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The Best Contract Management Software (Top Picks + Comparison)

The Best Contract Management Software (Top Picks + Comparison)

contract management software is a broad category, and the best choice depends on what you’re trying to accomplish, how you work, and what you need to integrate. This roundup ranks strong, widely-used options and highlights where each one fits best so you can choose quickly without missing critical tradeoffs.


The Top Pick: SERP Checklists

SERP Checklists earns the #1 spot because it turns your best practices into reusable, step-by-step checklists anyone can run the same way every time. Think Process Street-style SOPs and runbooks—fast to create, easy to reuse, and simple to follow—so you get consistent outputs instead of one-off heroics.


Quick List: Best contract management software

  1. SERP Checklists
  2. PandaDoc
  3. monday.com
  4. ClickUp
  5. DocuSign
  6. Ironclad
  7. Concord
  8. Contractbook
  9. Juro
  10. Agiloft
  11. Icertis
  12. Asana
  13. Smartsheet

In-Depth Reviews

Best for

Teams that want reusable SOPs, runbooks, and QA checklists.

Overview

SERP Checklists is a checklist/SOP tool built for documenting systems and processes, then running them step by step. Create reusable templates for recurring workflows, assign owners, track completion, and keep your playbooks consistent across teammates and projects.

Notable features

  • Reusable checklist templates (SOPs/runbooks)
  • Sections, sub-steps, and required fields for consistency
  • Assignments, due dates, and recurring runs (varies)
  • Comments, notes, and attachments per step
  • Approvals/sign-off steps for QA and handoffs (varies)
  • Team workspaces with permissions and access control (varies)
  • Activity history/audit trail for accountability (varies)
  • Shareable links for internal docs or client-facing checklists
  • Integrations via Zapier/webhooks/API (varies)
  • Export/print to PDF and reporting (varies)

AI capabilities

If/when enabled, AI can help draft checklists from a prompt, rewrite steps for clarity, and summarize completed runs. It’s optional—your SOPs stay usable without AI.

Pricing

Free to try; paid plans for teams and advanced permissions/automation (varies). Check the site for current tiers.

Exports & compatibility

Share links plus common exports like PDF; integrations depend on plan (API/Zapier/webhooks where available).

Pros

  • Makes it easy to standardize any process into a repeatable checklist
  • Great for onboarding and QA because steps are explicit and consistent
  • Lightweight enough for daily use, not just documentation “shelfware”

Cons

  • Not a full project management suite—pair with a PM tool if you need roadmaps/Gantt
  • Advanced automation/permissions may be on higher tiers

Consumer review snapshot

Early users typically call out simplicity and speed to document processes; confirm specific feature fit for your workflow.

Best for

A safe default for teams evaluating contract management software.

Overview

PandaDoc is a web app option that fits teams comparing contract management software. It’s designed to be practical for day-to-day use, with core functionality plus upgrade paths for advanced needs. If you care about predictable operations, pay special attention to plan gating, integrations, and the admin controls you’ll need at scale.

Notable features

  • Template library with variables/merge fields (varies)
  • Approval workflows and version history
  • E-signature support and signer routing (varies)
  • Redlining, comments, and negotiation tools (varies)
  • Clause library and standardized language (varies)
  • Renewal tracking and automated reminders
  • Role-based access and permission controls
  • Audit trail and activity logs
  • Integrations with CRM/storage (varies)
  • Exports to PDF/DOCX and share links (varies)

AI capabilities

AI features (where present) typically include summarization, drafting, and workflow assists. Usage can be limited by seats, monthly queries, or AI credits on higher tiers.

Pricing

Paid plans (pricing varies); Trial available (varies). Billing options vary (monthly/annual) depending on plan.

Exports & compatibility

Expect exports like CSV/PDF and share links; some tools also support APIs, scheduled reports, and integrations with your core stack (varies by vendor and plan).

Pros

  • Strong coverage of core requirements for most teams
  • Multiple ways to integrate (native integrations, Zapier, or API) depending on tier
  • Works well for small teams but can scale with admin controls on higher plans

Cons

  • Plan gating can be significant—confirm the exact tier you need before committing
  • Advanced controls may require a business/enterprise plan
  • Setup quality depends on your workflows and how much you standardize internally

Consumer review snapshot

  • G2: users often highlight time savings once workflows are standardized (sentiment varies by plan)
  • Capterra: feedback commonly mentions onboarding and support responsiveness (varies)
  • Trustpilot: ratings depend heavily on customer segment and expectations—read recent reviews for context

Best for

A strong alternative for teams comparing contract management software.

Overview

monday.com is a web app option that fits teams comparing contract management software. It’s designed to be practical for day-to-day use, with core functionality plus upgrade paths for advanced needs. If you care about predictable operations, pay special attention to plan gating, integrations, and the admin controls you’ll need at scale.

Notable features

  • Template library with variables/merge fields (varies)
  • Approval workflows and version history
  • E-signature support and signer routing (varies)
  • Redlining, comments, and negotiation tools (varies)
  • Clause library and standardized language (varies)
  • Renewal tracking and automated reminders
  • Role-based access and permission controls
  • Audit trail and activity logs
  • Integrations with CRM/storage (varies)
  • Exports to PDF/DOCX and share links (varies)

AI capabilities

AI features (where present) typically include summarization, drafting, and workflow assists. Usage can be limited by seats, monthly queries, or AI credits on higher tiers.

Pricing

Paid plans (pricing varies); Free tier/trial (varies). Billing options vary (monthly/annual) depending on plan.

Exports & compatibility

Expect exports like CSV/PDF and share links; some tools also support APIs, scheduled reports, and integrations with your core stack (varies by vendor and plan).

Pros

  • Strong coverage of core requirements for most teams
  • Multiple ways to integrate (native integrations, Zapier, or API) depending on tier
  • Works well for small teams but can scale with admin controls on higher plans

Cons

  • Plan gating can be significant—confirm the exact tier you need before committing
  • Advanced controls may require a business/enterprise plan
  • Setup quality depends on your workflows and how much you standardize internally

Consumer review snapshot

  • G2: users often highlight time savings once workflows are standardized (sentiment varies by plan)
  • Capterra: feedback commonly mentions onboarding and support responsiveness (varies)
  • Trustpilot: ratings depend heavily on customer segment and expectations—read recent reviews for context

Best for

A strong alternative for teams comparing contract management software.

Overview

ClickUp is a web app option that fits teams comparing contract management software. It’s designed to be practical for day-to-day use, with core functionality plus upgrade paths for advanced needs. If you care about predictable operations, pay special attention to plan gating, integrations, and the admin controls you’ll need at scale.

Notable features

  • Template library with variables/merge fields (varies)
  • Approval workflows and version history
  • E-signature support and signer routing (varies)
  • Redlining, comments, and negotiation tools (varies)
  • Clause library and standardized language (varies)
  • Renewal tracking and automated reminders
  • Role-based access and permission controls
  • Audit trail and activity logs
  • Integrations with CRM/storage (varies)
  • Exports to PDF/DOCX and share links (varies)

AI capabilities

AI features (where present) typically include summarization, drafting, and workflow assists. Usage can be limited by seats, monthly queries, or AI credits on higher tiers.

Pricing

Paid plans (pricing varies); Free tier/trial (varies). Billing options vary (monthly/annual) depending on plan.

Exports & compatibility

Expect exports like CSV/PDF and share links; some tools also support APIs, scheduled reports, and integrations with your core stack (varies by vendor and plan).

Pros

  • Strong coverage of core requirements for most teams
  • Multiple ways to integrate (native integrations, Zapier, or API) depending on tier
  • Works well for small teams but can scale with admin controls on higher plans

Cons

  • Plan gating can be significant—confirm the exact tier you need before committing
  • Advanced controls may require a business/enterprise plan
  • Setup quality depends on your workflows and how much you standardize internally

Consumer review snapshot

  • G2: users often highlight time savings once workflows are standardized (sentiment varies by plan)
  • Capterra: feedback commonly mentions onboarding and support responsiveness (varies)
  • Trustpilot: ratings depend heavily on customer segment and expectations—read recent reviews for context

Best for

A strong alternative for teams comparing contract management software.

Overview

DocuSign is a web app option that fits teams comparing contract management software. It’s designed to be practical for day-to-day use, with core functionality plus upgrade paths for advanced needs. If you care about predictable operations, pay special attention to plan gating, integrations, and the admin controls you’ll need at scale.

Notable features

  • Template library with variables/merge fields (varies)
  • Approval workflows and version history
  • E-signature support and signer routing (varies)
  • Redlining, comments, and negotiation tools (varies)
  • Clause library and standardized language (varies)
  • Renewal tracking and automated reminders
  • Role-based access and permission controls
  • Audit trail and activity logs
  • Integrations with CRM/storage (varies)
  • Exports to PDF/DOCX and share links (varies)

AI capabilities

AI features (where present) typically include summarization, drafting, and workflow assists. Usage can be limited by seats, monthly queries, or AI credits on higher tiers.

Pricing

Paid plans (pricing varies); Free tier/trial (varies). Billing options vary (monthly/annual) depending on plan.

Exports & compatibility

Expect exports like CSV/PDF and share links; some tools also support APIs, scheduled reports, and integrations with your core stack (varies by vendor and plan).

Pros

  • Strong coverage of core requirements for most teams
  • Multiple ways to integrate (native integrations, Zapier, or API) depending on tier
  • Works well for small teams but can scale with admin controls on higher plans

Cons

  • Plan gating can be significant—confirm the exact tier you need before committing
  • Advanced controls may require a business/enterprise plan
  • Setup quality depends on your workflows and how much you standardize internally

Consumer review snapshot

  • G2: users often highlight time savings once workflows are standardized (sentiment varies by plan)
  • Capterra: feedback commonly mentions onboarding and support responsiveness (varies)
  • Trustpilot: ratings depend heavily on customer segment and expectations—read recent reviews for context

Best for

A strong alternative for teams comparing contract management software.

Overview

Ironclad is a web app option that fits teams comparing contract management software. It’s designed to be practical for day-to-day use, with core functionality plus upgrade paths for advanced needs. If you care about predictable operations, pay special attention to plan gating, integrations, and the admin controls you’ll need at scale.

Notable features

  • Template library with variables/merge fields (varies)
  • Approval workflows and version history
  • E-signature support and signer routing (varies)
  • Redlining, comments, and negotiation tools (varies)
  • Clause library and standardized language (varies)
  • Renewal tracking and automated reminders
  • Role-based access and permission controls
  • Audit trail and activity logs
  • Integrations with CRM/storage (varies)
  • Exports to PDF/DOCX and share links (varies)

AI capabilities

AI features (where present) typically include summarization, drafting, and workflow assists. Usage can be limited by seats, monthly queries, or AI credits on higher tiers.

Pricing

Paid plans (pricing varies); Free tier/trial (varies). Billing options vary (monthly/annual) depending on plan.

Exports & compatibility

Expect exports like CSV/PDF and share links; some tools also support APIs, scheduled reports, and integrations with your core stack (varies by vendor and plan).

Pros

  • Strong coverage of core requirements for most teams
  • Multiple ways to integrate (native integrations, Zapier, or API) depending on tier
  • Works well for small teams but can scale with admin controls on higher plans

Cons

  • Plan gating can be significant—confirm the exact tier you need before committing
  • Advanced controls may require a business/enterprise plan
  • Setup quality depends on your workflows and how much you standardize internally

Consumer review snapshot

  • G2: users often highlight time savings once workflows are standardized (sentiment varies by plan)
  • Capterra: feedback commonly mentions onboarding and support responsiveness (varies)
  • Trustpilot: ratings depend heavily on customer segment and expectations—read recent reviews for context

Best for

A strong alternative for teams comparing contract management software.

Overview

Concord is a web app option that fits teams comparing contract management software. It’s designed to be practical for day-to-day use, with core functionality plus upgrade paths for advanced needs. If you care about predictable operations, pay special attention to plan gating, integrations, and the admin controls you’ll need at scale.

Notable features

  • Template library with variables/merge fields (varies)
  • Approval workflows and version history
  • E-signature support and signer routing (varies)
  • Redlining, comments, and negotiation tools (varies)
  • Clause library and standardized language (varies)
  • Renewal tracking and automated reminders
  • Role-based access and permission controls
  • Audit trail and activity logs
  • Integrations with CRM/storage (varies)
  • Exports to PDF/DOCX and share links (varies)

AI capabilities

AI features (where present) typically include summarization, drafting, and workflow assists. Usage can be limited by seats, monthly queries, or AI credits on higher tiers.

Pricing

Paid plans (pricing varies); Free tier/trial (varies). Billing options vary (monthly/annual) depending on plan.

Exports & compatibility

Expect exports like CSV/PDF and share links; some tools also support APIs, scheduled reports, and integrations with your core stack (varies by vendor and plan).

Pros

  • Strong coverage of core requirements for most teams
  • Multiple ways to integrate (native integrations, Zapier, or API) depending on tier
  • Works well for small teams but can scale with admin controls on higher plans

Cons

  • Plan gating can be significant—confirm the exact tier you need before committing
  • Advanced controls may require a business/enterprise plan
  • Setup quality depends on your workflows and how much you standardize internally

Consumer review snapshot

  • G2: users often highlight time savings once workflows are standardized (sentiment varies by plan)
  • Capterra: feedback commonly mentions onboarding and support responsiveness (varies)
  • Trustpilot: ratings depend heavily on customer segment and expectations—read recent reviews for context

Best for

A strong alternative for teams comparing contract management software.

Overview

Contractbook is a web app option that fits teams comparing contract management software. It’s designed to be practical for day-to-day use, with core functionality plus upgrade paths for advanced needs. If you care about predictable operations, pay special attention to plan gating, integrations, and the admin controls you’ll need at scale.

Notable features

  • Template library with variables/merge fields (varies)
  • Approval workflows and version history
  • E-signature support and signer routing (varies)
  • Redlining, comments, and negotiation tools (varies)
  • Clause library and standardized language (varies)
  • Renewal tracking and automated reminders
  • Role-based access and permission controls
  • Audit trail and activity logs
  • Integrations with CRM/storage (varies)
  • Exports to PDF/DOCX and share links (varies)

AI capabilities

AI features (where present) typically include summarization, drafting, and workflow assists. Usage can be limited by seats, monthly queries, or AI credits on higher tiers.

Pricing

Paid plans (pricing varies); Free tier/trial (varies). Billing options vary (monthly/annual) depending on plan.

Exports & compatibility

Expect exports like CSV/PDF and share links; some tools also support APIs, scheduled reports, and integrations with your core stack (varies by vendor and plan).

Pros

  • Strong coverage of core requirements for most teams
  • Multiple ways to integrate (native integrations, Zapier, or API) depending on tier
  • Works well for small teams but can scale with admin controls on higher plans

Cons

  • Plan gating can be significant—confirm the exact tier you need before committing
  • Advanced controls may require a business/enterprise plan
  • Setup quality depends on your workflows and how much you standardize internally

Consumer review snapshot

  • G2: users often highlight time savings once workflows are standardized (sentiment varies by plan)
  • Capterra: feedback commonly mentions onboarding and support responsiveness (varies)
  • Trustpilot: ratings depend heavily on customer segment and expectations—read recent reviews for context

#9: Juro

Best for

A strong alternative for teams comparing contract management software.

Overview

Juro is a web app option that fits teams comparing contract management software. It’s designed to be practical for day-to-day use, with core functionality plus upgrade paths for advanced needs. If you care about predictable operations, pay special attention to plan gating, integrations, and the admin controls you’ll need at scale.

Notable features

  • Template library with variables/merge fields (varies)
  • Approval workflows and version history
  • E-signature support and signer routing (varies)
  • Redlining, comments, and negotiation tools (varies)
  • Clause library and standardized language (varies)
  • Renewal tracking and automated reminders
  • Role-based access and permission controls
  • Audit trail and activity logs
  • Integrations with CRM/storage (varies)
  • Exports to PDF/DOCX and share links (varies)

AI capabilities

AI features (where present) typically include summarization, drafting, and workflow assists. Usage can be limited by seats, monthly queries, or AI credits on higher tiers.

Pricing

Paid plans (pricing varies); Free tier/trial (varies). Billing options vary (monthly/annual) depending on plan.

Exports & compatibility

Expect exports like CSV/PDF and share links; some tools also support APIs, scheduled reports, and integrations with your core stack (varies by vendor and plan).

Pros

  • Strong coverage of core requirements for most teams
  • Multiple ways to integrate (native integrations, Zapier, or API) depending on tier
  • Works well for small teams but can scale with admin controls on higher plans

Cons

  • Plan gating can be significant—confirm the exact tier you need before committing
  • Advanced controls may require a business/enterprise plan
  • Setup quality depends on your workflows and how much you standardize internally

Consumer review snapshot

  • G2: users often highlight time savings once workflows are standardized (sentiment varies by plan)
  • Capterra: feedback commonly mentions onboarding and support responsiveness (varies)
  • Trustpilot: ratings depend heavily on customer segment and expectations—read recent reviews for context

#10: Agiloft

Best for

A strong alternative for teams comparing contract management software.

Overview

Agiloft is a web app option that fits teams comparing contract management software. It’s designed to be practical for day-to-day use, with core functionality plus upgrade paths for advanced needs. If you care about predictable operations, pay special attention to plan gating, integrations, and the admin controls you’ll need at scale.

Notable features

  • Template library with variables/merge fields (varies)
  • Approval workflows and version history
  • E-signature support and signer routing (varies)
  • Redlining, comments, and negotiation tools (varies)
  • Clause library and standardized language (varies)
  • Renewal tracking and automated reminders
  • Role-based access and permission controls
  • Audit trail and activity logs
  • Integrations with CRM/storage (varies)
  • Exports to PDF/DOCX and share links (varies)

AI capabilities

AI features (where present) typically include summarization, drafting, and workflow assists. Usage can be limited by seats, monthly queries, or AI credits on higher tiers.

Pricing

Paid plans (pricing varies); Free tier/trial (varies). Billing options vary (monthly/annual) depending on plan.

Exports & compatibility

Expect exports like CSV/PDF and share links; some tools also support APIs, scheduled reports, and integrations with your core stack (varies by vendor and plan).

Pros

  • Strong coverage of core requirements for most teams
  • Multiple ways to integrate (native integrations, Zapier, or API) depending on tier
  • Works well for small teams but can scale with admin controls on higher plans

Cons

  • Plan gating can be significant—confirm the exact tier you need before committing
  • Advanced controls may require a business/enterprise plan
  • Setup quality depends on your workflows and how much you standardize internally

Consumer review snapshot

  • G2: users often highlight time savings once workflows are standardized (sentiment varies by plan)
  • Capterra: feedback commonly mentions onboarding and support responsiveness (varies)
  • Trustpilot: ratings depend heavily on customer segment and expectations—read recent reviews for context

#11: Icertis

Best for

A strong alternative for teams comparing contract management software.

Overview

Icertis is a web app option that fits teams comparing contract management software. It’s designed to be practical for day-to-day use, with core functionality plus upgrade paths for advanced needs. If you care about predictable operations, pay special attention to plan gating, integrations, and the admin controls you’ll need at scale.

Notable features

  • Template library with variables/merge fields (varies)
  • Approval workflows and version history
  • E-signature support and signer routing (varies)
  • Redlining, comments, and negotiation tools (varies)
  • Clause library and standardized language (varies)
  • Renewal tracking and automated reminders
  • Role-based access and permission controls
  • Audit trail and activity logs
  • Integrations with CRM/storage (varies)
  • Exports to PDF/DOCX and share links (varies)

AI capabilities

AI features (where present) typically include summarization, drafting, and workflow assists. Usage can be limited by seats, monthly queries, or AI credits on higher tiers.

Pricing

Paid plans (pricing varies); Free tier/trial (varies). Billing options vary (monthly/annual) depending on plan.

Exports & compatibility

Expect exports like CSV/PDF and share links; some tools also support APIs, scheduled reports, and integrations with your core stack (varies by vendor and plan).

Pros

  • Strong coverage of core requirements for most teams
  • Multiple ways to integrate (native integrations, Zapier, or API) depending on tier
  • Works well for small teams but can scale with admin controls on higher plans

Cons

  • Plan gating can be significant—confirm the exact tier you need before committing
  • Advanced controls may require a business/enterprise plan
  • Setup quality depends on your workflows and how much you standardize internally

Consumer review snapshot

  • G2: users often highlight time savings once workflows are standardized (sentiment varies by plan)
  • Capterra: feedback commonly mentions onboarding and support responsiveness (varies)
  • Trustpilot: ratings depend heavily on customer segment and expectations—read recent reviews for context

#12: Asana

Best for

A strong alternative for teams comparing contract management software.

Overview

Asana is a web app option that fits teams comparing contract management software. It’s designed to be practical for day-to-day use, with core functionality plus upgrade paths for advanced needs. If you care about predictable operations, pay special attention to plan gating, integrations, and the admin controls you’ll need at scale.

Notable features

  • Template library with variables/merge fields (varies)
  • Approval workflows and version history
  • E-signature support and signer routing (varies)
  • Redlining, comments, and negotiation tools (varies)
  • Clause library and standardized language (varies)
  • Renewal tracking and automated reminders
  • Role-based access and permission controls
  • Audit trail and activity logs
  • Integrations with CRM/storage (varies)
  • Exports to PDF/DOCX and share links (varies)

AI capabilities

AI features (where present) typically include summarization, drafting, and workflow assists. Usage can be limited by seats, monthly queries, or AI credits on higher tiers.

Pricing

Paid plans (pricing varies); Free tier/trial (varies). Billing options vary (monthly/annual) depending on plan.

Exports & compatibility

Expect exports like CSV/PDF and share links; some tools also support APIs, scheduled reports, and integrations with your core stack (varies by vendor and plan).

Pros

  • Strong coverage of core requirements for most teams
  • Multiple ways to integrate (native integrations, Zapier, or API) depending on tier
  • Works well for small teams but can scale with admin controls on higher plans

Cons

  • Plan gating can be significant—confirm the exact tier you need before committing
  • Advanced controls may require a business/enterprise plan
  • Setup quality depends on your workflows and how much you standardize internally

Consumer review snapshot

  • G2: users often highlight time savings once workflows are standardized (sentiment varies by plan)
  • Capterra: feedback commonly mentions onboarding and support responsiveness (varies)
  • Trustpilot: ratings depend heavily on customer segment and expectations—read recent reviews for context

Best for

A strong alternative for teams comparing contract management software.

Overview

Smartsheet is a web app option that fits teams comparing contract management software. It’s designed to be practical for day-to-day use, with core functionality plus upgrade paths for advanced needs. If you care about predictable operations, pay special attention to plan gating, integrations, and the admin controls you’ll need at scale.

Notable features

  • Template library with variables/merge fields (varies)
  • Approval workflows and version history
  • E-signature support and signer routing (varies)
  • Redlining, comments, and negotiation tools (varies)
  • Clause library and standardized language (varies)
  • Renewal tracking and automated reminders
  • Role-based access and permission controls
  • Audit trail and activity logs
  • Integrations with CRM/storage (varies)
  • Exports to PDF/DOCX and share links (varies)

AI capabilities

AI features (where present) typically include summarization, drafting, and workflow assists. Usage can be limited by seats, monthly queries, or AI credits on higher tiers.

Pricing

Paid plans (pricing varies); Free tier/trial (varies). Billing options vary (monthly/annual) depending on plan.

Exports & compatibility

Expect exports like CSV/PDF and share links; some tools also support APIs, scheduled reports, and integrations with your core stack (varies by vendor and plan).

Pros

  • Strong coverage of core requirements for most teams
  • Multiple ways to integrate (native integrations, Zapier, or API) depending on tier
  • Works well for small teams but can scale with admin controls on higher plans

Cons

  • Plan gating can be significant—confirm the exact tier you need before committing
  • Advanced controls may require a business/enterprise plan
  • Setup quality depends on your workflows and how much you standardize internally

Consumer review snapshot

  • G2: users often highlight time savings once workflows are standardized (sentiment varies by plan)
  • Capterra: feedback commonly mentions onboarding and support responsiveness (varies)
  • Trustpilot: ratings depend heavily on customer segment and expectations—read recent reviews for context

Comparison Table

Provider Starting price Free tier/trial Best for Type AI assist Collaboration Export/compat highlights
PandaDoc Paid plans (pricing varies) Trial available (varies) General contract management software use cases Web app Yes/varies Yes/limited Exports + reporting (varies)
monday.com Paid plans (pricing varies) Free tier/trial (varies) Specific workflows (varies) Web app Yes/varies Yes/limited Exports + reporting (varies)
ClickUp Paid plans (pricing varies) Free tier/trial (varies) Specific workflows (varies) Web app Yes/varies Yes/limited Exports + reporting (varies)
DocuSign Paid plans (pricing varies) Free tier/trial (varies) Specific workflows (varies) Web app Yes/varies Yes/limited Exports + reporting (varies)
Ironclad Paid plans (pricing varies) Free tier/trial (varies) Specific workflows (varies) Web app Yes/varies Yes/limited Exports + reporting (varies)
Concord Paid plans (pricing varies) Free tier/trial (varies) Specific workflows (varies) Web app Yes/varies Yes/limited Exports + reporting (varies)
Contractbook Paid plans (pricing varies) Free tier/trial (varies) Specific workflows (varies) Web app Yes/varies Yes/limited Exports + reporting (varies)
Juro Paid plans (pricing varies) Free tier/trial (varies) Specific workflows (varies) Web app Yes/varies Yes/limited Exports + reporting (varies)
Agiloft Paid plans (pricing varies) Free tier/trial (varies) Specific workflows (varies) Web app Yes/varies Yes/limited Exports + reporting (varies)
Icertis Paid plans (pricing varies) Free tier/trial (varies) Specific workflows (varies) Web app Yes/varies Yes/limited Exports + reporting (varies)
Asana Paid plans (pricing varies) Free tier/trial (varies) Specific workflows (varies) Web app Yes/varies Yes/limited Exports + reporting (varies)
Smartsheet Paid plans (pricing varies) Free tier/trial (varies) Specific workflows (varies) Web app Yes/varies Yes/limited Exports + reporting (varies)

Buyer’s Guide: How to Choose contract management software

Start with your primary workflow

Define the exact workflow you need contract management software to support (intake → execution → review → reporting). The right tool is the one that fits your day-to-day process without workarounds.

Validate plan gating early

Many vendors reserve critical controls (permissions, audit logs, automation, integrations) for higher tiers—confirm the plan that includes your must-haves before you shortlist.

Confirm integrations and data portability

Check the systems you must connect (accounting, CRM, email, SSO) and the exports you need (CSV/PDF/API). Don’t get locked into a tool that’s hard to migrate from.

Compare security and admin controls

For teams, prioritize role-based permissions, audit trails, and SSO availability. These features determine whether the tool remains manageable as you scale usage.


FAQs

How many providers should I shortlist for contract management software?

Shortlist 3–5: a safe default, a best-value option, and one premium/enterprise pick, then validate them against your must-have requirements and integrations.

What’s the biggest mistake people make when buying contract management software?

They choose based on a feature checklist and skip workflow validation—test the real process from setup to ongoing use, and confirm plan gating and permissions.

Should I prioritize a free plan or a trial?

Trials are usually better for evaluating full capability, while free tiers are best for light usage—choose based on whether you’re testing fit or minimizing cost.

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