Average Ratings 3 Ratings

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ease
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design
support

Average Ratings 0 Ratings

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Description

Secure corporate governance software for advanced contract management, secure board meeting management, intuitive entity management, and effortless virtual data rooms (VDR). ContractZen is the #1 solution for effective corporate governance, due diligence readiness, and peace of mind and is already loved by hundreds of customers in over 30 countries. With ContractZen, you're able to: 1. easily save and instantly discover contracts with automatic reminders 2. securely share meeting materials and sign meeting minutes electronically 3. clearly visualize organizational structure with ownership chart and corporate records 4. automatically organize files and easily manage access rights in due diligence

Description

Each quarter, there’s a week where workloads increase dramatically, stress levels soar, and teams find themselves scrambling to prepare for important meetings. Consequently, board meetings have transitioned into a task to endure rather than a valuable opportunity for insight. Surfboard addresses these inefficiencies by simplifying cumbersome processes, streamlining workflows, and maximizing your efficiency, ensuring that you can avoid the last-minute rush. With automated workflows and seamless communication integrated into the system, time-consuming tasks are minimized, allowing you to focus on critical business decisions rather than mundane routines. Presenting outdated updates from previous months during quarterly meetings is not only inefficient but also unproductive. Instead, our platform automatically generates relevant updates throughout the quarter, freeing up your meeting time for more meaningful discussions and strategic planning. This transformation means you can allocate your energy towards initiatives that truly drive your business forward.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Adobe Acrobat Sign
Assently E-Sign
Azure Marketplace
Docusign
Microsoft 365
Microsoft Outlook
Microsoft Teams
Visma Sign

Integrations

Adobe Acrobat Sign
Assently E-Sign
Azure Marketplace
Docusign
Microsoft 365
Microsoft Outlook
Microsoft Teams
Visma Sign

Pricing Details

$9.50/month/user
Free Trial
Free Version

Pricing Details

$149 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

ContractZen

Founded

2014

Website

www.contractzen.com

Vendor Details

Company Name

Surfboard

Country

United States

Website

www.surfboard.team/

Product Features

Board Management

Agenda Time Management
Approval Process Management
Board Assessment
Calendar Management
Collaboration
D&O Questionnaires
Document Management
Electronic Signature
For Nonprofits
Member Directory
Minutes Management
Polls / Voting
Role-Based Permissions
Roles and Terms
Single Sign On
Skills Tracking

Contract Management

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

Entity Management

Access Control
Compliance Management
Contract Management
Corporate Structure Management
Document Assembly
Due Date Tracking
Electronic Filing
Electronic Signature
Multi-Jurisdictional
Ownership Tracking
Records Tracking
Registered Agent Services Integration
Subsidiary Governance
Task Management

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Meeting

Action Item Tracking
Agenda Management
Attendee Management
Board Meetings
Committee Meetings
Internal Meetings
Invitation Management
Legislative Meetings
Materials Management
Meeting Feedback
Meeting Preparation Tools
Meeting Room Booking
Minutes Management
Post-Meeting Tools
Scheduling
Travel Management
Voting Management

Virtual Data Room

Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview

Product Features

Board Management

Agenda Time Management
Approval Process Management
Board Assessment
Calendar Management
Collaboration
D&O Questionnaires
Document Management
Electronic Signature
For Nonprofits
Member Directory
Minutes Management
Polls / Voting
Role-Based Permissions
Roles and Terms
Single Sign On
Skills Tracking

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