# Best Contract Management Software - Page 6 *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)* Contract management software automates the creation, tracking, and monitoring of contracts so organizations can streamline negotiation, ensure compliance, and collaborate across sales, legal, and operations teams. ### Core Capabilities of Contract Management Software To qualify for inclusion in the Contract Management category, a product must: - Include a repository of documents that can be stored in different categories for each type of contract. - Offer templates that can be customized by users involved in the creation of business contracts. - Provide the ability to easily create, edit, share, and collaborate on contracts internally (with other employees) and externally (with customers or partners). - Enable users to send notifications for significant milestones, like contract expiry or renewal. - Comply with business legal requirements as well as the internal business rules of the parties involved in the contract. ### Common Use Cases for Contract Management Software Organizations typically use contract management tools to: - Standardize contract creation and reduce manual drafting effort. - Collaborate on redlines and approvals across sales, legal, and operations teams. - Track contract milestones, obligations, renewals, and expirations. - Manage vendor, partner, and customer agreements in a centralized repository. - Support audit readiness and compliance monitoring. ### How Contract Management Software Differs from Other Tools While it often integrates with tools such as [CRM software](https://www.g2.com/categories/crm), [proposal software](https://www.g2.com/categories/proposal), [accounting software](https://www.g2.com/categories/accounting), and [e-signature software](https://www.g2.com/categories/e-signature), contract management software is distinct because it centralizes contract lifecycles—from drafting and redlining to approval and compliance, rather than focusing on sales activities, document assembly, financial workflows, or signature collection alone. ### Insights from G2 on Contract Management Software Based on category trends on G2, improved visibility into contract status, faster negotiation cycles through collaborative redlining, and greater confidence in compliance and audit readiness. ## How Many Contract Management Software Products Does G2 Track? **Total Products under this Category:** 309 ### Category Stats (May 2026) - **Average Rating**: 4.51/5 (↓0.01 vs Apr 2026) - **New Reviews This Quarter**: 261 - **Buyer Segments**: Small-Business 44% │ Mid-Market 40% │ Enterprise 16% - **Top Trending Product**: ASC Contract Management (+0.25) *Last updated: May 18, 2026* ## How Does G2 Rank Contract Management Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 26,500+ Authentic Reviews - 309+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## Top Contract Management Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [PandaDoc](https://www.g2.com/products/pandadoc/reviews) | 4.7/5.0 (3,311 reviews) | Reusable proposal and contract template workflows | "[Time-Saving Templates with Few Limitations](https://www.g2.com/survey_responses/pandadoc-review-12240403)" | | 2 | [Docusign CLM](https://www.g2.com/products/docusign-clm/reviews) | 4.3/5.0 (483 reviews) | Automated contract workflow visibility | "[Centralized Contracts, Inbuilt approval Workflow](https://www.g2.com/survey_responses/docusign-clm-review-12230849)" | | 3 | [Jotform Sign](https://www.g2.com/products/jotform-sign/reviews) | 4.7/5.0 (1,607 reviews) | Form-driven document signing workflows | "[Affordable and Feature-Rich with Remote Signature Ease](https://www.g2.com/survey_responses/jotform-sign-review-11412266)" | | 4 | [Adobe Acrobat Sign](https://www.g2.com/products/adobe-acrobat-sign/reviews) | 4.4/5.0 (1,015 reviews) | Adobe-native document signing and approval | "[Fraud-Proof Document Signing, Easy Setup](https://www.g2.com/survey_responses/adobe-acrobat-sign-review-12723943)" | | 5 | [LinkSquares](https://www.g2.com/products/linksquares/reviews) | 4.7/5.0 (425 reviews) | AI-supported contract repository and workflow tracking | "[Great for all contracting needs!](https://www.g2.com/survey_responses/linksquares-review-7385697)" | | 6 | [GetAccept](https://www.g2.com/products/getaccept/reviews) | 4.6/5.0 (1,227 reviews) | Sales proposal rooms with signing visibility | "[Seamless Onboarding, Helpful Team, and a Clean, Reliable Dashboard](https://www.g2.com/survey_responses/getaccept-review-12682321)" | | 7 | [Square Point of Sale](https://www.g2.com/products/square-point-of-sale/reviews) | 4.6/5.0 (1,181 reviews) | — | "[Seamless Payment Collection with Automation](https://www.g2.com/survey_responses/square-point-of-sale-review-12672421)" | | 8 | [Sirion CLM](https://www.g2.com/products/sirion-clm/reviews) | 4.5/5.0 (60 reviews) | — | "[Sirion CLM: Powerful Obligation Management and Practical AI for Enterprise Governance](https://www.g2.com/survey_responses/sirion-clm-review-12536700)" | | 9 | [DealHub](https://www.g2.com/products/dealhub/reviews) | 4.7/5.0 (833 reviews) | Salesforce-linked quote-to-contract execution | "[Highly Configurable CPQ with Responsive Implementation Support](https://www.g2.com/survey_responses/dealhub-review-12805363)" | | 10 | [SAP Ariba](https://www.g2.com/products/sap-ariba/reviews) | 4.1/5.0 (737 reviews) | — | "[SAP Ariba is user friendly and Recommended](https://www.g2.com/survey_responses/sap-ariba-review-4773604)" | ## Which Contract Management Software Is Best for Your Use Case? - **Leader:** [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - **Highest Performer:** [Legistify](https://www.g2.com/products/legistify-legistify/reviews) - **Easiest to Use:** [DealHub](https://www.g2.com/products/dealhub/reviews) - **Top Trending:** [Assembly](https://www.g2.com/products/assemblysoftware/reviews) - **Best Free Software:** [PandaDoc](https://www.g2.com/products/pandadoc/reviews) ## Which Type of Contract Management Software Tools Are You Looking For? - [Contract Management Software](https://www.g2.com/categories/contract-management) *(current)* - [Proposal Software](https://www.g2.com/categories/proposal) - [E-Signature Software](https://www.g2.com/categories/e-signature) - [Strategic Sourcing Software](https://www.g2.com/categories/strategic-sourcing) - [Document Generation Software](https://www.g2.com/categories/document-generation) - [Procure to Pay Software](https://www.g2.com/categories/procure-to-pay) - [Contract Analytics Software](https://www.g2.com/categories/contract-analytics) - [Contract Lifecycle Management (CLM) Software](https://www.g2.com/categories/contract-lifecycle-management-clm) --- **Sponsored** ### altaFlow altaFlow generates custom docs with a click, integrates eSignatures, creates webforms, and more without coding. It’s the ultimate tool to simplify, automate, and elevate your workflows. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=4&secure%5Bdisplayable_resource_id%5D=4&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=4&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=116146&secure%5Bresource_id%5D=4&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fcontract-management%3Fpage%3D14&secure%5Btoken%5D=dfa0b384d006ade80b10d9061f76ccb3f07035f188d8c4561381d71a2169067c&secure%5Burl%5D=https%3A%2F%2Faltaflow.com%2Fg2-demo%2F%3Futm_source%3Dg2%26utm_medium%3Dppc%26utm_campaign%3Dg2clicks&secure%5Burl_type%5D=book_demo) --- ## Buyer Guide: Key Questions for Choosing Contract Management Software Software ### What does Contract Management Software do? When I explain contract management software, I frame it as a system that helps businesses manage agreements from creation through completion. These platforms bring contract drafting, templates, storage, approvals, e-signatures, reminders, status tracking, and customer records into one workflow. Instead of managing agreements through scattered folders, email threads, and manual follow-ups, teams can see where each contract stands, who needs to act, and where signed documents are stored. ### Why do businesses use Contract Management Software? From the G2 reviewer patterns I evaluated, businesses use Contract Management Software because contract work can become slow and scattered across email, paper files, or separate document tools. Users mention repeated drafting, manual follow-up, version confusion, approval delays, and access to signed records. Common benefits include: - Faster document preparation through reusable templates and fields. - Easier signing through built-in e-signature workflows. - Better visibility into contract status, approvals, and pending actions. - Centralized storage for agreements and records. - Less manual work through automation, notifications, and integrations. - Stronger process control for legal, sales, and procurement teams. ### Who uses Contract Management Software primarily? After I evaluated G2 reviewer roles, I found that several groups depend on these platforms: - **Legal teams** manage clauses, approvals, compliance needs, and repositories. - **Sales teams** send proposals, agreements, quotes, and signature requests. - **Procurement and vendor teams** handle supplier contracts, approvals, and spend-related documents. - **Operations teams** track workflows, document status, and handoffs. - **Administrators** configure templates, integrations, permissions, and fields. - **Executives and owners** use visibility to monitor business commitments. ### What types of Contract Management Software should I consider? From the way G2 reviewers describe the category, buyers should compare these product types: - **E-signature-centered tools** for fast document sending, signing, and tracking. - **Template-driven platforms** for repeatable agreements, proposals, and forms. - **Full CLM platforms** for intake, drafting, approval, negotiation, storage, and renewal workflows. - **Procurement-connected systems** for supplier agreements and spend processes. - **CRM-connected tools** for sales agreements, quotes, and customer records. - **Legal repository platforms** for search, metadata, obligations, and history. ### What are the core features to look for in Contract Management Software? From the G2 review themes I evaluated, strong platforms tend to include: - Reusable templates and clause controls that help teams create contracts more consistently. - E-signature workflows that make it easier to send, sign, and track agreement status. - Approval routing, notifications, and reminders that keep contracts moving through the right stakeholders. - Contract repositories with search and metadata that make signed agreements easier to find and manage. - Integrations with CRM, procurement, payment, and productivity systems. - Audit trails, permissions, and compliance controls that support secure and traceable contract work. - Automation for repetitive steps such as routing, reminders, renewals, and status updates. - Reporting and dashboards that improve visibility into contract progress, renewals, and performance. - Editing, formatting, and PDF handling tools that make document preparation easier. ### What trends are shaping Contract Management Software right now? From the G2 review patterns I evaluated, several trends stand out: - **AI-assisted contract work** is becoming more visible as teams use AI for review, search, summaries, and legacy contract analysis. - **Workflow automation** is reducing manual effort around drafting, routing, approvals, reminders, and follow-up. - **E-signature and CLM features are converging** as buyers expect signing, storage, tracking, and lifecycle management to work together. - **CRM and procurement integrations are becoming more important** as teams connect contracts with Salesforce, HubSpot, procurement tools, and document systems. - **Search and repository improvements** are helping users find contracts, clauses, dates, and obligations faster. - **Configuration and usability remain major buying factors** as teams compare setup effort, customization, formatting quality, mobile access, and pricing. ### How should I choose Contract Management Software? For me, the strongest Contract Management Software fit depends on contract volume, approval complexity, signing needs, and system ecosystem. I would prioritize products that reviewers praise for ease of use, reliable templates, clean e-signature workflows, searchable storage, and responsive support. I would also examine concerns around setup, integrations, editing limits, reporting depth, AI readiness, and total cost before a final choice. --- ## What Are the Top-Rated Contract Management Software Products in 2026? ### 1. [B2Gnow](https://www.g2.com/products/b2gnow/reviews) **Average Rating:** 4.8/5.0 **Total Reviews:** 2 **Product Description:** B2Gnow is a leader in providing vendor management, labor compliance, and grant management solutions. With a focus on compliance and equity, B2Gnow’s innovative software streamlines vendor certification, project data collection, compliance, and reporting processes, ensuring transparency and fairness in contracting practices. B2Gnow maintains North America’s largest database of over 500,000 certified, disadvantaged business entities, helping the federal government, more than half of state governments, hundreds of counties, cities, airports, general contractors, and Fortune 500 companies manage their supplier diversity and compliance programs through technology solutions for 25 years. Solutions Include: • Contract Compliance • Business Diversity • Certification Management • Spend Tracking • Vendor Sourcing • Bid Management • Certified Payroll Grant Management • Grant Management • Applications • Spend Down Tracking • Grant Contracts ### What Do G2 Reviewers Say About B2Gnow? *AI-generated summary from verified user reviews* **Pros:** - Users value the **easy integrations** of B2Gnow, facilitating seamless data exchange and effective vendor management. **Cons:** - Users find the **approval process cumbersome** , suggesting improvements for supplier self-update and validation workflows. #### What Are Recent G2 Reviews of B2Gnow? **"[B2GNOW great tool for vendor management](https://www.g2.com/survey_responses/b2gnow-review-9789425)"** **Rating:** 4.5/5.0 stars *— Neeraj G.* [Read full review](https://www.g2.com/survey_responses/b2gnow-review-9789425) --- **"[One Login, Multiple Compliance Entities—Amazing Support and Training Team](https://www.g2.com/survey_responses/b2gnow-review-12280578)"** **Rating:** 5.0/5.0 stars *— Shanna H.* [Read full review](https://www.g2.com/survey_responses/b2gnow-review-12280578) --- ### 2. [Bounsel Flow](https://www.g2.com/products/bounsel-flow/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 1 **Product Description:** Bounsel Flow is the solution to create documents in seconds through interactive forms as if it were a conversation. Improve your contract management with this software powered by artificial intelligence that allows you to generate automatic summaries, create reminders, request approvals and signatures (biometric or with digital certificate) and control the status of the document from a single place. You can also integrate it with your favorite workflows and tools via API and access more than 5,000 integrations with Zapier. #### What Are Recent G2 Reviews of Bounsel Flow? **"[Ideal for any company](https://www.g2.com/survey_responses/bounsel-flow-review-8361805)"** **Rating:** 4.5/5.0 stars *— Verified User in Electrical/Electronic Manufacturing* [Read full review](https://www.g2.com/survey_responses/bounsel-flow-review-8361805) --- ### 3. [Brightleaf](https://www.g2.com/products/brightleaf/reviews) **Average Rating:** 2.5/5.0 **Total Reviews:** 1 **Product Description:** Brightleaf provides a technology powered service to extract information using our own proprietary semantic intelligence/natural language processing technology, our own team of lawyers to check the output, and our own Six-Sigma process to deliver end-to-end, highly accurate, extracted data. Your legacy contractual documents along with this extracted meta-data can be migrated into a Contract Lifecycle Management (CLM) system for tracking and reporting. ### 4. [ContractAI](https://www.g2.com/products/contractai/reviews) **Average Rating:** 3.5/5.0 **Total Reviews:** 1 **Product Description:** ContractAI leverages AI to transform the contracting process, dramatically improving the analysis, creation and negotiation of contracts. ### 5. [ContractClub](https://www.g2.com/products/contractclub/reviews) **Average Rating:** 4.0/5.0 **Total Reviews:** 1 **Product Description:** ContractClub is a free cloud-based contract management platform to make it easier and faster to manage, negotiate and sign contracts. #### What Are Recent G2 Reviews of ContractClub? **"[Easy to use & clean](https://www.g2.com/survey_responses/contractclub-review-521190)"** **Rating:** 4.0/5.0 stars *— Grant S.* [Read full review](https://www.g2.com/survey_responses/contractclub-review-521190) --- #### What Are G2 Users Discussing About ContractClub? - [What is ContractClub used for?](https://www.g2.com/discussions/what-is-contractclub-used-for) ### 6. [contractSILO](https://www.g2.com/products/contractsilo/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 1 **Product Description:** A flexible and scalable way to effectively and efficiently manage their contracts. Easy, affordable, and advanced. We developed contractSILO to be the most cost-effective, most user-friendly, easy-to-use, most manageable, and most easily understandable contract management platform available to personal use and small and medium-sized businesses. It has an expandable free version for personal use and freelancers. Essential and Professional versions are available with 14-day free trials. #### What Are Recent G2 Reviews of contractSILO? **"[Free and functional](https://www.g2.com/survey_responses/contractsilo-review-9870585)"** **Rating:** 4.5/5.0 stars *— Esin .* [Read full review](https://www.g2.com/survey_responses/contractsilo-review-9870585) --- ### 7. [CTM eContracts](https://www.g2.com/products/ctm-econtracts/reviews) **Average Rating:** 5.0/5.0 **Total Reviews:** 1 **Product Description:** Streamline every stage of your real estate transactions with CTM eContracts, MRI Software’s digital contract management solution designed to boost speed, accuracy, and collaboration. From creating contracts to capturing signatures, the platform enables agents and buyers to complete deals faster while maintaining compliance with the latest regulations. Real-time collaboration tools eliminate back-and-forth delays, allowing all parties to review, edit, and approve documents seamlessly, keeping transactions moving forward without friction. Built specifically for the complexities of real estate, this solution keeps everyone aligned, from agents and clients to lenders and title companies. With integrated document management, automatic updates, and version control, you can confidently meet deadlines and avoid costly errors. By simplifying compliance and centralizing communication, it frees up your time to focus on what matters most: closing more deals and delivering a smoother client experience. #### What Are Recent G2 Reviews of CTM eContracts? **"[CTM eContracts does it all!](https://www.g2.com/survey_responses/ctm-econtracts-review-3274994)"** **Rating:** 5.0/5.0 stars *— Leah B.* [Read full review](https://www.g2.com/survey_responses/ctm-econtracts-review-3274994) --- #### What Are G2 Users Discussing About CTM eContracts? - [What is CTM eContracts used for?](https://www.g2.com/discussions/what-is-ctm-econtracts-used-for) ### 8. [Document Crunch](https://www.g2.com/products/document-crunch/reviews) **Average Rating:** 4.9/5.0 **Total Reviews:** 4 **Product Description:** Document Crunch is the only contract compliance and risk review solution designed specifically for construction. From pre-signature to project closeout, our purpose-built AI platform helps you quickly identify risks, understand complex terms, and ensure your project teams stay compliant, so they can focus on what they do best. ### What Do G2 Reviewers Say About Document Crunch? *AI-generated summary from verified user reviews* **Pros:** - Users value the **powerful AI functionality** of Document Crunch, enhancing efficiency in contract review and modification. - Users value the **effective AI integration** of Document Crunch, enhancing contract reviews with smart checklists and chat support. - Users benefit from the **automation features** of Document Crunch, streamlining contract reviews and clause modifications effectively. - Users find Document Crunch's ability to simplify contracts and highlight **risks in layman's terms** exceptionally helpful and relieving. - Users value the **simplified legal language** of Document Crunch, reducing overwhelm and clarifying risks in contracts. **Cons:** - Users find the **crunching process time-consuming** , particularly with larger documents, causing some inconvenience during use. - Users experience **access limitations** due to wait times for document crunching, which can be inconvenient at times. - Users note that earlier versions had **manual checklist issues** , making Document Crunch less efficient before recent improvements. - Users note that the earlier versions had **ineffective AI** that made tasks more manual and time-consuming. #### What Are Recent G2 Reviews of Document Crunch? **"[Document Crunch Helpfulness](https://www.g2.com/survey_responses/document-crunch-review-11014802)"** **Rating:** 4.5/5.0 stars *— Austin H.* [Read full review](https://www.g2.com/survey_responses/document-crunch-review-11014802) --- **"[Dramatically Improved Our Contract Review Process](https://www.g2.com/survey_responses/document-crunch-review-11015033)"** **Rating:** 5.0/5.0 stars *— Verified User in Construction* [Read full review](https://www.g2.com/survey_responses/document-crunch-review-11015033) --- ### 9. [Dolphin 365](https://www.g2.com/products/dolphin-365/reviews) **Average Rating:** 2.5/5.0 **Total Reviews:** 1 **Product Description:** Dolphin 365 is a feature-rich enterprise software application, custom developed to work in concert with the Microsoft 365 platform. Dolphin 365 covers the full contract life-cycle from request, creation, approval, storage, reporting and ongoing management of all types of contracts. Dolphin’s tracking, alerts, reports and dashboards enable you to effectively manage all your contracts and their content including dates, events, milestones, obligations, and much more – providing you with operational efficiency benefits as well as visibility into detailed management and risk insight. ### What Do G2 Reviewers Say About Dolphin 365? *AI-generated summary from verified user reviews* **Pros:** - Users value the **centralized management** in Dolphin 365, enhancing efficiency and integration with familiar Microsoft Office 365 tools. - Users enjoy the **seamless integration** of Dolphin 365 with Microsoft Office 365, enhancing efficiency in contract management. - Users appreciate the **seamless integration** of Dolphin 365 with Microsoft Office 365, enhancing contract management efficiency. - Users appreciate the **seamless integration with Microsoft Office 365** in Dolphin 365, enhancing contract management efficiency. **Cons:** - Users experience **access limitations** due to a non-intuitive interface and cumbersome data entry methods in Dolphin 365. - Users report that the **difficult navigation** of Dolphin 365 hampers their efficiency and makes data entry a struggle. - Users experience **navigation issues** with Dolphin 365, finding the interface slow and cumbersome for data entry. - Users find the **non-intuitive user interface** of Dolphin 365 to be slow and cumbersome for data entry. - Users find the **poor interface design** of Dolphin 365 to be non-intuitive and makes data entry cumbersome. ### 10. [ESM Contract Management](https://www.g2.com/products/esm-contract-management/reviews) **Average Rating:** 5.0/5.0 **Total Reviews:** 1 **Product Description:** ESM Contract Management solution is a flexible solution that is well suited for organizations of all sizes and levels of contract management sophistication. It molds to your existing workflows for quick implementation, and provides the foundation on which to evolve your contract management best practices. #### What Are Recent G2 Reviews of ESM Contract Management? **"[A great solution to our problems](https://www.g2.com/survey_responses/esm-contract-management-review-3831432)"** **Rating:** 5.0/5.0 stars *— William L.* [Read full review](https://www.g2.com/survey_responses/esm-contract-management-review-3831432) --- #### What Are G2 Users Discussing About ESM Contract Management? - [What is ESM Contract Management used for?](https://www.g2.com/discussions/esm-contract-management-what-is-esm-contract-management-used-for) - [What is ESM Contract Management used for?](https://www.g2.com/discussions/what-is-esm-contract-management-used-for) ### 11. [Exigent Contract Management Software](https://www.g2.com/products/exigent-contract-management-software/reviews) **Average Rating:** 4.0/5.0 **Total Reviews:** 1 **Product Description:** Exigent’s Contract Management Solution is a powerful, adaptable platform, supported by experienced legal and commercial expertise, that allows you to seamlessly manage contracts and related documents. The CLM suite includes modules for contract creation, contract management, and contract analytics. Our easy-to-view dashboards were designed to help you mitigate risks, minimize revenue leakage, and improve buying power. They provide the ability to combine, compare and visualize legal and financial data to make more informed decisions from the opportunities hidden within your contracts. #### What Are Recent G2 Reviews of Exigent Contract Management Software? **"[A great combination of technology with commerical and legal experience](https://www.g2.com/survey_responses/exigent-contract-management-software-review-2151551)"** **Rating:** 4.0/5.0 stars *— Marilette K.* [Read full review](https://www.g2.com/survey_responses/exigent-contract-management-software-review-2151551) --- #### What Are G2 Users Discussing About Exigent Contract Management Software? - [What is Exigent Contract Management Software used for?](https://www.g2.com/discussions/what-is-exigent-contract-management-software-used-for) ### 12. [Indy](https://www.g2.com/products/indy/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 2 **Product Description:** Indy is a workflow platform for talented independent professionals who are free to work how they want. Indy's mission is to create a reliable set of business admin tools so that any freelancer can instantly find the resources they need to be successful. We’ve built a place where freelancers can create proposals, draft contracts, send invoices, and get paid - all in a single app to make independent life even better. ### What Do G2 Reviewers Say About Indy? *AI-generated summary from verified user reviews* **Pros:** - Users find Indy to be **very easy to use** , significantly enhancing productivity and simplifying their workflow. - Users value the **user-friendly interface** of Indy, which simplifies tasks and enhances productivity and efficiency. - Users love the **easy-to-use interface** of Indy, streamlining tasks like billing hours and invoicing for business growth. - Users value the **customizability** of Indy, enabling tailored solutions for billing, invoicing, and business growth. - Users report a notable increase in **productivity and efficiency** since implementing Indy, appreciating its user-friendly design. **Cons:** - Users experience occasional **technical hitches** with Indy that can slow down their work, although support is readily available. - Users desire improved **AI performance** for enhanced precision in draft creation with Indy. - Users feel that the **ineffective AI** integration in Indy fails to enhance draft precision as expected. - Users occasionally face **invoicing issues** with Indy, but the support team is responsive and quick to help. - Users notice occasional **slow performance** with Indy, though responsive support mitigates the impact of such issues. #### What Are Recent G2 Reviews of Indy? **"[An awesome tool to manage the entire business](https://www.g2.com/survey_responses/indy-review-10498883)"** **Rating:** 4.5/5.0 stars *— Gajalakshme R.* [Read full review](https://www.g2.com/survey_responses/indy-review-10498883) --- **"[I have such a positive experience working with Indy now!](https://www.g2.com/survey_responses/indy-review-10504660)"** **Rating:** 4.5/5.0 stars *— Barbara F.* [Read full review](https://www.g2.com/survey_responses/indy-review-10504660) --- ### 13. [Initio](https://www.g2.com/products/initio-initio/reviews) **Average Rating:** 5.0/5.0 **Total Reviews:** 1 **Product Description:** Founded in 2017 by a team of lawyers and engineers from IIT Kharagpur, Initio is a contract management platform for in-house legal teams. Initio’s CLM helps legal teams author, review, negotiate and execute contracts digitally powered by a native document editor, workflow configurator, and ML/AI. Initio helps legal teams standardize contracts, reduce the time for execution, highlight and mitigate risks and consolidate all contractual data in a searchable repository. Initio is trusted by 200+ global businesses like Toyota, Domino’s, Bata, Adani, Emcure, and more. We help companies with quick deployment (6 weeks) and dedicated support to transform their contracting processes. #### What Are Recent G2 Reviews of Initio? **"[Powerful and affordable CLM](https://www.g2.com/survey_responses/initio-review-7266928)"** **Rating:** 5.0/5.0 stars *— Abhishek A.* [Read full review](https://www.g2.com/survey_responses/initio-review-7266928) --- ### 14. [Juridoc](https://www.g2.com/products/juridoc/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 1 **Product Description:** Juridoc is an all-in-one PaaS solution for smarter legal documents. For easy creating, negotiating, signing and managing contracts, our unique platform allows you to have the full control of your legal documents workflow. Juridoc helps you improve your compliance and efficiency by reducing the time to generate error-free legal document by 80%. How much time, how much money people lose each year doing the same tasks again and again, sending the wrong document to the recipient with wrong information? Severity of the Problem:- - The annual cost to negotiate contracts in big companies is more than 1,3B$ - Negotiation cost exceed contract value in 31% of cases\* Needs: - Secure the margins and the profitability of the contracts - Optimize the validation procedure and reduce signature time - Close deals faster - Have personalized alerts on key deadlines in contract - Access the digitized version of contractual assets - Monitor the status of the contracts Juridoc provides a single and completely digital environment for the automation, negotiation, execution and renewal of all contracts, including all parties, all edits and all signatures. Juridoc eliminates the need for third-party e-signature providers, email and Word. This removes fragmentation from the contract process and eliminates potential compliance gaps and vulnerabilities. With Juridoc, you will save a ton of time and money. #### What Are Recent G2 Reviews of Juridoc? **"[Holistic approach to contract management](https://www.g2.com/survey_responses/juridoc-review-10173705)"** **Rating:** 4.5/5.0 stars *— Baza M.* [Read full review](https://www.g2.com/survey_responses/juridoc-review-10173705) --- ### 15. [Lextree](https://www.g2.com/products/lextree/reviews) **Average Rating:** 3.5/5.0 **Total Reviews:** 1 **Product Description:** Lextree from Berkman Solutions is the clear solutions for legal data, dates, and documents. For over a decade, we have provided professionals and business leaders all over the world with exceptional legal technology solutions. Lextree includes solutions for legal entity management, board meetings and minutes, and contract management. ### 16. [manucontract](https://www.g2.com/products/manucontract/reviews) **Average Rating:** 5.0/5.0 **Total Reviews:** 1 **Product Description:** Manucontract is an online Contract Lifecycle Management tool that provides cutting-edge technology solutions for many major and minor roadblocks and bottlenecks in the process of contract management. Legally sanitised solutions for easy and convenient contract management, customisable tool experience and advanced data analysis are the driving principles of the software. #### What Are Recent G2 Reviews of manucontract? **"[Really Comprensensive software to adress all my contract needs](https://www.g2.com/survey_responses/manucontract-review-8048107)"** **Rating:** 5.0/5.0 stars *— Devansh S.* [Read full review](https://www.g2.com/survey_responses/manucontract-review-8048107) --- ### 17. [Mediatrack](https://www.g2.com/products/mediatrack/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 1 **Product Description:** Mediatrack eliminates the need for paper contracts completely. When the client reviews their booking via Mediatrack online and accepts the booking all booking details including reference numbers, dates of issue, ad size, price, position, costs and conditions are automatically transferred to production layouts. #### What Are Recent G2 Reviews of Mediatrack? **"[Review on mediatrack](https://www.g2.com/survey_responses/mediatrack-review-5326296)"** **Rating:** 4.5/5.0 stars *— Verified User in Investment Management* [Read full review](https://www.g2.com/survey_responses/mediatrack-review-5326296) --- #### What Are G2 Users Discussing About Mediatrack? - [What is Mediatrack used for?](https://www.g2.com/discussions/what-is-mediatrack-used-for) ### 18. [MediTract CLM](https://www.g2.com/products/meditract-clm/reviews) **Average Rating:** 5.0/5.0 **Total Reviews:** 1 **Product Description:** Your organization needs a contract lifecycle management solution to help you manage the unique challenges specific to the healthcare industry. Our MediTract CLM solution includes a common library to store all your contracts in a single location and a set of best practice and customizable workflows to drive transparency and efficiency. Our Contract Analytics exposes non-compliant contracts at scale, and our integrated healthcare Compliance Suite mitigates the issues that keep you up at night. #### What Are Recent G2 Reviews of MediTract CLM? **"[Stressing the actual content of the contract](https://www.g2.com/survey_responses/meditract-clm-review-10172145)"** **Rating:** 5.0/5.0 stars *— Valentin l.* [Read full review](https://www.g2.com/survey_responses/meditract-clm-review-10172145) --- ### 19. [MeRLIN Sourcing](https://www.g2.com/products/merlin-sourcing/reviews) **Average Rating:** 5.0/5.0 **Total Reviews:** 1 **Product Description:** MeRLIN is a strategic sourcing software solution designed to transform your procurement function from transactional to strategic, unlocking significant value for your organization. This is achieved by offering a comprehensive suite of features that streamline and optimize the entire source-to-pay process. MeRLIN provides a unified platform for managing both direct and indirect spend. This eliminates data silos that often plague traditional procurement operations, fostering seamless workflows across your entire team. Gone are the days of managing disparate systems – MeRLIN centralizes all your procurement activities within a single, intuitive platform. Building strong supplier relationships is fundamental to a successful procurement strategy, and MeRLIN empowers you to achieve this through its robust Supplier Relationship Management (SRM) functionalities. By fostering collaboration and communication with your suppliers, you can ensure a reliable and resilient process from source to procure that meets your organization's needs. Streamlining the sourcing process is another key area where MeRLIN shines. It offers sophisticated eSourcing tools like configurable Request for Proposal (RFP) and auction management. These features empower you to tailor the sourcing process to your specific needs, whether it's through defining configurable response templates for suppliers or enabling part-level inputs and volume-based pricing for complex procurements. Additionally, MeRLIN allows for customizable workflows and exception approvals, ensuring efficient and compliant sourcing every time. Imagine a world where requisition management, project management, and even eAuctions are handled Seamlessly– that's the reality MeRLIN offers. This frees up your procurement team to focus on more strategic initiatives, ultimately driving greater value for the organization. Collaboration is paramount to successful procurement, and MeRLIN understands this. It provides a central hub for all stakeholders involved in the sourcing process, fostering seamless communication and collaboration between internal teams and external suppliers. This ensures everyone is on the same page, from initial sourcing needs to final contract awards. Data-driven decision making is another cornerstone of strategic sourcing, and MeRLIN equips your team with the tools they need to achieve it. The software boasts robust spend analytics capabilities that provide valuable data-driven insights. These insights empower your team to make informed sourcing decisions, identify cost-saving opportunities, and optimize procurement strategies for maximum efficiency and cost reduction. While core procurement functionalities are essential, MeRLIN goes beyond that. It offers additional features like strategic project management tools that allow you to manage objectives, key results, challenges, and project outcomes directly within the platform. This facilitates effective project planning, execution, and monitoring, ensuring your procurement initiatives stay on track. Additionally, MeRLIN helps identify your needs from various sources like requisitions, PLM, ERP, and MRP systems. This eliminates manual data entry and streamlines the process of consolidating demand across your organization. MeRLIN is a comprehensive strategic sourcing software solution designed to empower your procurement team and unlock significant value for your organization. By streamlining workflows, fostering collaboration, and providing data-driven insights, MeRLIN transforms your procurement function from a cost center to a strategic advantage, driving operational efficiency, cost reduction, and long-term success. #### What Are Recent G2 Reviews of MeRLIN Sourcing? **"[Great product for Sourcing & Procurement](https://www.g2.com/survey_responses/merlin-sourcing-review-7286335)"** **Rating:** 5.0/5.0 stars *— Bejad A.* [Read full review](https://www.g2.com/survey_responses/merlin-sourcing-review-7286335) --- ### 20. [MochaDocs](https://www.g2.com/products/mochadocs/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 1 **Product Description:** Mochadocs is on a mission to replace the world’s annoying contract management tools with solutions that people love. Mochadocs contract management platform is the most powerful and comprehensive contract management solution available, putting the management of contracts into the hands of any business. We love to simplify contract management. We serve companies located in more than 50 countries. #### What Are Recent G2 Reviews of MochaDocs? **"[It makes management easier.](https://www.g2.com/survey_responses/mochadocs-review-10232865)"** **Rating:** 4.5/5.0 stars *— Verified User in Telecommunications* [Read full review](https://www.g2.com/survey_responses/mochadocs-review-10232865) --- ### 21. [Noventia Contract Management](https://www.g2.com/products/noventia-contract-management/reviews) **Average Rating:** 5.0/5.0 **Total Reviews:** 1 **Product Description:** It is possible to archive the contract documents, manage the contract metadata, classify and categorize the contracts and link frame and sub agreements. By using the Sourcing Contract Management you can ensure that the data is up to date and available to all authorized users. It is possible to give different user rights to different users based on the customers needs. ### What Do G2 Reviewers Say About Noventia Contract Management? *AI-generated summary from verified user reviews* **Pros:** - Users value the **time efficiency** of Noventia Contract Management, allowing tailored contracts with minimal input. - Users value the **time efficiency** of Noventia Contract Management, enabling quick customization of contracts for clients. #### What Are Recent G2 Reviews of Noventia Contract Management? **"[Best Contract Management tool for both pre and post execution](https://www.g2.com/survey_responses/noventia-contract-management-review-10588887)"** **Rating:** 5.0/5.0 stars *— Pragya J.* [Read full review](https://www.g2.com/survey_responses/noventia-contract-management-review-10588887) --- ### 22. [OnitX Contract Lifecycle Management](https://www.g2.com/products/onitx-contract-lifecycle-management/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 1 **Product Description:** Transform your contract management process with OnitX Contract Lifecycle Management (CLM) Software! Say goodbye to manual contract management and embrace the power of automation with OnitX CLM. This cutting-edge cloud-based software empowers legal and business teams with end-to-end automation of the entire contract lifecycle. From contract capture and creation, through negotiations and approvals, to execution and post-execution management, OnitX CLM streamlines the entire process, reducing risk and increasing efficiency. With unlimited user access and an intuitive, user-friendly interface, OnitX CLM makes contract management a breeze for all parties involved. Say hello to improved supplier and vendor relationships, and skyrocket your overall customer satisfaction. Don't settle for outdated contract management methods, upgrade to OnitX CLM and experience the future of contract management today! #### What Are Recent G2 Reviews of OnitX Contract Lifecycle Management? **"[All in all pretty good application](https://www.g2.com/survey_responses/onitx-contract-lifecycle-management-review-4781291)"** **Rating:** 4.5/5.0 stars *— Verified User in Hospital & Health Care* [Read full review](https://www.g2.com/survey_responses/onitx-contract-lifecycle-management-review-4781291) --- #### What Are G2 Users Discussing About OnitX Contract Lifecycle Management? - [What is Onit Contract Lifecycle Management used for?](https://www.g2.com/discussions/what-is-onit-contract-lifecycle-management-used-for) ### 23. [OpenText Process Automation](https://www.g2.com/products/opentext-process-automation/reviews) **Average Rating:** 4.8/5.0 **Total Reviews:** 2 **Product Description:** With OpenText Contract Management, organizations can drive better value and adopt a best practices approach for their contracting operations by streamlining contract management, controlling risks, reducing penalties and lost revenue, and gaining visibility into the entire process. #### What Are Recent G2 Reviews of OpenText Process Automation? **"[Opentext Contract Management User](https://www.g2.com/survey_responses/opentext-process-automation-review-115716)"** **Rating:** 5.0/5.0 stars *— Maria R.* [Read full review](https://www.g2.com/survey_responses/opentext-process-automation-review-115716) --- **"[It is very useful when you have capability to put your comments](https://www.g2.com/survey_responses/opentext-process-automation-review-6776503)"** **Rating:** 4.5/5.0 stars *— Guru Prasad R.* [Read full review](https://www.g2.com/survey_responses/opentext-process-automation-review-6776503) --- #### What Are G2 Users Discussing About OpenText Process Automation? - [What is OpenText Contract Center used for?](https://www.g2.com/discussions/what-is-opentext-contract-center-used-for) ### 24. [Open Windows](https://www.g2.com/products/open-windows/reviews) **Average Rating:** 3.5/5.0 **Total Reviews:** 1 **Product Description:** A real time contracts register, searchable database & multi-tiered contract management facility #### What Are G2 Users Discussing About Open Windows? - [What is Open Windows used for?](https://www.g2.com/discussions/what-is-open-windows-used-for) ### 25. [PactSight](https://www.g2.com/products/pactsight/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 1 **Product Description:** PactSight is AI-powered contract management for SMBs. Upload any PDF or Word document and GPT-4o instantly extracts parties, expiration dates, dollar amounts, and contract type - no manual data entry needed. Key features: - AI Extraction: GPT-4o reads contracts and extracts key data in seconds - Renewal Alerts: Email, Slack, and in-app alerts before contracts expire or auto-renew - Contract Search: Find any clause, party, or term across all contracts instantly - Cost Tracking: See exactly how much money is tied up in upcoming renewals - Team Access: Unlimited users at no extra cost - Security: 256-bit AES encryption, role-based access control Free for up to 10 contracts. Pro: $39/month for 200 contracts with unlimited users. No implementation consultants needed - upload your first contract in under a minute. #### What Are Recent G2 Reviews of PactSight? **"[Useful AI Contract Extraction and Renewal Alerts](https://www.g2.com/survey_responses/pactsight-review-12504347)"** **Rating:** 4.5/5.0 stars *— M H.* [Read full review](https://www.g2.com/survey_responses/pactsight-review-12504347) --- ## What Is Contract Management Software? [Sales Tools](https://www.g2.com/categories/sales-tools) ## What Software Categories Are Similar to Contract Management Software? - [Proposal Software](https://www.g2.com/categories/proposal) - [E-Signature Software](https://www.g2.com/categories/e-signature) - [Strategic Sourcing Software](https://www.g2.com/categories/strategic-sourcing) - [Document Generation Software](https://www.g2.com/categories/document-generation) - [Procure to Pay Software](https://www.g2.com/categories/procure-to-pay) - [Contract Analytics Software](https://www.g2.com/categories/contract-analytics) - [Contract Lifecycle Management (CLM) Software](https://www.g2.com/categories/contract-lifecycle-management-clm) --- ## How Do You Choose the Right Contract Management Software? ### What You Should Know About Contract Management Software ### What is Contract Management Software? Contract management software provides end users with a collaborative view of contract processes. This allows companies to expedite the creation of contracts by automating redundant processes. Contract management software offers contract databases that store all contracts in a central location. These contract databases have built-in search capabilities, which makes it easy to find certain contracts that you’re looking for. Contract management software also increases customer engagement by making contracts clearer to read. Contract management highlights the parts that readers need to pay the most attention to in order to guide the reader along the process. Although almost all businesses must construct contracts, contract management software can especially help businesses such as health care companies and law firms that must construct lengthy and complex contracts. With contract management software, you can: - Increase efficiency within your organization by automating complex contracting processes - Simplify management of contracts by authoring and storing them in a centralized location - Increase communication between internal and external teams - Improve sales cycle times by streamlining the contracting process - Strengthen relationships with business partners - Proactively monitor risk and compliance ### Why Use Contract Management Software? Contract management software offers endless benefits for companies that are looking to streamline the contract process with their customers. Some of those benefits include: - Contract databases that store all contracts in a central location for easy searchability - Contract collaboration that allows users to collaborate through a shared web portal - Contract templates that allow users to take advantage of prewritten clauses - Contract attachments such as images, memos, and invoices - Seamless contract approval processes so that departmental workflows are integrated seamlessly into the system ### Who Uses Contract Management Software? **Sales Teams —** Contract management software helps with sharing contracts, keeping them secure, and identifying contract problems. This helps sales teams streamline the process of signing contracts and minimizes major delays in contract settlement. Furthermore, sales teams can integrate contract management software with products such as CRM, CPQ, and e-signature solutions, which helps establish and maintain good relationships with customers during the contract signing phase. **Finance Teams —** Contract management software allows finance teams to identify loopholes in language and spot risky clauses that can lead to future legal problems for the company. This allows finance teams to improve clarity on audit trails by ensuring that the contract cannot be manipulated by clients. **Legal Teams —** Contract management software provides legal teams with contract databases to search for everything they need with ease. Since legal teams are constantly renewing contracts, contract management software also automates these processes so they don’t have to remember renewal dates. ### Kinds of Contract Management Software **Cloud-Based —** Cloud-based contract management software allows companies to access their contracts on a hosted IT server. This enables companies to access contracts from any desktop rather than having it limited to a specific computer. The major benefits of using a cloud-based contract management software are remote access, lower pricing, and higher security. If a computer’s hard drive crashes and wipes out all of the stored data, the data will also still be available in the cloud. **Hybrid —** A hybrid contract management solution allows for software to be deployed in the cloud or on premise. Generally hybrid contract management software can run a little bit pricier than cloud-based options, so if budget is a priority for your company, then keep this in mind. **On-Premise —** On-premise contract management refers to contract management software that is stored on a local computer. The benefits of having a solution that can be deployed on premise is that it does not require any internet connection. This helps when you are lacking an internet connection or when you’re experiencing frustrating internet delays. ### Which are the Top-rated Contract Management Apps for Small Businesses? - [PandaDoc](https://www.g2.com/products/pandadoc/reviews): Simple contract creation with drag-and-drop templates, e-signatures, and automation—great for small teams. - [Jotform Sign](https://www.g2.com/products/jotform-sign/reviews): Streamlined e-signature tool with a large library of ready-to-use contract templates. - [Signeasy](https://www.g2.com/products/signeasy/reviews): Easy contract signing and tracking with a focus on mobile accessibility. - [Oneflow](https://www.g2.com/products/oneflow/reviews): Provides a collaborative platform for contract creation, negotiation, and e-signing, enabling teams to work together in real-time and accelerate the contract lifecycle.​ - [GetAccept](https://www.g2.com/products/getaccept/reviews): Combines contract management with sales enablement features, including video introductions and real-time tracking, helping small businesses close deals faster. ### Contract Management Software Features **Contract Creation —** Users can create new contracts within the platform using built-in document creation features. Within the content creation feature, users can use a drag-and-drop function that allows you to identify and insert statements that are relevant to the contract. **Contract Templates —** Easily create and access templates that will streamline contract creation, taking advantage of pre written contract clauses and fields. Companies can use the same type of contract template with multiple clients, saving plenty of time in the future. [**Contract Editing**](https://www.g2.com/categories/contract-management/f/contract-editing) **—** Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts. **Contract Attachments —** Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources. Visual aids help customers better conceptualize the details of the contract. **Contract Collaboration —** Internal and external users are able to collaborate on contracts through a shared web portal that can be equipped with messaging features. This increases communication and the quality of the contract by allowing multiple users to access the document at once. **Approval Process —** Streamlines contract approval processes so that departmental workflows are integrated logically into the system. **Notifications and Reminders —** Contract management allows users to receive notifications and schedule reminders with alerts according to contract milestones. This helps users meet deadlines and make sure the contract is being completed in a timely manner. [**Contract Database**](https://www.g2.com/categories/contract-management/f/contract-database) **—** Contracts can be stored in a central online repository with built-in search capabilities. Companies can save plenty of time by searching through contracts digitally rather than manually. **Integrations/APIs —** The contract management platform can integrate with [CRM software](https://www.g2.com/categories/crm) to associate contracts with customer records and with [CPQ software](https://www.g2.com/categories/cpq) to feed calculated quote details into the contract. **Reporting and Dashboard —** Enable standard and ad hoc reports of contract statuses and timelines, and generate and access live overviews of contract activities. ### What Are User-friendly Contract Management Tools? - [ContractSafe](https://www.g2.com/products/contractsafe/reviews): Offers a straightforward interface with features like centralized contract storage, customizable alerts, and robust search capabilities, making it ideal for small teams. ​ - [Proposify](https://www.g2.com/products/proposify/reviews): Specializes in creating visually appealing proposals and contracts with drag-and-drop functionality, analytics, and CRM integrations, streamlining the sales process for small businesses. - [](https://www.g2.com/products/dealhub-io/reviews)[DealHub.io](https://www.g2.com/products/dealhub-io/reviews): Combines contract management with sales enablement tools, offering guided selling, CPQ, and e-signature capabilities within a user-friendly interface. ### Trends Related to Contract Management Software **Artificial Intelligence —** Artificial intelligence is making contract management software more efficient and more dynamic. Machine learning can incorporate human feedback into your contract management software, which helps implement improvements over time. This can include reducing repetitive language, fixing grammar mistakes, and making the overall contract more legible. **Automation —** Automation trends are speeding up the contract lifecycle phase between companies and clients. Automation functionality can automatically route contracts to the necessary people so that all signatures are collected in a short amount of time. It can also automate notifications so all parties are reminded of deadlines, such as upcoming renewals and expirations. ### Potential Issues with Contract Management Software **Legacy Processes vs. New Processes —** Contract management software increases the efficiency of internal teams by automating workflows in the contracting process. You may find conflict, however, between existing contracting processes and the way a contract management product is built to handle workflows. While many software options in this category can be customized to meet specific needs, over-customization can bog down the implementation process and actually reduce efficiency. Finding a solution that meets most of your needs with minimal customization will give you a greater ROI. **Legacy Contracts vs. New Contracts —** With the implementation of a new contract management system, you will need to decide when new contracts will be processed through the software, as well as what to do with inactive legacy contracts. This may prove to be difficult as, generally, the contracting process is an ongoing one. Additionally, you will have to determine whether or not legacy contracts should or need to be catalogued in the new system. While storing all contracts in the same system is more convenient, cataloging the inactive contracts will increase the amount of time it takes to implement the new software. ### Software and Services Related to Contract Management Software [**E-Signature**](https://www.g2.com/categories/e-signature) **—** E-signature software gives users the ability to gather signatures on documents shared electronically, eliminating the need to record signatures on physical documents. Contract management and e-signature software go hand in hand in order to expedite the finalizing of a contract. Furthermore, built-in security standards within e-signature software further streamlines the legal document exchange process and guarantees the legitimacy and legal ramifications of signatures made through the software. This helps with the compliance aspect of contract management software. [**Quote Management**](https://www.g2.com/categories/quote-management) **—** Since quoting is often the first step in the phase of a contract, it’s vital for finance teams to use relevant quote management software to start the process. This allows companies to determine a customer’s needs and provide them with custom quotes that best fit those specific needs. [**CRM**](https://www.g2.com/categories/crm) **—** Contract management software is often integrated with CRM software to increase visibility across various teams within a company. Since many different teams may need access to existing or upcoming contracts, they can benefit from an integrated solution that ensures that company and client relationship information is stored in the same place.