





Audit Trails and Version Control






Supported Operating System(s):
Web browser (OS agnostic)About Icertis
Icertis provides cloud-based contract lifecycle management (CLM) solutions that enable businesses to manage all stages of a contract’s 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.
...Audit Trails and Version Control
Supported Operating System(s):
Web browser (OS agnostic)Average User Ratings
Overall
Ease-of-use
4.5
Value for money
4.0
Customer support
4.0
Functionality
4.0
Likelihood to Recommend
Not likely
Very likely
February 2019
Scott from Vallen Distribution, Inc.
Company Size: 1,001-5,000 employees
Industry: Wholesale
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
February 2019
Icertis Contract Management
Our company implemented the Icertis platform in 2016. It has completely transformed our CLM process. We thought we were buying a software package, but instead got a CLM platform that completely transformed our approach to contracts. We have reduced turnaround time and have greater visibility of our contracts and commitments. We are coming to the end of our three year contract and have already committed to signing a new three year contract. Icertis has been a great partner and we are excited to continue our relationship well into the future!
Pros
The Icertis platform is very user friendly and intuitive. The functionality allows flexibility and customization. Using Icertis makes your CLM process seemless across the organization. The reporting capabilites are very useful and system reliability is flawless. Icertis customer service is second to none. The vast majority of our helpdesk tickets have been resolved in less than 24 hours.
Cons
From an administration standpoint, if you make a mistake and move a document to executed state, you cannot "undo" the mistake and instead have to enter a helpdesk ticket to get the issue resolved.
April 2018
Deb from Vertiv Co
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
3.0
Value for money
3.0
Customer support
5.0
Functionality
4.0
April 2018
I sourced, and implemented this tool for our Global buy side
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
August 2020
Anonymous
Company Size: 5,001-10,000 employees
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
3.0
Value for money
2.0
Customer support
2.0
Functionality
3.0
August 2020
Clunky Software
Manage legal contracts including sales agreements, NDAs, etc.. including the signing process and document management.
Pros
The software does automate contract management to an extent. It integrates, to an extent, with DocuSign and SalesForce.
Cons
The software is quite clunky. The interface is not good, and lots of design decisions make little sense when comparing against industry standards, or intuitive design. I would not consider is SaaS as it requires significant customization and development. Even after years of customization and development, the software is still not "stable" as I would like. There appears to be a significant conflict of interest between "Fixing the out of the box software bugs/lack of features" vs "enhancement/configuration/customization requests" with their support/consulting team. If the technology team at my company would have been more involved, the decision to purchase the software would likely had been different. But instead, we are asked to come in after implementation to support/clean up the mess.
September 2018
David from Vallen Distribution, Inc. formerly Industrial Distribution Group, Inc.
Company Size: 1,001-5,000 employees
Industry: Wholesale
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
4.0
Customer support
5.0
Functionality
5.0
September 2018
Game changer for our contract process
The implementation and go live were highly supported and done on time and on budget. We have gained a highly controlled contract process and financial model approval flow as well as a central repository for all of our documents. The ability to administer most changes we need in the system ourselves with little or no support is a bonus.
Pros
Full featured platform that provides us control over much of the configuration and the contract elements we use. Work flows for approvals is a key to our process and ICM worked with us to fit a specific need without any customization. Ease of use, extremely good customer support and responsiveness to issues.
Cons
There are a few steps that require more clicks to access than is preferred. I believe the new UI will provide some improvement there.
April 2018
Trevor from Vertiv Co.
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
5.0
Customer support
5.0
Functionality
4.0
April 2018
Icertis made creating NDAs a breeze.
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.