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Contract Intelligence for Wholesale Distribution

Add New Customers Quickly and Minimize Financial Risk with the Icertis Platform

Close deals faster and limit risk by enabling sales teams to self-serve with financial confidence. Icertis Contract Intelligence for Distribution ensures distribution and incentive agreements align with corporate targets prior to signature and then compares with actuals for automated settlements—including rebates and incentives—and ROI tracking with claw-back recovery.

The Challenge

Thin margins and aggressive competitors affect profitability

Distributors have historically thin margins and aggressive competitors looking to steal business. Bringing on new customers quickly while ensuring profitability is key to long-term success.

Icertis Contract Intelligence for Distribution is the only solution built specifically for this industry. It makes it easy to aggregate and analyze information in contracts across your organization to increase business agility, visibility, and velocity. The Icertis platform addresses key challenges across the contract lifecycle by integrating with key business systems, including CRM and ERP, at the right time. From verifying creditworthiness before the contract is signed to ensuring product and incentives are optimized, Icertis helps you move more quickly to optimize revenue while providing guardrails to protect business margins.

  • Accelerate Time to Revenue

    Dynamically analyze contracts and ensure their intent is fully realized; identify opportunities for better performance via rebates, service bundling or other contract entitlements

  • Improve Compliance & Risk

    Leverage AI-powered insights to ensure all agreements are in compliance and commitments are upheld, changing conditions dynamically trigger appropriate actions, and that new information makes the whole platform smarter and faster

  • Increase Efficiency

    Automate the creation, negotiation, and execution of compliant contracts in a fraction of the time to prevent unnecessary bottlenecks in the supply chain

  • Enhance Agility

    Empower your employees to pivot in response to supply chain disruptions quickly; expanding suppliers quickly to ensure products stay in stock

Case Study

Vallen

Vallen Drives Enterprise Visibility with Icertis

Industrial supplier powers decisions in the field and in the C-suite with contract data.

“If you can cut just a week off the contract time, revenue from that deal comes into your business that much earlier. Multiply that figure by all of our customers, and the numbers are huge.”
Scott Moore
Vice President of Contracts, Vallen

The Icertis Advantage

A solution built specifically for wholesale distribution

  • Streamline Pre-Contract Negotiations to Reduce Risk

    Ensure that every activity leading up to contract signing—including information gathering, negotiations, and due diligence—lays the foundation for profitable, low-risk agreements. By automating customer credit checks, providing guided templates and workflows for complex deals, and controlling product mix based on the sales hierarchy, wholesale distributors can reduce default risk, streamline onboarding, and avoid unfavorable contract terms that undermine long-term profitability.

  • Close deals faster with financial guardrails

    Empower your sales team to onboard new customers in minutes by leveraging templates and automated workflows that eliminate the need for Finance and Legal intervention on standard agreements. Whether handling master agreements, standard contracts, or group purchasing organization deals, this streamlined approach accelerates the contracting process—freeing up resources, shortening sales cycles, and enabling faster revenue capture.

  • Protect margins and maximize profits

    Integrate your profitability models directly into the contracting process to ensure every deal aligns with margin goals. By connecting with CRM and CPQ systems, distributors can dynamically determine optimal deal structures based on product mix and market conditions. Automated rebate and incentive settlements further protect profitability by preventing duplicate incentives for the same customer, enforcing pricing terms tied to actual performance, and flagging non-compliant or underperforming deals early—allowing for swift corrective action.

  • Monitor 360° performance

    Keep your business on track with visual, interactive dashboards that deliver real-time insights across key performance areas such as risk, sales, product performance, and incentives. By integrating with CRM, ERP, and POS systems, you can closely monitor commitments versus actuals, identify underperforming markets, and take proactive measures to correct course. These insights also enable timely ROI evaluations, helping you make informed decisions on whether to renew or terminate agreements—supported by automated claw-back recovery for missed commitments.

The Icertis Platform

Achieve Business Agility with Contract Intelligence

Transforming contracts into structured, connected, and on-demand data is just the beginning. Discover the power of intelligent contract creation, automation, and insights to realize the full intent and maximize the value of every contract, clause, and obligation across the enterprise.

Explore the Platform