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About ContractZen

ContractZen is a cloud service that features advanced metadata-driven document and contract management, electronic signature and built-in datarooms (VDR). Secure and easy to use on any device, it enhances governance and business by reducing costs, accelerating processes and minimizing risks. With ContractZen, companies of all sizes, in every industry and in every geography are always prepared for due diligence and audits.

Users can upload and store all of their contracts and other important documents in ContractZen by emailing attached documents directly to the system, or via drag-and-drop. The system automatically attaches metadata to the documents, and users can add additional metadata using visual tagging. Custom hashtags can be created by users and assigned to contracts for flexible categorization. The advanced search engine allows users to search for contract data, and select visual filters to narrow down their search. Contract due dates can be set and automated email reminders sent to team members to ensure that key dates are not missed.

ContractZen also offers meeting management capabilities, allowing users to organize, e-sign and manage executive and board meetings. Meeting invites can be sent out automatically, and attendees can also be reminded of upcoming meetings. Inbuilt Datarooms (VDR) enable the secure sharing of all materials in financial and tax audits, due diligence processes and joint venture situations. With the built-in Company Register, users can manage corporate structures, ownership, board members, auditors, related contact information, and more.

About PandaDoc

PandaDoc provides organizations complete digital document solution. Its users are able to create, send, sign, and track documents online, as well as to securely process paperless transactions. The service is aimed at sales teams in SMEs and large enterprises.

Documents, that can be handled by this platform are proposals, quotes, contracts, HR documents, receipts, invoices, etc. PandaDoc offers set of templates and preset text blocks that makes quoting easy and fast. It streamlines the way sales teams creates and sends sales papers, making closing deals more effective.

It is possible to share documents within the organization's departments, or defined groups of people. PandaDoc also features CPQ functionality, pricing tables, e-signatures, proposal generation, image library, and more.

About iManage

iManage delivers an effective solution for creation, management, and collaboration on company's documents and emails, available from desktop or mobile devices. This cloud-based software can be deployed across the organization without the need for installing any software.

iManage is being used by more than 1 million professionals around the globe, that make the most of its technology for sharing, governance, and security of their work. One of the functions that is mostly praised by users is the search feature. The platform is capable of searching document metadata, such as name, date created, author and more, by indexing any readable document.

This is not only document, but also email management solution, so it can be controlled simultaneously, significantly improving users' productivity and suggesting locations and devices for filing emails. The history of documents can be also searched, tracking access, edits, saves, or printed files. iManage seamlessly integrates with Microsoft Office, MS Outlook, Gmail, Google Docs, Lotus Notes, Adobe Acrobat and Microsoft SharePoint.

Features

  • 2-Factor Authentication
  • API
  • Chat
  • Dashboard
  • Data Export
  • Data Import
  • Document Comparison
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • History/Version Control
  • Multi-User
  • Notifications
  • Password & Access Management
  • Project Management

Features

  • API
  • Audience Targeting
  • Contact Management
  • Contact Sharing
  • Conversion Tracking
  • Customer Management
  • Data Export
  • Data Import
  • Email Integration
  • Expense Tracking
  • External Integrations
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Multi-Currency
  • Multi-User
  • Notifications
  • Project Management
  • Supplier Management

Features

  • 2-Factor Authentication
  • API
  • Chat
  • Dashboard
  • Data Export
  • Data Import
  • Document Comparison
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • History/Version Control
  • Multi-User
  • Notifications
  • Password & Access Management
  • Project Management

Summary

  • Contract Management

  • Meeting Management

  • Financial, Administrative & HR Document Management

  • Company Register with Corporate Hierarchy View

  • Multiple e-Signature Services

  • Datarooms (VDR) for secure sharing

  • Touch and Mobile Optimized

  • Clearly Defined Set of Metadata for Each Category

  • Drag-And-Drop File Upload with Automated Metadata Form creation

  • Unlimited Number of Documents

Summary

    No key features associated with this application.

Summary

  • Electronic Work Sheets

  • Quotations

  • Invoices

  • Supports all required file types

  • Metadata

  • Versioning

  • File Sharing

  • Search

  • Process Automation

  • Collaboration

Pricing

Professional

$19.00
1 user(s) / month
Included in plan:
  • Up to 5 Templates
  • Unlimited Docs & eSignatures.
  • Document Analytics
  • Document Builder and Editor
  • Custom Branding
  • Pricing Tables and Product Catalogs
  • Email Support

Business

$39.00
1 user(s) / month
Included in plan:
  • Unlimited Templates
  • Phone Support
  • Integrations With CRMs and Other Tools
  • Content Library
  • Manager Approval Workflow
  • Document Expiration Settings
  • Auto Reminders
  • Content Conversion Assistance

FAQs

    Does this service offer an API?
  • No, ContractZen does not have an API available.

  • What is this service generally used for?
  • The benefits of ContractZen are, for example:

    Meeting memos, contracts, and other documents can be signed electronically, with the same enforceability and validity as traditionally signed documents.

    Built-in virtual data rooms (VDR) allow users to securely share documents with external individuals and organizations, for joint ventures, tax and financial audits, due diligence, and more.

    Metadata is used to create dynamic views of all contracts, and users can limit their searched to precise fields and save search terms to create report-like queries.

    Automated email reminders can be created to alert users to important dates, and all contracts can be viewed in the contract calendar.

    Files can be imported by dragging-and-dropping them into the system, or by emailing documents directly to ContractZen.

  • Does this service integrate with any other apps?
  • ContractZen integrates with the following applications: Microsoft Office 365, Assently.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, you can add as many users as you want (Note: Pricing is billed per user).

  • What platforms does this service support?
  • ContractZen is web-based so it works on any device. In addition, we have a native iPhone/iPad App.

  • Does this service offer guides, tutorials and or customer support?
  • ContractZen offers the following support options: FAQs, Forum, Knowledge Base, Online Support.

  • Who are the main user groups of this service?
  • ContractZen has the following typical customers: Large Enterprises, Mid Size Business, Small Business. ContractZen is well suited for companies of all sizes, in every industry and in every geography. Our users are typically financial and administrative personnel, legal professionals and executives.

FAQs

    Does this service offer an API?
  • PandaDoc offers REST API.

  • Does this service offer guides, tutorials and or customer support?
  • Support offered: Help Center, Webinars, FAQs, Phone Support, Video Tutorials.

  • Who are the main user groups of this service?
  • Main users of PandaDoc are SMEs and large enterprises.

  • Does this service integrate with any other apps?
  • Yes, it integrates with: Xero, SugarCRM, Zendesk, Base CRM, Zoho CRM, Dropbox, Capsule, Nimble, Microsoft Dynamics CRM, Salesforce Sales Cloud, Pipedrive, Insightly, Box, Stripe, Nutshell CRM, Close.io, SalesforceIQ, ProsperWorks CRM, HubSpot CRM.

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

  • What are some applications this service is commonly used in tandem with?
  • This service is commonly used in tandem with CRM applications.

  • What platforms does this service support?
  • This is a web-based platform with Android and iOS mobile apps.

  • What is this service generally used for?
  • This is a complete digital document solution.

FAQs

    Does this service integrate with any other apps?
  • Integrations: Microsoft Office, MS Outlook, Gmail, Google Docs, DocuSign, Lotus Notes, Adobe Acrobat and Microsoft SharePoint.

  • Does this service offer an API?
  • Yes, it offers REST API.

  • Does this service offer guides, tutorials and or customer support?
  • Support: Online Support, Email Support.

  • What are some applications this service is commonly used in tandem with?
  • iManage is commonly used in tandem with Microsoft Office.

  • What platforms does this service support?
  • This is a cloud-based service.

  • What is this service generally used for?
  • This service is generally used for document and email management.

  • Who are the main user groups of this service?
  • Main users of iManage are DMS, ECM and user enhancements for law firms, corporate legal departments, and professional services firms.

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
1.4k
Followers:
553

Vendor Information

Founded:
-
Based in:
San Francisco
Employees:
51-200
Likes:
Followers:
21k

Vendor Information

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

Other

Who uses ContractZen
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
Languages:
Finnish, English
Regional Restrictions:
No restrictions.

Other

Who uses PandaDoc
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other

Who uses iManage
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
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