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. Users can 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. The 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.

Pricing starting from:

US$99,00/month

  • Free Trial
  • Free Version
  • Subscription
View Pricing Plans

Key benefits of ContractSafe

  • All documents can be searched, whether electronic or scanned, using the built-in automatic OCR (optical character recognition) function.

  • Contracts and documents can be uploaded manually or by email.

  • User roles and access permissions can be managed to ensure that documents can only be accessed or edited by approved users.

  • Users are automatically alerted of upcoming deadlines, giving advanced warning of expiration or renewal dates.

  • Audit trails are created for all actions taken in ContractSafe, enabling users to track amendments to documents.

  • Devices

    Business size

    S M L

    Markets

    Canada, United Kingdom, United States

    Supported Languages

    English

    Pricing starting from:

    US$99,00/month

    • Free Trial
    • Free Version
    • Subscription
    View Pricing Plans

    Images

    Intuitive dashboard with summary of your contract portfolio in one place.
    Find contracts, organize information and report easily in one place.
    All the details for each contract, including related documents, on a single, easy-to-understand, page
    The built-in automatic OCR (optical character recognition) allows users to search within scanned documents
    View 5 more
    ContractSafe video
    ContractSafe video
    ContractSafe screenshot: Intuitive dashboard with summary of your contract portfolio in one place. ContractSafe screenshot: Find contracts, organize information and report easily in one place. ContractSafe screenshot: All the details for each contract, including related documents, on a single, easy-to-understand, page ContractSafe screenshot: The built-in automatic OCR (optical character recognition) allows users to search within scanned documents

    Features

    Total features of ContractSafe: 44

    • API
    • Access Controls/Permissions
    • Activity Tracking
    • Alerts/Notifications
    • Archiving & Retention
    • Audit Management
    • Audit Trail
    • Buy Side (Suppliers)
    • Collaboration Tools
    • Completion Tracking
    • Compliance Tracking
    • Contact Management
    • Contract Lifecycle Management
    • Contract/License Management
    • Customizable Branding
    • Customizable Fields
    • Customizable Reports
    • Customizable Templates
    • Data Extraction
    • Data Import/Export
    • Document Classification
    • Document Management
    • Document Storage
    • Drag & Drop
    • Electronic Signature
    • Filtering
    • Full Text Search
    • Government Contracts
    • Lifecycle Management
    • Monitoring
    • Real Time Data
    • Real Time Notifications
    • Reminders
    • Reporting & Statistics
    • Reporting/Analytics
    • Role-Based Permissions
    • Search/Filter
    • Sell Side (Customers)
    • Specialty Contracts
    • Status Tracking
    • Team Collaboration
    • Third Party Integrations
    • Version Control
    • Workflow Management

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    Reviews

    Overall rating

    4,8 /5
    (86)
    Value for Money
    4,8/5
    Features
    4,6/5
    Ease of Use
    4,9/5
    Customer Support
    4,9/5

    Already have ContractSafe?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 86
    Andrew L.
    Overall rating
    • Industry: Program Development
    • Company size: 11-50 Employees
    • Used Monthly for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Easily Track Business Contracts

    Reviewed on 2020/05/07

    Pros

    The support staff is awesome. They're friendly and responsive. The company is still small enough that the owner is involved, and you can tell that the rest of the team works closely with the ownership team.

    Cons

    It was a bit expensive for our particular use case. To be fair, the company did offer a generous price for us that better fit our budget.

    Bill K.
    Overall rating
    • Industry: Telecommunications
    • Company size: 1 001-5 000 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Contract Management Simplified!

    Reviewed on 2021/02/16

    We have been able to quickly get control of all our various contracts, know where they are, what...

    We have been able to quickly get control of all our various contracts, know where they are, what the key dates, terms, conditions and set alerts on over 2000 contracts and agreements that were previously impossible to track. By adding the value for these agreements we can create reports for cross business functions and provide a view of progress and status against goals and budgets. We don't need a small army to manage the system and we don't miss things that could increase risk and costs. All at a most reasonable price.

    Pros

    Ease of Use is absolutely the best feature of all. In our fast paced environment, we have a very flat organization where everyone wears multiple hats and this is where ease of use brings us great value. Anyone can get familiar with Contract Safe in short order and get their needs met. The combination of easy to use create and use folders and extensive tagging, ensures that you can easily find what you are looking for from the start.

    Cons

    I would like to see easy integration with various data visualization tools as standard features. While the existing filtering and reporting capabilities work as advertised and are handy, being able to easily promote data to tools like Power BI would be a valued addition and allow integration with enterprise level reporting.

    Maureen B.
    Overall rating
    • Industry: Marketing & Advertising
    • Company size: 201-500 Employees
    • Used Weekly for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 7.0 /10

    First company-wide contract management system

    Reviewed on 2019/09/03

    It was very easy to set up and roll out to all our different departments. It is a very cost...

    It was very easy to set up and roll out to all our different departments. It is a very cost effective and organized way to have a single location to keep all important contracts safe and accessible.

    Pros

    The service is very user friendly. Not complicated at all. I really like how easy it is to search documents, and the linking and reminder features are very helpful in keeping things organized.

    Cons

    The A-1 assistant could use some tweaking, not always accurate. The system is missing the ability to delete contracts while within the contract details page.

    Bernie A.
    Overall rating
    • Industry: Hospital & Health Care
    • Company size: 201-500 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Great Software

    Reviewed on 2021/01/11

    As a hospital, we need software that keeps us in compliance with regulations.

    As a hospital, we need software that keeps us in compliance with regulations.

    Pros

    I like the AI feature and the ease of use. The software if ver intuitive and easy to use and learn

    Cons

    Sometimes the AI locks up. Other than that it is great

    Kellijo G.
    Overall rating
    • Industry: Hospitality
    • Company size: 201-500 Employees
    • Used Weekly for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Stay Organized. Stay Compliant.

    Reviewed on 2020/04/15

    ContractSafe staff have been very helpful with start-up and transition from our old system. They...

    ContractSafe staff have been very helpful with start-up and transition from our old system. They are always available when I need them, either via email, phone call or online chats. They have also made an edit that I requested, which is nice to have them be so flexible.

    Pros

    VERY User Friendly. Great Report Features. Extremely Customizable. Reliable Automatic Email Notifications. PDF Search Feature.

    Cons

    We often have more than one active contract document at a time, so it would be nicer to have all of them together, rather than one on the main page and the others put on the Related Docs page, but it just takes some getting used to.

    Our old system was free of charge, so hopefully the Exec Members see the value in ContractSafe and do not halt the use of the program.

    Showing 5 reviews of 86 Read all reviews

    ContractSafe FAQs

    Below are some frequently asked questions for ContractSafe.

    ContractSafe offers the following pricing plans:

    • Starting from: US$99,00/month
    • Pricing model: Free, Subscription
    • Free Trial: Available

    Entrepreneur - up to 100 documents: $99 per month Basic - up to 500 documents: $299 per month Standard - up to 1,000 documents: $499 per month Professional - up to 2,500 documents: $699 per month Enterprise - up to 5,000 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.

    We do not have any information about ContractSafe features

    ContractSafe has the following typical customers:

    2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

    ContractSafe supports the following languages:

    English

    ContractSafe supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    ContractSafe integrates with the following applications:

    DocuSign, Okta, Salesforce Platform, Zapier

    ContractSafe offers the following support options:

    Email/Help Desk, Chat

    Related categories

    See all software categories found for ContractSafe.