Compare ContractWorks vs Shuttle vs Quote Roller

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Crozscore:

76%
what is this?
27%
interest falling

Crozscore:

54%
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20%
interest falling

Crozscore:

85%
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83%
40%
interest falling
ContractWorks screenshot view 5 more Shuttle screenshot Quote Roller screenshot view 1 more

Software Description:

ContractWorks design is deliberate in its simplicity. Complicated contract management software tends not to get used; we provide the easiest way for you to gain control with features you need to answer the big questions: Where are all my contracts? Who has access? What are the key milestones? How can I communicate the details to my colleagues?

Software Description:

Shuttle provides real-time client onboarding for many sectors including P2P lenders, challenger banks, lawyers, accountants, business incubators, insurance companies and advertising agencies.

When you onboard clients it is the first time they touch your service. It is an opportunity to create a great impression and increase advocacy. Many companies fall short due to manual processes to process identity documentation, customer agreements and checklists. Shuttle solves this problem - we’ve made onboarding a smooth process all the way from sale to account opening, saving our clients time, money and effort.

Software Description:

Quote Roller makes you save time and money. It allows you to create sales documents, employ dynamic quoting, get electronic signatures, and automate your workflow

with great ease of access there is no need to switch between word processors, CPQ tools, esigning apps, and your inbox.

Features:

  • Data Export
  • Password & Access Management
  • Electronic Signature
  • File Transfer
  • Scheduling
  • Dashboard
  • Notifications
  • Multi-User
  • Contact Management
  • File Sharing
  • Calendar Management
  • 2-Factor Authentication

Features:

  • Data Export
  • Password & Access Management
  • Electronic Signature
  • Notifications
  • Multi-User
  • History/Version Control
  • Dashboard
  • Chat

Features:

Summary:

  • Contract lifecycle management software should work with you, not against you. ContractWorks provides simple, customizable contract management software that can be implemented in minutes, allowing you to gain control quickly.

Summary:

    No key features associated with this application.

Summary:

  • Built in workflow management

  • Discount and margin calculations

  • Automatic tags

  • Centralized product catalog

12-Month Plan

$500.00
unlimited user(s) / month
Included in plan:
  • Unlimited Users
  • Unlimited Support and Training
  • Free Implementation
  • Electronic Signature
  • Tagging (Custom Fields)
  • Tag Templates (Group Tags by Doc Type)
  • Customizable Reports
  • Scheduled Report Sending
  • Customizable Date Alerts
  • Auto Update of Renewing Dates
  • Document Attachments/Linking
  • Calendar of Key Dates
  • New Document Notifications
  • Drag & Drop Uploading
  • Customizable Permissions
  • Restrict User Actions
  • Audit Log Report
  • One Click Archiving
  • Document Migration and Setup
  • Branding: Logo and Unique URL

3-Month Plan - Billed Quarterly

$600.00
1 user(s) / month
Included in plan:
  • Unlimited Document Storage
  • Unlimited Users
  • Unlimited Support and Training
  • FREE Implementation
  • Electronic Signature
  • Tagging (Custom Fields)
  • Tag Templates (Group Tags by Doc Type)
  • Customizable Reports
  • Scheduled Report Sending
  • Customizable Date Alerts
  • Auto Update of Renewing Dates
  • Document Attachments/Linking
  • Calendar of Key Dates
  • New Document Notifications
  • Drag & Drop Uploading
  • Customizable Permissions
  • Restrict User Actions
  • Audit Log Report
  • One Click Archiving
  • Ongoing Upgrades
  • Document Migration and Setup
  • Branding: Logo and Unique URL

Standard

Free
Included in plan:
  • Upto 20 applications a month
  • Real-time document collection
  • Electronic document signing
  • Version control
  • Security
  • White Label
  • Admin rights options
  • Online Training
  • Email Support

Professional

$124.00
for 21-100 applications per month
Included in plan:
  • 21-100 applications a month
  • Real-time document collection
  • Electronic document signing
  • Version control
  • Security
  • White Label
  • Admin Control Options
  • Dedicated Customer Success Manager
  • Email support

FAQs:

    What platforms does this service support?
  • Web-based.

  • What is this service generally used for?
  • This solution is for companies who are trying to get their contracts under control. Clients typically fall into two categories- those who are currently trying to manage contracts manually with a combination of spreadsheets, calendar reminders, shared drives, etc., and those companies who have struggled to implement and adopt complicated contract management software.

  • Who are the main user groups of this service?
  • Because of the flexibility of our solution professionals in a variety of industries and who work with contracts from across departments are customizing ContractWorks to fit their unique needs. Popular industries include healthcare, consumer goods, media, education, and manufacturing. ContractWorks is often implemented in legal departments.

  • Does this service offer guides, tutorials and or customer support?
  • Yes, 24/7 support is included with ContractWorks. We also offer helpful training videos that can be accessed from our website help page as well as customer training webinars.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, ContractWorks offers unlimited users for no additional fee.

FAQs:

    Does this service offer guides, tutorials and or customer support?
  • Online training module for all packages
    Dedicated Customer Success Manager for Professional Package
    Email and chat support for all

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes multi-user capable.
    Different administrator options

  • Who are the main user groups of this service?
  • Challenger Banks, P2P Lenders, Finance Brokers, Advertising Agencies, Lawyers, Accountants, Incubators, Investment Clubs.

  • What platforms does this service support?
  • All Web apps

  • What is this service generally used for?
  • When you’ve just secured a new client, it’s vital to establish trust. You want to make a great first impression, and showcase the quality, efficiency and professionalism of your service.

    Opening a new account is often complex and time consuming, but it doesn’t have to be that way. We’ve made client onboarding a smooth process all the way from sale to account opening, saving you time, money and effort.

    The Shuttle platform is used to collect documentation and contract signatures that you require before you can start doing business with a SME or business client.

FAQs:

    No FAQs associated with this application.

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
556

Publisher:

Founded:
-
Based in:
Croydon
Employees:
2-10
Likes:
Followers:

Publisher:

Founded:
-
Based in:
South San Francisco
Employees:
-
Likes:
1.01k
Followers:
3.27k

Other:

Who uses ContractWorks
  • Startups
  • SMEs
  • Enterprises
Desktop Platforms:
  • Windows
  • Macintosh
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses Shuttle
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • WinPhone
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Regional Restrictions:
No restrictions.
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