Icertis Software


 

Icertis is a cloud-based contract lifecycle management (CLM) solution that provides businesses tools and functionalities, which help them to manage different stages of a contract lifecycle. Key features include approval workflow, auto extraction, milestone tracking, contract drafting and more.

In addition to the traditional four functional axes of contract management solutions that are authoring, execution, boilerplate and administration, Icertis also offers compliance/governance and risk management. It enables users to track transactions to enforce contract terms across order-to-cash and procure-to-pay processes. The solution's analytics and reporting features help managers to monitor contractual risk, quantify contractual performance and manage negotiation intelligence.

Additionally, offers proposal management, APIs and features an open architecture. Icertis supports integration with various third-party applications such as Adobe Sign, Box, DocuSign, Cloudmoyo and more. It offers support via phone, email, FAQs and an online support portal.

 

Icertis - Dashboard
 
  • Icertis - Dashboard
    Dashboard
  • Icertis - Agreements
    Agreements
  • Icertis - Reports
    Reports
  • Icertis - Contract types
    Contract types
  • Icertis - Version comparison
    Version comparison
Supported Operating System(s):
Web browser (OS agnostic)

12 Reviews of Icertis

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Deb from Vertiv Co

April 2018

April 2018

I sourced, and implemented this tool for our Global buy side

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One uniform database for all of our buy side agreements across the globe. We have consolidated many systems to one.

Pros

Ease of use, support and service. People are fantastic to work with. The tool is best of bread with improvements to come. The project teams that I have worked with have gone above and beyond to ensure that our needs were met, on time, and on budget. I have been very pleased with the tool. My users as a whole have also appreciated the search features and the ability to setup deviation approvals. Very pleased with the technology and the people.

Cons

It takes a bit of time to configure the tool and get it to work. Once it is setup it works flawlessly. I wish that the tool had more features for the negotiation portion of the clm

Review Source: Capterra
 

Karen from Vertiv Co

April 2018

April 2018

Icertis is the most complete contract management system I've utilized in my 20+ years in Logistics

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Pros

Very easy to update contracts and track changes and updates. Also, it knows what I can update and what legal needs to review

Cons

Set up for Logistics can be difficult when the platform is focused on the main business. There is some limitations due to the need to create a template and not able to create ad hoc.

Review Source: Capterra
 


April 2018

April 2018

We've had a seamless and positive experience with iCertis

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enterprise-wide centralized CLM platform, redlining/negotiation efficiencies, compliance, analytics

Pros

iCertis has built their platform with an API-first architecture. This enables endless integration opportunities. Also, the fact that iCertis is purely cloud-based.

Cons

Currently, there are no integrations with Oracle. However, this is on their roadmap. Additionally, there are limitations with phone channels.

Review Source: Capterra
 

John from Vertiv

April 2018

April 2018

I had an awesome experience working with the beta site, uploading contracts for review.

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Pros

I liked how accurate the platform was with identifying the fields listed within the contract. There was a function that showed the weight of the attribute match.

Cons

The system could use more development in the Artificial Intelligence space. Conversion of contracts are difficult when a business does not have a standard contract type.

Review Source: Capterra
 

Trevor from Vertiv Co.

April 2018

April 2018

Icertis made creating NDAs a breeze.

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Pros

I like the ease of use for this software when creating NDAs and other smaller documents. The integration with DocuSign is seemless and internally the process is much more efficient. I also like that it is a hub for all of our users to store their contracts, when in days past we had to go looking for documents in personal folders.

Cons

It's a bit clunky with larger agreements and much of then negotiations have to take place outside of the software. I also dislike how many updates I get when creating a single document, something I'm sure I could turn off but I have yet to find out how. It is also a bit of a bear to upload contract on third party paper to the system, something I believe is about to change.

Review Source: Capterra
 

Patrick from Vertiv Co
Number of employees: 10,000+ employees Employees number: 10,000+ employees

April 2018

April 2018

GREAT PRODUCT!

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A consolidated platform to perform all contract management functions.

Pros

Ease of Use and the Contract management capabilities. The ability to quickly and accurately identify contracts and the platforms agility.

Cons

Currently, I do not have any feedback for this section. However, I will state that I have been engaged with partners at Icertis and they are continually investing in the platform and the identified future enhancements are cutting edge.

Review Source: Capterra
 

Delgado from SIDOR

April 2018

April 2018

It helps us with the controls of contracts, its amazing

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thanks to this software we have improved greatly with the organization of contracts

Pros

This has been the easiest software that we have used at work, it is customizable and it helps us a lot with the administration and control of contracts, since we used it we have not had any problems

Cons

We have not had any problem with this platform, the doubts that we have had have been resolved thanks the customer support

Review Source: Capterra
 


April 2018

April 2018

The custom features are excellent!

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Pros

Icertis has been the easiest and most customizable software I've used thus far! Since merging to Icertis, contract management has become very efficient.

Cons

There hasn't been any issues or concerns that the Customer Support Team at Icertis hasn't been able to answer or help us with!

Review Source: Capterra
 

Sachin from KPIT Technologies Limited
Number of employees: 10,000+ employees Employees number: 10,000+ employees

March 2017

March 2017

A User friendly and robust contract management tool

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We have been using ICLM for more than 2 years now. We have managed to overcome the challenges that we had been facing in our traditional way of managing contracts. Contract Management has become a lot more easier now. The team at ICERTIS understood our requirements and has been able to customize the tool as per our needs and to our satisfaction. The tool is quite user friendly and we have seen faster acceptability of the same within our sales team located across the globe.

Review Source: Capterra
 

Michelle from Silverado

January 2015

January 2015

Went live within 60 days

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We are delighted to be fully up and running on the Icertis Contract Management system! The system is fully functional and working according to the specifications we provided. All of this was accomplished in less than 60 days since we did the kickoff and we appreciate the diligence and follow through on the commitments you made. We look forward to using the system here at Silverado.

Review Source: Capterra
 

Rita from Roche Diagnostics

January 2015

January 2015

innovative approach towards contract management process

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Icertis' innovative approach to contract process streamlining and automation using SharePoint helped us plug revenue leakage and set us up for working even more closely with our sales teams.

Review Source: Capterra
 

Michel from Microsoft

January 2015

January 2015

Scalable, Easy to use and Readily customizable product

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As a global business executing hundreds of thousands of contracts annually, Microsoft Corporation needed a solution that was scalable, easy to use and readily customizable to our unique processes. Of all the vendors we evaluated, the Icertis CLM product had the best architecture, the most inspired user interface, and a compelling and innovative approach to managing the contract lifecycle process. We have deployed the product globally, with great user adoption and high satisfaction.

Review Source: Capterra