Contractbook Features
Platform (6)
Custom Branding
Custom branding can be applied through signature process 20 reviewers of Contractbook have provided feedback on this feature.
User, Role, and Access Management
Based on 24 Contractbook reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Internationalization
Based on 18 Contractbook reviews and verified by the G2 Product R&D team.
Performance and Reliability
Based on 26 Contractbook reviews and verified by the G2 Product R&D team.
Integration APIs
Based on 17 Contractbook reviews and verified by the G2 Product R&D team.
To which systems have you integrated this product
Signature Process (8)
Document Signing
Based on 30 Contractbook reviews and verified by the G2 Product R&D team. Allows signor to easily and intuitively sign documents
Reminders and Expirations
Based on 28 Contractbook reviews and verified by the G2 Product R&D team. Reminds signors of documents that are waiting to be signed and document expiration dates
Sign-In Process
Based on 32 Contractbook reviews and verified by the G2 Product R&D team. Process of authenticating is secure and seemless
Mobile Signatures
Based on 25 Contractbook reviews and verified by the G2 Product R&D team. User can easy send and sign documents on mobile devices
Signature Workflow
Based on 30 Contractbook reviews and verified by the G2 Product R&D team. Sendor/Adminstrators can easily set up and track documents through multiple signature steps
Bulk Digital Signatures
Send documents requiring signature to 1000's of signers at once 13 reviewers of Contractbook have provided feedback on this feature.
Reporting
Provides standard reports and easy creation of custom reports to manage signature process 15 reviewers of Contractbook have provided feedback on this feature.
Signature Document Creation
Based on 29 Contractbook reviews and verified by the G2 Product R&D team. Easy to create signature blocks on all required electronic document types/formats
Security and Scalability (3)
Regulatory Compliance
Based on 23 Contractbook reviews and verified by the G2 Product R&D team. Meets required regulartory compliances
Signature History and Audit
Based on 29 Contractbook reviews and verified by the G2 Product R&D team. Tracks all document signing history to comply with required regulations
Enterprise Scalability
Based on 18 Contractbook reviews and verified by the G2 Product R&D team. Provides features to allow scaling for large organizations
Contract Management Platform Features (10)
Contract Creation
Based on 36 Contractbook reviews and verified by the G2 Product R&D team. Users can create new contracts within the platform using built-in document creation features.
Contract Templates
Based on 35 Contractbook reviews and verified by the G2 Product R&D team. Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields.
Contract Editing
Based on 36 Contractbook reviews and verified by the G2 Product R&D team. Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.
Contract Attachments
Based on 32 Contractbook reviews and verified by the G2 Product R&D team. Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources.
Contract Collaboration
Based on 28 Contractbook reviews and verified by the G2 Product R&D team. Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.
Approval Process
Based on 32 Contractbook reviews and verified by the G2 Product R&D team. Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system.
Notifications & Reminders
Based on 32 Contractbook reviews and verified by the G2 Product R&D team. Receive notifications and schedule reminders with alerts according to contract milestones.
Contract Database
As reported in 29 Contractbook reviews. Contracts can be stored in a central online repository with built in search capabilities.
Integrations / APIs
Based on 26 Contractbook reviews and verified by the G2 Product R&D team. The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract.
Reporting & Dashboards
Based on 21 Contractbook reviews and verified by the G2 Product R&D team. Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities.
Contract Creation & Management (4)
Contract Creation
Based on 15 Contractbook reviews. Users can create new contracts within the platform using built-in document creation features.
Contract Templates
Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields. This feature was mentioned in 15 Contractbook reviews.
Contract Editing
Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts. This feature was mentioned in 14 Contractbook reviews.
Contract Attachments
Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources. 13 reviewers of Contractbook have provided feedback on this feature.
Collaboration (2)
Contract Collaboration
Based on 11 Contractbook reviews. Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.
Approval Process
Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system. This feature was mentioned in 12 Contractbook reviews.
Other Platform Features (4)
Notifications & Reminders
Receive notifications and schedule reminders with alerts according to contract milestones.
Contract Database
Based on 11 Contractbook reviews. Contracts can be stored in a central online repository with built in search capabilities.
Integrations / APIs
The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract.
E-Signature
Ability to e-sign legally-binding contracts within the same platform. 13 reviewers of Contractbook have provided feedback on this feature.
Support (3)
Professional Support
Connects users with professional support teams to troubleshoot and finetune integrations.
Community Support
Provides public user forums for support questions and help.
Documentation
Provides clear, effective documentation for API integrations.
Functionality (3)
Ease Of Integration
Empowers developers to intuitively integrate eSignature functionality for their applications.
API Call Speed
Grants high speed API calls for efficient functionality.
Breadth Of Functionality
Unlocks a wide variety of relevant functionalities such as document encryption, device agnostic document sharing, and more.
Generative AI (2)
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Summarization
Condenses long documents or text into a brief summary.
Agentic AI - Contract Management (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Agentic AI - E-Signature (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Contract Lifecycle Management (CLM) (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
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