ContractSafe

Easily Track Business Contracts

Vorteile:

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.

Nachteile:

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.

Beautiful interface that's easy to use!

Vorteile:

Simple, straightforward, effective contract management without all the unnecessary bells and whistles that only confuse users and deter them from using it. It's exactly what we needed and the implementation was effortless.

Nachteile:

I have not experienced a single con with ContractSafe.

Account Support

Kommentare: For the time being its average at best but to be fair, it was not until recently that we are "up and running".

Vorteile:

The software has not overwhelmed us yet. However, the support we have received from [SENSITIVE CONTENT HIDDEN], our account rep, has been outstanding so for now, I would only recommend use of this software if [SENSITIVE CONTENT HIDDEN] can be your account rep.

Nachteile:

It does not have the expected capability (to create a template and generate contracts from this template within Contract Sate).

Contract Management Quicker and Easier!

Vorteile:

The OCR recognition coupled with full text search is a top feature. The AI module continues to learn and becomes more and more accurate overtime, which saves time with initial load and setup of documents. Setting up and viewing based upon easy to build custom fields and tags is flexible and fast. Overall, extremely easy to adapt to our existing business processes and easily modified once set when requirements change

Nachteile:

Any software can be improved. Native API level integration with reporting tool suites is my number one request as an add on to the product. They are working on an API and we are anxious to get that deployed so we can easily integrate with our enterprise wide reporting.

Checks all the Boxes without Adding Distracting or Unnecessary Features

Kommentare: Overall, I've had a positive experience as I've been implementing. There are lots of trainings available and the support team is very responsive if I ever have a question. I'll be interested to see how the rest of the team feels after rolling out, but I anticipate a smooth transition as the product is fairly intuitive.

Vorteile:

What attracts me most to this system is the intuitive user interface for each individual user. In addition to providing a user-friendly and logical contract storage system, it is easy as an admin to control what any given user can see and do in the system. It’s also really easy to track all key dates/contract terms and to send out customizable reminders for specific individuals of your choosing. On top of all that, it has features for sending out contracts for signature and UNLIMITED storage for related documents (like redlines) among other things. The other systems I looked at were either way more robust (and thus more complicated) than we needed or alternatively they provided most of what we needed but were much less intuitive for the way we process things. I could go on, but at the end of the day it has everything we are looking for (plus a little bit more) in a system that seems very user-friendly and easy to use.

Nachteile:

Like any software, it is not without certain flaws. The [AI]ssistant has it's limits and there is a bit of a learning curve to use it most effectively. Probably what annoys me the most is the contract list, but that is probably a learning curve issue as well. The system works as deigned and not necessary as you might hope sometimes, but the team at ContractSafe seems to be very receptive to input for future builds and/or will help you find the best way to navigate your issue within their current build.