Icertis Contract Management Software Reviews & Product Details

It is a holistic solution which is very imperative for an any-scale organization. It ensures that the lifecycle of all types of contracts is streamlined and managed in a best-structured manner. Review collected by and hosted on G2.com.

I would quote here my personal encounter with ICM and the asks that would have been cherry on top for me. First, though Icertis supports multi-languages, limited to geographies outside India. Support for regional languages would have been an added advantage. Secondly, an effective OCR capability built it would have been very useful. Review collected by and hosted on G2.com.

Easy to use and has complete capabilities for minimizing risk, leveraging compliance and analytics Review collected by and hosted on G2.com.

Nothing to tell at the moment for dislike. Once we deployed the icm and golive we will have clear idea for this. Review collected by and hosted on G2.com.

The user interface...the features...support from iclm team. Review collected by and hosted on G2.com.

no downside as such. performance issues were being faced..however those were tackled. Review collected by and hosted on G2.com.

Accountability

Document flow history tab

Acts as document repository Review collected by and hosted on G2.com.

Upgrades are not being made available to our organisation automatically. Review collected by and hosted on G2.com.

Icertis created the bid analysis/tabulation for us to specifically cater to our requirement in construction. Review collected by and hosted on G2.com.

The system access/permission rights need to be improved. Review collected by and hosted on G2.com.

We are a leading aviation company that integrates Icertis with our instance of Salesforce to house and execute thousands of contractual agreements. Using a powerful cloud-based platform, Icertis accommodates for numerous product templates and contract types required by our business. Icertis helps to streamline the contracts lifecycle process with sophisticated approval routing and tracking, efficient document version control and robust search capability. A highly responsive and knowledgeable technical support team allows our on-site Icertis administrators to provide excellent customer service to the sales team. In addition, our Icertis account team partners with us on system enhancements and upgrades as our needs change and evolve. Review collected by and hosted on G2.com.

Enhancements can take a while to complete depending on the coding involved. The UAT environment isn't always stable as changes are being made although more recently, customers have the option to purchase a third environment. Review collected by and hosted on G2.com.

To manage our contract process easy and user friendly Review collected by and hosted on G2.com.

Now at we are not implementation of software Review collected by and hosted on G2.com.

Ease of use, leading technology in the CLM world, great support and interaction with us as a customer, they seek our input on what is needed/wanted. Adapted well to some of our specific needs. Work flows for approvals specific to our needs is a huge win for us in this system. Icertis support/help desk is the most responsive I have worked with in any IT area. Review collected by and hosted on G2.com.

Some of the User interfaces require a few too many clicks to reach the desired function or record. We have found the interface with Docusign to be cumbersome and so we use it outside the system. Part of that is due to our own internal habits and processes for providing documents to our customers. Review collected by and hosted on G2.com.

Icertis is very robust and all aspects of the contract are right at your fingertips. No searching for files or losing versions. You can review the complete approval process, who signed, where it sits currently, the next steps. The best part is that icertis seamlessly links with Salesforce. You can work entirely in Salesforce and manage all phases of the contract from within an opportunity. Review collected by and hosted on G2.com.

Reporting and ability to easily export data, but that is changing with the new analytics. Review collected by and hosted on G2.com.

Central location of documents, electronic signature, compatibility with MS Word. Attachment capability is a great feature, record retention. I like the dashboard, instant view of status and document creation performance metrics. Review collected by and hosted on G2.com.

Lack of speed, Lack of confidence uploading and downloading documents and retaining changes. It seems to have a mind of its own pulling previous document versions. The naming convention/search feature doesn't save. Also default to 32 page viewing should be the default view vs. selecting page view each time. I will create hundreds of agreements along with many colleagues, and searching would be much faster. Review collected by and hosted on G2.com.