Icertis Contract Management Reviews in July 2026: User Ratings, Pros & Cons

Icertis integration with Salesforce

What do you like best? We are a leading aviation company that integrates Icertis with our instance of Salesforce to house and execute thousands of contractual agreements. Using a powerful cloud-based platform, Icertis accommodates for numerous product templates and contract types required by our business. Icertis helps to streamline the contracts lifecycle process with sophisticated approval routing and tracking, efficient document version control and robust search capability. A highly ...

Icertis CLM with Salesforce

What do you like best? Icertis is very robust and all aspects of the contract are right at your fingertips. No searching for files or losing versions. You can review the complete approval process, who signed, where it sits currently, the next steps. The best part is that icertis seamlessly links with Salesforce. You can work entirely in Salesforce and manage all phases of the contract from within an opportunity. What do you dislike? Reporting and ability to easily export data, but that is ...

Very Supportive Staff, great to work with

What do you like best? Easy to use and easy to adopt and administer What do you dislike? user adoption, users do not want to change the way they submit contracts. This is a little more complex than they are use to. What business problems are you solving with the product? What benefits have you realized? The ability to search across contracts and manager reporting.

Game changer for our company

What do you like best? Ease of use, leading technology in the CLM world, great support and interaction with us as a customer, they seek our input on what is needed/wanted. Adapted well to some of our specific needs. Work flows for approvals specific to our needs is a huge win for us in this system. Icertis support/help desk is the most responsive I have worked with in any IT area. What do you dislike? Some of the User interfaces require a few too many clicks to reach the desired function ...

I use Icertis for purchase agreement creation and execution

What do you like best? Central location of documents, electronic signature, compatibility with MS Word. Attachment capability is a great feature , record retention. I like the dashboard, instant view of status and document creation performance metrics. What do you dislike? Lack of speed, Lack of confidence uploading and downloading documents and retaining changes. It seems to have a mind of its own pulling previous document versions. The naming convention/search feature doesn't save. ...

An organized way of managing vendor contracts

What do you like best? Automated PO generation with line items of your choice of template What do you dislike? "Notification" option is not very prominent and is not linked to email id What business problems are you solving with the product? What benefits have you realized? All kinds of contract management under one repository.

Makes Sales Life Easy

What do you like best? It made such a difference in my productivity to have access to all my customer Master Agreements and SOW available to me any time of the day or night. What do you dislike? Really nothing to dislike at this time. All my info is at my fingertips when I need it. Recommendations to others considering the product Having all your agreements/contracts in one place has literally saved me so much time and made me productive. I no longer wait to get the most recent MSA or ...

Excellent Product for Employee documents repository

What do you like best? Look and feel, accessibility of contracts What do you dislike? Good Product. Nothing as such to dislike about Recommendations to others considering the product Yes. Good Product. Can be customized according to client need. Useful for creation and central repository of large enterprise contracts What business problems are you solving with the product? What benefits have you realized? We use ICM to generate offer letters as well as use it to create and store ...

Nice platform to share, organize and track documents.

What do you like best? Very helpful to be able to assign tasks and track the process of contract finalization. What do you dislike? There is some duplication with current systems. Recommendations to others considering the product I would recommend icertis if you have a lot of stakeholders involved in your contracts as well as if you have numerous contracts and you need to keep track of them all in one concise place. It's also nice to be able to assign tasks and insert commitments. What ...

Icertis user experience

What do you like best? In my experience with Icertis I have found the user interface to be top notch. The customization of the dashboard allows user to get a personal experience and allows them the ability to have quick access to the things that are important to them. The help articles and videos are a great added bonus. The Icertis Freshdesk is very helpful in answering questions and provides answers very quickly. What do you dislike? The lack of having a signing module within Icertis ...