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February 20, 2021
We use ContractZen to manage the contracts with our clients. This ranges from the history of the accounts, contract expiration and renewals as well as the value of each contract. Prior to using ContractZen, this was all done in an Excel spreadsheet.
- Contract renewal notification
- Tracking history of contracts
- Knowing key client personnel
- 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.
February 19, 2021
Like most organizations, we had several old, long-term contract, NDAs, proposals etc. stored on shared, protected network. This was unstructured data. Each time we wanted to know when a contract was ending, we had to open the contract. This led to us creating a spreadsheet. We thought there had to be a better way for us to get alerts when contracts are expiring and to store amendments to contracts in one spot. We reviewed several software and chose ContractZen. We migrated all of our contracts into ContractZen within a couple hours and are getting alerts as we desired. It's a cloud-based product, so no installation is needed. ContractZen is being used by Finance, IT and Legal staff right now and we are very pleased with it. ContractZen does full text search on PDFs and metadata we type in ContractZen, which makes searching for certain words a breeze.
- Right features for SMB.
- Affordable.
- Easy to use.
- Low maintenance as it is cloud-based.
- No contract lifecycle management.
- Governance may not be adequate for large organizations.
- Sign-in with SSO or without SSO can be improved; it's a bit confusing for new users.
February 28, 2021
The centralized management and repository for contract housing and management of ContractZen helps make me more efficient. Reminders for contract expiration and quick download of all contracts for fast view is key to the desirability of the product. [ContractZen] has considerably cut down the amount of time needed to find key contracts when questions arise day to day.
- Download of all entries
- Reminders
- Searchability indexes
- Customability
January 24, 2017
ContractZen is being used by our corporate, administrative and sales functions. The main use cases of the system are the secure storage of contracts, the retrieval of contract data for invoicing, the alerts of pending critical dates of contracts and electronic signing of contracts both with clients and with subcontractors.
- 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.
- The iPhone application is underpowered, I suggest using the web version also on mobile devices.
January 31, 2017
I found ContractZen extremely useful and handy in managing all documentation in relation to my property investment activities. Bids and agreements are always one click away and easy to distribute between parties. ContractZen has both a mobile and desktop version, this is very important from a user experience point of view.
- Intuitive and easy to use.
- Good metadata structure.
- Also has a desktop (browser) version.
- Sharing and collaborative working with documents is one of the handiest I've seen in comparable systems.
- ContractZen is almost as good as heavy duty doc management system, it can be mistaken to be one.
- Admin interface [not intuitive] - needs some practice.
ContractZen Scorecard Summary
Feature Scorecard Summary
What is ContractZen?
Ready-to-use cloud service with contract and meeting management, eSignatures and data rooms (VDR)
ContractZen is a digital hub for corporate governance. Replacing the time-consuming and expensive implementation projects and consulting, ContractZen is a cloud service for organizations of all sizes to eSign and manage contracts, financial documents and meeting minutes.
Enterprise-Grade Contract Management
ContractZen is a metadata-driven SaaS service with features based on technologies like Microsoft AI-powered search, automated reminders, email import and Outlook calendar integration.
All-Digital Meeting Portal
Its board portal covers the entire process from scheduling of the meeting to the digital signing of the minutes with easy invitations, secure material distribution, e-signing, task management and more.
Built-in Secure Virtual Data Rooms (VDR)
Set up a secure Virtual Data Room with just a couple of clicks, and be up and running in seconds, moving through transactions quicker.
Leading eSignature Solutions
Ease work and reduce cost by signing documents electronically with integrated e-signature services including Adobe Sign, Assently, DocuSign, SignHero (free) and Visma Sign.
About Us
For more information, visit www.contractzen.com
ContractZen Screenshots
ContractZen Videos (2)
ContractZen Integrations
Microsoft 365 (formerly Office 365), DocuSign, SignHero, Assently E-Sign, Visma Sign, Adobe Sign (formerly EchoSign)
ContractZen Competitors
ContractZen Pricing
- Has featureFree Trial Available?Yes
- Does not have featureFree or Freemium Version Available?No
- Does not have featurePremium Consulting/Integration Services Available?No
- Entry-level set up fee?No
| Edition | Pricing Details | Terms |
|---|---|---|
| ContractZen | 9.50 | Price per user per month (billed annually) |
ContractZen Support Options
| Free Version | Paid Version | |
|---|---|---|
| Forum/Community | ||
| FAQ/Knowledgebase | ||
| Social Media | ||
| Video Tutorials / Webinar |
ContractZen Technical Details
| Deployment Types: | SaaS |
|---|---|
| Operating Systems: | Unspecified |
| Mobile Application: | Apple iOS |
| Supported Countries: | Europe, Asia, Africa, Australia, North America, South America |
| Supported Languages: | English, Finnish |