ContractSafe

RATING:

4.79

(125)

About ContractSafe

ContractSafe is a cloud-based contract management solution 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 e...

ContractSafe Pricing

Basic - up to 500 active documents: $299 per month Standard - up to 1,000 active documents: $499 per month Professional - up to 2,500 active documents: $699 per month Enterprise - up to 5,000 active documents: $899 per month Above 5,000 documents...let's talk! A free plan is available for up to 10 documents. ContractSafe is free for qualifying cause-related non-profits.

Starting price: 

$395.00 per month

Free trial: 

Available

Free version: 

Available

Intuitive Customizable Dashboard
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ContractSafe Reviews

Overall Rating

4.79

Ratings Breakdown

Secondary Ratings

Ease-of-use

5

Customer Support

5

Value for money

5

Functionality

4.5

Most Helpful Reviews for ContractSafe

1 - 5 of 124 Reviews

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.

Jan

Construction, 1,001-5,000 employees

Used weekly for less than 6 months

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 December 2022

New to ContractSafe

We currently have a bunch of different places that people store contracts across the organization. It is hard to find documents and keep track of renewal dates. It is too soon to tell but we are hopeful that Contract Safe will allow us to centralize our document storage and keep a consistent method to load and store documents that will make searching easier. The purchase process and onboarding were very simple due to knowledgeable and helpful resources provided by Contract Safe.

PROS

I like the ability to link additional documents to our contracts. The feature to maintain expiration dates and send reminder emails is also a very valuable tool. The pricing and onboarding resources also helped in making decision to purchase Contract Safe. It is very simple to configure and use. We are starting with our It contracts but will move to areas of our organization in a few months.

CONS

The only thing I think could be improved to date is allowing customization of the forms, fields and views at lower price point.

Joe

Biotechnology, 11-50 employees

Used weekly 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 2021

Outstanding Contract Management System!

Our main goal was to find a contract management system that was easy to configure and implement, easy use across all departments within our organization with little training and allow us to confidently manage our contracts without the need for additional resources and ContractSafe provided us with exactly that.

PROS

Very user-friendly system which was easy to implement, all at a reasonable price. The product has all of the features we need to manage contracts, it is easily customizable, and [SENSITIVE CONTENT] and the customer support team are outstanding! They are very responsive and willing to do whatever it takes to ensure their customers are set-up for success.

CONS

The only thing I can think of is having the ability to control which documents flow into ContractSafe from DocuSign, other than by user. It would be great if there was a flag or other filter based on other criteria, even if it was more manual.

Reason for choosing ContractSafe

Easy to implement, very intuitive and great value.

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