Best Contract Management Software for Agencies (2026)

PandaDoc combines proposals, quotes, and contracts with e-signatures. Create documents from templates, use merge fields, and track when clients view and sign. The platform excels at document automation—pre-fill from CRM, conditional content, and workflow triggers. Agencies use it for proposals that turn into signed contracts.

Template library includes sales and business templates; agencies often customize for SOWs and MSAs. Analytics show document performance. Integrations connect to CRM, payment, and project tools. PandaDoc is more powerful than basic e-sign tools but less than enterprise CLM. It doesn't include client portal or project management—contracts are the focus.

Pricing starts at $19/user/month. PandaDoc suits agencies that prioritize polished proposals and contract automation. For full client lifecycle (projects, billing, portal), pair with an all-in-one or use AgencyPro/HoneyBook.

DocuSign is the e-signature standard. Send documents for signature, track status, and store signed copies. It supports advanced workflows, templates, and integration with hundreds of apps. Enterprises and regulated industries trust DocuSign for legal validity and compliance.

Agencies use DocuSign when clients expect a familiar, trusted brand. The interface is straightforward. Template library and bulk send support high volume. Contract lifecycle features (version control, renewal) exist on higher plans. DocuSign doesn't include proposals, client portal, or project management—it's e-sign focused. All-in-one platforms may include simpler e-sign and reduce tool count.

Pricing starts at $25/user/month. DocuSign suits agencies that need best-in-class e-signatures and compliance. For integrated contracts with client portal, consider all-in-one platforms.

HelloSign (Dropbox Sign) provides straightforward e-signatures. Upload documents, add fields, send for signature. It integrates deeply with Dropbox for storage and file management. Template support is more limited than PandaDoc or DocuSign. HelloSign is a solid, affordable e-sign tool.

Agencies using Dropbox find HelloSign a natural fit. It's simpler than DocuSign—fewer features, lower price. No version control or renewal alerts out of the box. For basic agency contracts (NDAs, simple SOWs), HelloSign works. For proposals-to-contracts workflows or advanced templates, PandaDoc is stronger.

Pricing starts at $15/user/month. HelloSign suits budget-conscious agencies that need reliable e-sign. For integrated contract management with client portal, all-in-one platforms offer more.

Bonsai combines contracts, proposals, invoicing, and time tracking for freelancers and small teams. Pre-built contract templates for freelancers (NDA, freelance agreement, etc.) speed setup. E-signatures are included. The platform is affordable and easy to use.

Bonsai suits solo creatives and very small agencies. Contract features are basic—templates and e-sign, but limited version control or renewal tracking. For growing agencies with multiple clients and complex agreements, Bonsai may feel limited. It's a good entry point; agencies often graduate to AgencyPro, HoneyBook, or PandaDoc.

Pricing starts at $17/month. Bonsai offers strong value for freelancers. For agencies needing client portal, project management, and advanced contracts, consider alternatives.

HoneyBook provides contracts, proposals, invoicing, and client management in one platform. Contracts integrate with proposals and workflows. Templates support creative professionals (photographers, designers, planners). E-signatures are built-in. Clients receive and sign through HoneyBook's interface.

The platform excels at workflow automation—contract signed triggers next steps. Client communication and scheduling are included. HoneyBook doesn't offer full client portal or project management like AgencyPro. It's strongest for solopreneurs and small creative teams. For agencies with multiple team members and complex projects, AgencyPro may fit better.

Pricing starts at $39/month. HoneyBook suits creative professionals who want contracts as part of an all-in-one. For agency-focused features (client portal, time tracking, team collaboration), compare with AgencyPro.

Ironclad is a contract lifecycle management (CLM) platform for enterprises. It handles complex workflows, approvals, compliance, and integration with legal and sales systems. Agencies with in-house legal or high contract volume may consider it. For most small to mid-size agencies, it's overkill.

Ironclad offers powerful features: contract drafting, negotiation, approvals, renewals, and analytics. Pricing is custom and typically substantial. It suits agencies with hundreds of contracts, strict compliance needs, and budget for enterprise software. For standard agency contracts (MSA, SOW, retainer), simpler tools suffice.

Pricing is custom. Ironclad suits enterprise agencies. For most agencies, PandaDoc, DocuSign, or all-in-one platforms are more appropriate.

ContractWorks focuses on contract storage, search, and analytics. Upload existing contracts, extract key terms, and search across your repository. It's less about creating and signing—more about managing contracts you already have. Integrates with DocuSign for e-sign. Renewal alerts and compliance tracking are included.

Agencies with large contract backlogs benefit from repository and search. ContractWorks helps find "all contracts with client X" or "contracts expiring in 90 days." For creating new contracts and proposals, use PandaDoc or DocuSign alongside. ContractWorks is a complement, not a replacement, for document creation tools.

Pricing starts around $600/month. ContractWorks suits agencies with significant contract volume. For most agencies, all-in-one or PandaDoc/DocuSign covers creation and storage.

Concord offers collaborative contract creation and negotiation. Teams can work on contracts together, comment, and track versions. Workflow automation handles approvals and routing. E-signatures, templates, and renewal management are included. Concord targets mid to large organizations.

The collaborative aspect appeals to agencies with legal or ops teams involved in contract review. Pricing is custom. For small agencies, the complexity and cost may not justify. For agencies with dedicated contract managers, Concord streamlines collaboration.

Pricing is custom. Concord suits mid to large agencies with collaborative contracting needs. Smaller agencies typically use PandaDoc, DocuSign, or all-in-one platforms.

Agiloft provides configurable contract lifecycle management. No-code customization lets organizations adapt workflows, templates, and compliance rules. It's powerful for enterprises with specific requirements. Implementation and pricing are enterprise-scale.

Agiloft suits large organizations with dedicated legal/ops teams. For most agencies, it's beyond scope. Simpler tools (PandaDoc, DocuSign, AgencyPro) handle agency contract needs. Agiloft is for agencies with hundreds of contracts and complex legal processes.

Pricing is custom. Agiloft is an enterprise CLM. For agency contracts, consider PandaDoc, DocuSign, or all-in-one platforms first.