develop smart features in response to our business needs.
Rather limited to no presence in continental Europe.
Gatekeeper has a clean user interface, it's easy to use, and the customer support has been excellent.
There is an abundance of data in Gatekeeper but at times, it can be difficult to extract or visualise data sets to compare data.
An excellent customer support team, very happy with the experience so far.
Workflows can be a bit tricky to set up, unless you pay for additional resource from GK.
This all provides an excellent return on our investment. Gatekeeper is simple to use and when some help or guidance is needed, support is always available online in their Live Chat feature.
Great having all of my contracts at my fingertips. We are a nonprofit organization with limited budget, but Gatekeeper was very willing to work with us to allow it to fit into our numbers.
The user interface is very intuitive and the ability to customise allows us to easily integrate with existing processes and engage users in order to maximise the benefits of using the system.
Since the beginning, Gatekeeper team was super professional and provide us with an unique solutions that fit our expectations.
We have loved incorporating this system into our office for its easy, available security.
Its easy to use which makes it easier for me as an administrator to teach others. Its good as a repository to store all documents.
We are very thankful for the tool and for all of the support we receive from the company.
The key strength is the diversity of the solutions supplied within. It is quite simple to use and flexible to set up.
The customer service team has been very supportive.
We will soon integrate our own supplier performance data against contract performance standards to allow our supplier management team proactive visibility of when contractual sanctions can be applied.
The customisation within Gatekeeper allows us to utilise the native functionality to the best of its ability. Gatekeeper has enabled a proactive and scalable approach to supplier management.
It is a bit expensive in my opinion and as a beginner it can be a bit confusing to understand all of its functionalities, especially if you don't have experience in IT.
The Gatekeeper team have done a great job onboarding and go above and beyond to find effective solutions. The product team are quick to develop smart features in response to our business needs.
Rather limited to no presence in continental Europe.
Gatekeeper has a clean user interface, it's easy to use, and the customer support has been excellent.
There is an abundance of data in Gatekeeper but at times, it can be difficult to extract or visualise data sets to compare data.
An excellent customer support team, very happy with the experience so far.
Workflows can be a bit tricky to set up, unless you pay for additional resource from GK.
This all provides an excellent return on our investment. Gatekeeper is simple to use and when some help or guidance is needed, support is always available online in their Live Chat feature.
Great having all of my contracts at my fingertips. We are a nonprofit organization with limited budget, but Gatekeeper was very willing to work with us to allow it to fit into our numbers.
The user interface is very intuitive and the ability to customise allows us to easily integrate with existing processes and engage users in order to maximise the benefits of using the system.
Since the beginning, Gatekeeper team was super professional and provide us with an unique solutions that fit our expectations.
We have loved incorporating this system into our office for its easy, available security.
Its easy to use which makes it easier for me as an administrator to teach others. Its good as a repository to store all documents.
We are very thankful for the tool and for all of the support we receive from the company.
The key strength is the diversity of the solutions supplied within. It is quite simple to use and flexible to set up.
The customer service team has been very supportive.
We will soon integrate our own supplier performance data against contract performance standards to allow our supplier management team proactive visibility of when contractual sanctions can be applied.
Agiloft logo
4.9
34

Agile Contract Management that works the way you do

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.7
    Ease of use
    4.5
    Features
    4.7
    Customer support
    4.8
Pros and Cons from Agiloft users   
avatar
avatar
avatar
+15
Lumina has been using Agiloft (and its predecessor SupportWizard) for 7 years, for issue tracking, and customer support. We have found it outstanding in its flexibility, ease of use, and reliability.
Some of it can be very confusing to someone who doesn't understand business flow.
Agiloft has always been quick to solve the few (if any) problems that have occurred, and they are happy to help customize the product to better align with my organization's needs.
Some errors may occur when merging several operations together.
The customer support team is very reliable and clearly interested in building long-term customer relationships.
It is a little bulky and for old school sales, it tends to be a little difficult to maneuver from section to section.
The Agiloft workflow engine is very powerful. Excellent API for customization.
The only other negative for me is that I'm in the Eastern Time Zone and Agiloft is in the Pacific Time Zone. That four hour difference sometimes leads to a longer time to resolve questions.
Fantastic, Easy to Use, Customizable and Automated Product.
The management of electronic signatures is one of the biggest strengths of agiloft, so its use is highly recommended to handle virtual documents.
It is more than just CMS. We liked the ability to White label it for clients either directly in-house or through the client portal managed by us.
For an administrator, the functionality and customizable process and table flows are excellent. For the UI for a non-admin user, it can literally be 1,2 or 3 tasks/functions on their home page.
Ease of customization - Everything is point-and-click and easy to understand. We have not had to write any code, yet we're integrated with several other mission-critical systems within our business.
The customer support is very comprehensive as is the number of videos for various bits of training.
If you're looking for a low cost help desk out of the box with great scaling capabilities and want to simply define workflows with GUI and easy to build rules.
PROS: Agiloft especially excels at scalable customization, fair pricing and customer service.
We use and trial a lot of software for either our own use or clients. Agiloft is by far the most advanced contract management software out there.
We recommend reviewing your varied file recovery options, and to be able to work even without being connected to the internet.
Lumina has been using Agiloft (and its predecessor SupportWizard) for 7 years, for issue tracking, and customer support. We have found it outstanding in its flexibility, ease of use, and reliability.
Some of it can be very confusing to someone who doesn't understand business flow.
Agiloft has always been quick to solve the few (if any) problems that have occurred, and they are happy to help customize the product to better align with my organization's needs.
Some errors may occur when merging several operations together.
The customer support team is very reliable and clearly interested in building long-term customer relationships.
It is a little bulky and for old school sales, it tends to be a little difficult to maneuver from section to section.
The Agiloft workflow engine is very powerful. Excellent API for customization.
The only other negative for me is that I'm in the Eastern Time Zone and Agiloft is in the Pacific Time Zone. That four hour difference sometimes leads to a longer time to resolve questions.
Fantastic, Easy to Use, Customizable and Automated Product.
The management of electronic signatures is one of the biggest strengths of agiloft, so its use is highly recommended to handle virtual documents.
It is more than just CMS. We liked the ability to White label it for clients either directly in-house or through the client portal managed by us.
For an administrator, the functionality and customizable process and table flows are excellent. For the UI for a non-admin user, it can literally be 1,2 or 3 tasks/functions on their home page.
Ease of customization - Everything is point-and-click and easy to understand. We have not had to write any code, yet we're integrated with several other mission-critical systems within our business.
The customer support is very comprehensive as is the number of videos for various bits of training.
If you're looking for a low cost help desk out of the box with great scaling capabilities and want to simply define workflows with GUI and easy to build rules.
PROS: Agiloft especially excels at scalable customization, fair pricing and customer service.
We use and trial a lot of software for either our own use or clients. Agiloft is by far the most advanced contract management software out there.
We recommend reviewing your varied file recovery options, and to be able to work even without being connected to the internet.
Lumina has been using Agiloft (and its predecessor SupportWizard) for 7 years, for issue tracking, and customer support. We have found it outstanding in its flexibility, ease of use, and reliability.
Some of it can be very confusing to someone who doesn't understand business flow.
Agiloft has always been quick to solve the few (if any) problems that have occurred, and they are happy to help customize the product to better align with my organization's needs.
Some errors may occur when merging several operations together.
The customer support team is very reliable and clearly interested in building long-term customer relationships.
It is a little bulky and for old school sales, it tends to be a little difficult to maneuver from section to section.
The Agiloft workflow engine is very powerful. Excellent API for customization.
The only other negative for me is that I'm in the Eastern Time Zone and Agiloft is in the Pacific Time Zone. That four hour difference sometimes leads to a longer time to resolve questions.
Fantastic, Easy to Use, Customizable and Automated Product.
The management of electronic signatures is one of the biggest strengths of agiloft, so its use is highly recommended to handle virtual documents.
It is more than just CMS. We liked the ability to White label it for clients either directly in-house or through the client portal managed by us.
For an administrator, the functionality and customizable process and table flows are excellent. For the UI for a non-admin user, it can literally be 1,2 or 3 tasks/functions on their home page.
Ease of customization - Everything is point-and-click and easy to understand. We have not had to write any code, yet we're integrated with several other mission-critical systems within our business.
The customer support is very comprehensive as is the number of videos for various bits of training.
If you're looking for a low cost help desk out of the box with great scaling capabilities and want to simply define workflows with GUI and easy to build rules.
PROS: Agiloft especially excels at scalable customization, fair pricing and customer service.
We use and trial a lot of software for either our own use or clients. Agiloft is by far the most advanced contract management software out there.
We recommend reviewing your varied file recovery options, and to be able to work even without being connected to the internet.
Formstack Suite logo
3.0
1

Workflow automation platform

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    0.0
    Ease of use
    3.0
    Features
    4.0
    Customer support
    0.0
Pros and Cons from Formstack Suite users   
No pros & cons found
ContractNow logo
5.0
2

Contract negotiation, consolidation, and renewal management

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    5.0
    Ease of use
    5.0
    Features
    4.5
    Customer support
    5.0
Pros and Cons from ContractNow users   
No pros & cons found
Jotform Sign logo
5.0
4

Powerful Forms Get It Done

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.7
    Ease of use
    5.0
    Features
    4.5
    Customer support
    4.3
Pros and Cons from Jotform Sign users   
No pros & cons found
CobbleStone Contract Insight logo
4.8
47

Managing contracts just got easier!

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.9
    Ease of use
    4.7
    Features
    4.8
    Customer support
    5.0
Pros and Cons from CobbleStone Contract Insight users   
+15
The customer service is wonderful and I received excellent live training from my instructor Richard. Brad has also been available from the very beginning of our business relationship.
I have tried to watch a few of the video tutorials to learn features on my own and how to navigate the system. I have found that some of these are boring and therefore not easy to follow.
The system is extremely user friendly with training new employees, keeps excellent data of important data for our contracts as well as upcoming reminders that will need to be sent out.
The document collaboration is too difficult to process.
The technical support was outstanding with follow up and regular conversations as we developed the program to fit our specific industry contracts and documents database needs.
We reviewed other contract management software for months before selecting CobbleStone. We mad the right choice.
We love the seamless integration with MS Word and Excel. Cobblestone has a prebuilt plug-in with Word and Outlook.
Contract Management Team of One" no longer drowning.
I like the tracking feature the most. I believe that it is very easy to upload the documents.
Ease of creation of documents and as a repository for the documents.
Out of 15 needs that were ID'd by my user group, CSS filled all but 1. I like that I am able to follow existing agency policy and not have to change much.
Robust, flexible and cost-effective platform gets the job done.
The wiki and other "self help" features. Like the concurrent licensing as well.
We are now able to store, update and have in a secure location all our confidential, legal and contractual documents viewable by our company utilizing access management tools within the software.
Your team is working hard to help me make the changes necessary for it to be more user friendly to our users going forward.
Customization allowed capture of specific data to generate useful reports for multiple departments.
Utilizing the alerts and management tools build within Cobblestone, we will be keeping the documents updated and ensure that we execute the documents more affectively.
Later, we launched a new contract policy and both our representative and software team was able to integrate our policy's contract notice requirements and the required workflows into our system.
The customer service is wonderful and I received excellent live training from my instructor Richard. Brad has also been available from the very beginning of our business relationship.
I have tried to watch a few of the video tutorials to learn features on my own and how to navigate the system. I have found that some of these are boring and therefore not easy to follow.
The system is extremely user friendly with training new employees, keeps excellent data of important data for our contracts as well as upcoming reminders that will need to be sent out.
The document collaboration is too difficult to process.
The technical support was outstanding with follow up and regular conversations as we developed the program to fit our specific industry contracts and documents database needs.
We reviewed other contract management software for months before selecting CobbleStone. We mad the right choice.
We love the seamless integration with MS Word and Excel. Cobblestone has a prebuilt plug-in with Word and Outlook.
Contract Management Team of One" no longer drowning.
I like the tracking feature the most. I believe that it is very easy to upload the documents.
Ease of creation of documents and as a repository for the documents.
Out of 15 needs that were ID'd by my user group, CSS filled all but 1. I like that I am able to follow existing agency policy and not have to change much.
Robust, flexible and cost-effective platform gets the job done.
The wiki and other "self help" features. Like the concurrent licensing as well.
We are now able to store, update and have in a secure location all our confidential, legal and contractual documents viewable by our company utilizing access management tools within the software.
Your team is working hard to help me make the changes necessary for it to be more user friendly to our users going forward.
Customization allowed capture of specific data to generate useful reports for multiple departments.
Utilizing the alerts and management tools build within Cobblestone, we will be keeping the documents updated and ensure that we execute the documents more affectively.
Later, we launched a new contract policy and both our representative and software team was able to integrate our policy's contract notice requirements and the required workflows into our system.
The customer service is wonderful and I received excellent live training from my instructor Richard. Brad has also been available from the very beginning of our business relationship.
I have tried to watch a few of the video tutorials to learn features on my own and how to navigate the system. I have found that some of these are boring and therefore not easy to follow.
The system is extremely user friendly with training new employees, keeps excellent data of important data for our contracts as well as upcoming reminders that will need to be sent out.
The document collaboration is too difficult to process.
The technical support was outstanding with follow up and regular conversations as we developed the program to fit our specific industry contracts and documents database needs.
We reviewed other contract management software for months before selecting CobbleStone. We mad the right choice.
We love the seamless integration with MS Word and Excel. Cobblestone has a prebuilt plug-in with Word and Outlook.
Contract Management Team of One" no longer drowning.
I like the tracking feature the most. I believe that it is very easy to upload the documents.
Ease of creation of documents and as a repository for the documents.
Out of 15 needs that were ID'd by my user group, CSS filled all but 1. I like that I am able to follow existing agency policy and not have to change much.
Robust, flexible and cost-effective platform gets the job done.
The wiki and other "self help" features. Like the concurrent licensing as well.
We are now able to store, update and have in a secure location all our confidential, legal and contractual documents viewable by our company utilizing access management tools within the software.
Your team is working hard to help me make the changes necessary for it to be more user friendly to our users going forward.
Customization allowed capture of specific data to generate useful reports for multiple departments.
Utilizing the alerts and management tools build within Cobblestone, we will be keeping the documents updated and ensure that we execute the documents more affectively.
Later, we launched a new contract policy and both our representative and software team was able to integrate our policy's contract notice requirements and the required workflows into our system.
Bloomberg Law Contract Solutions logo
0

Contract management solution for attorneys & in-house teams

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Reviews Sentiment
ic-pricetag

No reviews

Positive Reviews
ic-pricetag

No reviews

Rating Breakdown
    Value for money
    0.0
    Ease of use
    0.0
    Features
    0.0
    Customer support
    0.0
Pros and Cons from Bloomberg Law Contract Solutions users   
No pros & cons found
OpenGov Procurement logo
5.0
1

End-to-end government procurement software

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    5.0
    Ease of use
    5.0
    Features
    5.0
    Customer support
    4.0
Pros and Cons from OpenGov Procurement users   
No pros & cons found
Lexion logo
5.0
3

Contract management software for legal teams

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    5.0
    Ease of use
    5.0
    Features
    5.0
    Customer support
    5.0
Pros and Cons from Lexion users   
No pros & cons found
EZLynx logo
3.7
67

Your most productive employee

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    3.3
    Ease of use
    3.6
    Features
    3.3
    Customer support
    3.3
Pros and Cons from EZLynx users   
avatar
avatar
avatar
+15
This product has saved me HOURS of doing competitive quoting. It was the best decision our office has ever made.
Terrible reporting features, not able to run birthdays with everything else. Bad customer support/on boarding and training.
It’s better to call tech support with EZLynx than sending in a ticket through their automated reporting. This is a great tool that we are able to use to highly improve efficiency.
The support is not always timely when you need assistance on an error or updating data, you sometimes need to leave a message and wait for a call back.
Supports most carriers and best integration with them. Good intergration with HawkSoft and other agency management systems.
I cancelled it a while back. N ow I'm looking at switching to PL rater because they say their prefill works plus they have integration with mvrs to look up tickets and accident.
Overall, it was a great program. Tutorials were very helpful.
Trying to build a new report is even worse. The customer support for reporting is non-existent.
I liked the pricing and the features. I liked the fact that this is a simple industry specfice CMS.
Obtaining accurate reports is very difficult. They are often broken and will timeout during download.
Very easy to use and very helpful when extracting monthly reports.
They gave me an e-mail for someone to complain to. She responds to pacify me but nothing get's done about the issues I'm having.
Easy navigation, better learning and easy access.
The data loss is literally stopping my job until our reporting issues are fixed.
Reports are very helpful. Email campaigns helps us grow.
Report function and CMS are weak. I am not a "report" person but what we have available is subpar.
EZlynx has a ton of features. I really like that you can go directly from someones account and to quoting.
We no longer need to go into each company's website to do quotes. We go to this website, and it is a one-stop shop to compare pricing initially.
This product has saved me HOURS of doing competitive quoting. It was the best decision our office has ever made.
Terrible reporting features, not able to run birthdays with everything else. Bad customer support/on boarding and training.
It’s better to call tech support with EZLynx than sending in a ticket through their automated reporting. This is a great tool that we are able to use to highly improve efficiency.
The support is not always timely when you need assistance on an error or updating data, you sometimes need to leave a message and wait for a call back.
Supports most carriers and best integration with them. Good intergration with HawkSoft and other agency management systems.
I cancelled it a while back. N ow I'm looking at switching to PL rater because they say their prefill works plus they have integration with mvrs to look up tickets and accident.
Overall, it was a great program. Tutorials were very helpful.
Trying to build a new report is even worse. The customer support for reporting is non-existent.
I liked the pricing and the features. I liked the fact that this is a simple industry specfice CMS.
Obtaining accurate reports is very difficult. They are often broken and will timeout during download.
Very easy to use and very helpful when extracting monthly reports.
They gave me an e-mail for someone to complain to. She responds to pacify me but nothing get's done about the issues I'm having.
Easy navigation, better learning and easy access.
The data loss is literally stopping my job until our reporting issues are fixed.
Reports are very helpful. Email campaigns helps us grow.
Report function and CMS are weak. I am not a "report" person but what we have available is subpar.
EZlynx has a ton of features. I really like that you can go directly from someones account and to quoting.
We no longer need to go into each company's website to do quotes. We go to this website, and it is a one-stop shop to compare pricing initially.
This product has saved me HOURS of doing competitive quoting. It was the best decision our office has ever made.
Terrible reporting features, not able to run birthdays with everything else. Bad customer support/on boarding and training.
It’s better to call tech support with EZLynx than sending in a ticket through their automated reporting. This is a great tool that we are able to use to highly improve efficiency.
The support is not always timely when you need assistance on an error or updating data, you sometimes need to leave a message and wait for a call back.
Supports most carriers and best integration with them. Good intergration with HawkSoft and other agency management systems.
I cancelled it a while back. N ow I'm looking at switching to PL rater because they say their prefill works plus they have integration with mvrs to look up tickets and accident.
Overall, it was a great program. Tutorials were very helpful.
Trying to build a new report is even worse. The customer support for reporting is non-existent.
I liked the pricing and the features. I liked the fact that this is a simple industry specfice CMS.
Obtaining accurate reports is very difficult. They are often broken and will timeout during download.
Very easy to use and very helpful when extracting monthly reports.
They gave me an e-mail for someone to complain to. She responds to pacify me but nothing get's done about the issues I'm having.
Easy navigation, better learning and easy access.
The data loss is literally stopping my job until our reporting issues are fixed.
Reports are very helpful. Email campaigns helps us grow.
Report function and CMS are weak. I am not a "report" person but what we have available is subpar.
EZlynx has a ton of features. I really like that you can go directly from someones account and to quoting.
We no longer need to go into each company's website to do quotes. We go to this website, and it is a one-stop shop to compare pricing initially.
Conga Contracts logo
4.3
73

Automate and simplify contract management in Salesforce

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.1
    Ease of use
    4.2
    Features
    4.2
    Customer support
    4.3
Pros and Cons from Conga Contracts users   
avatar
avatar
+15
The support team is amazing and the ability to use where ever you have an internet connection is very helpful.
The lack of support with implementation, the length of time to correct new errors caused by system updates, the amount of time required to customize templates and workflows.
At the time it was only average but I know they've come a long way and have made great progress since then. I would recommend them alone for the great customer service I had.
Whenever I need to work on a proposal, I try to do so cautiously out of fear of losing something important. I struggle to trust this tool.
Sony is very pleased with the support and service we have received from Novatus and very pleased with the tool.
It’s not intuitive, people who don’t use the system daily have a hard time navigating through it.
Work with it a few times before in my other job, works good and its easy to use I recommend it in a 100.
One main objection that had stifled prior projects was the amount of time it would take to implement a system.
We have integrated our paperwork into a central source that we send to customers at the same time, which is a significant improvement. It's helped us save time and energy.
Apttus is the clear choice if your company already uses Salesforce.com. It is perfectly integrated into Salesforce, which makes it easy and intuitive for your users.
It is easy to use, easy to configure and is constantly being updated to bring more functionality to allow users to work smarter.
Conga has been very helpful and responsive. Looking forward to rolling out to the salesteam.
The functionality of the tool is pretty impressive. The tool can be used to monitor the contractual obligations of all kinds of contracts.
Save time energy and money. We are new, but are excited to transform the process and make a real change.
Overall I would highly recommend the tool. Much better than building quotes in Word (which I had to do before APTTUS).
We have significantly reduced manual processes resulting in time and cost savings. Our sales team really likes it and Legal relies on it.
Relatively quick to implement Contract Management solution with the ability to deeply integrate into our Salesforce instance.
We enjoy Conga and use their contract generation every day multiple times per sales representative.
The support team is amazing and the ability to use where ever you have an internet connection is very helpful.
The lack of support with implementation, the length of time to correct new errors caused by system updates, the amount of time required to customize templates and workflows.
At the time it was only average but I know they've come a long way and have made great progress since then. I would recommend them alone for the great customer service I had.
Whenever I need to work on a proposal, I try to do so cautiously out of fear of losing something important. I struggle to trust this tool.
Sony is very pleased with the support and service we have received from Novatus and very pleased with the tool.
It’s not intuitive, people who don’t use the system daily have a hard time navigating through it.
Work with it a few times before in my other job, works good and its easy to use I recommend it in a 100.
One main objection that had stifled prior projects was the amount of time it would take to implement a system.
We have integrated our paperwork into a central source that we send to customers at the same time, which is a significant improvement. It's helped us save time and energy.
Apttus is the clear choice if your company already uses Salesforce.com. It is perfectly integrated into Salesforce, which makes it easy and intuitive for your users.
It is easy to use, easy to configure and is constantly being updated to bring more functionality to allow users to work smarter.
Conga has been very helpful and responsive. Looking forward to rolling out to the salesteam.
The functionality of the tool is pretty impressive. The tool can be used to monitor the contractual obligations of all kinds of contracts.
Save time energy and money. We are new, but are excited to transform the process and make a real change.
Overall I would highly recommend the tool. Much better than building quotes in Word (which I had to do before APTTUS).
We have significantly reduced manual processes resulting in time and cost savings. Our sales team really likes it and Legal relies on it.
Relatively quick to implement Contract Management solution with the ability to deeply integrate into our Salesforce instance.
We enjoy Conga and use their contract generation every day multiple times per sales representative.
The support team is amazing and the ability to use where ever you have an internet connection is very helpful.
The lack of support with implementation, the length of time to correct new errors caused by system updates, the amount of time required to customize templates and workflows.
At the time it was only average but I know they've come a long way and have made great progress since then. I would recommend them alone for the great customer service I had.
Whenever I need to work on a proposal, I try to do so cautiously out of fear of losing something important. I struggle to trust this tool.
Sony is very pleased with the support and service we have received from Novatus and very pleased with the tool.
It’s not intuitive, people who don’t use the system daily have a hard time navigating through it.
Work with it a few times before in my other job, works good and its easy to use I recommend it in a 100.
One main objection that had stifled prior projects was the amount of time it would take to implement a system.
We have integrated our paperwork into a central source that we send to customers at the same time, which is a significant improvement. It's helped us save time and energy.
Apttus is the clear choice if your company already uses Salesforce.com. It is perfectly integrated into Salesforce, which makes it easy and intuitive for your users.
It is easy to use, easy to configure and is constantly being updated to bring more functionality to allow users to work smarter.
Conga has been very helpful and responsive. Looking forward to rolling out to the salesteam.
The functionality of the tool is pretty impressive. The tool can be used to monitor the contractual obligations of all kinds of contracts.
Save time energy and money. We are new, but are excited to transform the process and make a real change.
Overall I would highly recommend the tool. Much better than building quotes in Word (which I had to do before APTTUS).
We have significantly reduced manual processes resulting in time and cost savings. Our sales team really likes it and Legal relies on it.
Relatively quick to implement Contract Management solution with the ability to deeply integrate into our Salesforce instance.
We enjoy Conga and use their contract generation every day multiple times per sales representative.
CMPRO logo
4.2
6

Manage engineering, inventory, configuration, & product data

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    5.0
    Ease of use
    4.0
    Features
    4.3
    Customer support
    5.0
Pros and Cons from CMPRO users   
No pros & cons found
Contract Hound logo
5.0
3

Cloud-based contract management solution for SMBs

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.7
    Ease of use
    5.0
    Features
    4.3
    Customer support
    5.0
Pros and Cons from Contract Hound users   
No pros & cons found
Ironclad logo
4.4
45

Contract management and workflow automation platform

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.6
    Ease of use
    4.3
    Features
    4.1
    Customer support
    4.5
Pros and Cons from Ironclad users   
avatar
avatar
+13
Great support - very responsible support who've been able to help us out in a pinch. The self-service option is getting better and better - excited about the potential.
Ironclad is missing critical contract management functions in the contract notification area.
Great customer service, willingness to respond to questions/feature requests, good understanding of the legal contracting process.
There was no assignment, no accountability, and no approval chain.
Ironclad's legal engineers are top notch. They are very responsive and very creative.
The limited customization options are another issue because it can be challenging to fully tailor the software to meet the particular requirements of my organization.
This is a great product which will be easy to build out contract workflows. The Ironclad team is constantly releasing new product updates, which have been very useful.
Non-legal background users have hard time understanding the process. These process and system is very foreign to them and it doesn't resemble any other software that they use.
I love the design of the system and is very user friendly.
As revisions are made, redlines are saved. It integrates with our existing cloud infrastructure, which is pretty convenient, and keeps things organized and immaculately named.
Self-service legal with easy UI, responsive customer service.
It's pretty easy to use and allows us to send contracts to prospects and track all of the activity taken on the contracts.
I like that Ironclad is pretty intuitive and gets the job done.
Document drafting and version control are the most important features for me.
Salesforce integration works flawlessly - Docusign integration lacks visibility but it's good enough.
It's fairly organized and streamlines the legal process once you learn the software.
Great support - very responsible support who've been able to help us out in a pinch. The self-service option is getting better and better - excited about the potential.
Ironclad is missing critical contract management functions in the contract notification area.
Great customer service, willingness to respond to questions/feature requests, good understanding of the legal contracting process.
There was no assignment, no accountability, and no approval chain.
Ironclad's legal engineers are top notch. They are very responsive and very creative.
The limited customization options are another issue because it can be challenging to fully tailor the software to meet the particular requirements of my organization.
This is a great product which will be easy to build out contract workflows. The Ironclad team is constantly releasing new product updates, which have been very useful.
Non-legal background users have hard time understanding the process. These process and system is very foreign to them and it doesn't resemble any other software that they use.
I love the design of the system and is very user friendly.
As revisions are made, redlines are saved. It integrates with our existing cloud infrastructure, which is pretty convenient, and keeps things organized and immaculately named.
Self-service legal with easy UI, responsive customer service.
It's pretty easy to use and allows us to send contracts to prospects and track all of the activity taken on the contracts.
I like that Ironclad is pretty intuitive and gets the job done.
Document drafting and version control are the most important features for me.
Salesforce integration works flawlessly - Docusign integration lacks visibility but it's good enough.
It's fairly organized and streamlines the legal process once you learn the software.
Great support - very responsible support who've been able to help us out in a pinch. The self-service option is getting better and better - excited about the potential.
Ironclad is missing critical contract management functions in the contract notification area.
Great customer service, willingness to respond to questions/feature requests, good understanding of the legal contracting process.
There was no assignment, no accountability, and no approval chain.
Ironclad's legal engineers are top notch. They are very responsive and very creative.
The limited customization options are another issue because it can be challenging to fully tailor the software to meet the particular requirements of my organization.
This is a great product which will be easy to build out contract workflows. The Ironclad team is constantly releasing new product updates, which have been very useful.
Non-legal background users have hard time understanding the process. These process and system is very foreign to them and it doesn't resemble any other software that they use.
I love the design of the system and is very user friendly.
As revisions are made, redlines are saved. It integrates with our existing cloud infrastructure, which is pretty convenient, and keeps things organized and immaculately named.
Self-service legal with easy UI, responsive customer service.
It's pretty easy to use and allows us to send contracts to prospects and track all of the activity taken on the contracts.
I like that Ironclad is pretty intuitive and gets the job done.
Document drafting and version control are the most important features for me.
Salesforce integration works flawlessly - Docusign integration lacks visibility but it's good enough.
It's fairly organized and streamlines the legal process once you learn the software.
Contractbook logo
4.7
61

Automated contract management platform for companies 10-1000

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.8
    Ease of use
    4.7
    Features
    4.3
    Customer support
    4.8
Pros and Cons from Contractbook users   
avatar
+15
Its a great platform and they provide superb support. As they continue to develop functions and improve the UI/ UX this will be one of the best platforms out there.
Sometimes it is difficult to find some buttons and features. It is a minor thing but still frustrates me sometimes.
Ease of use: This product is easy to navigate within and super optimized for the user. If answers needed for the use, the chat support is always responding quickly and with a smile.
That the price suddenly gets higher and my accesses get more limited.
I have been using Contractbook ever since I discovered it. It turns out to be super easy to use and secure to send contracts and offers to my customers.
I would really miss it if it wasn't there tomorrow.
Overall a good experience, it helps us collect our contract and have them in one portal. The increase in price was to large for existing users.
I had some difficulties with formatting and editing old versions of contracts - this has now been dealt with.
The team has found it really easy to organize the document afterwards and request multiple signatures. The SMS feature for notifications and signing it is awesome.
Has a Zapier integration which enables it to scale really well. And great customer support when I need help.
It is very easy to use and it has great templates.
Great software with good integration capabilities.
I really appreciate the extremely kind and personal service.
The software is super easy to use, very intuitive and saves a lot of time, when it comes to contract preparations, signing processes, etc.
It's easy and it comes with a lot of templates which is easy to customize. Especially the digital signature and that the counter-party can edit, review or accept the contract as part of the workflow.
The support team and sales rep are also polite and flexible in helping me get onboarded.
Great onboarding flow with both and SDR and CX rep. contacting me during signup making sure I was using the product the right way and making sure I had the right subscription plan.
I highly recommend it over other competing platforms.
Its a great platform and they provide superb support. As they continue to develop functions and improve the UI/ UX this will be one of the best platforms out there.
Sometimes it is difficult to find some buttons and features. It is a minor thing but still frustrates me sometimes.
Ease of use: This product is easy to navigate within and super optimized for the user. If answers needed for the use, the chat support is always responding quickly and with a smile.
That the price suddenly gets higher and my accesses get more limited.
I have been using Contractbook ever since I discovered it. It turns out to be super easy to use and secure to send contracts and offers to my customers.
I would really miss it if it wasn't there tomorrow.
Overall a good experience, it helps us collect our contract and have them in one portal. The increase in price was to large for existing users.
I had some difficulties with formatting and editing old versions of contracts - this has now been dealt with.
The team has found it really easy to organize the document afterwards and request multiple signatures. The SMS feature for notifications and signing it is awesome.
Has a Zapier integration which enables it to scale really well. And great customer support when I need help.
It is very easy to use and it has great templates.
Great software with good integration capabilities.
I really appreciate the extremely kind and personal service.
The software is super easy to use, very intuitive and saves a lot of time, when it comes to contract preparations, signing processes, etc.
It's easy and it comes with a lot of templates which is easy to customize. Especially the digital signature and that the counter-party can edit, review or accept the contract as part of the workflow.
The support team and sales rep are also polite and flexible in helping me get onboarded.
Great onboarding flow with both and SDR and CX rep. contacting me during signup making sure I was using the product the right way and making sure I had the right subscription plan.
I highly recommend it over other competing platforms.
Its a great platform and they provide superb support. As they continue to develop functions and improve the UI/ UX this will be one of the best platforms out there.
Sometimes it is difficult to find some buttons and features. It is a minor thing but still frustrates me sometimes.
Ease of use: This product is easy to navigate within and super optimized for the user. If answers needed for the use, the chat support is always responding quickly and with a smile.
That the price suddenly gets higher and my accesses get more limited.
I have been using Contractbook ever since I discovered it. It turns out to be super easy to use and secure to send contracts and offers to my customers.
I would really miss it if it wasn't there tomorrow.
Overall a good experience, it helps us collect our contract and have them in one portal. The increase in price was to large for existing users.
I had some difficulties with formatting and editing old versions of contracts - this has now been dealt with.
The team has found it really easy to organize the document afterwards and request multiple signatures. The SMS feature for notifications and signing it is awesome.
Has a Zapier integration which enables it to scale really well. And great customer support when I need help.
It is very easy to use and it has great templates.
Great software with good integration capabilities.
I really appreciate the extremely kind and personal service.
The software is super easy to use, very intuitive and saves a lot of time, when it comes to contract preparations, signing processes, etc.
It's easy and it comes with a lot of templates which is easy to customize. Especially the digital signature and that the counter-party can edit, review or accept the contract as part of the workflow.
The support team and sales rep are also polite and flexible in helping me get onboarded.
Great onboarding flow with both and SDR and CX rep. contacting me during signup making sure I was using the product the right way and making sure I had the right subscription plan.
I highly recommend it over other competing platforms.
Formstack Documents logo
4.8
110

Document generation tool for teams

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.4
    Ease of use
    4.5
    Features
    4.8
    Customer support
    4.7
Pros and Cons from Formstack Documents users   
avatar
+15
I like how easy it is to use with form software such as Formstack. Their customer support is amazing.
We experience tech issues if more that one user is in the account and sometimes saving is a problem with error messages.
I have some technical ability, but that was from years ago. I was able to set this up quickly, and the final details that I needed help, customer support stepped up and were great.
I almost gave up on infusionsoft because the in app quote tool was so terrible. After months of searching I found the Http post sync between infusionsoft and webmerge.
The support and response is excellent. It is extremely good value for money.
However, this is minor and the problem rarely manifests itself. Otherwise, I did not find anything impacting my workflow negatively with this web service.
In addition to their functionality is excellent customer service. The team at WebMerge is very responsive to support requests and questions.
We no longer have any administrative personnel handling any sensitive information, let alone any physical files.
It Integrates well with other tools and great practical features. The PDF email feature was straight forward and effective.
Their interface is extremely easy and their product fulfils an important niche area of the market, providing the ability to automate reports from external databases.
The ease of use is ridiculously simple and the customer support is good. They go above and beyond.
I am pretty happy with whatever formstack has, as there are very few software companies that offer one in all products at reasonable pricing, and formstack is one of them.
The customizable delivery options offered makes a big difference. Having the ability to insert field tags into the delivery email template subject line and email body is very helpful.
Makes document creation super easy from the data you already have.
We use formstack docs integrated with Smartsheet. It's very useful and time saving in creating automatic communications based on Smartsheet submissions.
Great - once we finalized our document forms, it's a set it and forget it tool. The documents are immediately generated and in the hands of the appropriate recipients.
Easy to create and develop simple forms to more complex intake forms, surveys and other documents that streamline the work process.
The webmerge really helped us in saving our loot of time we have to sebd loot if emails to our potenital customer and webmerge had realky made it easy and fast for us.
I like how easy it is to use with form software such as Formstack. Their customer support is amazing.
We experience tech issues if more that one user is in the account and sometimes saving is a problem with error messages.
I have some technical ability, but that was from years ago. I was able to set this up quickly, and the final details that I needed help, customer support stepped up and were great.
I almost gave up on infusionsoft because the in app quote tool was so terrible. After months of searching I found the Http post sync between infusionsoft and webmerge.
The support and response is excellent. It is extremely good value for money.
However, this is minor and the problem rarely manifests itself. Otherwise, I did not find anything impacting my workflow negatively with this web service.
In addition to their functionality is excellent customer service. The team at WebMerge is very responsive to support requests and questions.
We no longer have any administrative personnel handling any sensitive information, let alone any physical files.
It Integrates well with other tools and great practical features. The PDF email feature was straight forward and effective.
Their interface is extremely easy and their product fulfils an important niche area of the market, providing the ability to automate reports from external databases.
The ease of use is ridiculously simple and the customer support is good. They go above and beyond.
I am pretty happy with whatever formstack has, as there are very few software companies that offer one in all products at reasonable pricing, and formstack is one of them.
The customizable delivery options offered makes a big difference. Having the ability to insert field tags into the delivery email template subject line and email body is very helpful.
Makes document creation super easy from the data you already have.
We use formstack docs integrated with Smartsheet. It's very useful and time saving in creating automatic communications based on Smartsheet submissions.
Great - once we finalized our document forms, it's a set it and forget it tool. The documents are immediately generated and in the hands of the appropriate recipients.
Easy to create and develop simple forms to more complex intake forms, surveys and other documents that streamline the work process.
The webmerge really helped us in saving our loot of time we have to sebd loot if emails to our potenital customer and webmerge had realky made it easy and fast for us.
I like how easy it is to use with form software such as Formstack. Their customer support is amazing.
We experience tech issues if more that one user is in the account and sometimes saving is a problem with error messages.
I have some technical ability, but that was from years ago. I was able to set this up quickly, and the final details that I needed help, customer support stepped up and were great.
I almost gave up on infusionsoft because the in app quote tool was so terrible. After months of searching I found the Http post sync between infusionsoft and webmerge.
The support and response is excellent. It is extremely good value for money.
However, this is minor and the problem rarely manifests itself. Otherwise, I did not find anything impacting my workflow negatively with this web service.
In addition to their functionality is excellent customer service. The team at WebMerge is very responsive to support requests and questions.
We no longer have any administrative personnel handling any sensitive information, let alone any physical files.
It Integrates well with other tools and great practical features. The PDF email feature was straight forward and effective.
Their interface is extremely easy and their product fulfils an important niche area of the market, providing the ability to automate reports from external databases.
The ease of use is ridiculously simple and the customer support is good. They go above and beyond.
I am pretty happy with whatever formstack has, as there are very few software companies that offer one in all products at reasonable pricing, and formstack is one of them.
The customizable delivery options offered makes a big difference. Having the ability to insert field tags into the delivery email template subject line and email body is very helpful.
Makes document creation super easy from the data you already have.
We use formstack docs integrated with Smartsheet. It's very useful and time saving in creating automatic communications based on Smartsheet submissions.
Great - once we finalized our document forms, it's a set it and forget it tool. The documents are immediately generated and in the hands of the appropriate recipients.
Easy to create and develop simple forms to more complex intake forms, surveys and other documents that streamline the work process.
The webmerge really helped us in saving our loot of time we have to sebd loot if emails to our potenital customer and webmerge had realky made it easy and fast for us.
Ignition logo
4.7
127

Proposals, billing, payments and workflows in one platform.

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.5
    Ease of use
    4.6
    Features
    4.5
    Customer support
    4.9
Pros and Cons from Ignition users   
avatar
avatar
avatar
+15
Amazing - support team are great, I was set up and they even did some graphic design on our brochure. Ten minutes in I felt supported and knew it was the right decision.
No smartphone app/access. Delay in receiving client funds when not using credit card.
Their support and webinars are incredibly helpful and we are so glad we switched to them.
The team at PI can't be beat. I am seriously crushing on all of them.
Very pleasant to deal with and certainly knows his stuff. Please pass on our thanks.
Everything you need except that one FATAL FLAW.
This app is the perfect tool once you've determined what service plan is right for your prospect. We use another tool for needs assessment and pricing.
I feel that the if the price point was lower or if they had a lower entry package I would have gladly signed on with PI.
I must admire its ability of Direct debit collection and invoices in soft. It has transformed the power of a single click as I can now send a large engagement with just a single click.
Customer service is the best service for first time users. The staff is always friendly, patient and professional.
The ability to look and feel like a big professional outfit even when you are a small firm.
I like the ease of use and that it takes very little time to get out a proposal. Also that it integrates with Intuit Practice Management and Quickbooks Online.
Practice Iginiton is really easy to use. We have been getting great feedbacks from clients.
We've had great feedback from our customers when receiving proposals, and we can now create and send proposal in minutes whereas it used to take an hour or more to draft emails explaining it all.
Our first interaction with the leads has improved a lot since we started to use Practice Ignition. We have seen a quicker proposal acceptance cycle overall.
I hope that the Refund feature is resolved soon. Then this will be the best proposal and re-occurring payment processing system out there for our industry.
Very easy to use, already used within my organisation, easy for me to introduced to how the system operates.
We're now starting to look at the added extras like webconnectors, videos and expending our service library to include traditional compliance services too.
Amazing - support team are great, I was set up and they even did some graphic design on our brochure. Ten minutes in I felt supported and knew it was the right decision.
No smartphone app/access. Delay in receiving client funds when not using credit card.
Their support and webinars are incredibly helpful and we are so glad we switched to them.
The team at PI can't be beat. I am seriously crushing on all of them.
Very pleasant to deal with and certainly knows his stuff. Please pass on our thanks.
Everything you need except that one FATAL FLAW.
This app is the perfect tool once you've determined what service plan is right for your prospect. We use another tool for needs assessment and pricing.
I feel that the if the price point was lower or if they had a lower entry package I would have gladly signed on with PI.
I must admire its ability of Direct debit collection and invoices in soft. It has transformed the power of a single click as I can now send a large engagement with just a single click.
Customer service is the best service for first time users. The staff is always friendly, patient and professional.
The ability to look and feel like a big professional outfit even when you are a small firm.
I like the ease of use and that it takes very little time to get out a proposal. Also that it integrates with Intuit Practice Management and Quickbooks Online.
Practice Iginiton is really easy to use. We have been getting great feedbacks from clients.
We've had great feedback from our customers when receiving proposals, and we can now create and send proposal in minutes whereas it used to take an hour or more to draft emails explaining it all.
Our first interaction with the leads has improved a lot since we started to use Practice Ignition. We have seen a quicker proposal acceptance cycle overall.
I hope that the Refund feature is resolved soon. Then this will be the best proposal and re-occurring payment processing system out there for our industry.
Very easy to use, already used within my organisation, easy for me to introduced to how the system operates.
We're now starting to look at the added extras like webconnectors, videos and expending our service library to include traditional compliance services too.
Amazing - support team are great, I was set up and they even did some graphic design on our brochure. Ten minutes in I felt supported and knew it was the right decision.
No smartphone app/access. Delay in receiving client funds when not using credit card.
Their support and webinars are incredibly helpful and we are so glad we switched to them.
The team at PI can't be beat. I am seriously crushing on all of them.
Very pleasant to deal with and certainly knows his stuff. Please pass on our thanks.
Everything you need except that one FATAL FLAW.
This app is the perfect tool once you've determined what service plan is right for your prospect. We use another tool for needs assessment and pricing.
I feel that the if the price point was lower or if they had a lower entry package I would have gladly signed on with PI.
I must admire its ability of Direct debit collection and invoices in soft. It has transformed the power of a single click as I can now send a large engagement with just a single click.
Customer service is the best service for first time users. The staff is always friendly, patient and professional.
The ability to look and feel like a big professional outfit even when you are a small firm.
I like the ease of use and that it takes very little time to get out a proposal. Also that it integrates with Intuit Practice Management and Quickbooks Online.
Practice Iginiton is really easy to use. We have been getting great feedbacks from clients.
We've had great feedback from our customers when receiving proposals, and we can now create and send proposal in minutes whereas it used to take an hour or more to draft emails explaining it all.
Our first interaction with the leads has improved a lot since we started to use Practice Ignition. We have seen a quicker proposal acceptance cycle overall.
I hope that the Refund feature is resolved soon. Then this will be the best proposal and re-occurring payment processing system out there for our industry.
Very easy to use, already used within my organisation, easy for me to introduced to how the system operates.
We're now starting to look at the added extras like webconnectors, videos and expending our service library to include traditional compliance services too.
Odoo  logo

Odoo

4.1
788

Full Suite of Integrated Business Apps

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.0
    Ease of use
    4.0
    Features
    4.1
    Customer support
    3.7
Pros and Cons from Odoo users   
avatar
avatar
avatar
+15
We are implementing the Odoo software and the customer service is amazing. Our team leader, she is extremely helpful and intelligent, asking all the right questions to serve our specific needs.
Many errors in Multi Company, bad interface between electronic accounting from México and multicompany functionality. Hard to develop reports, the product need a similar as Crystal Reports from SAP.
It's great to work and develop on Odoo, it's impressive how fast odoo is growing. Maybe is good to create LTS release for big customer to have more than 3 year of support.
Oh well, it can but then you suddenly need to pay their consultants to have it custom build for you. For everything they start saying you need to pay and pay and pay.
This is a great program for usage in terms of getting all aspects of your business together in terms of important platforms like inventories etc.
The customer support is very bad and we are wasting a lot of time.
The mainly most attractive feature is it's opensource. Apart from this helps you to setup your all type of scaled organisation and the customisation is very easy.
Very poor support of partners. Very bad deep understanding of overall solution in odoo (as main provider).
Grsphics and web interface is awesome, installation is easier, customization can be made. Secure and remotely access, available in SAas and local server, even can be installed on your domain.
We made the mistake of purchasing through Odoo and not a reseller and everything was pretty much wrong from day 1.
We were looking for a user friendly and usable solution for CRMso far we are happy.
Great Software Best balance between cost & functionality.
You can quickly add a new module and remove unnecessary. Compared to SAP, the platform is simply superb.
Odoo is very good, practical and easy to use ERP software. Easy customization that fulfils every clients' organizational needs.
Other than this the system itself is an excellent piece of kit and it has helped our business traverse the gap between startup business to SME.
The fully integration is really great. Not needed to use other software.
The way everything works together via API is astounding. I can't say enough about how flexible this software is.
It's an all in one product that has everything you need to manage the business. It's a complete solution at a low cost.
We are implementing the Odoo software and the customer service is amazing. Our team leader, she is extremely helpful and intelligent, asking all the right questions to serve our specific needs.
Many errors in Multi Company, bad interface between electronic accounting from México and multicompany functionality. Hard to develop reports, the product need a similar as Crystal Reports from SAP.
It's great to work and develop on Odoo, it's impressive how fast odoo is growing. Maybe is good to create LTS release for big customer to have more than 3 year of support.
Oh well, it can but then you suddenly need to pay their consultants to have it custom build for you. For everything they start saying you need to pay and pay and pay.
This is a great program for usage in terms of getting all aspects of your business together in terms of important platforms like inventories etc.
The customer support is very bad and we are wasting a lot of time.
The mainly most attractive feature is it's opensource. Apart from this helps you to setup your all type of scaled organisation and the customisation is very easy.
Very poor support of partners. Very bad deep understanding of overall solution in odoo (as main provider).
Grsphics and web interface is awesome, installation is easier, customization can be made. Secure and remotely access, available in SAas and local server, even can be installed on your domain.
We made the mistake of purchasing through Odoo and not a reseller and everything was pretty much wrong from day 1.
We were looking for a user friendly and usable solution for CRMso far we are happy.
Great Software Best balance between cost & functionality.
You can quickly add a new module and remove unnecessary. Compared to SAP, the platform is simply superb.
Odoo is very good, practical and easy to use ERP software. Easy customization that fulfils every clients' organizational needs.
Other than this the system itself is an excellent piece of kit and it has helped our business traverse the gap between startup business to SME.
The fully integration is really great. Not needed to use other software.
The way everything works together via API is astounding. I can't say enough about how flexible this software is.
It's an all in one product that has everything you need to manage the business. It's a complete solution at a low cost.
We are implementing the Odoo software and the customer service is amazing. Our team leader, she is extremely helpful and intelligent, asking all the right questions to serve our specific needs.
Many errors in Multi Company, bad interface between electronic accounting from México and multicompany functionality. Hard to develop reports, the product need a similar as Crystal Reports from SAP.
It's great to work and develop on Odoo, it's impressive how fast odoo is growing. Maybe is good to create LTS release for big customer to have more than 3 year of support.
Oh well, it can but then you suddenly need to pay their consultants to have it custom build for you. For everything they start saying you need to pay and pay and pay.
This is a great program for usage in terms of getting all aspects of your business together in terms of important platforms like inventories etc.
The customer support is very bad and we are wasting a lot of time.
The mainly most attractive feature is it's opensource. Apart from this helps you to setup your all type of scaled organisation and the customisation is very easy.
Very poor support of partners. Very bad deep understanding of overall solution in odoo (as main provider).
Grsphics and web interface is awesome, installation is easier, customization can be made. Secure and remotely access, available in SAas and local server, even can be installed on your domain.
We made the mistake of purchasing through Odoo and not a reseller and everything was pretty much wrong from day 1.
We were looking for a user friendly and usable solution for CRMso far we are happy.
Great Software Best balance between cost & functionality.
You can quickly add a new module and remove unnecessary. Compared to SAP, the platform is simply superb.
Odoo is very good, practical and easy to use ERP software. Easy customization that fulfils every clients' organizational needs.
Other than this the system itself is an excellent piece of kit and it has helped our business traverse the gap between startup business to SME.
The fully integration is really great. Not needed to use other software.
The way everything works together via API is astounding. I can't say enough about how flexible this software is.
It's an all in one product that has everything you need to manage the business. It's a complete solution at a low cost.
ContractWorks logo
4.9
77

Contract Management Software Made Easy

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.9
    Ease of use
    4.9
    Features
    4.6
    Customer support
    5.0
Pros and Cons from ContractWorks users   
avatar
+13
It is an affordable software that is easy to access and store documents. We love that it is simple and fulfills our overall goal of storing documents in a meaningful and organized way.
Too easy to accidentally sign off the system by closing the browser. Takes a little practice to overcome bad habits.
It is also very fast and easy to use. It's awesome that the customer service is excellent and always very helpful.
You can drag contracts into the system but you have to click a box to download, etc.
Storage is a great bargain, and the more data we tag, the better our reports get.
Inability to edit documents and share redlines within ContractWorks.
Easy to use; ability to tag for alerts; staff is friendly, helpful and quick to respond; they are always updating and adding new/better features; the price is right.
You'll pay peanuts for a premium product and you won't look back.
I like how user friendly it is and how easy it is to upload documents and move documents from one folder to another. Very easy to customize reports.
Its been a great experience so far. ContractWorks has helped us keep all contracts in one platform, for better management and better risk mitigation.
Ease of use, great customer support and clients love it.
ContractWorks contacts have been very helpful and user friendly during the time we've been using the software.
The ease of implementation and use and the reminder emails on expiring contracts are my favorite part of this software.
We are extremely happy with the support and functionality of ContractWorks.
It is very simplistic and intuitive. All of the functions and abilities of the software are easy to apply usage.
ContractWorks is a simple, yet powerful tool that is intuitive and easy to learn/use.
It is an affordable software that is easy to access and store documents. We love that it is simple and fulfills our overall goal of storing documents in a meaningful and organized way.
Too easy to accidentally sign off the system by closing the browser. Takes a little practice to overcome bad habits.
It is also very fast and easy to use. It's awesome that the customer service is excellent and always very helpful.
You can drag contracts into the system but you have to click a box to download, etc.
Storage is a great bargain, and the more data we tag, the better our reports get.
Inability to edit documents and share redlines within ContractWorks.
Easy to use; ability to tag for alerts; staff is friendly, helpful and quick to respond; they are always updating and adding new/better features; the price is right.
You'll pay peanuts for a premium product and you won't look back.
I like how user friendly it is and how easy it is to upload documents and move documents from one folder to another. Very easy to customize reports.
Its been a great experience so far. ContractWorks has helped us keep all contracts in one platform, for better management and better risk mitigation.
Ease of use, great customer support and clients love it.
ContractWorks contacts have been very helpful and user friendly during the time we've been using the software.
The ease of implementation and use and the reminder emails on expiring contracts are my favorite part of this software.
We are extremely happy with the support and functionality of ContractWorks.
It is very simplistic and intuitive. All of the functions and abilities of the software are easy to apply usage.
ContractWorks is a simple, yet powerful tool that is intuitive and easy to learn/use.
It is an affordable software that is easy to access and store documents. We love that it is simple and fulfills our overall goal of storing documents in a meaningful and organized way.
Too easy to accidentally sign off the system by closing the browser. Takes a little practice to overcome bad habits.
It is also very fast and easy to use. It's awesome that the customer service is excellent and always very helpful.
You can drag contracts into the system but you have to click a box to download, etc.
Storage is a great bargain, and the more data we tag, the better our reports get.
Inability to edit documents and share redlines within ContractWorks.
Easy to use; ability to tag for alerts; staff is friendly, helpful and quick to respond; they are always updating and adding new/better features; the price is right.
You'll pay peanuts for a premium product and you won't look back.
I like how user friendly it is and how easy it is to upload documents and move documents from one folder to another. Very easy to customize reports.
Its been a great experience so far. ContractWorks has helped us keep all contracts in one platform, for better management and better risk mitigation.
Ease of use, great customer support and clients love it.
ContractWorks contacts have been very helpful and user friendly during the time we've been using the software.
The ease of implementation and use and the reminder emails on expiring contracts are my favorite part of this software.
We are extremely happy with the support and functionality of ContractWorks.
It is very simplistic and intuitive. All of the functions and abilities of the software are easy to apply usage.
ContractWorks is a simple, yet powerful tool that is intuitive and easy to learn/use.
Evisort logo
4.8
19

Cloud-based AI-enabled contract management software

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.6
    Ease of use
    4.7
    Features
    4.7
    Customer support
    4.9
Pros and Cons from Evisort users   
+11
I have had an excellent experience. They are by far one of the best vendors I have worked with.
Sometimes I create an alert but for some reason it does not get sent out - unsure whether it’s something I did or the Evisort platform itself.
Integration into our business was seamless and the Evisort team has been extremely responsive and helpful.
Also, when I upload contracts, occasionally I receive error messages.
Automated AI-supported functions have a high degree of reliability and classic functions like tag and search are fast and effective. The Evisort team is customer-focused and responsive.
Somewhat difficult to sort by document types and can be somewhat frustrating from an ease of use standpoint.
Additionally, Evisort has out of the box solutions that provide legal teams help in searching and extracting needed info with ease, which allows for data to be pushed, stored, tracked, etc.
AI cannot span interrelated contracts - but no system can in Aug 2020 that I know of. Thus the AI results aren't 100% automatic.
The Evisort team is attentive, responsive, collaborative, and has a robust understanding of legal department needs.
A lot of immediate value here, and clear promise for even bigger benefits based on what seems to be a rapidly evolving and customer-driven roadmap.
The UX is very easy to use and the AI is so accurate. The key terms summaries and the contract alerts for termination/renewal dates has saved our Company significantly in terms of time AND costs.
Determines "effective notification date" so we know the real date by which we need to terminate or not - and this is what is saving us lots of money.
They always available when we have questions. And made learning how to navigate the system very easy.
Easy to navigate, organization of the contracts and naming conventions.
I have had an excellent experience. They are by far one of the best vendors I have worked with.
Sometimes I create an alert but for some reason it does not get sent out - unsure whether it’s something I did or the Evisort platform itself.
Integration into our business was seamless and the Evisort team has been extremely responsive and helpful.
Also, when I upload contracts, occasionally I receive error messages.
Automated AI-supported functions have a high degree of reliability and classic functions like tag and search are fast and effective. The Evisort team is customer-focused and responsive.
Somewhat difficult to sort by document types and can be somewhat frustrating from an ease of use standpoint.
Additionally, Evisort has out of the box solutions that provide legal teams help in searching and extracting needed info with ease, which allows for data to be pushed, stored, tracked, etc.
AI cannot span interrelated contracts - but no system can in Aug 2020 that I know of. Thus the AI results aren't 100% automatic.
The Evisort team is attentive, responsive, collaborative, and has a robust understanding of legal department needs.
A lot of immediate value here, and clear promise for even bigger benefits based on what seems to be a rapidly evolving and customer-driven roadmap.
The UX is very easy to use and the AI is so accurate. The key terms summaries and the contract alerts for termination/renewal dates has saved our Company significantly in terms of time AND costs.
Determines "effective notification date" so we know the real date by which we need to terminate or not - and this is what is saving us lots of money.
They always available when we have questions. And made learning how to navigate the system very easy.
Easy to navigate, organization of the contracts and naming conventions.
I have had an excellent experience. They are by far one of the best vendors I have worked with.
Sometimes I create an alert but for some reason it does not get sent out - unsure whether it’s something I did or the Evisort platform itself.
Integration into our business was seamless and the Evisort team has been extremely responsive and helpful.
Also, when I upload contracts, occasionally I receive error messages.
Automated AI-supported functions have a high degree of reliability and classic functions like tag and search are fast and effective. The Evisort team is customer-focused and responsive.
Somewhat difficult to sort by document types and can be somewhat frustrating from an ease of use standpoint.
Additionally, Evisort has out of the box solutions that provide legal teams help in searching and extracting needed info with ease, which allows for data to be pushed, stored, tracked, etc.
AI cannot span interrelated contracts - but no system can in Aug 2020 that I know of. Thus the AI results aren't 100% automatic.
The Evisort team is attentive, responsive, collaborative, and has a robust understanding of legal department needs.
A lot of immediate value here, and clear promise for even bigger benefits based on what seems to be a rapidly evolving and customer-driven roadmap.
The UX is very easy to use and the AI is so accurate. The key terms summaries and the contract alerts for termination/renewal dates has saved our Company significantly in terms of time AND costs.
Determines "effective notification date" so we know the real date by which we need to terminate or not - and this is what is saving us lots of money.
They always available when we have questions. And made learning how to navigate the system very easy.
Easy to navigate, organization of the contracts and naming conventions.
Asset Agreement Management logo
0

Manage Complex Asset Structures

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Reviews Sentiment
ic-pricetag

No reviews

Positive Reviews
ic-pricetag

No reviews

Rating Breakdown
    Value for money
    0.0
    Ease of use
    0.0
    Features
    0.0
    Customer support
    0.0
Pros and Cons from Asset Agreement Management users   
No pros & cons found
Royalties and Payouts Management Accelerator logo
0

Manage Real Estate Agents' Payments

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Reviews Sentiment
ic-pricetag

No reviews

Positive Reviews
ic-pricetag

No reviews

Rating Breakdown
    Value for money
    0.0
    Ease of use
    0.0
    Features
    0.0
    Customer support
    0.0
Pros and Cons from Royalties and Payouts Management Accelerator users   
No pros & cons found
Malbek CONTRAX logo
4.6
24

Contract Management Reimagined

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.6
    Ease of use
    4.4
    Features
    4.3
    Customer support
    4.8
Pros and Cons from Malbek CONTRAX users   
+13
Ease of use, searching capabilities, high level of configuration, clean UI, intuitive workflows and visualizations, intelligent and dedicated support and implementation resources.
The only major feature we thought was missing they've already added during implementation.
After working with Malbek for over 3 years, their team continue to impress me with their responsiveness. Everyone I have talked to has been friendly and knowledgeable with the program.
Most of the drawbacks I've experience are correctable based on administrative set-up and configuration. Thus, it is hard to identify actual cons to the applicable itself.
The staff that has helped me is amazing and I am very appreciative of their time and knowledge.
Missing an AI tool for contract automation (draft, review, analyse, suggest).
Things we once relied on IT to help us with we were able to do ourselves with the support of the amazing Malbek team. No technical background required.
It is a separate platform for the company to use. However, we are not ready to connect it to our CRM as it is still being developed.
Our overall experience with Malbek has been overwhelmingly positive. The team has really learned how we work and provides great input on how we can configure Malbek to suit our processes.
Good first step for a good value for money contract management solution.
Robust contract saving and lookup features, which once mastered on Malbek's platform are quick and easy to use 24/7. It is worth the initial investment to understand the saving and lookup procedures.
I like the fact that it is easy to use, and you can search by name of ANY type of agreement very quickly.
Malbek hits on all the key attributes and continues to make improvements in a way that indicates they are focused on long term customer satisfaction and success.
Our Sales teams love the visibility they now have into the contracting process.
It integrates really well with Salesforce - easy to make changes to field mappings, etc. to accommodate requests from the business. Easy to customize workflows to suit different areas of the business.
Contract generation, version control with redlines, stage of contracting, integrated eSignature. Contract event reminders ensure I have time to notify stakeholders of.
Ease of use, searching capabilities, high level of configuration, clean UI, intuitive workflows and visualizations, intelligent and dedicated support and implementation resources.
The only major feature we thought was missing they've already added during implementation.
After working with Malbek for over 3 years, their team continue to impress me with their responsiveness. Everyone I have talked to has been friendly and knowledgeable with the program.
Most of the drawbacks I've experience are correctable based on administrative set-up and configuration. Thus, it is hard to identify actual cons to the applicable itself.
The staff that has helped me is amazing and I am very appreciative of their time and knowledge.
Missing an AI tool for contract automation (draft, review, analyse, suggest).
Things we once relied on IT to help us with we were able to do ourselves with the support of the amazing Malbek team. No technical background required.
It is a separate platform for the company to use. However, we are not ready to connect it to our CRM as it is still being developed.
Our overall experience with Malbek has been overwhelmingly positive. The team has really learned how we work and provides great input on how we can configure Malbek to suit our processes.
Good first step for a good value for money contract management solution.
Robust contract saving and lookup features, which once mastered on Malbek's platform are quick and easy to use 24/7. It is worth the initial investment to understand the saving and lookup procedures.
I like the fact that it is easy to use, and you can search by name of ANY type of agreement very quickly.
Malbek hits on all the key attributes and continues to make improvements in a way that indicates they are focused on long term customer satisfaction and success.
Our Sales teams love the visibility they now have into the contracting process.
It integrates really well with Salesforce - easy to make changes to field mappings, etc. to accommodate requests from the business. Easy to customize workflows to suit different areas of the business.
Contract generation, version control with redlines, stage of contracting, integrated eSignature. Contract event reminders ensure I have time to notify stakeholders of.
Ease of use, searching capabilities, high level of configuration, clean UI, intuitive workflows and visualizations, intelligent and dedicated support and implementation resources.
The only major feature we thought was missing they've already added during implementation.
After working with Malbek for over 3 years, their team continue to impress me with their responsiveness. Everyone I have talked to has been friendly and knowledgeable with the program.
Most of the drawbacks I've experience are correctable based on administrative set-up and configuration. Thus, it is hard to identify actual cons to the applicable itself.
The staff that has helped me is amazing and I am very appreciative of their time and knowledge.
Missing an AI tool for contract automation (draft, review, analyse, suggest).
Things we once relied on IT to help us with we were able to do ourselves with the support of the amazing Malbek team. No technical background required.
It is a separate platform for the company to use. However, we are not ready to connect it to our CRM as it is still being developed.
Our overall experience with Malbek has been overwhelmingly positive. The team has really learned how we work and provides great input on how we can configure Malbek to suit our processes.
Good first step for a good value for money contract management solution.
Robust contract saving and lookup features, which once mastered on Malbek's platform are quick and easy to use 24/7. It is worth the initial investment to understand the saving and lookup procedures.
I like the fact that it is easy to use, and you can search by name of ANY type of agreement very quickly.
Malbek hits on all the key attributes and continues to make improvements in a way that indicates they are focused on long term customer satisfaction and success.
Our Sales teams love the visibility they now have into the contracting process.
It integrates really well with Salesforce - easy to make changes to field mappings, etc. to accommodate requests from the business. Easy to customize workflows to suit different areas of the business.
Contract generation, version control with redlines, stage of contracting, integrated eSignature. Contract event reminders ensure I have time to notify stakeholders of.