ContractSafe
About ContractSafe
ContractSafe is a cloud-based contract management software which offers secure centralized document storage, automated key date reminders, document search and filtering with automatic OCR (optical character recognition) for searching within scanned documents, user access permission management, and more. Users can upload documents into ContractSafe manually, or by emailing them in, whether they are electronic documents or scans of physical contracts. Files are stored in a secure database, and users can control permissions to limit access to confidential documents. Amendments to contracts can be tracked with full audit logs created for any actions taken.
The platform helps members search for documents using individual words or phrases, and filter the results by document type, upload date, signing or expiry date, party, status, tags, and more. Its built-in automatic OCR enables users to search within scanned documents, rather than relying exclusively on filenames or tags to locate the required file. ContractSafe allows users to set up email reminders for key contract dates, giving them control of when they will be initially reminded of an upcoming expiration or renewal date, how often subsequent reminders are sent, the recipients, and the message text to be sent out. Date reminders can be sent to multiple recipients, whether or not they use ContractSafe.
Key benefits of ContractSafe
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- Company size: 11–50 Employees
- Used Daily for 1-5 months
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Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
A superb product with customer service to match - this is what I call excellence!
Reviewed on 2017/12/27
The benefits we receive are a centralized storage area for all of our contracts and company...
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.
ContractSafe FAQs
Below are some frequently asked questions for ContractSafe.Q. What type of pricing plans does ContractSafe offer?
ContractSafe offers the following pricing plans:
- Starting from: US$375.00/month
- Pricing model: Subscription
- Free Trial: Available
We know contract management can be frustrating—too many systems are either overly complex or limit access with per-user fees. That’s why we do things differently. ContractSafe offers unlimited users and pricing based on the number of contracts, so your entire team can stay organized without breaking the budget. Our Pricing Plans: Organize – A single source of truth for all your contracts. Starting at $375/mo Finalize – Includes everything in Organize + Approvals & E-Sign. Starting at $579/mo Maximize – Full Contract Lifecycle Management, including everything in Finalize. Starting at $746/mo Simple, transparent, and built to make your life easier.
Q. Who are the typical users of ContractSafe?
ContractSafe has the following typical customers:
2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does ContractSafe support?
ContractSafe supports the following languages:
English
Q. Does ContractSafe support mobile devices?
ContractSafe supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does ContractSafe integrate with?
ContractSafe integrates with the following applications:
Azure Active Directory, Docusign, Okta, Salesforce Platform, Zapier
Q. What level of support does ContractSafe offer?
ContractSafe offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat
Related categories
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Contract Management Software
