Contract management software for procurement teams

Procurement owns the vendor relationship, finance owns the budget and legal owns the terms. In ContractSafe they all work from the same contract record, and every plan includes unlimited users, so nobody waits for a seat. See how roles and sharing work.

• Set access by folder and tag, then manage it with permission groups, teams and user-level settings.
• Custom roles set what each person can do with the contracts they can open, so procurement keeps control.
• Permissions apply to the whole contract. ContractSafe doesn’t have field-level permissions, so anyone who can open a contract sees all of its fields.
• AI search only returns contracts the user is allowed to see.

Get vendor contracts requested, reviewed and signed in ContractSafe instead of over email. What’s included depends on the plan.

• Finalize and Maximize: approval sequences set who reviews a contract and when. Pending approvers get an email reminder every three days, and a rejection stops the process and notifies the requester, with the reasons kept on the record.
• Finalize and Maximize: comments with user tagging, and unlimited native e-signature. Vendors sign from the emailed request without a ContractSafe account.
• Maximize: custom intake forms let anyone request a contract, and templates populate a first draft from the answers. Template owners can lock wording and require fields.
• Every plan: in-app editing with automatic versioning.

When the CFO asks what’s renewing next quarter, the answer is already in their inbox. Date tracking and reports run on every plan.

• Set up reports to be emailed automatically to any address, on the schedule you choose.
• Custom dashboards and saved views for each user, plus a calendar of every upcoming date.
• Export custom reports to .xls or .csv, or generate a one-click summary of a contract’s key terms.
• Custom fields track what procurement cares about, like vendor owner, spend category or notice period.
• On Maximize, a lifecycle dashboard shows where each contract sits and how long each stage takes.

ContractSafe is full-lifecycle contract management. It isn’t a source-to-pay suite, and it doesn’t run sourcing events, purchase orders, invoices or supplier portals. If you need those, you need a suite. If your job is the vendor contracts themselves, here’s how the two compare.

You don’t need an implementation team to start. Every plan includes onboarding, training, migration of your existing contracts, support and a dedicated customer success manager, with no implementation fee. See plans and pricing.

• The median new customer has its first contract in ContractSafe within a week of buying.
• Pricing starts at $450/month on Organize, billed annually, and moves with plan and contract volume, never headcount.
• Pay month-to-month or annually, and upgrade mid-term with the difference prorated.

No. On Finalize and Maximize, vendors sign from the emailed request with no account, download or plug-in. Anyone can also receive a date reminder without being a user. ContractSafe doesn’t include a supplier portal.

Yes. Any date reminder can go to anyone, including a budget owner who never logs in. Reminders belong to the contract, so they keep firing when someone changes roles, and you can reassign a person’s reminders in one click.

No. Coupa and SAP Ariba are source-to-pay suites that run sourcing, purchase orders and invoices, and ContractSafe doesn’t do those. ContractSafe is full-lifecycle contract management for teams that own vendor contracts without a suite: intake, approvals, e-signature, storage, renewal alerts and reporting. The complete set is on Maximize.

Through Zapier. ContractSafe connects to NetSuite, QuickBooks and HubSpot through its Zapier integration on Finalize and Maximize. There’s no native integration with them. Salesforce and API access are on Maximize.

Not field by field. Access is set per contract by folder, tag, user and group, so you can keep pricing schedules in a folder only finance and procurement can open. Anyone who can open a contract sees all of its fields.

Pricing starts at $450/month on the Organize plan, billed annually ($540 month-to-month), with unlimited users on every plan. Price depends on plan and contract volume, not headcount. Onboarding, migration and support are included.