17hats vs. ContractZen

It's great if you want to set up all of your client management so that you don't have to keep manually going through every step. It's so nice for me and my clients to have all of their forms streamlined and automated.

Incentivized

ContractZen is perfect for small and medium business where the use case is to manage contracts, get alerts, and track details about contract. ContractZen has other features such as meeting management, eSignatures etc. We focus primarily on contract management and are pleased with it. ContractZen has a lot of competition and many competitors have a full contract lifecycle, which is desirable in large companies. ContractZen does not have a full contract lifecycle process. Full contract lifecycle will have request for comments/proposals, NDA, quotes, implementation proposals etc. go through multiple people, multiple layers of approval etc. and different triggers in the contract would generate different tasks for staff to manage the contract till the contract expires. Large and complex companies have needs that ContractZen may not be suitable for

Incentivized

• Invoicing
• Creating online questionnaire

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• The easy storage of contracts is important. Easier than a shared hard drive folder or a jointly administered Excel sheet, both of which we tried to use in the past.
• The alerts of key contract dates is crucial. Knowing what needs to be terminated or at least considered has saved us money.
• Simple signing of contracts electronically has saved us money in getting from an agreed to contract to a signed one in minutes.

• Prior to this I was using only Stripe for my invoices and I loved that I could see all of my recurring client payments under "subscriptions." There might be a way to do this in 17Hats, but I'm just not sure. I like to be able to quickly see all of my current clients at a glance.

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• I would like one view of entire client history.
• It would be nice to put the client information in once and then simply add on contract extensions in the same folder.

Incentivized

The inexpensive ContractZen saves time and money and is a joy to use

It's been really great to use with my clients, but I cannot speak to setting it up as my VA handled all of that for me. I anticipate using it for a long time.

Incentivized

Very user friendly

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It's chat based so you have to wait a bit to hear back from them but they have gotten quicker with their responses which I appreciate.

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The best part about ContractZen is that I needed no support. I had a couple questions in the last 2 years which were answered accurately within hours. Everything has worked as expected.

Incentivized

The capture of the new contracts is more important than the old contracts, somewhat counterintuitively. Once you start saving time using the electronic signing and retrieval, adding old material is easier. Old material additions fit our annual schedule as we've done them during periods of less administrative work.

ContractZen is true value for the money and far more simpler than more advanced systems

• ROI - Saves me time on creating invoices and questionnaires.

Incentivized

• Easier to manage contracts.
• More contracts are being renewed on a timely basis.

Incentivized