With Experiences, your teams can create, view, approve and collaborate on contracts within the applications you use every day to accelerate contract flow and move your business forward.

Icertis Experience for Microsoft Dynamics

Microsoft Dynamics logo

The ICI Experience for Microsoft Dynamics connects the Quote-to-Cash (QTC) process to Contract Management, delivering these powerful features:

  • Create contracts with a single click.
  • Manage contract authoring, workflow, milestones and approvals — without leaving the Dynamics application.
  • Translate commercial terms into contractual data that’s easy to search and measure.
  • Eliminate errors and duplication
  • Avoid mismatches or delays with the ability to seamlessly transfer and synchronize data between Dynamics and the ICI platform.

Icertis Experience for Microsoft Teams

Microsoft Teams logo

The ICI Experience for Microsoft Teams and provides the ability to manage contracts within Microsoft Teams to improve collaboration across teams and contract stakeholders. Accessing the ICI platform within the worlds’ fastest growing collaboration tool helps teams:

  • Gain visibility into contract actions and exceptions with automatic Teams notifications and alerts.
  • Leverage conversation agents to perform contract management tasks.
  • Use rich cards to inject contractual data into comments and notes.
  • Guide users to perform a variety of contract management tasks, using BOT input menus.

Icertis Experience for Office 365

Office 365 logo

Utilizing the world’s most popular productivity tools, optimize contract productivity and user experience with deep Microsoft Office integration. With the ICI Experience for Office 365, users can:

  • Work in Microsoft Word to set up templates and draft and review agreements, with full access to the clause library and all data synched to the system.
  • Leverage the Microsoft Excel Add-In for bulk updates and actions on agreements and associated documents. Integration with Outlook enables automated intake of emails and attachments.
  • Outlook integration ensures smooth and seamless routing of contracts to desktops and mobile devices via email.

Icertis Experience for Salesforce

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The ICI Experience utilizes the Icertis Contract Management Lightning Ready Salesforce app available on the Salesforce AppExchange. This app allows Salesforce customers and users to access the Icertis platform’s functionality from within Salesforce to:

  • Create and process self-service contracts from within accounts, opportunities or quote screens.
  • Make use of structured forms to speed contract creation.
  • Enable contract management functionality across a variety of use cases.
  • Stay up-to-date with chatter notifications on contract milestones.
  • Leverage a rules-driven engine to govern contract authoring, workflow and approvals.
  • Get real time visibility into contract milestones without leaving the Salesforce application.

Icertis Experience for Workday

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The ICI Experience for Workday provides access to the ICI platform directly from the Workday application. With contract management seamlessly integrated into the procure-to-pay process, sourcing professionals gain the ability to:

  • Manage the data, policies and processes for procuring goods and services: from requisitioning to awarding, and from contract authoring to analysis.
  • Identify and assess risk by automatically tracking commitments, expiries, deviations and other contract obligations from within the Workday interface.
  • Provide a consistent user experience across both applications with shared foundations, such as inherited security policies.