ContractSafe Reviews & Product Details

Creating a contract and creating an intake form are both time-saving applications. Our contracts are more streamlined and consistent with this app. There are many features within ContractSafe that keep our contracts, requests, ACH and W9 forms organized and easy to access. There are reports that can be generated with a click of the button. The automated reminder of contract expirations is a wonderful tool. Review collected by and hosted on G2.com.

You cannot drag and drop files when moving them. This could be streamlined and save time if you could drag and drop. Review collected by and hosted on G2.com.

ContractSafe has an intuitive platform that is very easy to use for non-tech people. It is very customizable, which made is perfect for our organization. On top of all of that it was cheaper than our previous contract management software that no one liked. The training modules, customer support, and product updates are super helpful as well. Review collected by and hosted on G2.com.

I have not found anything that I do not like Review collected by and hosted on G2.com.

ContractSafe is user-friendly and intuitive, which makes it a pleasure to use. Implementation is one of the easiest integrations I have had in my 20+ year career. The support and trainings offered have been helpful to our team. We did not need a ton of bells and whistles when we first implemented ContractSafe, but when we realized we could track the COIs here as well, it was a no-brainer to help us stay on track. Review collected by and hosted on G2.com.

I do not currently have any dislikes with this product. Review collected by and hosted on G2.com.

I love the ease of sending, recieving, and tracking our contracts. ContractSafe also has amazing customer service. I have a dedicated team member to help with any questions I may have and we talk weekly if needed. He (Zach) is very knowledgeable about the product and always takes the time to help me with any issues that I have. Review collected by and hosted on G2.com.

At this time after 6 months of using ContractSafe I haven't found a downsize. If there is an issue I just call customer service or go to the chat bot and the next thing I know they have found a way to resolve any issue I bring to there attention. Review collected by and hosted on G2.com.

The support is more than one could imagine or expect it to be. Experts working with new users and working to understand the nuances of my specific business and contract needs. All of that lends itself to a master implementation of over 800 contracts rolling up to 12 folders with 40 subfolders rolling up under the 12. We took baby steps, did small bulk uploads along the way, tested the results and when i had the confidence that my manual excel work could be loaded, we did the rest. The system is extremely flexible, ease to use and reporting updates itself as I make changes in updating attributes of my contracts. In terms of frequency of use, I am using daily, and my Operations people completely rely upon this data to not miss expiring contracts or escalations of billing that would be tied into a specific date. The ease of integration was made painless and effective due to the experience and ability of my success manager. Review collected by and hosted on G2.com.

I cant give you anything that would be critical here. If i had anything i would provide it, but i really haver zero areas to "dislike" anything about this software. Review collected by and hosted on G2.com.

Great price. Easy to use. Unlimited users. Unlimited reminders/alerts. AI feature is useful. Search function works great. As a B2C, ContractSafe's basic plan right off the shelf is perfect for our company. We don't need all the bells and whistles offered by other companies. Review collected by and hosted on G2.com.

Website lags at times. Date input changes a little clunky. Review collected by and hosted on G2.com.

ContractSafe has a great user interface and easy to use platform. Implementation and integration are easy. Customer support is quick and reliable. Review collected by and hosted on G2.com.

Sometimes the letters that don't have a termination date are scanned by AI as having a termination date of the same day as the letter was written. Continuing to improve the AI scanning should solve that problem. Review collected by and hosted on G2.com.

Contract was incredibly easy to set up and easy to use on an ongoing basis. I would describe it as feeling ios like in that functionally it just makes sense, you don't' need a ton of (or maybe any) training to get in and start working as a standard user. They are making continual updates to the platform which is nice. I use it daily and overall am very happy with the software. Their customer support team is incredibly responsive to requests. Review collected by and hosted on G2.com.

Sometimes the AI isn't quite as smart as I would like it to be, and at first using the search could be challenging. They have made quite a few upgrades in the search space and overall feels a lot better. Review collected by and hosted on G2.com.

Their customer service is excellent. They are always available. Always. Our customer success rep reminds me of Dwight Shrute from The Office, “You can always reach me. I’m never sick and I don’t take holidays.” They reach out regularly to check in and recently sent me statistics which functions we were underutilizing and set up a meeting on how we could make even better use of their product. Review collected by and hosted on G2.com.

There's nothing I really dislike. The AI feature is quite good but not quite 100% perfect. It's probably 85-90% accurate, but no contract-reading AI feature can be perfect at this time. Review collected by and hosted on G2.com.

My favorite features include the ability to schedule term / renewal reminders for contracts, as well as being able to create custom fields to easily track and sort information which is important to us. I also love ability to create different folders for contracts so that they can be easily organized and shared across the organization with the ability to restrict who can acces, download and print. Finally, the platform is really intuitive and easy to use and the customer support is top notch! Review collected by and hosted on G2.com.

The AI feature has much improved since we initially started using the software, but it is still a bit wonky at times. In addition, I wish there was more flexibility in the user roles to allow users without edit rights to be able to run ther own queries or reports. Review collected by and hosted on G2.com.