A good solution for the right team
May 14, 2022

A good solution for the right team

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Icertis

We use Icertis enterprise-wide for a variety of agreement types. We process about 13k agreements a year. We have some self-service processes and some nonself services processes and Icertis can support both. We have some pretty complex approval steps and Icertis can handle the level of complexity we throw at it from an approval perspective. The only caveat I would share with any organization is that it can take a decent amount of work to maintain high levels of complexity and you want to make sure that you have the appropriate support for this.

Pros

  • Handling of complex approval logic
  • being able to swap approvers mid process
  • handling of supporting documents and others

Cons

  • Template management and deployment into production
  • too much down time to implement changes
  • searching not as intuitive and requires too many clicks
  • increased visibility into contract process
  • still lacking cycle time between outside counsel, vendor counsel, and all the different actors
  • custom reports for specific business units which means less questions for LegalOps
The UI/UX could use some updating compared to the other systems mentioned. I was not a part of the selection process so I cannot speak about that process.

Do you think Icertis delivers good value for the price?

Not sure

Are you happy with Icertis's feature set?

Yes

Did Icertis live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Icertis go as expected?

I wasn't involved with the implementation phase

Would you buy Icertis again?

No

Some functionality could be achieved with less clicking, the change management could be done a bit a better for deployments
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.
a larger corporation with proper support or organization willing to pay extra money to get the right support going forward especially if you have a ton of complex configurations.

Icertis Feature Ratings

7.0
Contract creation
8
Contract templates
7
Clause library/saved fields
7
Guided logic
6
8.8
Contract sharing
9
Contract editing
8
Collaborating on contracts
8
MS Word plug-in
8
Approval process
10
Interdepartmental workflows
10
6.7
Contract database
8
Contract search
7
Contract milestone reminders & alerts
5
Custom contract reports
6
Tracking contract status
7
Compliance check
7
Contract Management ()
Not Rated

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