Likelihood to Recommend While there's some things I'd love to see and maybe they will one day, I think this platform is an EXCELLENT choice for someone looking to automate forms. I love not having to manually update a spreadsheet daily, this is more of a set up and forget process although there are times that the automation fails and has to be done manually
Read full review Icertis is well suited for organizations that have a large number of contracts to manage and need a centralized platform to manage them. It is particularly useful for organizations that need to track and manage contract expiration dates, renewals, and other important dates. It is also well suited for organizations that need to comply with regulatory requirements and need a platform to help with compliance.In terms of scenarios where Icertis may be less appropriate, it may not be the best fit for organizations with a small number of contracts to manage. It may also not be the best fit for organizations that need a high degree of customization, as the platform does have some limitations in terms of customization options. Additionally, Icertis may not be the best fit for organizations that want a platform that is focused on specific industries, such as construction or real estate, as it's more generic in nature.It's worth noting that Icertis is a powerful and flexible tool, and its suitability for a particular organization depends on the specific needs and requirements of that organization.
Read full review Pros The bots are fantastic, so many to use to really increase functionality User friendly for those who are first time users, and the system just gets easier and easier to use with experience The email notifications for bot failures are very much appreciated, we know right away if something is not functioning The customer technical support to assist with flow issues, they are quick to respond and assist until the problem is solved or the flow is functioning as envisioned Regular updates to the platform for improve functionality Read full review Contract Creation and Management: Icertis excels at streamlining the contract creation process. It allows users to easily create and manage contracts using pre-approved templates, which can be customized as needed. The platform also includes built-in e-signature capabilities, making it easy for all parties to sign and execute contracts electronically. This has greatly reduced the time and resources needed for contract management, and has enabled our organization to be more efficient in the contract creation process. Contract Compliance: Icertis helps organizations stay compliant with regulatory requirements by providing real-time tracking and alerts for contract expiration dates, renewal dates, and other important dates. This feature has been particularly useful for our organization, allowing us to avoid costly contract renewals and stay compliant with legal requirements. Analytics and Reporting: Icertis provides powerful analytics and reporting capabilities that allow organizations to gain valuable insights into their contract portfolio. These analytics and reports can be used to identify trends, track performance, and make more informed business decisions. This has been particularly beneficial for our organization, allowing us to better understand the performance of our contracts and make more strategic decisions. Read full review Cons On occasion, bots need to be reset/removed in order to work. I wish there was a way to add a quick document before sending something out similar to DocuSign envelopes. Versioning is very helpful but I do wish there was a way to prepare a form for sending, add in a quickly customized document and a field or two, and send it to just that person. Being able to assign fields while in the field editor would be helpful! Read full review Some features are unnecessarily limiting. For example, the inability to delete records or change fields later if it turns out there has been a mistake in how the contract was entered or the term was described. The Icertis form fields are NOT the contract record that is required to be kept. If someone makes an error, they should be able to fix it. The contract itself doesn't change, and that is the business record. Too much is built on the assumption that the person requesting the contract is the one with the control or ownership of the contract. It would be better if the person to whom the contract is submitted for review was the owner in the system. Not all requests will in fact end with a contract. Sometimes requests are started and the project is abandoned or put on hold for a period of time. More status fields that reflect the reality of contracting would be helpful. Read full review Likelihood to Renew I give this rating because I am hopeful the functions I would like will be added in the near future.
Read full review Usability It seems airSlate designers spent a significant amount of time ensuring the product is easy to use and appealing. They were able to accomplish this without sacrificing functionality and quality. The interface isn't cluttered and allows end-user to get going with minimal training. Designing workflows is a snap with the drag and drop "bots" (functions).
Read full review Some functionality could be achieved with less clicking, the change management could be done a bit a better for deployments
Read full review Support Rating I have reached out to airSlate support a number of times during setup and after. The platform includes a built-in support chat that is very convenient and fast. I'm able to get the answers I need is less time than it takes with any other software I use. And I don't need to pick up a phone or write an email and wait for a response. They support staff is very knowledgeable and accommodating
Read full review super dependent on how much money you want to pay. The general regular support can usually take around one to two weeks to get an answer and sometimes that issue is fixed but the underlying issue is not addressed even if you call out that it is a repeated issue. It appears that sometimes support is not really trained in how your instance is set up so there can be a bit of back and forth just to be able to get the appropriate support.
Read full review Alternatives Considered We had been unable to get much attention from
DocuSign support/sales when we decided we wanted to connect forms to
Salesforce . I stumbled across airSlate on the appExchange, and their sales team was responsive and helpful. I haven't worked in
DocuSign myself, but my users tell me that airSlate forms are much cleaner.
Read full review In our organization, we chose Icertis over Ariba Contracts because of its comprehensive feature set and its advanced contract analytics capabilities. We found that Icertis provided us with more flexibility and customization options, which was important for our organization's specific needs. Additionally, the AI-driven contract insights provided by Icertis have been extremely helpful in helping us optimize business decisions and realize the full potential of our contracts.Another important factor is that Icertis is industry agnostic, while Ariba Contracts has a stronger presence in specific industries. Icertis is more suitable for a wider range of organizations and that's why in our fictional organization we selected it.Overall, both Icertis and Ariba Contracts are powerful contract management software solutions, but Icertis's advanced contract analytics and its flexibility and industry agnostic approach make it a better fit for our fictional organization.
Read full review Return on Investment Time saved on downloading documents, they are automatically added to our Google Drive. Capability to edit each document without creating a whole new template saves a lot of time. Cuts down on volunteers needed to do intake paperwork with a patient. Read full review Since implementing the platform, we have seen a significant reduction in the time and resources spent on contract management. This has allowed us to reallocate these resources to other areas of the business, resulting in increased revenue. Additionally, Icertis has helped us to improve our entitlement and obligations management, allowing us to better track and manage our contract expiration dates, renewals, and other important dates. This has helped us to avoid costly contract renewals and stay compliant with regulatory requirements, thereby protecting us against noncompliance and penalties. The platform's built-in analytics and reporting capabilities have also been valuable in helping us to gain valuable insights into our contract portfolio, allowing us to make more informed business decisions. Additionally, the platform's contract intelligence has helped us to shorten our sales cycles, which has enabled us to close more deals in less time. Read full review ScreenShots