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DealSafe
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DealSafe

Overview
Synopsis

DealSafe ingests your documents from wherever they are stored today (Email, hard drive, CRM, eSignature, etc).

Category

Contract Lifecycle Management Software

Features

Two-approver system
Bank-level security
Automated alerts
Integration with upstream and downstream systems
Paralegals automated extraction of data in the contracts
Multiple back-ups
Diverse contract templates
Automated custom reports
User customization for each user’s access

License

Proprietary

Price

Can request a demo
Contact for pricing

Pricing

Subscription

Free Trial

Available

Users Size

Small (<50 employees), Medium (50 to 1000 employees), Enterprise (>1001 employees)

Company

DealSafe

PAT Rating™
Editor Rating
Aggregated User Rating
Rate Here
Ease of use
8.6
8.7
Features & Functionality
8.8
8.9
Advanced Features
8.8
8.8
Integration
8.7
9.0
Performance
8.6
9.4
Customer Support
8.7
9.2
Implementation
9.2
Renew & Recommend
8.7
Bottom Line

DealSafe’s tools allow us to provide you very structured data during the extraction process as data consistency is key. This makes the data most usable to you afterwards, and also allows us to automatically set alerts and reminders in the system for any key points during your deals

8.7
Editor Rating
9.0
Aggregated User Rating
3 ratings
You have rated this

DealSafe is a Business Intelligence software for managing all contracts and key documents. DealSafe’s Contract and Document Management platform extracts and manages the user’s key business deal points and terms such as renewal provisions, milestones, insurance requirements, covenants, revenue, bookings, deliverable’s, start dates, end dates, and more.

Once the data is extracted, the user can set reminders and alerts so obligations and opportunities are never missed. To begin with its use, the software ingests all the user’s documents from upstream and downstream systems to help automate workflows that involved contracts. Then, paralegals in the software will automate the extraction of all the relevant terms from the contracts such as start and end dates, auto-renew details, costs, revenue, and others.

This will replace manual data entry and due to its structured extraction process, it will allow setting automatic alerts and reminders for any key points during the deals. There are two kinds of alerts: renewal alerts and additional alerts. The first one notifies users before a contract comes up for expiration and the second one, regards payment dates, deliverable dates, invoices to be sent, and other custom obligations.

Both of them will be seen on the dashboard and on each contract page. One of its biggest benefits is the easy-to-use system that allows clear and simple reporting, and searchable and taggable contracts. Another one is the astounding security level. It is a bank level security, of encrypted data and anti-intrusion measures.

Also, the data redundancy as each contract has been backed up multiple times, including offsite, to avoid any loss of information, and how the custom templates provide all contract types. Additionally, the permissioning of deciding who should have access to which contract is absolutely crucial, and the high level of accuracy (99.9%) due to the two-approver system, brings huge benefits to the users. Moreover, all contracts have its corresponding analytics or custom report, which makes easier to keep track of the deals. Pricing is simple and transparent using this software, as it is based on contract quantity.

You may like to read: Top Contract Lifecycle Management Software, Top Free Contract Management Software and How to Select the Best Contract Lifecycle Management Software for Your Business

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1 Reviews
  • Clinton
    May 3, 2017 at 5:25 pm

    Seamlessly adds and ingests your documents from wherever they are stored with ease

    Company size

    Enterprise (>1001)

    User Role

    Consultant

    User Industry

    Manufacturing

    Rating
    Ease of use8.4

    Clean and simple reporting. Searchable and with backing up multiple times, including offsite plus automated alerts.

    Features & Functionality8.4

    Advanced Features8.3

    Integration8.6

    Training 8.6

    Customer Support8.6

    Renew & Recommend8

    ADDITIONAL INFORMATION
    DealSafe automates all of the time-consuming work that goes into managing contracts,vendors and partners, it provides custom reports from the data extracted from your contracts and a two approver system which means a 99.9% accuracy, a user is also able to decide who has access to which contracts.

Ease of use
Features & Functionality
Advanced Features
Integration
Performance
Customer Support
Implementation
Renew & Recommend

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