Ironclad vs. Zeal

I think it worked realllly well at my previous company where we used it for a very simple form that just required one simple signature from both sides- this was a form used to record custom pricing/discounts for a product that typically was not discounted. In my current role, there are many more required fields on the form/contract, and can be multiple levels of approvals on one side, and then possibly multiple levels of approvals/signatures on the other side. I've never used another solution in the exact same way (like DocuSign) to be able to compare experiences, but on Ironclad, understanding where I am in the completion process can be confusing. Within the app, I wish it was more of just a checklist or schedule of what needs to happen, but it's not written out that clearly. Lastly, there is something wrong with our notifications (I'm not sure if this is specific to my company's settings)- I frequently get 'contract completed' or 'contract signed' email notifications even if that hasn't occurred. They seem to correlate with updating the form or refreshing the sync from SFDC.

Besides having all the functionality of any 5 star CLM, the situations it has helped were:

• Preventing contract
  deviation by controlling template versioning
• Improving
  business processes with customized features such as unique intake forms

• Keep track of legal documents versions
• Approve legal workflows
• Forward email threads to the legal workflow

Incentivized

• Client service support.
• Personalization of need.
• Document tracking.

• Contract link feature in the case of amendment/addendum.
• Auto document retention feature (expiration and deletion).

Incentivized

• New feature request process - they tend to ask a lot of questions regarding my request.

Ironclad is the best tool I have used to date, to manage workflow and tickets. It was very easy to use and navigate from the very first time I used it. My time is very valuable and I don't have time to sit in training sessions, simply to use a new product. I'm happy to say that I was never formally trained on Ironclad as it simply wasn't necessary.

Incentivized

Zeal is user-friendly for the non-tech person to use.

I haven't used the support services for IronClad, but I understand from our legal team, the support is very good, they have replied and provide solutions quickly and effectively. I have used the documentation and support pages which are very complete and which have been updated given the user interface updates.

Incentivized

Customer support is outstanding.

Miles ahead of LinkSquares

Incentivized

Much more hands-on team at Zeal that provides outstanding service to setup, train and educate our team on how to best use the product

• At Gusto, where we operated on no contracts for many years, Ironclad allowed us to create a very simple process for getting approval for, and keeping records of, customized pricing on our new, high-end plan.
• Wasn't part of the buying committee, but in my current role it's been heavily utilized externally for customer contracts, but also internally for employee agreements.
• I don't have any actual numbers, and don't have a way to compare it to any prior e-signature setup.

• Allowed sales to send out templates without modification.
• Automated tracking of data from contract templates sent out.