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About

ContractSafe is AI-enabled contract management software built for teams that need control without complexity. Store, search, and manage all your contracts in a secure, cloud-based repository hosted on AWS, with SOC 2 Type II, HIPAA, ISO 27001, and GDPR compliance included. Find any contract or clause in seconds using Google-like full-text search with OCR support for scanned documents. The AI assistant automatically extracts key metadata, categorizes contracts by type, and answers plain-language questions about contract content, with no configuration required. Every plan includes unlimited users, automated renewal and key-date alerts, and a dedicated Customer Success Manager. Higher-tier plans add approval workflows, redlining, built-in e-signature, and Salesforce integration. Implementation takes hours, not months. No professional services fees, no IT project required. Free trial available, no credit card needed.

About

Docubee is an intelligent contract automation platform that allows you to quickly and painlessly generate, manage, share, and sign contracts. Featuring powerful conditional logic-based workflows, generative AI technology, and an easily adaptable interface, Docubee makes it easy to automate your most complex contracts and agreements. Gather information, generate and share documents, collect secure eSignatures, and audit progress all within one secure and easy-to-use platform. Spend less time manually processing contracts and more time focusing on the relationships that matter. Docubee streamlines contract management so you can scale your business efficiently and enhance the ROI of each contract.

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

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

For organizations that need visibility and control over their contracts.

Audience

Companies of all sizes

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$450/month
ContractSafe offers transparent, scalable pricing that won't blow the budget.

Our pricing plans are tailored to have the features you need without the bloat. Unlike some competitors, we offer unlimited users and pricing based on the number of contracts in your database.

Choose from 3 packages:

Organize - All the features you need to organize your contracts into a single source of truth.
Starting at $450/mo

Finalize - Approve, compare & sign documents for everyday contract management.
Starting at $660/mo

Maximize - Manage the full contract lifecycle with templates, intake forms & robust integration options.
Starting at $815/mo
Free Version Not Supported
Free Trial Supported

Pricing

$9 per month
Transparent pricing packages that fit your business start at just $9 a month.
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 5.0 / 5
ease 4.7 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 5.0 / 5
ease 4.5 / 5
features 5.0 / 5
design 4.5 / 5
support 5.0 / 5

Pros from Real Users

Pros

  • I've been impressed with the features, especially the AI function that automatically identifies the start and expiration dates, the company, counterparties, and any other important information you need to identify. You can even set up notifications to alert you to upcoming expiration dates. ContractSafe is one of the most intuitive services I've ever used. I signed up about a month ago, and I've already uploaded over 150 documents. I especially love the ability to tag each document, create links, and set up folders and subfolders to organize our documents easily. The onboarding process was easy, and I had all the support I needed. Their security is top-notch as well.
  • User friendly, great customer support, great storage capabilities, tagging feature is helpful, comments feature is useful.
  • The platform hits all of our needs with functionality. Our main use is to store and track contracts, licenses/permits, etc., and it does a great job at this. I like how date notifications can be customized--e.g., send out a reminder 90 days before expiration to specific users. It also allows you to tag specific portions of the contract and include notes for future reference. I like that contract templates are customizable as well, since we have several different types of documents we are tracking, and I can customize what information is input and tracked. Customer service has always been responsive.

Pros & Cons from Real Users

Pros

  • -Really easy for our customers to use. We collect close to 200 waivers each month and were having trouble getting this done once the pandemic hit. The process has become more efficient than ever with OnTask. Being able to just send customers a link and have access to their forms after has been a game-changer for us. -Being able to find all signed waivers -The reminder feature so that we aren’t spending time chasing people down
  • We had some trouble getting set-up at first, but the support team at OnTask helped me set up our workflows to get started. They were very responsive and checked in with me before we launched anything to make sure we were on the right track. Once you’re set up, it’s really easy to send forms.
  • Getting HR documents completed with most of our employees working remote after COVID had become a struggle. OnTask has helped us immensely with this problem. Now we’re able to send a link out to employees to fill out their PTO requests and performance appraisals.
  • This application has been easy to implement throughout our organization, and has sped up a lot of our processes. Creating the workflows has been easy, and our clients enjoy having the ability to sign their contracts digitally now.

Cons

  • -Setting up forms and workflows can be time-consuming if you don’t know your way around the product. -You have to have the business package for custom branded emails
  • It can be overwhelming at first, but once you learn the basics it’s easy to navigate the platform.
  • It took some time to get some of our team members on board for such a big process change, but now everyone is enjoying how easy it is.
  • When we first started using the application there were some glitches, but the support team was great about helping us get them resolved in a timely manner.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

ContractSafe
Founded: 2015
United States
www.contractsafe.com

Company Information

Docubee
Founded: 1991
United States
docubee.com

Alternatives

Alternatives

AI Docs

AI Docs

AI Docs, Inc.
altaFlow

altaFlow

airSlate
LinkSquares

LinkSquares

LinkSquares Inc.

Categories

Categories

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

Contract Management Features

Buy Side (Suppliers) Not Supported
Completion Tracking Supported
Compliance Tracking Not Supported
Contract Lifecycle Management Supported
Electronic Signature Supported
Full Text Search Supported
Government Contracts Supported
Pre-built Templates Supported
Sell Side (Customers) Not Supported
Specialty Contracts Supported
Version Control Supported
Workflow Management Supported

Digital Signature Features

Audit Trail Supported
Authentication Supported
Auto Reminders Supported
Customizable Templates Supported
Document Analytics Supported
Mobile Signature Supported
Multi-Party Signing Supported
Progress Tracking Supported
Task Progress Tracking Supported

Business Process Management Features

Access Controls / Permissions Supported
Alerts / Notifications Supported
Business Process Automation Supported
Business Rules Management Supported
Collaboration Supported
Process Change Tracking Supported
Process Mapping Supported
Process Modeling & Design Supported
Visual Workflow Management Supported

Class Registration Features

Calendar Management Not Supported
Confirmation/Reminders Supported
Discount/Coupon Management Not Supported
Online Registration Supported
Onsite Registration Not Supported
Payment Processing Not Supported
Surveys & Feedback Supported
Wait List Management Not Supported

Document Generation Features

Batch Processing Supported
Collaboration Supported
Digital Signature Supported
Interaction Tracking Supported
Multiple Output Formats Supported
Templates Supported

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Not Supported
Document Archiving Supported
Document Assembly Supported
Document Capture Supported
Document Conversion Supported
Document Delivery Supported
Document Indexing Not Supported
Document Retention Supported
Electronic Signature Supported
Email Management Supported
File Recovery Not Supported
File Type Conversion Not Supported
Forms Management Supported
Full Text Search Not Supported
Offline Access Not Supported
Optical Character Recognition Not Supported
Print Management Not Supported
Version Control Supported

Forms Automation Features

Approval Process Control Supported
Archiving & Retention Supported
Collaboration Supported
Document Indexing Not Supported
Drag & Drop Supported
Full Text Search Supported
Remote Document Access Supported
Rules-Based Workflow Supported
Text Editing Supported
Version Control Supported

Onboarding Features

Course Management Supported
Document Management Supported
E-Verify / I-9 Forms Supported
Electronic Forms Supported
Electronic Signature Supported
Employee Handbook Supported
Employee Portal Not Supported
File Management Not Supported
Job Description Management Not Supported
Orientation Management Supported
Self Service Portal Not Supported
Task Management Supported
Tax Forms Supported
Training Management Supported

Vaccine Management Features

Adverse Reaction Reporting Supported
Alerts / Notifications Supported
Appointment Reminders Supported
Billing Not Supported
Communication Tools Supported
Dose Tracking Supported
For Governments Supported
Immunization Proof Supported
Inventory Management Not Supported
Predictive Analytics Not Supported
Scheduling Not Supported
Virtual Waiting Room Not Supported

Workflow Management Features

Access Controls/Permissions Supported
Approval Process Control Supported
Business Process Automation Supported
Calendar Management Not Supported
Compliance Tracking Supported
Configurable Workflow Supported
Customizable Dashboard Supported
Document Management Supported
Forms Management Supported
Graphical Workflow Editor Supported
Mobile Access Supported
No-Code Supported
Task Management Supported
Third Party Integrations Supported
Workflow Configuration Supported

Workforce Management Features

Budgeting & Forecasting Not Supported
Contractor Management Not Supported
Employee Lifecycle Management Supported
Labor Projection Not Supported
Performance Appraisal Supported
Recruiting Management Not Supported
Scheduling Not Supported
Skills Tracking Not Supported
Time & Attendance Supported
Variable Workforce Not Supported

Integrations

Salesforce Supported
Zapier Supported
Airtable Not Supported
Box Not Supported
Capsule Not Supported
Clio Not Supported
Dropbox Not Supported
Gmail Not Supported
Google Calendar Not Supported
Google Sheets Not Supported
HubSpot Customer Platform Not Supported
HubSpot Marketing Hub Not Supported
Keap Not Supported
Microsoft SharePoint Not Supported
Pipedrive Not Supported
SmartAdvocate Not Supported
Stackreaction Not Supported
Trello Not Supported
Zoho Directory Supported

Integrations

Salesforce Supported
Zapier Supported
Airtable Supported
Box Supported
Capsule Supported
Clio Supported
Dropbox Supported
Gmail Supported
Google Calendar Supported
Google Sheets Supported
HubSpot Customer Platform Supported
HubSpot Marketing Hub Supported
Keap Supported
Microsoft SharePoint Supported
Pipedrive Supported
SmartAdvocate Supported
Stackreaction Supported
Trello Supported
Zoho Directory Not Supported
Claim Docubee and update features and information
Claim Docubee and update features and information