ContractZen gets the job done
January 24, 2017
ContractZen gets the job done
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with ContractZen
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.
Pros
- 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.
Cons
- The iPhone application is underpowered, I suggest using the web version also on mobile devices.
- We've gone faster from agreement to invoicing thanks to the electronic signing.
- Some of the alerts have saved us money as we've been able to terminate SaaS services prior to being billed for yet another year.
- Being able to review contracts made by other team members has reduced friction and unnecessary emailing of contracts. This has saved time from busy executives and sales persons.
Using ContractZen
7 - Corporate, admin, invoicing and sales
We have a Slack channel for support, which has been sufficient.
- Secure storage and retrieval of contracts.
- Electronic signing of contracts.
- Alerts prior to key dates on contracts to ensure everything gets reviewed and when needed, renegotiated or terminated.
- Very rapid signing of a subcontracting contract with tens of subcontractors.
- Saving all SaaS software contracts in the software and getting timely alerts prior to annual billing cycles.
- Storing links to vendor pages of straightforward contracts to see what we're entitled to.
- Less need for contract scanning after using electronic signing.
- Storage of board meeting material and signing minutes.
- Storage of annual shareholder's meeting material and signing of minutes.
Evaluating ContractZen and Competitors
Yes - We used a combination of Dropbox and Excel prior to ContractZen.
- Product Features
- Product Usability
- Positive Sales Experience with the Vendor
We did a small scale trial run and the results were promising.
ContractZen Implementation
- Implemented in-house
Change management was a small part of the implementation and was well-handled
- We suggest starting with the new contracts and covering older ones in batches that have a clear goal. We did HR, IT from the old. Rest is added upon review.
- We stored non-signed word versions for documents without a paper copy or PDF version.
- A fast scanner with paper feed is a must for the old paper contracts. Most of the new ones get signed in app and thus never need a scanning process.
ContractZen Support
| Pros | Cons |
|---|---|
Quick Resolution Good followup Knowledgeable team Problems get solved Kept well informed No escalation required Immediate help available Support understands my problem Support cares about my success Quick Initial Response | None |
Yes - The bug I reported was resolved in days. I got a workaround for the issue in hours.
Using ContractZen
| Pros | Cons |
|---|---|
Like to use Relatively simple Easy to use Technical support not required Well integrated Consistent Quick to learn Convenient Feel confident using Familiar | None |
- Adding contracts is easy
- Contract search is fast and easy
- The electronic signing of contracts is very easy
Yes - The mobile web interface works well on the iPhone 7 and an iPad Air. The iOS version has less functionality and is not really needed. The signing of contracts electronically is very, very straightforward, even on the first use.
Comments
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