All ContractSafe Reviews

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User Profile

Paul

Verified reviewer

11-50 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2017

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

The benefits we receive are a centralized storage area for all of our contracts and company documents as well as customized reminders sent directly to recipients to let us know when a contract is expiring or a document may need attention. We also receive the benefit of moving away from a folder system on a shared drive in where it requires us to search into different folders in an attempt to find "just the right document." ContractSafe not only allows us to upload the contract, but we can also upload any supporting documentation and include notes - putting everything in one spot. This software platform has been a dream come true for our Company. We use this platform for contract management, HR document management, employee information management, company policy management - etc. It's been a 5 star experience for our Company.

PROS

The software is extremely intuitive. I confess, I did not watch a single tutorial video or read any of the FAQs as I wanted to see just how user friendly this tool is. In less than 10 minutes I had my first contract uploaded, tagged and had created two custom fields in my dashboard to capture the data I needed. I thought I would really dislike not having a folder structure to organize my contracts, but this tool has Optical Character Recognition (OCR) - just like Google - which means I can search any word or phrase - or type in some of the information I created in one of my fields - and the contract(s) pop right up. WOW. The other thing I want to comment on is the fantastic customer service provided by the ContractSafe Team. They actually want feedback, and they actually want to address customer concerns - and yes, you get an actual person on the phone when you call them. We looked at 4 other platforms and each of them felt like a high-pressure sales job to get us to sign-up in that moment without any discussion about how we would be supported on the back-end. Our experience with ContractSafe has been nothing short of OUTSTANDING! If you want a great product, who cares about your user experience and customer service - look no further.

Shannon

Computer Software, 201-500 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed July 2021

The Best Solution for our Company's Needs

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

PROS

The ability for customization to meet our company needs for reporting. ContractSafe allows for easier tagging of contracts and the ability to pull exact language from individual contracts by using the OCR feature. Immediately we saw a major improvement in our reporting capabilities with ContractSafe vs. our past contract management software provider.

CONS

As we have only been using ContractSafe for a short period, we really have not experienced a feature we are missing. The only small complaint we have at the moment is the platform does run slow and this can be frustrating at times.

Reason for choosing ContractSafe

ContractSafe was the only provider (over many we reviewed) that meets the needs of our company and the price is reasonable.

Reasons for switching to ContractSafe

A multitude of platform shortcomings: reporting, OCR searching and general management of contracts and terminology within.

Jen

Renewables & Environment, 2-10 employees

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

3

VALUE FOR MONEY

2

CUSTOMER SUPPORT

3

FUNCTIONALITY

3

Reviewed April 2019

High Cost

PROS

Simple to use! Love that even our most technologically challenged customers and employees were able to use.

CONS

The high costs are the main con that we had. Unfortunately, for our somewhat small company all the pros could not outweigh the price.

Nevin

Education Management, 1,001-5,000 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2020

Everything & More!

ContractSafe has allowed us to centralized a variety of agreements organization-wide. Having one central location for all of this information is critical for sound business operation.

PROS

ContractSafe has addressed and alleviated all of our pain points and beyond that will enhance/replace existing operational processes and procedures for the better.

CONS

As long as there is thought and intention in the set up of folders and tags, you can't go wrong!

Reason for choosing ContractSafe

Addressed our core and essential need; then we realized it did that and much more!

User Profile

Pieter-Francois

Verified reviewer

Information Technology and Services, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2020

Exceeded our expectations and continues to deliver value daily

PROS

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

CONS

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

Shawn

Hospital & Health Care, 5,001-10,000 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2023

Ease of use

I am currently using it to access history on each file that we work through.

PROS

The feature that I gained the most use out of was the searchability. ContractSafe allows the user to search on name, date or keyword in order to narrow down search results.

CONS

There is nothing that I do not like about ContractSafe.

Reason for choosing ContractSafe

Our facility began using ContractSafe before I was employed here.

Kristin

Real Estate, 201-500 employees

Used weekly for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2023

Best Contract Management System

Excellent! As an Exec Asst. this tool helped with management of our contracts and the people that have roles with the various documents.

PROS

Very easy to learn, the support staff and materials make it simple to navigate. So many smart features that helped us manage all relevant dates. Loved the administrative permissions giving others conditional access, The search feature is one of the BEST I have used in any tech tool. Downloading and uploading is fast and simple. This is a must have if you handle contracts or legal documents!

CONS

The obvious, the initial learning curve. However, the support provided mitigates the frustration and time to learn and start using the system.

Reasons for switching to ContractSafe

The features of this product - intuitive.

User Profile

Paul

Verified reviewer

Hospital & Health Care, 11-50 employees

Used monthly for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2018

Manage your contracts securely and with ease

I find ContractSafe to be an extremely valuable and secure way of managing my time ensuring that I contact my customers well in advance of the contract anniversary.

PROS

There is an increasing acceptance of digital signatures and it makes sense to utilize digital storage of contracts for easy access and retrieval by my key staff. I find ContractSafe very easy to use to: 1. Set reminders about contract anniversary dates. I find a lot of companies who I deal with as a consumer only contact me annually when it's time to pay my subscription. Setting multiple reminders before the contract anniversary acts as another reminder that you should contact your customers well in advance of their anniversary, even if you think things are going well. I also use the key dates area of the ContractSafe dashboard to act as a visual reminder. 2. Always have access to the current contract and previous versions on demand. My clients often lose their contract and I can easily retrieve and email a copy to them within minutes. 3. ContractSafe is intuitive and very easy to set up and use. 4. I use the folders on the main dashboard to set my contracts up into various categories.

CONS

I have been using ContractSafe for 18 months and have resubscribed on my anniversary. I haven't found any cons.

Teresa

Oil & Energy, 501-1,000 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2023

Game Changer

ContractSafe is going to streamline our contract sharing process and make all the necessary information available even when you are not in the office due to the information on a web-based platform. This will make completing projects and closing deals much easier in the long run!

PROS

Very user friendly, easy to navigate, and customization was a breeze!

CONS

There are a couple of fields that I was not able to set up exactly how I would have liked, but in the grand scheme of things, it was no big deal.

Reason for choosing ContractSafe

When looking at different products, I chose ContractSafe for a couple different reasons. The price was minimal compared to other products, especially not having to pay each user, or pay for a package that is much bigger than what we need. I also chose ContractSafe for the simplicity of the program, user friendly for all level of computer users.

Melissa

Insurance, 201-500 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed June 2023

Perfect System!

the people are great and the system is so easy to use!

PROS

The ease of the database and how user-friendly it is!

CONS

I would love to be able to lock contracts once they are in the system instead of having to create a password for each document before it is uploaded!

Reason for choosing ContractSafe

The additional features we got and the price!

Chantal

Insurance, 201-500 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed October 2021

ContractSafe is user-friendly and offers a lot for your money

Our team enjoys using ContractSafe to manage our company contracts, and we have received positive feedback that users are able to quickly find documents they're looking for in the system, or in contract reports.

PROS

The product is super easy to implement and use. The two-way DocuSign integration and customizability of data, scheduled reporting, and automated reminders are invaluable features. Documents are automatically OCR'ed and the search features are also very user friendly, reliable and accurate. We also appreciate the always friendly, informed, and responsive support team, and the resources made available for troubleshooting questions.

CONS

There is a lot of manual updating and tracking involved in using ContractSafe as a full CLM tool vs. as a basic repository. There are lots of manual steps required to update contract status, add and update custom fields, capture attachments and approvals, etc. This leaves more room for human error than is ideal. We'd love to see a workflow option where some stages of contract approvals and status can be automated.

Joie

Retail, 51-200 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2019

Highly recommend

Before ContractSafe, we lived like pioneers and printed hard copies which we stored in file cabinets. Now we can keep all contracts in one very organized place, and it's very easy to search for what you need.

PROS

The platform is extremely user-friendly, and the support we've received is amazing! Just a few of the features I wouldn't want to live without: the ability to drag and drop files into the program, the ability to create email reminders when a contract is set to expire (if an employee leaves their position, you can transfer those reminders to another user!), the ability to link related documents so you can see all at a glance.

CONS

More clear information upfront about roles and permissions would have been extremely helpful.

PRESTON

Hospital & Health Care, 51-200 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed July 2019

YOU HAD ME FROM HELLO

WITH CONTRACT SAFE, WE CAN NOW EASIILY COMPLY WITH ACCREDITATION AGENCY STANDARDS

PROS

The ease of use and the straight forward organized graphics

CONS

UNABLE TO FULLY ASSESS FOR THIS QUESTION

Reason for choosing ContractSafe

Changing to electronic contract management from "old school" paper files was a daunting process. Before a purchase decision could be made, it was necessary to educate myself, which meant looking at many (6) other systems. The first one I researched was ContractSafe. Immediately, the transparency of the webpage with the prices listed was a positive indicator to me. I narrowed down my search to 3 of the best choices for my facility, and by unanimous committee vote, ContrfactSafe was the obvious choice for us. No regrets!

Julie

Biotechnology, 501-1,000 employees

Used weekly for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2020

Great Service and Value

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

PROS

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

CONS

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

Taruna

Legal Services

Used daily for less than 6 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2016

Amazing Software with Extraordinary

It is really easy to use with great safety features. What else can you ask for when it comes to handling long and exhaustive listing of contracts and legal documents.

PROS

There are number of Pros:- 1. user friendly 2. wonderful features 3. Secure 4. Good service 5. It is one point shop for all your contract issues 6. Saves time 7. Streamlines all contracts for your organization 8. Its a perfect central repository for contracts of your organization 9. Easy on pocket 10. It can be accessed by multiple user by providing them limited access thereby taking care of security and confidentiality of your contracts already stored on the software. 11. Since law-firms, Legal in-house department of various organizations are trying to go paper less therefore this product is a perfect solution to all their problems. 12. It takes care of tracking and also helps with reminders with respect to the termination dates of contracts or dates of legal matters.

William

Construction, 201-500 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed December 2021

TRC ContractSafe

Numerous features to learn and to keep abreast of! Lots of changes and additions!!

PROS

Subcontract and Related Documents access and their respective status'.

CONS

Flags/Alerts or Tracking of Related Documents would be helpful, e.g. expiration dates of Certificates of Insurance.

Reason for choosing ContractSafe

A flexible repository of Contracts/Subcontracts that is reasonably priced.

Michael

Hospital & Health Care, 51-200 employees

Used weekly for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed January 2022

Great for Contracts

PROS

This software has allowed us to store all of our contracts and related documents in one secure place. The question of "is this in the contract?" is easily answered now that we have ContractSafe. I love that all documents are made searchable.

CONS

The one thing that I would improve in ContractSafe is the ability to create an annual review form without having to redo the form each year. I like that answers carry over, but when I want my team to review the contracts annually and have them answer a specific set of questions year after year, I have to manually go in, change the questions and then order them in the new review template.

Clay

Telecommunications, 501-1,000 employees

Used weekly for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2023

Gamechanger

Very positive.

PROS

The software helps you pro-actively manage your company contracts. The key, to me, is the reporting that shows you what contracts are coming up for auto-renew, termination, etc. This prompts you to take action to re-negotiate, terminate, extend, etc. any contract. By simply storing your company contracts in a folder and, in all likelihood, not really knowing key upcoming contract dates, you end up paying more for services with your vendors, remaining locked into outdated contracts, etc. ContractSafe solves these issues by pro-actively putting the key dates and terms in front of you to manage to.

CONS

I have not found feature I don't like yet.

Vicki

Biotechnology, 51-200 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2023

ContractSafe

PROS

This software is extremely easy to use - from adding new users to uploading contracts. If I run into any problems or have any questions the Chat feature is amazing! A tech usually responds within minutes and always has a resolution.

CONS

I haven't found anything yet that I dislike about the software.

Cristina

Fishery, 501-1,000 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2020

Contract Safe is a user friendly product

PROS

Contract Safe is easy to use and the support is amazing. Support has been available to train our entire company several times.

CONS

Integration with Sales Force has been a challenge for us.

Reason for choosing ContractSafe

Great customer service

leah

Market Research, 501-1,000 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2019

Corporate Counsel spends her days on ContractSafe

I think what I like more so than even the ease of use is the customer service.

PROS

The software is easy to use- it's intuitive! It just gets me!

CONS

There was nothing that I did not like about it

Nick

Chemicals, 11-50 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2022

Couldn’t be better!

Limited time, but it has all of the functionality that we need.

PROS

The software is intuitively structured, from the dashboard to the rest of the content. It provides everything we need as a company to be able to easily upload legal documents, track key dates and actions, and to have a place to find all documents. The ability to grant different user permission levels was critical for our needs. Great product!

CONS

Can’t think of anything at this point. I’ve used the software long enough to know that it serves all of the needs in my department.

Reason for choosing ContractSafe

Better user interface and functionality.

Bernie

Hospital & Health Care, 201-500 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2021

Great Software

As a hospital, we need software that keeps us in compliance with regulations.

PROS

I like the AI feature and the ease of use. The software if ver intuitive and easy to use and learn

CONS

Sometimes the AI locks up. Other than that it is great

Ben

Hospital & Health Care, 5,001-10,000 employees

Used weekly for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed March 2022

Review

PROS

Customization of fields, reminders, great customer service

CONS

Managing folders and subfolders is not intuitive. Would be useful to have drag-and-drop capabilities for certain access levels.

Joseph

Information Technology and Services, 11-50 employees

Used weekly for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed March 2017

Powerful and secure file storage

Contractsafe is an easy to use and powerful file storage solution for our company. Aside from its focus on security, the platform is perfect in our need to securities share sensitive documents within our different departments, teams as well as external clients, investors and directors. Gathering and accessing files is as simple as email and the tagging and notification systems ensure nothing gets lost. Excellent software that we would highly recommend.

PROS

Ease of use, security and service

Showing 1 - 25 of 129 Reviews