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# ContractSafe Features

##### ## Contract Management Platform Features (13)

Customizable Templates

Pre-designed layouts that can be customized to match preferences and requirements

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.

Contract Collaboration

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.

Notifications & Reminders

Receive notifications and schedule reminders with alerts according to contract milestones.

Contract Database

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.

Reporting & Dashboards

Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities.

Government Contracts

Contracts specific to government agencies or organizations who deal with government agencies

Specialty Contracts

An agreement that's only valid if signed by all involved parties, sealed, and delivered

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

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##### ## Contract Creation & Management (3)

Contract Templates

Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields.

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.

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##### ## Collaboration (2)

Contract Collaboration

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.

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##### ## Other Platform Features (5)

Notifications & Reminders

Receive notifications and schedule reminders with alerts according to contract milestones.

Contract Database

Contracts can be stored in a central online repository with built in search capabilities.

Contract Compliance

Identify, assess, and manage all contract risks and ensure the fulfillment of contractual obligations

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.

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##### ## Contract Data (1)

Reporting & Dashboards

Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities.

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##### ## Generative AI (3)

AI Text Summarization

Condenses long documents or text into a brief summary.

AI Text Summarization

Condenses long documents or text into a brief summary.

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

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##### ## Agentic AI - Contract Lifecycle Management (CLM) (2)

Cross-system Integration

Works across multiple software systems or databases

Natural Language Interaction

Engages in human-like conversation for task delegation

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##### ## Additional Functionality (34)

Reporting/Analytics

View and track pertinent metrics to find patterns and gain insights from data

Electronic Signature

Digitally sign online documents

Full Text Search

Search for specific words or phrases within a document or database

Data Import/Export

Import and export data to and from software applications

CRM

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Audit Management

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Digital Signature

Electronic signing method that validates the authenticity and integrity of a digital document

Contract Drafting

Create, edit, and revise contracts/written agreements

Activity Tracking

Track and document all activities across devices, networks, and other systems

Customizable Reports

Alter the layout and content of reports

Sell Side (Customers)

An agreement between a buyer and a seller for the sale and delivery of goods or services

Task Management

Create, manage and track all task activities and progression

Renewal Management

Manage and track the renewal process for various services, subscriptions, contracts, or licenses

Annotations

Highlight content and/or make notations about parts of content

Workflow Management

Create, design and manage workflows for repetitive tasks

Data Extraction

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

Audit Trail

A record of all activities within the system, including user access, changes made, etc.

Contract Negotiation

Dialogue between two or more parties to resolve points of difference and agree on a set of legally binding terms

Drag & Drop

Assemble applications and processes by dragging over and arranging pre-built components

Document Storage

Store and organize documents in a centralized system

Customizable Fields

Customize data fields to support various needs and use cases

AI Redlining

The use of AI to automate the process of reviewing, identifying and marking changes in contracts

Version Control

Track revisions and updates made to files and navigate between different versions

Completion Tracking

Track the current status and completion of activities, tasks, goals or deliverables via progress indicators

Contact Management

Manage, organize, and store contact information

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Document Review

Review and analyze existing information across documents

Customizable Branding

Add customized logos and colors to align with company branding

Configurable Workflow

Configure existing workflows to meet your organization's needs

Document Management

Store, manage, and track all electronic documents in a centralized location

Compliance Tracking

Track and report regulatory data to either internal management or external stakeholders

Buy Side (Suppliers)

An agreement between a business and an external supplier for the delivery of a set of products or services

Payment Processing

Accept, record, and reconcile financial transactions

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## Top-Rated Alternatives

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ContractWorks, an Onit product

4.6/5(95)

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[

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Agiloft Contract Management Suite

4.5/5(105)

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[

 ![Docusign CLM](https://images.g2crowd.com/uploads/product/hd_favicon/4667fcad45ba0d2ae299215d3f6d3385/docusign-clm.svg "Docusign CLM")

Docusign CLM

4.3/5(507)

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ContractSafe Comparisons

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_1a711f209bf347213ec50e63919d2f8d/contractworks-an-onit-product.jpg "Product Avatar Image")

ContractWorks, an Onit product

4.6/5(95)

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Agiloft Contract Management...

4.5/5(105)

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Concord

4.2/5(133)

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##### Categories on G2

[Contract Management](https://www.g2.com/categories/contract-management)[Contract Lifecycle Management (CLM)](https://www.g2.com/categories/contract-lifecycle-management-clm)

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