Accelerate speed to market with self-service contracts that have templating safeguards set by legal. A seamless experience that is integrated with your existing line-of-business applications enables no-touch contracting.

Flexible organizational modelling enables configuration of agreement relationships (parent-child and peer-to-peer with rules support), dynamic workflows, multi-org architecture for global matrix organizations.

Self-Service Contracting

Achieve faster time to revenue, improve cycle times and significantly reduce legal operating expenses by empowering business users to create contracts in self-service mode. With the ICM platform, administrators can help set up clauses, templates and business rules that govern contract creation by users. Once business rules and clause and template libraries are established, business users can safely and easily initiate their own contracts and contract actions, reducing administrative overhead and accelerating the contracting process. An easy, intuitive user interface encourages adoption by any front-line user.

No-Touch Auto Initiation

Enable no-touch contract creation within line-of-business systems like CRM, sourcing and procurement. The Icertis contract-creation API can connect into sell-side and buy-side processes to take input and auto-build contracts based on defined business rules.

Business users have a better experience because they can work with contracts from within their familiar application environments.

smart contract initiation

Bulk Contract Creation

Save time and improve productivity by enabling contracting teams to mass upload contracts, with the help of an advanced Microsoft Excel Add-In or API. The utility is ideal for the intake of contracts involving offline transactions, along with their supporting documents. For example, sourcing teams can upload pricing sheets from potential vendors, which then flow into contracts to both reduce the time to build sourcing contracts and ensure those contracts correctly reflect prices proposed during the RFx round.

Sales teams can easily bundle all the contracts needed to finalize a sale, including MSAs, SOWs, Pos, etc. In addition, the API also pushes contracts to different enterprise systems such as ERP and eProcurement for initiating POs or service orders in bulk.

Intuitive Request Wizard

Improve collaboration and ensure a structured flow of information between business and legal with intuitive request forms. Legal can easily set up forms to extract required information from users when requesting a contract, customized so that legal is not requesting information from users that they don’t have access to.

These intelligent, easy-to-use forms ensure that the correct data and documents are captured, and then guide requests through a workflow and review process that automatically identifies the right expert or group to work on each contract. Both business users and legal are saved time thanks to ease-of-use, and risk is reduced thanks to standardized workflows.