ContractSafe

ContractSafe

Cloud-based contract management software

4.8/5 (62 avis)

ContractSafe - Présentation

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.

Prix

À partir de
99,00 $US/mois
Types de licence
version d'essai gratuite
Gratuit
Abonnement
Rapport qualité-prix

Appareils

Type d'entreprise

S
M
L

Disponible dans les pays suivants

Canada, États-Unis

Langues

anglais

ContractSafe - Avis

Note globale
4.8/5
97% d'avis positifs
50
Excellent
10
Très bien
2
Moyen
0
Médiocre
0
Horrible
Paul T.
Traduire avec Google Translate

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

Logiciel utilisé tous les jours pendant 1 à 5 mois
Publié le 27/12/2017
Provenance de l'avis : Capterra

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.

Avantages

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Utilisateur vérifié
Traduire avec Google Translate

Excellent Contract Storage Solution

Logiciel utilisé toutes les semaines pendant plus de deux ans
Publié le 03/09/2019
Provenance de l'avis : Capterra

ContractSafe was implemented because our agreements were spread out across every part of our organization and it was near impossible to track them down in a pinch. ContractSafe has solved that problem for us and now it's extremely rare that our legal team has to resort to asking around for a contract.

Avantages

We have been very pleased with ContractSafe and have watched it grow and improve over time. The customer service has been great and any time we encounter a bug or spot an area for potential improvement we can tell our feedback is heard. ContractSafe is clearly designed for legal teams. The fields that are mapped to metadata are exactly what legal teams want to know and track. The ability to search anywhere within a document is excellent. It integrates well with DocuSign. The permissions and reminder functions are well set up.

Inconvénients

ContractSafe is rapidly trying to roll out an AI feature that will read your contracts for you and pull out some of the metadata reducing the need for manual entry. While a laudable goal, right now the feature is still weak. Also a con is the fact that this is not a full lifecycle contract management solution, but it never pretends to be and doesn't charge as if it is.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

9.0/10
Utilisateur vérifié
Traduire avec Google Translate

Cost Effective Contract Database Solution

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 08/10/2018
Provenance de l'avis : Capterra

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.

Avantages

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!

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

9.0/10
Nishat R.
Traduire avec Google Translate

A great place for simple but precise storage needs

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 03/09/2019
Provenance de l'avis : Capterra

We needed to store our agreements in one secure place for an organization that has multiple departments and storing choices. It has been great to promote this for all departments, and to provide a way for teams to get notified when contracts are up for renewal, have issues or expire.

Avantages

Contract Safe has important features for a minimalist approach to storing contracts, without multiple layers of functionality that is not needed. For PDFs it is wonderful to locate and find OCR text recognition work immediately and to store in folders in a simple creative fashion.

Inconvénients

Being able to find the right contract is not always easy depending on the search term, but after a few tries, it works well.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Joie M.
Traduire avec Google Translate

Highly recommend

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 16/09/2019
Provenance de l'avis : Capterra

Before ContractSafe, we lived like pioneers and printed hard copies which we stored in file cabinets. Now we can keep all contracts in one very organized place, and it's very easy to search for what you need.

Avantages

The platform is extremely user-friendly, and the support we've received is amazing! Just a few of the features I wouldn't want to live without: the ability to drag and drop files into the program, the ability to create email reminders when a contract is set to expire (if an employee leaves their position, you can transfer those reminders to another user!), the ability to link related documents so you can see all at a glance.

Inconvénients

More clear information upfront about roles and permissions would have been extremely helpful.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10

ContractSafe - Prix

À partir de
99,00 $US/mois
Types de licence
version d'essai gratuite
Gratuit
Abonnement
Rapport qualité-prix

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.

ContractSafe - Fonctionnalités

  • API
  • Audit
  • Champs personnalisables
  • Piste d'audit
  • Stockage de documents

  • Données en temps réel
  • Gestion de la conformité
  • Gestion des factures
  • Gestion des flux de travail
  • Gestion des stocks
  • Importation et exportation de données
  • Intégration de tiers
  • Monitoring
  • Notifications automatiques
  • Rapports en temps réel
  • Rapports et statistiques
  • Rapports personnalisables
  • Suivi de l'inventaire
  • Suivi des activités
  • Tableau de bord d'activités

Plus d'informations sur ContractSafe

ContractSafe - Principales fonctionnalités

  • API access
  • Amendment tracking
  • Automatic OCR
  • Centralized document storage
  • Contact upload by email
  • Custom document types
  • Document filtering
  • Document management
  • Key date reminders
  • Search functionality
  • Search inside scanned documents
  • Unlimited users
  • User access controls
  • User roles & permissions management
  • User-defined fields
  • Version control

Avantages

  • 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.

  • ContractSafe - FAQ

    Voici quelques-unes des questions fréquentes sur ContractSafe.

    Q. Quels sont les types de licence disponibles pour ContractSafe ?

    Types de licences disponibles pour ContractSafe :

    À partir de: 99,00 $US/mois

    Type de licence: Gratuit, Abonnement

    version d'essai gratuite: Disponible

    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.

    Q. Quelles sont les principales fonctionnalités du logiciel ContractSafe ?

    Fonctionnalités du logiciel ContractSafe :

    • API access
    • Amendment tracking
    • Automatic OCR
    • Centralized document storage
    • Contact upload by email
    • Custom document types
    • Document filtering
    • Document management
    • Key date reminders
    • Search functionality
    • Search inside scanned documents
    • Unlimited users
    • User access controls
    • User roles & permissions management
    • User-defined fields
    • Version control

    Q. Qui utilise ContractSafe ?

    Utilisateurs habituels du logiciel ContractSafe :

    Entreprises de taille moyenne, Non Profit, PME

    Q. Dans quelles langues ContractSafe est-il disponible ?

    Langues dans lesquelles ContractSafe est disponible :

    anglais

    Q. Quels sont les types de licence disponibles pour ContractSafe ?

    Types de licences disponibles pour ContractSafe:

    Gratuit, Abonnement

    Q. ContractSafe prend-il en charge les appareils mobiles ?

    Nous n'avons pas d'informations sur les appareils pris en charge par ContractSafe.

    Q. Avec quelles applications ContractSafe peut-il s'intégrer ?

    Nous n'avons pas d'informations sur les intégrations offertes par ContractSafe.

    Q. Quelles sont les ressources d'aide disponibles pour ContractSafe ?

    Ressources d'aide disponibles pour ContractSafe :

    Support en ligne

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