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Pricing

Get the features you need with simple, flexible pricing. All plans include:
  • Unlimited users
  • Free trial
  • Onboarding & training support
  • Data & document migration
  • Unlimited archive & attachments
  • Dedicated customer service manager

Organize

All the features you need to organize your contracts into a single source of truth.

Easy to use features, including:

  • Secure storage
  • Easy search
  • Unlimited reminders & alerts
  • Unlimited tagging
  • [AI]ssistant
  • World-class security
  • Multiple ways to upload
  • Custom fields & forms
  • Custom dashboards & reports
  • Custom user roles & permissions
Request a demo

Finalize

Approve, compare, & sign documents for everyday contract management.

Everything in Organize +

  • DocuSign integration
  • Single sign-on
  • Zapier integration
  • Redlining
  • Approval workflows
  • E-signature
Request a demo

Maximize

Manage the full contract lifecycle with templates, intake forms, & robust integration options.

Everything in Finalize +

  • APIs
  • Salesforce integration
  • Intake forms
  • Templates
  • IP whitelisting
Request a demo

Paid Yearly

Paid Monthly

Organize

Easy to use features, including:

  • Secure storage
  • Easy search
  • Unlimited reminders & alerts
  • Unlimited tagging
  • [AI]ssistant
  • World-class security
  • Multiple ways to upload
  • Custom fields & forms
  • Custom dashboards & reports
  • Custom user roles & permissions
Request a demo

Finalize

Everything in Organize +

  • DocuSign integration
  • Single sign-on
  • Zapier integration
  • Redlining
  • Approval workflows
  • E-signature
Request a demo

Maximize

Everything in Finalize +

  • APIs
  • Salesforce integration
  • Intake forms
  • Templates
  • IP whitelisting
Request a demo
Get the features you need with simple, flexible pricing. All plans include:
  • Unlimited users
  • Free trial
  • Onboarding & training support
  • Data & document migration
  • Unlimited archive & attachments
  • Dedicated customer service manager

Don’t pay for more than you need.

See all features and choose the plan that works for you.

Optimize

Finalize

Maximize

AI-Powered Organization
3/3
3/3
3/3

Meta-data extraction

Automatic categorization

Category-based fields

Organized Contract Repository
18/19
19/19
19/19

Custom statuses

Contract term sheets

Contracts as email attachments

Bulk updating

Bulk uploads

Amendment tracking

Version tracking

Custom fields

Convert fields into simple forms

Convert-to-Word

Unlimited amendments & attachments

Duplicate contract flagging

Email upload

Organize by tags, types, & folders

Custom dashboards & saved views

Connect related documents

Unlimited archive

Downloadable data backups

Redlining

Templates, Intake Forms & Approvals
1/4
2/4
4/4

Highlights & comments

Approval sequences

Custom intake forms

Templates

Unlimited Integrated E-Signature
0/5
5/5
5/5

Native e-signature

DocuSign integration

Audit trails

Signing sequences

Custom e-sign setup

Full-Text Search
3/3
3/3
3/3

OCR (Optical Character Recognition)

Google-like search

Custom tags, folders, & categories

Date Management & Alerts
7/7
7/7
7/7

Date notifications with contract attached

Custom notification settings

Unlimited date fields

New document notifications

Recurring date reminders

Upcoming date calendar

Automated reminders for custom dates

User Roles & Permissions
6/6
6/6
6/6

Unlimited users

Custom roles & permissions

Access permissions to folders

Permission groups

User-level permissions

Team-level permissions

Dashboards & Reporting
6/6
6/6
6/6

In-app dashboard

User-specific alerts & dashboards

Email automated reports

Single-click summaries

.xls & .csv reports

Bulk extract

Integrations
0/6
2/6
6/6

OKTA/SAML 2.0

Active Directory

Salesforce

API

DocuSign

Zapier

Support
8/8
8/8
8/8

24/5 support

Onboarding & training support

Data & document migration

Email, chat, & phone availability

Robust help center

Dedicated customer success manager

No implementation fee

Customized training sessions

Security
17/19
18/19
19/19

SOC2 audit certification

HIPAA & GDPR compliant

ISO 27001 certification

Amazon Web Services

Dual factor authentication (DFA)

PCI DSS certified data centers

256 bit AES encryption

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

Autoscaling

Offsite backup of all data

Intrusion detection

Malware & virus detection

Vulnerability testing

Penetration testing

US data residency

UK data residency

CAN data residency

Single Sign-On (SSO)

IP whitelisting

Pricing FAQs

Get all the need-to-know info for your buying team. Want to talk with a person? Request a call right here.

What is the charge per user?

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All of the ContractSafe plans include unlimited users. You can add as many users as you want, whether they're Read-Only users or full Admins.

What happens if I want to upgrade?

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ContractSafe makes switching plans easy. At any point in your subscription you can upgrade to the next plan, and we will prorate the difference for the remaining time on your subscription. You can also downgrade at the end of your subscription period.

Are the contract counts per month? Per year?

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Any contracts that are in your repository count toward the total. Any documents stored in your archive or as attachments do not count toward the total. As an example, if you have a contract that has 3 earlier drafts of the document and a signature page stored as attachments, that would only count as a single contract.

How do I pay for ContractSafe?

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For annual plans you can pay by credit card or be invoiced for payment by ACH or check. For monthly plans a credit card is required. All pricing shown is in USD.

What is the implementation charge?

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Zero! All the ContractSafe plans include assistance with implementation, migration of existing data and documents, and training. And, our award-winning customer support is included as well!

What are Jump Start contracts?

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Our Jump Start service helps you extract information from your existing contracts. You give us the contracts and our paralegals do the work. Jump Start services can be purchased starting at $15 per contract.

Where is my data stored?

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ContractSafe currently allows you to choose a region for your data residency. The options are the United States, Canada, or the European Union. Once a region is selected, your data will stay 100% within that region. A single account can only be in one region.

Will my contracts and data be secure and private?

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Security and privacy are paramount in everything we do. Our solution is hosted with Amazon Web Services (AWS). Your information is encrypted, we maintain full backups, and we are SOC2 certified by an independent audit firm. Learn more about our security.

If I close my account with ContractSafe, what happens to my contracts and data?

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Your contracts and data are yours. The Account Owner has the ability to download all documents and data.

What happens to my data if I cancel my subscription?

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You own all of your data. Authorized users can download a backup of all your documents at any time. Authorized users can also download a CSV file of all your data and reminders at any time.

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Contract relief is waiting.

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