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5 Best Real Estate Contract Management Software Platforms for Brokers [2025 Comparison]
Real Estate Bees’ editorial team asked a number of industry-leading real estate agents and brokers to share their first-hand experience with their preferred software platforms to close real estate contracts to help our readers make a more educated purchase decision when researching available solutions.
Based on the received responses, we narrowed down all the platforms to the following 5 best real estate contract management tools:
- PandaDoc – Contract management tool for mid to enterprise-level brokerages
- Zoho Contracts – Contract management software for agents and teams on the go
- Contracts 365 – AI-powered contract contract management tool
- Quickbase – Contract management platform with insights and reporting features
- Precisely – Scalable contract management software for growing teams
With the help of the experts, we identified the best real estate broker contract management software tools and evaluated them based on critical factors that are important for real estate agents and brokers. Visiting retailers of the listed products by clicking links within our content may earn us commissions from your purchases, but we never receive any compensation for the inclusion of products and/or services in our consumer guides. Read our editorial guidelines to learn more about our review and rating process.
PandaDoc
PandaDoc is one of the most popular contract management services, best known for its ease of use, numerous third-party app integrations, and support for many industries.
The company was started in 2014 and has grown to become one of the largest SaaS platforms, with over 56,000 users worldwide.
While PandaDoc is designed for various industries, the platform is particularly well-suited for real estate brokers and teams, offering customizable contract templates, e-signing capabilities, and team collaboration tools.
This contract management software for real estate brokers is best for mid-size to enterprise-level operations.
Features
- Document management: PandaDoc has an extensive template library with hundreds of document types. The templates are easily customizable by using a smart drag-and-drop builder and can be saved for future use. Once realtors create their contracts, they can sign them electronically, share them with members of their real estate teams, and track document engagement.
- Online notarization: PandaDoc enables remote online notarization for real estate brokerages. To use the service, you’re required to book a session, and a state-commissioned online notary will be assigned to your case. On the scheduled date, join the session, confirm your ID, and sign the document. Various methods of ID verification are available, including biometric authentication and security questions.
- Automation: Brokers and teams can automate various processes. You can set up automatic email reminders and notifications, pull data from your real estate agent CRM, and auto-generate contracts based on document status, among other functions.
- Analytics: PandaDoc lets you track the open rate of sent documents, the amount of time spent on a page/section, the number of document downloads, and any changes in the status of the document.
- Team management: Admins using PandaDoc can add members to their account, control member access to documents and other resources, and assign tasks. Members get separate workspaces.
Plans and Pricing
PandaDoc offers three pricing plans, which are based on the size of the business:
- Starter: This plan costs $35/user/month ($19 for annual subscriptions) and offers basic contract management services. A free 14-day trial with no credit required is provided for new users.
- Business: The Business package costs $65/user/month (or $49 for annual subscriptions). The plan offers document management, custom branding, and automated workflows. PandaDoc provides a free demo for new Business plan clients.
- Enterprise: Large organizations can join this plan for customized prices based on the size of the business. The plan offers advanced automation options, API integration, advanced team management, as well as pricing and quoting tools.
Pros and Cons
Pros
- PandaDoc features a drag-and-drop contract builder and editor that’s easy to use.
- It’s a highly secured platform with industry-level encryption. Users can also set restrictions on content editing, implement role-based permissions, and track document changes.
- The real estate contract management software offers excellent 24/7 customer support.
Cons
- The platform is not tailored for small teams, as most of its features are designed for large-scale operations.
Integrations
- Zapier
- HubSpot CRM
- Pipedrive CRM
- Salesforce
- Zoho
- Microsoft Dynamics 365 CRM
- Nimble CRM
- PropertyRadar
- LeaseHub
- Microsoft OneDrive and Teams
- Google Workspace
- Greenhouse
- QuickBooks
- FreshBooks
- PayPal
- Stripe
Zoho Contracts
The Zoho Contracts software is a product of Zoho Corporation, specifically designed to handle contract-related and legal activity for brokers and teams.
It is equipped with all the required tools for contract management, including contract authoring and design, document security tools, e-signing software, and negotiation and communication tools.
Zoho Contracts is used in various industries besides real estate, including legal and finance.
The platform integrates seamlessly with Zoho CRM, allowing real estate professionals to manage their entire business under one roof.
Features
- Real estate contract configurator software: Zoho’s contract management module features numerous services and resources, including ready-to-use templates for commonly used contracts, a Word-powered document editor, and e-signing.
- Contract repository: All your contracts are stored within your Zoho Contracts dashboard. Search filters are available to help you easily find a specific document or contract type.
- Automated workflows: Zoho Contracts lets you build custom rules and triggers used to automate tasks and activities.
- Schedules and reminders: Real estate brokers using Zoho Contracts get access to a month view calendar, where they can see all their contract schedules and reminders.
- Audit trail: The platform lets you track the complete history of all contract-related changes, suggestions, and the users involved.
- Team collaboration tools: The Zoho contract lifecycle management system allows admins to add team members and clients to their account and assign tasks (using the contractual obligation module) while limiting the access they have based on roles.
Plans and Pricing
- Standard: This entry-level plan costs $30/user/month, or $25 if you choose to be billed annually. Additional users who only need to approve, reject, or collaborate on a contract (Lite Users) are required to pay $6/user for monthly billing and $5 for an annual subscription payment.
- Professional: You can purchase this plan for $48/user/month (or $40 for annual billing). Lite users pay $12/user for monthly billing and $10 for the annual billing option.
- Premium: A monthly subscription costs $60/user/month, or $50 for annual billing. Lite users pay $18/user for monthly billing, or $15 for annual billing.
Pros and Cons
Pros
- Zoho Contracts has a dedicated mobile app allowing you to run your business on the go.
- You can send password-protected documents as links, even to clients not using Zoho.
- The platform natively integrates with Zoho CRM.
Cons
- Zoho CRM users have to pay for Zoho Contracts separately, which increases the overall cost.
Integrations
- Zoho CRM and other subsidiary tools
- ChatGPT
Contracts 365
Contracts 365 is powerful real estate broker contract management software that’s used in a wide range of industries such as property management, legal, and finance.
The platform is designed for businesses that run on Microsoft 365 and features all the essentials of a CLM (Contract Lifecycle Management) service.
The Massachusetts-based SaaS company is one of the longest-serving contract management services, having been launched in 1996.
Features
- Instant contract creation: Contracts 365 has contract and clause templates with a wizard that lets you customize them.
- AI-powered document management: Real estate professionals and teams can use AI to extract important metadata from contracts. The AI is integrated into the document management module to summarize and view key contract details.
- AI negotiation tool: The Contracts 365 platform features an AI system that lets you upload third-party contracts and compare them with your current contract. The AI goes over the contract and makes instant suggestions for wording and sections you should clarify/add.
- Integrated e-signing: Adobe Sign and Docusign are integrated into Contracts 365, so you can digitally sign agreements.
- Task and team management: Contracts 365 allows you to build customizable workflows for your contract lifecycle. You can add team members and assign tasks to them, control user access to documents and other resources, as well as set reminders and alerts.
Plans and Pricing
Contracts 365 uses a personalized pricing approach in which clients have to contact the company and request a quote.
Users are required to provide information about the size of their business when requesting the quote.
That said, the CLM platform offers two service options:
- Standard: This option features the platform’s powerful contract lifecycle management tools and automation. It’s ideal for small and mid-sized teams.
- Enterprise: Here, you get more advanced automation, access to actionable insights, and more robust team and task management tools. This option is ideal for large organizations.
Pros and Cons
Pros
- The platform features AI support for contract evaluation and negotiation.
- Contracts 365 features have plans tailored to small, mid, and large organizations.
- The company offers many free resources, including webinars and e-books.
Cons
- Not ideal for businesses that don’t use Microsoft Dynamics 365 services.
- You have to contact the company about pricing.
- Contracts 365 supports few integrations.
Integrations
- Salesforce
- MS Dynamics 365
- Adobe Sign
- Docusign
Quickbase
Quickbase is a Massachusetts-based software company that offers several solutions to business owners, including project management, resource management, and compliance management, among others.
The platform also features a dedicated contracts management module that can be used by real estate agents and teams.
Quickbase can be accessed over browser or through its dedicated iOS and Google Play mobile apps.
Features
- Contract templates: Quickbase comes with ready-to-use contract templates that are easily customizable by using the built-in drag-and-drop editor.
- Custom workflows: The platform lets users build workflows specifically designed for construction contracts. You can assign responsibilities and set up automatic reminders for contract renewals and other activities, so no one in your team misses a task/deadline.
- Team management: Quickbase lets you add members to your team. Each member gets a dashboard where they receive and complete tasks, view permitted resources and contracts, and communicate in real time.
- Secure contract repository: Quickbase acts as a secure storage for all your contracts and activities associated with them. You can control editing and viewing for your team members.
- Insights and reporting: The Quickbase dashboard is equipped with an analytics section where you can assess your contract portfolio and generate business reports.
Plans and Pricing
Quickbase features three pricing packages (all billed annually):
- Team: This plan is priced at $35/user/month and features workflow automation, team collaboration tools, and basic reporting.
- Business: Small to mid-sized businesses can join this plan for $55/user/month and access everything in Team, plus single sign-on service, external collaboration tools, and advanced reporting.
- Enterprise: This plan is for large firms and teams that require more advanced customizations. You have to contact the company for personalized pricing.
Pros and Cons
Pros
- Lengthy 30-day free trial.
- Quickbase has a dedicated mobile app for easy, on-the-go access.
- Customers have praised the platform’s easy report generation, responsive filters, and comprehensive search functionality.
Cons
- Quickbase is more tailored to construction firms rather than real estate brokerages.
Integrations
- Zapier
- Google services
- Dropbox
- QuickBooks
- Salesforce
- HubSpot
- RingCentral
- WooCommerce
- Mailchimp
- ActiveCampaign
Precisely
Precisely (aka Precisely Contracts) is a contract management platform built to simplify the entire contracting process for real estate agents and brokers — no legal expertise required.
The platform features all the essentials expected from a CLM software, including contract generation, automated workflows, digital document signing, and collaboration tools.
To join the service, users are required to book a consultation on the official website.
Features
- Contract generator: Precisely contains contract templates that can be customized easily in minutes. All templates are compliant with legal requirements.
- Workflow automation: The platform allows you to streamline various aspects of the contract lifecycle, such as adding approval and signing, automating metadata tags for quick searches and reporting, setting up automatic reminders for contract-related notifications, and including formulas to eliminate manual calculations and errors.
- E-signing tools: The platform has numerous integrated e-signing tools, allowing you to use the best one for your business and deal.
- Smart archive: Precisely features a digital contract storage dashboard where you can organize, filter, analyze, and generate reports in seconds.
- Precisely AI: This proprietary AI tool scans third-party documents and summarizes them on your behalf, highlighting key clauses, dates, contract type and description, and other metadata.
- Zapier integrations: Precisely is Zapier-enabled to let users connect to thousands of real estate CRM solutions, accounting tools, marketing software, communication tools, and plenty of other software types.
Plans and Pricing
Precisely uses a personalized approach in regard to pricing. Focusing on understanding your business model and needs, the company determines customized fees.
That said, Precisely uses a license-based pricing model. A license includes full unlimited access to the platform, but cheaper options are available for view-only access.
Pros and Cons
Pros
- The company offers a free demo and trial.
- Zapier-powered integrations enable you to connect to thousands of third-party apps.
- Precisely is easily scalable — you can customize the platform as your team grows.
Cons
- You have to contact the company for pricing.
Integrations
- Zapier
- HubSpot
- Salesforce
- Slack
- Microsoft Teams
- Outlook Email and Calendar
- Docusign
- Adobe Sign
- Scrive
- Okta
- Microsoft Entra ID
- OneLogin
- JumpCloud
Kristina Morales is both a licensed mortgage loan originator and real estate agent in the State of Ohio. Inspired by her years of working with buyers and sellers and seeing a need for more consumer education, Kristina created loanfully.com, an online educational resource for borrowers and industry professionals. In addition to real estate sales and mortgage lending, Kristina had an extensive corporate career in banking, treasury, and corporate finance. She ended her corporate career as an Assistant Treasurer at a publicly traded oil & gas company in Houston, TX. Kristina obtained her MBA from the Weatherhead School of Management at Case Western Reserve University and her B.A in Business Management from Ursuline College.
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