6 Best Contract Management Software for Salespeople 2022

PandaDoc is document management software that helps businesses create, monitor, and esign contracts. Along with seamless CRM integrations, it offers a large library of legal clauses and templates. You can find relevant contracts, customize them, set a signing order, and email them without any esignature limits. In all tiers, activity tracking keeps you in the loop on contracts' status, making PandaDoc perfect for businesses looking for solid, affordable features. 

Because PandaDoc is a versatile tool for document management, its robust features and fair pricing earned it a top spot in our guides to the best proposal software and the best electronic signature software.

PandaDoc Pricing

• Free Version: Support for unlimited users, esignatures, and document uploads
• Essentials: $19 per user, per month
• Business: $49 per user, per month
• Enterprise: Call for quote
• Free Trial: 14 days

PandaDoc Key Features

• Template Library: Choose from hundreds of contract templates and clauses to create personalized, legally binding contracts. 
• Approval Workflows: Replicate and enforce your existing contract approval process and rules with permissions and workflow automation. 
• Drag and Drop Document Editor: Easily create your contracts with a simple drag and drop user interface. 
• CRM and Zapier Integrations: WIth the Business package, PandaDoc will integrate with 10+ CRMs and other tools through Zapier. 
• Collaboration Tools: Make comments on the contract for team members to see or use online chat to negotiate with clients.

DocuSign is a digital agreement platform offering powerful workflows. Its CLM product can tell you when a contract is up for renewal, then autopopulate customer data from your CRM into a template. During negotiations, it will flag risky verbiage and suggest changes, and after signing, it'll auto-store the contract in a central location and update your customer's CRM record. This makes DocuSign great for those looking to heavily automate their contract processes.

DocuSign's esignature capabilities also merited the top spot in our review of the best electronic signature software. Check it out to learn more about DocuSign eSignature, which is included in DocuSign CLM.

DocuSign Pricing

• DocuSign CLM: Call for quote
• Free Trial: 30 days

DocuSign Key Features

• Multi-Language Support: Recipients can sign contracts in 44 languages and users can send them in 14, fostering global partnerships. 
• Centralized Repository: Save, tag, and organize contracts in a filterable and searchable online location to easily find documents. 
• Contract Agreement Workflows: Create custom contract agreement workflows to eliminate bottlenecks and increase compliance. 
• Auto-Populating Document Templates: Create templates that automatically fill in data from other systems and supported languages.
• Clause Library: Select from a pre-approved clause library to make changes to the contract during negotiation.

Zoho Contracts is a contract management tool within Zoho's product suite. While it offers paid plans for the most functionality, its free version provides the key features most small businesses need: a contract editor with fillable fields, collaborative editing, approval workflows, esignature reminders, and more. Upgrading gives you access to security and data privacy tools, Zoho CRM integration, and additional documents, but the free plan is a good place to start.

Zoho Contracts includes access to Zoho Sign, which we found to be one of the best electronic signature software.

Zoho Contracts Pricing

• Free Version: Support for 3 users and 5 contracts per month
• Standard: $50 per user, per month; 25 monthly contracts per user
• Professional: $65 per user, per month; unlimited contracts per user
• Free Trial: 15 days

Zoho Contracts Key Features

• Native Esignature: Zoho Contracts includes Zoho Sign, so you can receive notifications when your customers sign or send reminders when needed.
• Editing and Commenting: Sellers and buyers can suggest changes to facilitate collaboration and negotiation, and you can add comments for only your team to see. 
• Document Editor: Create a contract with Zoho Writer, incorporate certain clauses from a library, and enter values into fillable fields.  
• Renewal Reminders and Letters: Receive an alert when a contract is due for renewal, then have the platform generate a renewal letter using details from your contract.
• Zoho CRM Integration: In the Professional tier, integrate Zoho Contracts with Zoho CRM to bring customer information into a contract from their contact record.

Outlaw is a contract management platform offering rich features to draft, send, sign, and store documents. Contracts in its searchable database can be filtered by deal status, template, date, and more. Robust reporting features show contracts out for small to large deals plus average close time, contested clauses, seller performance, and more. You can also view reports in a dashboard, making Outlaw right for businesses wanting real-time feedback on their contracts.

Outlaw Pricing

• Flat-Rate Core User: Call for quote

Outlaw Key Features

• Clause Libraries: Autosave your top clauses, create links between templates, and allow your draft to complete clauses for you.
• Live Edits and Comments: Resolve your customers' redlined contract changes in real time and respond to threaded comments in the contract.
• Advanced Security: Keep all versions of your documents safe and private between you and your customer, and accept or decline access requests.
• CRM Integrations: Use native integrations with Salesforce, HubSpot, and Pipedrive or use Zapier for third-party CRM integrations. 
• Compatible Esignatures: Allow your customers to sign your contracts from anywhere using any device.

HoneyBook is a CMS that helps users organize their clients and contracts. Send a contract to your customer for signing, then follow up with an invoice payable via HoneyBook's secure client portal. The customer can see proposals, contracts, and transactions associated with the project and send you messages in the portal, so HoneyBook is a good option for small businesses that want to make updated contracts and files easily accessible to their customers.

If you're looking for software to help you build and send proposals in addition to contracts, HoneyBook earned a top spot in our editorial review of the best proposal software, as well.

HoneyBook Pricing

• Starter: $9.00 per month for one user
• Unlimited Annual: $32.50 month for unlimited users
• Free Trial: 7 days

HoneyBook Key Features

• Reminders and Notifications: After sending a contract, track its activity and follow up to encourage signing or negotiations.
• Branded Client Portal: Replace HoneyBook's branding with your own logo, imagery, colors, business name, and preferred verbiage.
• Internal Billing System: Send an invoice for your customer to pay directly through HoneyBook's client portal. 
• Custom Templates: Start drafting your contract using HoneyBook's templates or save your typical contracts as templates to use again.
• Smart Fields: Autofill your contract with key information about your company, your customer, and the deal you're working on together. 

Pipedrive is a sales-focused CRM with a Smart Docs add-on for contract management. Create a shareable template from a commonly used contract, then Pipedrive will autofill certain fields using your product catalog or a contact record. After sending a contract, track its activity and send reminders from within the CRM to encourage your customer to sign or negotiate. Pipedrive Smart Docs is a useful tool for those needing a way to manage their contacts and contracts.

In addition to its contract management capabilities, we found Pipedrive and its Smart Docs add-on to be one of the best electronic signature software for those looking to combine CRM functions with esignature functionality.

Pipedrive Pricing

• Essential: $14 per user, per month
• Advanced: $29 per user, per month
• Professional: $49 per user, per month
• Power: $64 per user, per month
• Enterprise: $99 per user, per month
• Smart Docs Add-On: $32.50 per company, per month in Essential and Advanced; included in Professional and Enterprise
• Free Trial: 14 days for Pipedrive and Smart Docs
• Additional sales and marketing add-ons also available for purchase

Pipedrive Key Features

• Shareable Templates: Make a template out of your most used contracts, and share them with the entire sales team to promote consistency and standards.
• Reminders and Notifications: Send reminders to customers so they're more likely to sign a contract quickly, and get an alert when it's been signed so you can move on to next steps.
• Cloud Imports and Uploads: Import a contract from any Google Drive application or from Microsoft OneDrive or SharePoint, or upload a PDF.
• DocuSign Integration: After finalizing a contract draft, create an envelope in DocuSign, send it, and receive updates when it's been opened and signed.
• Autofillable Fields: Automatically complete template fields and tables using relevant product or contact information.

For a closer look at Pipedrive, check out our Pipedrive review, which incorporates user feedback and our own analysis. To learn more about Pipedrive and Smart Docs, visit their site: