ContractSafe Software


 

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.

 

ContractSafe - Customizable dashboard
 
  • ContractSafe - Customizable dashboard
    Customizable dashboard
  • ContractSafe - Simple contract summary
    Simple contract summary
  • ContractSafe - Search for answers
    Search for answers
  • ContractSafe - User permissions
    User permissions
  • ContractSafe - Dates and reminders
    Dates and reminders
Supported Operating System(s):
Web browser (OS agnostic)

48 Reviews of ContractSafe

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Gord from Computronix
Number of employees: 51-200 employees Employees number: 51-200 employees

October 2018

October 2018

Great value at an affordable price

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
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Product Quality
Quality
Value for Money
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Support

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.

Review Source: Capterra
 

Paul from MedeHealth Pty Ltd
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2018

October 2018

Manage your contracts securely and with ease

Ease-of-use

Functionality

Product Quality

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Value for Money

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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.

Review Source: Capterra
 


October 2018

October 2018

ContractSafe is a lifesaver

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Support

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.

Review Source: Capterra
 

LeeAnn from Vandis
Number of employees: 51-200 employees Employees number: 51-200 employees

October 2018

October 2018

CS in the Workplace

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
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Product Quality
Quality
Support
Pros

It is simple to use and can be tailored to your company's specific contracts.

Cons

Some features don't really work. For example, the AI feature has never actually extracted information, it just slows down the process.

Review Source: Capterra
 


October 2018

October 2018

Cost Effective Contract Database Solution

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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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.

Review Source: Capterra
 

Dinesh from Gage Roads Brewing Co
Number of employees: 51-200 employees Employees number: 51-200 employees

October 2018

October 2018

Procurement

Ease-of-use

Functionality

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Support

Its been a great organiser

Pros

It is so simple to use. I get a notifications upon contact renewal date.

Cons

There isn't much thing I have noticed which I dont like.

Review Source: Capterra
 

Catherine from GK Medical Management
Number of employees: 51-200 employees Employees number: 51-200 employees

October 2018

October 2018

Great product

Ease-of-use

Functionality

Product Quality

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Value for Money

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Support

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.

Review Source: Capterra
 

Pieter from JourneyApps
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2018

October 2018

Solves all my problems and more!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Support

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.

Review Source: Capterra
 

Kenton from Insights to Behavior
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

Just what we were looking for

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Support

We are very happy with ContractSafe. The staff have been very helpful. The program speaks for itself. Excited to see what new features they come up with next.

Pros

I like how quick and easy the program is to implement.

Cons

I don't like that you have to pay for custom field access.

Review Source: Capterra
 

Michelle from Crest Investment Company
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2018

September 2018

Ease and Functionability

Ease-of-use

Functionality

Product Quality

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Value for Money

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ContractSafe perfectly fits our needs for implementing contract compliance management.

Pros

Created by an attorney, the design of the platform is excellent and fits all our corporate needs. Support is top notch and questions are responded to in a timely manner.

Cons

The search feature does not appear to always pull by key word.

Review Source: Capterra
 

Billy from CHP
Number of employees: 51-200 employees Employees number: 51-200 employees

September 2018

September 2018

Perfect Solution

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Product Quality
Quality
Value for Money
Value
Support
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.

Review Source: Capterra
 

Ryan from CUJO AI
Number of employees: 51-200 employees Employees number: 51-200 employees

June 2018

June 2018

ContractSafe was a lifesaver for our company.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Quality
Value for Money
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Support
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.

Review Source: Capterra
 

Erin from ParkWhiz

June 2018

June 2018

Great customer service and the database is great to use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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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.

Review Source: Capterra
 

Drew from IDM

May 2018

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

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Value for Money

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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.

Review Source: Capterra
 

Kristen from CAEL
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2018

April 2018

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

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- 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!

Review Source: Capterra
 

Thierry from Medical

March 2018

March 2018

User friendly software with exceptional customer service!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Quality
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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.

Review Source: Capterra

  Response: ContractSafe, ContractSafe

Date: March 2018

March 2018

 

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

 


January 2018

January 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Support

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.

Review Source: Capterra
 

Paul from ProjectCorps
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2017

December 2017

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Support

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.

Review Source: Capterra
 

Joelle from Ralph Lauren Center for Cancer Care and Prevention
Number of employees: 51-200 employees Employees number: 51-200 employees

November 2017

November 2017

Great experience utilizing ContractSafe for our small business needs!

Ease-of-use

Functionality

Product Quality

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Value for Money

Ease-of-use
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Quality
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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.

Review Source: Capterra
 

xin from TLS contact
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

November 2017

November 2017

professional, efficient, Great service experience!

Ease-of-use

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Value for Money

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Support

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.

Review Source: Capterra
 
 
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