Contractbook Pros and Cons

Contractbook first and foremost has excellent customer support, they helped us set up all of our integrations and automatations and were always very responsive if ever we had a question or needed help. The integration with hubspot was great and allowed our reps to seeamlessy generate contracts from Hubspot and then send them out via Contractbook. Review collected by and hosted on G2.com.

Nothing so far, and anything we've needed help with support has been there to help. Review collected by and hosted on G2.com.

It makes getting contracts ready super quick and easy, so you don’t have to spend a lot of time on each step. Review collected by and hosted on G2.com.

As of now nothing major. The faq documents have always been of help Review collected by and hosted on G2.com.

I like the idea simplifying and speeding up contract creation in a tool. I like that you are able to use many different templates. I was impressed by the internal and external questionnaire. Specifically the external questionnaire helps with data security (GDPR) because we don't have to receive information through email from. Good technological knowledge of our software implementation specialist. Review collected by and hosted on G2.com.

I like being able to a notification to some on a messaging system (slack) to inform them that a contract has been sent out, but then I don't like the initials of that person on our document. Also, would love more options than either a table or all sentences in a row. Looking forward to additional features in text formatting of contracts in the future. Review collected by and hosted on G2.com.

Contractbook has helped me greatly save time when it comes to building and sending out contracts. Their strong integrations has helped me tremendously to save time and remember all my deadlines. I use contractbook on a monthly basis to send out contracts to both customers and. Customer support has been of great help and I was very satisfied with the 10 hours included implementation hours Review collected by and hosted on G2.com.

I have not yet found something I dislike about contractbook, but it could be of help if there was more templates Review collected by and hosted on G2.com.

As a Senior Bi Consultant I find the "automations" funcion, and the self service tools most beneficial. They allow me to use CB not only as a digital siganutre platform, but also as an integrated solution of other business processes, both internal and external. Review collected by and hosted on G2.com.

As an IT/BI user, I genuinly don't dislike anything. I could however imagine that users who are not IT/BI knowledgeable would not utilize CB to it's full potential. Review collected by and hosted on G2.com.

Morgan and Andreas have been absolutely fantastic and incredibly responsive! Our project was by no means straigthforward and having their technical expertise has been incredibly helpful. Their customer service manner is also fantastic, and both are an absolute credit to the company, especially Morgan who has had to deal with lots of varying queries! Review collected by and hosted on G2.com.

The formatting of the exported PDFs can sometimes be misaligned when exporting tables but I understand the team are working to rectify this and are incredibly patient and on-hand to assist with recitfying this. Review collected by and hosted on G2.com.

It is more than a simple tool to sign and store your contract. While we are new to Contractbook, it is already helping to bring speed to our process. The implementation and support has exceeded our expectations. Review collected by and hosted on G2.com.

You need to be dedicated to using it in your processes. It is 100% worth the effort. Review collected by and hosted on G2.com.

I like that Contractbook can help us stay more organized as an institution for our external partners. We are able to see expiration dates and quickly know when an agreement is coming up for renewal. This will be an easier mainstream when it comes to external agreements. Review collected by and hosted on G2.com.

We should have had a meeting first about what all Contractbook could and could not do for our institution. Instead of 30 minutes, we should have been given a better introduction meeting and setup. If we had had a better introduction meeting, we would have spent less than six months setting up how Contractbook would work better for us. We were to the point of not moving forward because we were told too many times that Contractbook could not do that. Morgan Smith was extremely patient with us and heard what we needed for our institution and how Contractbook would work. I am extremely happy that she was able to fulfill what we needed and help us move forward with Contractbook. Review collected by and hosted on G2.com.

Contractbook is a superb platform for managing all of our contracts.

Its user-friendly interface and streamlined workflow make it effortless to create and sign individual documents, while also guiding you through the entire contract cycle.

I highly recommend Contractbook as the modern contract tool that everyone needs in their arsenal. Review collected by and hosted on G2.com.

A small detail is that you cannot send the contract to both a signer and someone who just needs to look at it. Review collected by and hosted on G2.com.

We love our implementation specialist, Morgan Smith. She has gone above and beyond for us. She is professional and creative. Review collected by and hosted on G2.com.

We did run into a speed bump regarding automating a workflow we need but Morgan is working hard on a solution! Review collected by and hosted on G2.com.