ContractSafe4.8 out of 5 stars |
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About
Subject matter experts can quickly and easily automate the processes they know best by building apps using drag and drop, without the need for coding or technical skills. Use a single platform to build and flexibly deploy apps which automate processes from end-to-end across departments enterprise-wide. Generate ready-to-go documents, pre-filled and tailored from styled templates with e-signature. Automate end-to-end user journeys including approvals, scheduled tasks and reminders. Design complex rules and decision-tree logic, including calculations and weighted scores. Capture the information you need from users or systems and conduct triage using smart forms. Prototype, build & maintain applications without IT-skills using our easy to use drag-and-drop interface. The Checkbox platform can be used to build a range of bespoke automation solutions. Discover the most popular use cases and app templates amongst our customers.
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ContractSafe:
About
ContractSafe is contract lifecycle management (CLM) software that takes a contract from request to renewal. On Maximize, a request starts in a custom intake form, a template generates the draft, approval sequences route it, and built-in e-signature executes it. Finalize includes approvals, e-signature and Word editing with tracked changes. On every plan, AI extracts up to 29 fields for a person to confirm, and date alerts and scheduled reports track obligations and renewals.
For IT and security reviewers: ContractSafe runs on AWS, is SOC 2 Type II and ISO 27001 certified, and supports HIPAA and GDPR requirements. Accounts are hosted in one region (US, Canada, EU or Australia). The Finalize plan adds SSO through Okta or SAML 2.0; Maximize adds IP allowlisting, Salesforce and API access.
Every plan includes unlimited users, onboarding, migration and a dedicated customer success manager, with no implementation fee.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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ContractSafe:
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Businesses searching for an automating processes platform that helps with document generation and e-signature
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ContractSafe:
Audience
For organizations that need visibility and control over their contracts.
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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ContractSafe:
Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Not Supported
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ContractSafe:
API
Offers API
Supported
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Screenshots and Videos |
ContractSafe:
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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ContractSafe:
Pricing
$450/month
Each plan covers more of the contract lifecycle, from renewal tracking on every plan to intake, approval and signature on Maximize. Price is set by plan and contract volume, never by headcount, and every plan includes unlimited users, onboarding, migration and a dedicated customer success manager, with no implementation fee.
Organize: AI extraction, date alerts, dashboards, reports and in-app editing. From $450/mo, billed annually. Finalize: adds approval sequences, built-in e-signature, redlining and Word editing. From $660/mo, billed annually. Maximize: the full lifecycle, adding intake forms, templates, stage tracking, AI contract review, Salesforce and the API. From $815/mo, billed annually. Starting Price field (limit 100 characters): $450/month (Organize plan, billed annually; $540 month-to-month)
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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ContractSafe:
Reviews/
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ContractSafe:
Pros from Real UsersPros
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Checkbox:
Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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ContractSafe:
Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Checkbox:
Company InformationCheckbox
Founded: 2016
Australia
checkbox.ai/
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ContractSafe:
Company InformationContractSafe
Founded: 2015
United States
www.contractsafe.com
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Alternatives |
ContractSafe:
Alternatives |
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ContractSafe:
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Categories |
ContractSafe:
Categories |
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Document Generation Features
Batch Processing
Supported
Collaboration
Not Supported
Digital Signature
Supported
Interaction Tracking
Not Supported
Multiple Output Formats
Supported
Templates
Supported
Forms Automation Features
Approval Process Control
Supported
Archiving & Retention
Supported
Collaboration
Not Supported
Document Indexing
Supported
Drag & Drop
Supported
Full Text Search
Not Supported
Remote Document Access
Not Supported
Rules-Based Workflow
Supported
Text Editing
Not Supported
Version Control
Supported
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ContractSafe:
Contract Management Features
Buy Side (Suppliers)
Supported
Completion Tracking
Supported
Compliance Tracking
Supported
Contract Lifecycle Management
Supported
Electronic Signature
Supported
Full Text Search
Supported
Government Contracts
Supported
Pre-built Templates
Supported
Sell Side (Customers)
Supported
Specialty Contracts
Supported
Version Control
Supported
Workflow Management
Supported
Digital Signature Features
Audit Trail
Supported
Authentication
Not Supported
Auto Reminders
Supported
Customizable Templates
Not Supported
Document Analytics
Supported
Mobile Signature
Not Supported
Multi-Party Signing
Not Supported
Progress Tracking
Not Supported
Task Progress Tracking
Supported
Legal Document Management Features
Access Controls
Supported
Archiving & Retention
Supported
Collaboration
Supported
Contract Management
Supported
Document Assembly
Not Supported
Document Indexing
Supported
Document Tagging
Supported
Full Text Search
Supported
Version Control
Supported
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Integrations
Docusign
Not Supported
Microsoft Teams
Supported
ReturnPro
Not Supported
Salesforce
Not Supported
Slack
Supported
Xakia
Supported
Zapier
Not Supported
Zoho Directory
Not Supported
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ContractSafe:
Integrations
Docusign
Supported
Microsoft Teams
Not Supported
ReturnPro
Supported
Salesforce
Supported
Slack
Not Supported
Xakia
Not Supported
Zapier
Supported
Zoho Directory
Supported
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