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Contractbook Review

4

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Very good

Revainrating 5 out of 5  
Rating 
4.9
Sales, Contract Lifecycle Management

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Description of Contractbook

Contractbook's end-to-end contract management platform enables you to manage your contracts throughout their entire lifecycle in a single streamlined flow. You can even automate every single step with data-driven document automation to save time, avoid errors and join a smarter future. The platform allows you to autogenerate contracts and create new documents using updated templates. You sign them with a digital signature, organize them safely in the cloud and execute them directly on the platform. Contractbook's collaborative service allows for integrations with more than 3000 other apps and gives you unlimited automation so you can make a workflow worthy of the 21st Century. Funded by investors including Bessemer Venture Partners and Gradient Ventures, Contractbook was founded in Copenhagen in 2017 and serves over 100,000 users. Learn more about the smartest way to work with contracts at www.contractbook.com.

Reviews

Global ratings 4
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Type of review

Revainrating 5 out of 5

Great document management software with tons features

I like that it allows me to have my clients sign documents digitally so there is no need for them to print things out. It also helps to keep track of what has been signed or not by creating an audit trail. Sometimes when signing a client agreement it will show up as "undoc" which means that the item was never actually filled out but still needs to be reviewed. This makes sense since sometimes they are just filling something in without really reviewing it, however if it shows undoc then we know…

Pros
  • Easy/quick setup
  • User friendly interface with easy navigation.
  • Multiple platforms available (Android tablet app) iPad mobile version etc..etc
Cons
  • None

Revainrating 5 out of 5

Reviewing software with great functionality

It has all the features that we need. We have been using it for about 2 years now, and everything is working fine. The support team is very helpful and responsive. I like how easy it is to use. It is relatively easy to learn. There are some minor issues that could be improved upon such as: lack of custom fields. Nothing major. I would recommend this product to anyone who needs a simple tool to keep track of their contracts. I am able to easily update my client information and keep track of all

Pros
  • Easy integration with Salesforce
  • Great customer service! Very prompt responses.
  • Lots options available (suchas mapping tables)
  • Can import from Excel directly into contract book without additional coding or configuration
Cons
  • Almost everything is ok

Revainrating 5 out of 5

ContractBook is great for all of our Salesforce CRM/ customer portal use!

The ability to use ContractBook for our salesforce CRM is great! It has been very easy to integrate into Salesforce, as well as the customer portal that we recently launched. I love how it allows us to have all of our customers under one roof - our company website, our sales team emails, etc. This also makes it so much easier when a potential prospect calls or sends an email asking questions about our services/products. Nothing really at this point. Definitely give them a try if they are…

Pros
  • Also good support staff in case there's any issues along your way
Cons
  • Mostly okay, but...

The best thing about this software is that it has all kinds of features for different companies or departments like HRD department etc., which makes them easy while managing multiple documents at one place! Nothing as such but I think some more customization options would be helpful especially when working from mobile devices; otherwise everything works great so far!! Great tool if used accordingly & wisely!! Would recommend anyone who wants ease out task related work using any kind…

Pros
  • Ease of use, easy access, easy to learn, best tool till date for all kinds of company & department needs; easy to use with all browsers
Cons
  • I think when working from mobile devices, the app should be more customized