ContractSafe software


38 reviews(5.0/5)
38 reviews(5.0/5)

ContractSafe is a cloud-based content management system (CMS) suitable for businesses of any size. Key features include document management, contract management, key date alerts, permissions and reporting and analytics.

ContractSafe includes automatic Optical Character Recognition (OCR) functionality which enables all documents to be searchable. The solution includes customizable tagging, enabling users to sort, filter and export key information and documents. Users can also print custom reports or export them into CSV and Excel.

Other features of ContractSafe include customizable dashboards, automatic date reminders, contract templates, status tracking and role-based access permissions. The solution is able to support unlimited users and offers support through email and phone.

Supported Operating System(s):
Web browser (OS agnostic)

38 Reviews of ContractSafe

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  • Billy from CHP

    Number of employees: 51-200 employees

    September 2018

    Perfect Solution

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    The program does exactly what I need it to do without complicating things.

    Cons

    The folder views, but they are always upgrading and working on the platform.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Ryan from CUJO AI

    Number of employees: 51-200 employees

    June 2018

    ContractSafe was a lifesaver for our company.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Extremely user friendly. A complete one stop shop for all of your contract management needs. You can export every contract with each field into a spreadsheet. You can also download all of your contracts with the click of a button for any of your compliance needs. You can tag documents and filter results with ease. The advanced OCR feature makes searching your documents lightning fast!

    Cons

    Nothing, this is an incredible platform. If I wanted to be picky I would say I wish some of the fields could be automatically populated after OCR when the contract is added to the database.

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

    June 2018

    Great customer service and the database is great to use

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Easy to use. The updates they have made recently have really streamlined the process of organizing and finding contracts once they are uploaded to the system. They have it set up to create reminders for contracts that are important but can be lost in the shuffle when you work with hundreds of contracts. The customer service is really quick and helpful whenever there is an issue or question.

    Cons

    Would like more integrations made available such as RightSignature. I don't like that I can only be logged into the software for an hour at the most.

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

    May 2018

    This is a great tool for keeping all of our contracts in order and allowing us to manage them.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

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

    Cons

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

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

    Number of employees: 11-50 employees

    April 2018

    I was looking for an easy to use online tool to manage contracts for my small firm.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    - tracks my contracts - tracks cost and billing codes for my contracts - gives sales people read only access to view the contract statuses - allows me to tag contracts and leave notes for myself for the future

    Pros

    I was surprised at how easily I could customize the software for me. Without even reading the support docs I was able to create custom fields for the contracts and customize the folder names. I tried several other software products for this (Agiloft, Dubsado, Hubspot and Zoho). We already use Hubspot and Zoho for other reasons, so I thought they would work.

    I think you could use this software without customizing it, but we sell different products and have different sales members, so I needed the flexibility.

    Cons

    I'm not sure what the downsides are yet; I wouldn't have purchased it if I didn't think it was going to work for me! I guess I wish that pricing was the same for month to month and annual, and there is a little bit of a price break. Also, they might want to consider a two week trial, because sometimes it is hard to test everything in just a week!

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Thierry from Medical

    March 2018

    User friendly software with exceptional customer service!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Software is user friendly and intuitive. The alerts and amendment functions are key to have in our business and help us keep our contracts straight.

    Cons

    I wish that we can re-Type multiple contract easily. We currently have to go into each record. Other than this, it works great.

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

    Response: ContractSafe, ContractSafe

    March 2018

    Thanks Thierry! We will be launching the ability to "copy" or clone an existing entry later this year. Coming soon!

  • Verified Reviewer

    Number of employees: 501-1,000 employees

    January 2018

    An easy to used and cloud based software to store our contracts

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Organizing our contracts.

    Pros

    Being in operations, we deal with sensitive contracts. ContractSafe is great to help us organize and search for hundreds of our contracts. Great search feature that lets us label and find our contracts. I love that is cloud-based so multiple employees can log in. Also has great security protection.

    Cons

    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.

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

    Number of employees: 11-50 employees

    December 2017

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Joelle from Ralph Lauren Center for Cancer Care and Prevention

    Number of employees: 51-200 employees

    November 2017

    Great experience utilizing ContractSafe for our small business needs!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Our company loves that this tool is Cloud based. We can access contracts from any location. The tool also offers the ability to link contracts and utilize keyword search which makes contract organization and access a breeze. In addition, ContractSafe lets an organization customize its users access; from full permission to view only.

    Cons

    The only thing that would make this software better is if it had the ability to show renewed and/or addendum agreements under the same heading. With contracts renewing annually and addendum's being continuously added, we may have 10 or more line items for one contract at any given time. We link associated agreements, but being able to take it a step further and organize connected contracts under the one heading would make it cleaner and more efficient.

    This reviewer was invited by the software vendor to submit an honest review.
    Review Source: Capterra
  • xin from TLS contact

    Number of employees: 1,001-5,000 employees

    November 2017

    professional, efficient, Great service experience!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Thanks to Contract Safe, all the granted colleagues can easily manage& extract the contract information without running around colleagues through a long and inefficient procedure.

    Pros

    the reminder- can set up for different departments; the Custom field- modifiable; and the convenience of uploading the contracts!

    Cons

    filter part is not supportive enough to extract the info. if there will be logical order on the filters that will help a lot.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Donna from World Oil Corp.

    November 2017

    I have been very happy with this program. Easy to use and does exactly what it was designed for.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    ContractSafe has been a lifesaver for our company. We finally have a central location to store and keep track of our contracts. Uploading documents is a simple process, and the search feature is a lifesaver. Everything is organized, easy to find and the renewal reminders help us keep on top of any upcoming expiring contracts. Their customer support is excellent.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Stephen from The Law Office of Stephen P. Shepard, LLC

    October 2017

    Fantastic product and customer support

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    For me, the primary benefit of ContractSafe is staying on top of contract expiration dates. Before using ContractSafe, I would miss contract expiration dates and get trapped into another contract through auto renewal.

    Pros

    The customer support is excellent and very personalized, as is the product itself. And ContractSafe offers a variety of plans that meet your needs and budget.

    This reviewer was invited by the software vendor to submit an honest review.
    Review Source: Capterra
  • Victor from CommutAir

    Number of employees: 501-1,000 employees

    September 2017

    ContractSafe is user friendly, good customer support.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    The reminder of upcoming terminating contracts.

    Pros

    The ease of use. Being able to make the templates to your need. The reminder feature is great. Also its ability to search within files from one search, attach files, linking amendments.

    Cons

    There are not may cons. I wasn't able to upload an excel file. But that may be coming, it is less common to have excel contracts, but may of the payment scales we keep are excel files.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Rose from Vital Strategies

    Number of employees: 51-200 employees

    August 2017

    Great experience with user-friendly software featuring great customer support.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Powerful contract management system that allows us to track, store and manage contracts in a fast growing organization.

    Pros

    Designed by and for legal professionals, I love how intuitive and effective it is for contract storage and management.

    Cons

    As a new system, there are inevitably a few (very) small kinks to be straightened out but with such responsive customer support, this isn't a big problem at all given how quickly issues are listened to and resolved.

    This reviewer was invited by the software vendor to submit an honest review.
    Review Source: Capterra
  • Kathy from TTCF

    July 2017

    Set up, intial use and customer service have been quick and responsive.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    I really like the intuitive interface, ease of implementation and the ease of searching once contracts are uploaded

    Cons

    I'd love to see some basic formatting capability in the notes section (bullets, specifically)- wish I had the budget to pay for some of the more advanced features

    Review Source: Capterra
  • Lauren from Campbell Consulting Group

    Number of employees: 2-10 employees

    April 2017

    Highly recommend ContractSafe for easy to use contract management

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    If you have ever spent time looking for a contract or missed a key date, you will truly appreciate ContractSafe. I really like how easy it was to begin using ContractSafe and appreciate the awesome functionality and affordability for a small business. I wish I had found this service sooner!

    Pros

    Affordable
    Easy to use
    Great reminders
    Searchable
    Easy to implement
    Flexible

    Review Source: Capterra
  • Joshua from PuppySpot Group, LLC

    Number of employees: 201-500 employees

    April 2017

    Simple Solution to a Longtime Problem

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    I have tried a lot of different approaches to the problem of contract management in my career from clunky, home-grown shared files and spreadsheets to expensive virtual data rooms. ContractSafe is by far the best one I've found with its robust features, ease of use and great price point.

    Pros

    Ease of Use
    Robust Features
    Good Price

    Review Source: Capterra
  • Julie from Quorum Hotel Advisors

    Number of employees: 1,001-5,000 employees

    March 2017

    Smart choice!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    What started out as a means to control hotel contracts and renewals became an initiative for cost-savings. GM's increased their contract reviews and, in some cases, found alternative vendors that has lead to cost savings. The platform is extremely easy to use and the renewal notifications enable us to make smart decisions. The ContractSafe staff is extremely knowledgeable and does whatever is necessary to make the implementation and ongoing operations successful. The application is very cost-effective for small companies.

    Pros

    Cost effective contract system that control contracts and renewals and motivates GM's to make smart decisions.

    Cons

    We lose a bit of functionality as all of our entities are sharing the platform. However, because we can share the application, we are able to afford it.

    Review Source: Capterra
  • Vic from Fox Subacute

    Number of employees: 201-500 employees

    March 2017

    Works for us

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    We looked at a dozen similar products before making a decision. We proved ourselves 100% correct. Contract Safe is the easiest and most intuitive product available. Having staff take advantage of stored data requires only about 30 seconds of training.

    Review Source: Capterra
  • Joseph from Yoi Corporation

    Number of employees: 11-50 employees

    March 2017

    Powerful and secure file storage

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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

    Review Source: Capterra
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