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ContractWorks

by ContractWorks (an Onit product) · Contract Lifecycle Management

Simple contract management software for centralized storage, tracking and e-signature.

Works with
Salesforce, Generic ERP/CRM
Deployment
Cloud
Company size
Small business, Mid-market, Enterprise
Pricing
Flat-rate subscription based on document storage volume and e-signature licenses
Headquarters
Atlanta, United States

Overview

ContractWorks is a contract lifecycle management (CLM) platform, now part of Onit's product portfolio, aimed at legal teams, contract managers and general counsel who need a simpler alternative to enterprise CLM suites. It centralizes contract storage in a searchable repository, uses AI-powered auto-tagging to extract key metadata (effective dates, renewal dates, contract types, obligations) on upload, and provides milestone alerts so nothing falls through the cracks.

Beyond storage, the platform supports drafting and collaboration through pre-approved templates and clause libraries, conditional approval workflows intended to compress review cycles from weeks to days, built-in electronic signatures, and reporting dashboards with full audit trails. It is positioned as fast to implement (documents can be uploaded and organized in minutes) with unlimited users included on every plan rather than per-seat pricing.

ContractWorks connects to Salesforce via a dedicated AppExchange connector so users can send documents like quotes and contracts from Salesforce straight into ContractWorks, and it exposes an API that customers can use to integrate the repository with other CRMs, ERPs or reporting tools. The company was previously affiliated with SecureDocs before its product line was folded into Onit.

Features & capabilities

Document Repository & Search

Centralized, secure storage for all contracts with full-text search.

  • Centralized searchable contract repository
  • Full-text search across uploaded documents
  • Unlimited users on every plan
  • Role-based permissions and access control
  • Audit trail of document activity

AI-Powered Tagging & Metadata

Automated extraction of key contract data on upload.

  • AI auto-tagging of effective dates, renewal dates and contract types
  • Custom metadata fields
  • Bulk document upload and tagging

Drafting & Collaboration

Template-driven contract creation and review.

  • Pre-approved contract templates
  • Clause libraries
  • Side-by-side collaborative editing
  • Version history

Approval Workflows

Configurable routing to speed up contract review and sign-off.

  • Conditional approval workflows
  • Automated routing and notifications
  • Status tracking through the approval cycle

E-Signature

Built-in signing without a separate e-signature subscription.

  • Built-in electronic signature capability
  • Tiered e-signature license counts by plan

Reporting & Alerts

Visibility into contract status, obligations and key dates.

  • Real-time reporting dashboards
  • Key-date and renewal milestone alerts
  • Custom report builder

Common use cases

  • Building a single searchable repository for all executed contracts across a legal or procurement team
  • Automating extraction of renewal and expiration dates so contracts don't silently auto-renew or lapse
  • Routing new contracts through a conditional approval workflow to cut review time
  • Sending quotes and order forms from Salesforce directly into a contract repository for storage and tracking
  • Signing contracts electronically without a separate e-signature tool
  • Giving unlimited internal stakeholders read or edit access to contracts without per-seat licensing costs
  • Running audit-ready reporting on contract obligations and approval history

Strengths & considerations

Strengths

  • Flat-rate pricing by document volume with unlimited users included, rather than per-seat licensing common among CLM competitors
  • Positioned as fast to implement, with vendor claims of contracts organized and searchable within minutes rather than the multi-week rollouts typical of enterprise CLM
  • Built-in e-signature and AI auto-tagging included in the base subscription rather than sold as add-ons

ERP integrations

SalesforceMarketplace →
Prebuilt connector (AppExchange)One-way (Salesforce to ContractWorks)

Sends documents such as quotes and contracts from Salesforce into ContractWorks with one click

Generic ERP/CRM
APIBi-directional

Open API for integrating the contract repository with other CRM, ERP or reporting systems; no certified ERP connectors (e.g. SAP, NetSuite, Dynamics) were verified

Pricing

Model
Flat-rate subscription based on document storage volume and e-signature licenses
Starting price
$600/month (unlimited users)
Free trial
Yes

Two published tiers, Standard and Premium, priced by document storage volume and number of e-signature licenses rather than per user; both include unlimited users, implementation support, training and 24/7 support. Enterprise deployments with higher storage and e-signature needs are quoted individually. Get an independent shortlist with pricing guidance below.

Technical & security

Hosting
SaaS (multi-tenant)
Compliance
SOC 2 Type 2

About the vendor

Headquarters
Atlanta, United States
Ownership
Owned by Onit, Inc.

Alternatives to ContractWorks in Contract Lifecycle Management

ContractWorks — frequently asked questions

Does ContractWorks integrate with Salesforce?

Yes. ContractWorks offers a dedicated connector on the Salesforce AppExchange that lets users send documents such as quotes and contracts from Salesforce straight into the ContractWorks repository with one click.

How much does ContractWorks cost?

ContractWorks uses flat-rate subscription pricing based on document storage volume and e-signature license count rather than per-user fees, with published starting prices around $600/month for unlimited users across the Standard and Premium tiers. Larger enterprise needs are quoted individually.

Does ContractWorks connect to ERP systems like SAP or NetSuite?

ContractWorks does not publish certified connectors for major ERPs such as SAP, NetSuite or Microsoft Dynamics. It exposes an API that customers can use to build custom integrations with ERP, CRM or reporting systems, and it has a prebuilt Salesforce CRM connector.

Who is ContractWorks built for?

It targets legal teams, contract managers and general counsel who want a simpler, faster-to-implement contract repository and workflow tool rather than a heavyweight enterprise CLM suite.

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