ContractZen vs. Sage Accounting

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

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Sage Accounting seems appropriate for a small business that has basic accounting needs and is just starting from the beginning to set up its accounting software. It is less appropriate for businesses that have been using Sage 50, as Sage Accounting Standard does not successfully transfer important data from Sage 50.

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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.

• Cloud Based - I work from different offices so I can access anywhere.
• Whether paying a bill or receiving a payment it's done similarly. The consistency makes it easy to get in workflow.
• I appreciate the setup of the statements - easy to read.

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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.

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• Sorting reports - I want to sort my projects by what has and has not been paid, and this is unavailable.
• Print preview.
• FONT SIZE: This should be an option directly available to increase screen font sizes. Also, report font adjustments are incredibly difficult.
• Understanding all options and the performance the program can do, I would much prefer an in-person session or scheduled webinar because it is far too overwhelming to search forums/help centers. Just a useless vortex to get sucked into.
• Updates are easier than they used to be, but there’s still a big communication barrier. E.g., I install updates and restart programs, and then the next day or two it tells me to restart again because there have been updates. I know, I installed them already! It’s frustrating.
• Removing inactive vendors or clients - why is this so difficult? Can I not just delete and move to the next one? Every time I try it, it just defaults back to the top of the report… It’s fine for the first couple of letters in the alphabet, but that’s about all. Multi-select would be nice!

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

Because we don't have time to migrate to a new system. So, we are kind of stuck with this system until our company grows or we are in a better financial position to afford the larger expense of moving to a new platform and doing what it should be doing in the first place.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Very user friendly

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

I find Sage's usability very intuitive. Everything from data entry to high level reporting it easy to navigate. Some of the other accounting software programs I have used have not had adequate forms or menus to help navigate the program. Sage does a good job of balancing providing the proper forms without being overly difficult to understand or use

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Sage has been always available when I want it. If there is any maintenance work to be done by the Sage team, you are told well in advance. Maintenance is generally carried out late at night or before the day begins for most of us. It continues to be the most reliable software I use.

The day-to-day performance is very good. Items such as transactions or reports load and process quickly. You never feel like you're waiting in Sage. I have never seen Sage Accounting affect the speed or performance of any integrated system. However, I do think when you are bringing very old files up to date the updates are slow but that'll be a rare occurrence and not reflective of the day-to-day usage.

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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.

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Sage Accounting are easy to contact and have knowledgeable and helpful staff. Whenever I've encountered a problem I've always been able to get assistance and guidance and it feels like the person at the end of the phone/screen knows the product well.

Staff are always friendly, and patient, always work at a speed that suits you. You are never rushed, and In only a short time they seem to be able to help you make great strides. It has been a pleasure not a chore, learning how SAGE Accounting works and benefits me and the company.

I find the online training was very informative and they answered all my questions. I am also certified in Sage One and provided online training in the program which I have set up several people on and they love how it keeps them organized.

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.

This was generally a very straightforward process. I have previously implemented other software which required considerable external support. I implemented Sage Accounting with only a minimal amount of reference to the Sage support desk. I was extremely pleased with the implementation process.

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

I also like Quickbooks Desktop, however, they are forcing customers to switch to Quickbooks Online. I will be moving forward with SAGE in this case, unless there is a valid reason the client would like to use QBO instead. I have not used the version of SAGE where the client doesn't need to purchase the full version, themselves, in order to access their file so this is something that I may consider looking into, in the near future, for this reason.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

The pricing structure is fair and offers good value for money. The billing is done through their online system and you can access your bills at any time. Most contacts only require 30 days' notice, so no need to feel tied in, although I can't imagine why you would want to leave Sage.

You can use Sage in your company for various aspects/positions such as bookkeepers, invoicing clerks, accountant, purchasing etc. Everyone can have their own user login and permissions can be set that specific people can do specific jobs without being able to access other peoples progress or accounts of the company.

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Do not use

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

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• Sage has allowed us to be self-supporting and to perform full-cycle accounting up to the point of handing off to the accountant at year-end.
• We are self-sustaining and do not need outside accounting assistance, such as an independent bookkeeper.
• Sage has allowed us to save money at year's end, as we can do all the prep internally up until the handoff to the accountant, minimizing the hours he has to spend on our file.

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Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info