Icertis Reviews

“tough upgrade and onboarding process

Pros

I think it's impressive for enterprise-wide use. I appreciate having one system across both buy and sell sides which makes updates, e-signatures, maintenance and role-based access much easier to manage.

Cons

Although the vendor was flexible and allowed customization maintaining those customizations during upgrades became tough. From my perspective the implementation team didn't guide us on best practices which meant spending a lot of time undoing earlier work and the overall implementation and onboarding process felt very long and tough requiring heavy user support.

“Top contract management application

Pros

This tool is a top contract management application from a company focused on contract lifecycle solutions. It helps me manage contracts from creation and negotiation all the way through execution and analysis with features like contract authoring, workflow automation, analytics and compliance management.

Cons

Sometimes I run into signature issues where documents need to be recalled and re-sent and there are no reminder emails sent to vendors for e-signatures.

“Secure data transfer

Pros

What I really like is how it handles data transfer securely using SSL certificates. Knowing that information stays protected gives me peace of mind.

Cons

I've faced challenges during the process of generating CSR files and uploading them to the respective portals.

“cloud-based secure contract platform

Pros

Being cloud-based is convenient for me and the platform offers good security which is important for sensitive contract data.

Cons

It would be much better for me if the system were more user friendly especially when it comes to easily searching for older contracts.

“Frequent errors require effort

Pros

I also value the potential support and assistance offered even though it's just part of the overall experience.

Cons

At times there have simply been too many errors and resolving them took significant effort. Even now I sometimes don't understand why I can't connect to the database.

“Futuristic Ai cMS solution

Pros

AI-based functionality and futuristic approach is great in my opinion. Most organizations' CMS needs are well-covered by the ready-to-use features.

Cons

From my experience the implementation side needs improvement as working with the implementation partner was not very pleasant.

“efficient collaboration and Ai features

Pros

Features like Negotiation AI, electronic signatures, collaboration and data analysis make the tool very efficient for my work.

Cons

We're still in the rollout phase so I'm not really in a position yet to point out any concrete shortcomings.

“easy-to-use analytics and Ai

Pros

Okay so.... I enjoy how easy it is to use especially with embedded analytics and AI. Reporting is smooth and the out-of-the-box features are impressive I would definitely recommend it to others.

Cons

The UI feels a bit dated in my view and could benefit from updates aligned with the latest WCAG standards. I'd also really like to see more pre-packaged integrations especially with tools like Ariba.

“contract negotiation and assembly

Pros

I rely on its ability to help with contract negotiation and document assembly which makes managing agreements much easier.

Cons

I've noticed slowness across the platform along with random errors that interrupt workflows.

“centralized workflow and approvals

Pros

I like having a centralized workflow with established approvals. It keeps everything organized and transparent.

Cons

DevOps CI/CD capabilities don't seem ready or available yet which limits how I can work with deployments.

“Trusted by well-known brands

Pros

I also notice that many well-known brands use this solution which adds confidence in its reliability.

Cons

Pricing on the App Store feels expensive to me and there also don't seem to be enough government users supported.

“Scalable secure tool

Pros

For me the combination of scalability, security, reporting and AI analytics potential makes this a strong contract management tool.

Cons

It takes a long time to roll out new groups and this adds dependency on broader product roadmaps which slows things down for us.

“Frustrating sync and editing issues

Pros

For basic contract storage the tool works well. One feature I frequently use is the "Refine search here" field it makes finding the right contract quick and painless.

Cons

There are quite a few things that frustrate me such as elastic search sync issues, difficulty editing contract fields, the inability to filter supporting documents per contract and having to take the system offline just to publish contract form changes.

“impressive data analytics insights

Pros

What stands out to me is the data analytics potential, it's impressive what insights can be generated.

Cons

The exporting feature is another pain point for me as exporting data in a more user-friendly way would significantly improve usability.

“Reliable contract management partner

Pros

This tool has been a reliable partner and I'm excited to continue using it well into the future.

Cons

Instead of a smooth handover, I've found myself being asked to come in after implementation to support and clean up issues that were left behind.

“efficient tool for daily tasks

Pros

From my side it's simply a great tool that gets the job done efficiently.

Cons

Nothing really stands out for me to mention here.

“configurable Ai features

Pros

This tool comes packed with AI and ML-powered features and I love how configurable it is. I can make adjustments myself without having to constantly reach out to support.

Cons

They feel comparatively weak across some of the other modules and from my perspective the sell-side contract features still need further enhancement.

“challenging implementation and training

Pros

I've noticed that Legal teams seem to prefer using this web-based solution even more than Procurement which makes collaboration easier.

Cons

While the tool does offer the full range of CLM functionality, I found the implementation phase and training to be quite tough to adapt to initially.

“Flexible software with integrations

Pros

What stands out to me the most is the flexibility of the software. No matter what type of business you run, it can be adapted to fit your needs. It also integrates easily with major platforms like Salesforce, Adobe and SAP which is perfect for contract lifecycle management.

Cons

What bothers me most is that many integrations require customization to fit existing enterprise processes and I've found that this customization can become complex, time-consuming and costly.

“contract deliverables tracking

Pros

Contract deliverables tracking is really helpful. I can keep an eye on notices, claims and overall contract administration without hassle.

Cons

Nothing really stands out for me here as everything has performed largely in line with my expectations.

“Powerful authoring and search

Pros

The authoring and search features are amazing. Whether I'm in Procurement, Legal, or Commercial Management, I can quickly locate key risks and deliverables. The AI features coming soon for vendor contract reviews will be a game-changer. Legacy contract review is so much easier now because I can just run a report instead of digging through old documents.

Cons

The contract approval workflows can become overly granular in my experience if not carefully designed. I've seen multiple loops and excessive approvals when stakeholders don't delegate authority and the email notifications can feel overwhelming. I also noticed that the tool doesn't fix broken approval processes on its own and can end up replicating existing inefficiencies if implementation isn't handled properly.

“Automated modular clauses

Pros

The automated modular clauses feature is a huge time-saver for me.

Cons

The amount of manual effort required to input contracts stands out to me and I believe stronger AI-driven automation could significantly improve this area.

“clause comparison and version control

Pros

One of my favorite things is the clause comparison and deviation tool. In some regions, Legal departments still review contracts manually which slows things down. Using this tool speeds up contract authoring. The ready-made templates and version control with QR codes make the signing process safer and faster for everyone involved.

Cons

As this was my first time purchasing a contract management system, I haven't yet identified any real downsides, since so far the flexibility of the platform has accommodated all our needs.

“Stable and customizable system

Pros

I like that I can correct rules on the fly and handle third-party updates without disrupting the system. It's very stable and customizable and I can make modifications based on user feedback quickly which boosts adoption.

Cons

One limitation I've noticed is the relatively weak e-signature integration compared to the overall strength of the tool and I'd also like bulk uploads to be much easier to manage.

“Tracked contracts made easy

Pros

I like that everything is tracked in one place and that contracts are easy to monitor concisely.

Cons

Some parts of the system are difficult for me to work with requiring too many clicks to complete simple actions and updating attributes or defined terms often feels unnecessarily time-consuming.

“Transformative cloud-based tool

Pros

Since implementing this platform in July 2019, it's completely transformed our CLM process. From raising requests to legal review and contract execution, the tool handles it all. It's a cloud-based system that efficiently manages agreements, obligations and the entire contract lifecycle. Audit trails, centralized repositories and obligation tracking make governance and accountability much easier. Overall it's a great and powerful system.

Cons

Pricing is another concern For me as the base product and the cost of new functionality should be more competitive with market standards.

“Well-designed dashboard interface

Pros

The dashboard interface is well-designed in my opinion and it makes critical data points easy to see instantly. It simplifies the contracting process and allows our team to perform better. Plus, the support staff is responsive and resolves problems quickly.

Cons

The platform feels somewhat restrictive when it comes to providing internal Tier 1 and Tier 2 support and I've found that relying on the vendor's support services becomes almost necessary.

“invaluable customer support

Pros

For my team having customer support like Ninad available to assist whenever needed has been invaluable.

Cons

What stands out to me is the limited customization available to support different customers, along with the frequent signature issues I've experienced with Adobe integration.

“centralized contract management

Pros

Having all contracts in one central location is extremely convenient. The workflow for initiating contracts removes the guesswork that comes from sending documents back and forth via email. I can see exactly where a contract is in the process at any time, no more uncertainty.

Cons

The user interface leaves a lot to be desired in my opinion as it feels glitchy and tough for a modern SaaS application and adds unnecessary learning friction.

“Simplified contract process

Pros

Managing my contract process has become much easier and more user-friendly.

Cons

At the moment I can't comment much since we are not yet fully in the implementation phase.

“Reliable document repository

Pros

Accountability, document flow history and acting as a document repository are key features I rely on.

Cons

I've noticed that upgrades are not automatically made available to our organization which can be frustrating.

“single contract source but UI is not simple

Pros

I also appreciate having a single source of truth for all contracts. Every review cycle, including exception approvals and reasons, is recorded. The way the clause library and metadata are implemented is impressive.

Cons

From my usage the UI is not very simple and certain terminology can be confusing for non-legal users. I also feel there's a need for more out-of-the-box reports like basic turnaround time metrics, a stronger implementation team led by a business analyst and more flexible licensing options.

“effective contract review system

Pros

The system enables effective contract reviews while it provides my team with full visibility, accountability and ownership.

Cons

One thing I find lacking is the inability to compare different contract versions directly within the system.

“Minimizing risk with analytics

Pros

I find it easy to use with comprehensive capabilities for minimizing risk, leveraging compliance and generating analytics.

Cons

Right now there isn't anything specific I can point out as a dislike as we'll have a clearer picture after full deployment and go-live.

“Standout interface and support

Pros

The user interface, features and support from the team all stand out to me.

Cons

For me there hasn't been any real downside although we did face some performance issues initially which were eventually resolved.

“construction bid analysis tool

Pros

The tool's bid analysis/tabulation feature has been particularly useful for catering to my construction requirements.

Cons

In my view the system's access and permission controls need improvement to make user management easier and more flexible.

“Scalable complete contract solution

Pros

Scalability is the best part of this tool. Our account team partners with us on enhancements and updates as our needs evolve. Centralized documents, e-signatures and MS Word compatibility make it a complete solution for any organization.

Cons

I don't dislike the tool itself but enhancements can take longer than expected depending on coding complexity and I've experienced issues with speed, confidence during uploads and downloads and maintaining document changes.

“easy-to-use system

Pros

The system is easy to use and the support teams are dedicated to getting our organization up and running with their CLM system.

Cons

The documentation makes sense to me from a technical standpoint but I've noticed that most end users struggle to understand it.

“Holistic contract lifecycle solution

Pros

It's a holistic solution for my team. In my opinion it is vital for organizations of any scale, ensuring that the lifecycle of all contract types is aligned and managed efficiently.

Cons

Based on my personal experience with ICM, support for regional languages beyond India would have been a big plus and having an effective built-in OCR capability would have added significant value.

“Flexible digital contract platform

Pros

One of the things I really like about this tool is its flexibility. Whether it's configuration, integrations, or the user interface, it can digitalize any type of contract, from Procurement to Employee agreements to NDAs. For us at SGBD, the possibilities for future development feel limitless.

Cons

At this stage I honestly don't have anything I dislike about the tool.

“User-friendly contract management

Pros

The tool is very user-friendly and easy to understand for my team. It makes contract management efficient and effective. Reports provide great KPIs, approval processes are simple and deviations, metadata and contract history are all tracked. I can even access it on mobile.

Cons

There's honestly nothing negative I can say here as I consider it one of the best products in the market and it has made contract tracking and change management much easier for our legal team.

“cloud-based salesforce integration

Pros

Being cloud-based and integrating easily with Salesforce is another big plus for my team. For Salesforce users, there's no need to switch interfaces. For others, the UI is still easy to use and Active Directory integration is easy. Scalability makes it suitable for organizations of any size.

Cons

Having used the application for just over three months my experience has been positive so far and the trainers have been helpful though I may have more concrete feedback after spending more time with it.

“inspired by user experiences...

Pros

I enjoyed seeing how other companies use this tool. Meeting the team and hearing the challenges and successes of other users inspired new ideas for our own implementation. Adoption issues we faced were echoed by others and learning their solutions sparked ideas for integrating this tool with Salesforce and eventually linking reports to Power BI which I'm excited about.

Cons

While I appreciated the thoughtfulness of hosting us at a nice hotel, I felt uncomfortable with how expensive it was for just one night. I would have preferred more time spent hearing from the team about the system itself, how Soft Desk is managed and what we as customers can do to submit better, more effective tickets.

“Simple end-to-end configuration

Pros

Okay so... I also appreciate how simple it is to configure the solution, ensuring a simple end-to-end source-to-contract process. It enables process optimization and automation effectively.

Cons

Personally I have nothing negative to report as the solution has been very well received by our users during the current phase.

“Simple app with great support

Pros

I love the simpleness of the app and having a great project manager and support specialist makes using the system even easier.

Cons

One limitation I've noticed is the inability to set priorities on defect tickets although this isn't an issue with the application itself.

“cloud-based scalable contract platform

Pros

As a leading aviation company we integrate this tool with Salesforce to manage thousands of contractual agreements. Its cloud-based platform supports numerous product templates and contract types. Sophisticated approval routing, efficient document version control, great search functionality and a highly responsive technical support team make managing contracts simple. The account team also partners with us for system enhancements as our needs evolve.

Cons

Enhancements tend to take longer than expected depending on the coding involved and I've found the UAT environment to be unstable at times although having the option to purchase a third environment has helped recently.

“complete contract management at fingertips!

Pros

This tool is great with all contract aspects at my fingertips. I never have to search for files or worry about losing versions. I can review the complete approval process, track who signed, see the current status and know the next steps. The simple Salesforce integration allows me to manage all phases of a contract directly within an opportunity.

Cons

Reporting and exporting data hasn't been as easy as I'd like but I can see this improving with the rollout of the new analytics features.

“Simple adoption and administration

Pros

In my opinion the platform is simple to use, easy to adopt and administer.

Cons

User adoption has been a challenge in my view, since many users are resistant to changing how they submit contracts and find the process more complex than what they're used to.

“ease of use and great responsiveness

Pros

Ease of use, leading CLM technology, excellent support and responsiveness to our input make a huge difference. Workflows tailored to our approval needs have been a major win and the help desk is the most responsive I've experienced in any IT area.

Cons

Some parts of the user interface require too many clicks to reach the desired function and I've found the DocuSign integration tough enough that we prefer to use it outside the system, partly due to our internal processes.

“Lacks speed and consistency

Pros

One feature I really value is the central location of documents, along with electronic signatures and MS Word compatibility. The attachment capability, record retention and dashboard providing instant status and performance metrics are also excellent.

Cons

From my experience the platform lacks speed and consistency when uploading or downloading documents and it sometimes pulls older versions unexpectedly. I've also noticed that naming conventions and saved searches don't always stick and having to select the page view every time instead of defaulting to a 32-page view slows things down when I'm creating and searching through hundreds of agreements.