Still on the fence
Updated February 11, 2024

Still on the fence

Kristen Danias | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Overall Satisfaction with Icertis

We use Icertis in Sourcing and Vendor Management. We have just implemented with the rest of the team. Still trying to figure out how to updater some of the templates and how the Discover Clause will assist with our reviews prior to sending to legal.
  • potential for good sourcing and legal review flow
  • Version control
  • Too many clicks to get things done
  • Fixing items once they have been built in a template
  • Increased time on sending items to legal
I was not part of the team that researched CLM platforms.

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?

No

Would you buy Icertis again?

Yes

We are still very early in our journey and need to figure out some things that the implementor said we could not due, but after meeting folks at eh Icertis Connect we found out that was not true. Really looking forward to getting the bugs fixed and see where we are 6 months from now.

Icertis Feature Ratings

Contract creation
Not Rated
Contract templates
Not Rated
Clause library/saved fields
Not Rated
Guided logic
Not Rated
Contract sharing
2
Contract editing
Not Rated
Collaborating on contracts
Not Rated
MS Word plug-in
Not Rated
Approval process
2
Interdepartmental workflows
Not Rated
Contract database
Not Rated
Contract search
Not Rated
Contract milestone reminders & alerts
Not Rated
Custom contract reports
Not Rated
Tracking contract status
Not Rated
Compliance check
Not Rated

Using Icertis

8 - limited SVM and Legal team as we are in the soft launch phase

Integrating Icertis

Icertis does not integrate well with our electronic signing platform. Our implementor that we had was not very knowledgeable and the workaround that was put in place is very cumbersome and takes a significant amount of time to do a process that was seamless prior to this.