ContractSafe Software

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.

Cost Effective Contract Database Solution

We had been searching for a method to convert our paper routing and approval process for all of our contracts for many years. We attempted to solve the problem with a customized product tied to our accounting software and that effort was a miserable and expensive failure. Contract Safe was literally up and running within a day and we customized the product ourselves to meet our needs. Customer Service is incredibly responsive to assist at any time.

Pros

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

Cons

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

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.

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.

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

- 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!

Wow. Contract Safe is fantastic!

I have been using Contract Safe for 6 months now. Contract Safe has revolutionized the way that I am able to store and manage my company's contracts. I am able to control access for all of our Directors and Officers. They are able to access the most current documents that are relevant to their specific needs. I know that the documents are stored safely and securely. This software has saved me so much time. At critical moments, I know that I have any necessary document, easily searchable and easily accessible anytime, from anywhere in the world. I travel a lot, and this functionality is key to our success, our fiscal stability and to my piece of mind.

Pros

Ease of use. It is so easy to upload and categorize documents. The user interface is seamless and instinctive. It is so easy to manage deadlines and make sure that we are all working off the most current document. Emailing important reminders and deadlines has streamlined our functionality.
Customer Support is there anytime I have needed it.

Cons

I only wish that this software was developed sooner!

ContractSafe is a lifesaver

We are storing termed HR files, NDAs, and licensing documents. We're using the reminders feature. We will be using it for much more in the future.

Pros

It is so easy to learn and use. Search capability and OCR are awesome. I like being able to scan directly to ContractSafe. Permissions are easy.

Cons

I wish there were folders. The tags and various ways of categorizing documents are so good that it's not a deal breaker though.

Great value at an affordable price

Previously we had contracts for our company stored in filing cabinets, email, network drives, etc. With multiple locations in two countries, finding the latest version of a contract was a challenge. Now ContractSafe is the "single source of truth" when it comes to contracts. It is easily searchable and flexible and saves us substantial time in hunting and searching for contracts.

Pros

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

Cons

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

Solves all my problems and more!

We were able to replace 3 tools (Google Sheets, Google Calendar and Dropbox) used to manage our contracts. While we initially only intended to use it for customer contracts, we quickly realized that the use cases are nearly unlimited. We now use it for vendor contract management, board minutes, certificate management and many other use cases. Frankly, this software solved all of our legal document lifetime management problems. Could not be more satisfied!

Pros

The software is highly customizable, allowing me to manage my contracts in the same way I was used to on Dropbox, Google Calendar and Google Sheets.

Despite the customizability, the user experience is very intuitive.

This software solved all of the problems we had with contract lifetime management, and then some - it exceeded our wildest expectations.

Cons

There are a few bugs which makes sense for a new product; the support team more than make up for this.

Became a Valuable Tool Very Quickly

We decided to try Contract Safe as a database for all of our insurance company contracts. My plan was to get all of the contracts and related documents organized and uploaded and then invite other users in the company to try it out. However, when others in the company saw how quick and easy it was, they pushed for access immediately. It has been extremely useful and easy to set up. We are looking at expanding our use for storage of other types of documents including HR.

Pros

Ease of use and flexibility.

Cons

I've contacted the company about a couple of issue/features that I didn't think were optimal and one of two things have happened: 1. They were able to show me how I could do exactly what I wanted with the available features or 2. They soon rolled out new features that solved my problems. Even though it is very easy to use and efficient, they seem to continually roll out improvements.

Great experience utilizing ContractSafe for our small business needs!

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.

Great product

Great experience, really prompt and helpful staff. Company is open to suggestions and implementing changes to meet our business needs.

Pros

Very user friendly, text recognition and custom fields are a big plus.

Cons

Would like a few more report options but company seems to be working on those features.

User friendly software with exceptional customer service!

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.

Great customer service and the database is great to use

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.

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

Awesome Product!

This is a great product. As a small business business owner, at any given time I have 50+ active contracts between vendors and customers. I've always wanted a product like this, but found the options to be way too expensive. So, instead, I've historically managed my contracts using an old fashioned windows (and now Dropbox) folder. No longer. With ContractSafe's great features and low price, I've converted over (its been about six months now) and love it. I have saved hours and hours of time AND been able to stay on top of auto-renewals and address them before it's too late.

Pros

Everything. In particular, I appreciate the user interface - its very intuitive and easy to use. I haven't needed to use any of the tutorials or contact support. In terms of features my favorites are the OCR feature that scans the bodies of all of my contracts so I can search for key words. And, of course, the remidner feature which sends me an email anytime an auto-renewal is about to kick-in.

Cons

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

ContractSafe was a lifesaver for our company.

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.

Great, easy-to-use tool

As a small high tech company we've always struggled with managing, sharing, and searching through our contracts and investment materials. With ContractSafe it's simple, cost effective, and we look like pros!

Pros

Instantly find documents
Access to documents and summaries from anywhere
Can use for contracts and investor documents
Easy date reminders
New features keep making it even better

Cons

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

Finally, the system we've all needed.

Having run many companies in many industries over the years and dealing with different varieties of the same problems with respect to contract management, storage and sharing, I immediately recognized the benefits for my current company provided by the ContractSafe solution. Signup was easy, implementation was painless and when we ran into questions or needed help they were there to help. I highly recommend this product to any organization that has a large number of documents to manage and store. The search capability alone is worth its weight in gold and saves a tremendous amount of time and effort.

Pros

Cloud based, ocr capability, ease of implementation

Everything we need

ContractSafe has provided us an easy to use, effective and flexible contract management system to securely house and manage our contracts. We are able to quickly pull contracts with specific clauses, those expiring, those that are missing signatures, etc.

Pros

Ease of use, flexibility, functionality

Cons

None