Features

  • Never miss a contract date
  • Find contracts 6x faster
  • Share safely and confidentially
  • Entrepreneur

  • Basic

  • Standard

  • Professional

  • Enterprise

  • Search & Reporting

  • Find contracts and key terms in seconds with Google-like keyword searching

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  • Search every document with automatic Optical Character Recognition (OCR)

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  • Sort, filter and export key information and documents

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  • Print custom reports or export them into CSV / Excel

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  • Customize dashboard for each user

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  • Assign document types and tags to fit any business need

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  • See documents and key terms anytime from anywhere

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  • Alerts

  • Never miss a key date with easy date reminders

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  • Track all key contract dates

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  • Easily set automated email reminders

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  • See a calendar of all upcoming dates

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  • Track auto-renewing contracts, and get alerts BEFORE they renew

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  • Set recurring dates and reminders for events (payments, annual audits, etc)

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  • Repository

  • Number of Contracts in plan:

  • 100
  • 500
  • 1,000
  • 2,500
  • 5,000
  • Keep all documents in one safe place

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  • Store and share contract templates

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  • Track status pre- and post-execution

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  • Email documents directly into your ContractSafe account

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  • Convert all scans to searchable text with Auto-OCR

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  • See term sheet of key contract terms

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  • Send contracts by email directly from ContractSafe

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  • View and search through any contract, even scans

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  • Download backup of documents or data at any time

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  • Receive new document notifications

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  • Track amendments

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  • Store related documents (drafts, SOWs, insurance certs, etc)

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  • Connect related documents to each other

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  • Easily create your own custom fields for tracking and reporting

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  • Organize custom fields into templates (by document type)

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  • Sharing & Roles

  • Unlimited users

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  • Download or share the contract by email any time

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  • Easy roles and permissions to protect confidentiality

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  • Read-only users (no printing or downloading)

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  • No-delete users

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  • Full reporting and analytics

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  • Share/limit access by Document Type

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  • Customizable Document Types

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  • Share/limit access by Tags (eliminates the need for separate data/diligence rooms)

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  • Security

  • ISO 27001 certified data centers

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  • PCI DSS certified data centers

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  • 256 bit AES Encryption

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  • Secure, private SSL (TSL) 256-bit viewing sessions

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  • Automatic failover

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  • Offsite backup of all data

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  • Intrusion detection

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  • Malware and virus detection

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  • Vulnerability testing

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  • Penetration testing

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  • Audit trails

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  • Dual Factor Authentication

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  • SAML 2.0 Integration for single sign on

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  • Integrations

  • Docusign

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  • Other e-sig providers (coming soon)

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  • Okta/SAML 2.0

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  • Active Directory

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  • SalesForce

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  • Support

  • Unlimited support online, by email and by phone

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  • No implementation fee

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  • Upgrades included

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  • Optional service to extract, upload and organize legacy contracts

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  • Customized training sessions

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