Icertis Contract Management

Key Features

Leading provider of enterprise

solutions in the Microsoft cloud.
Dashboard and Notifications

User based KPI dash board

for day to day tracking of
contract

Completely configurable
notification and alert
All notifications and tasks are
governed by the rules set for
the contract
Notifications are also sent to
the users mail box

2 2016 Icertis Inc. and its subsidiaries.

Agreement Create Wizard

3 2016 Icertis Inc. and its subsidiaries.

Associations

Associations for contracts

Can be enforced by rules
Enable capture of supporting
documents, compliance
checklists or capture linkages
between different contract
types
Also helps capture lifecycle
transaction information like
invoices, transactions etc.
System also can capture
email communications as
associated documents.

4 2016 Icertis Inc. and its subsidiaries.

Agreement Negotiation

Any changes to the standard

clauses marked for deviation
approval can be tracked
under the deviation report as
well as the deviation tab on
the details page

All changes done to the

clauses show up on the
clause comparison
Complete tracking of text
change (text addition and
deletion) is highlighted,
making it easy for legal to
review

5 2016 Icertis Inc. and its subsidiaries.

Agreement Negotiation

Word add in made easy for

legal to review clauses
during negotiation
Complete access to clause
library via the add in

All negotiated versions are

maintained within the system
Easy to compare any version
with the current version
Ability to compare and
combine multiple version
(combine feature is very
handy specially for parallel
approvals)

6 2016 Icertis Inc. and its subsidiaries.

Agreement Execution

Rule based approval and

signature process can
be set up

Complete support to e-
signature via DocuSign
or EchoSign

7 2016 Icertis Inc. and its subsidiaries.

Agreement Amendment

Post execution contracts

can be amended within
the system
Template based and non
template based amendments
are supported

Contracts can be superseded

based on the amendments
done

8 2016 Icertis Inc. and its subsidiaries.

Search

Extensive search capability

Favorite searches can be
pinned for easy references

Multiple filters can be used

to search desired contract
Configure result columns
sort, sequence columns
Ability to export to excel

Ability to perform filtered

text search or paraphrase
search on all contracts and
associated documents

9 2016 Icertis Inc. and its subsidiaries.

Clause Management

Easy to manage clause library

Contract type based clause
definition
Search and tracking of clauses
(helps us find the contracts
using the clause)
Managing of fall back clauses
(alternate clauses)
Ability to mark clauses
mandatory
Locking of clauses within a
contract (marking them non-
editable)
Ability to define clause
dependency on other clauses

10 2016 Icertis Inc. and its subsidiaries.

Template Management

Template creation using

standard approved language
(Clause Library)
Word Add-in helps define
contract templates using
standard as well as
custom text
Complete template version
support

11 2016 Icertis Inc. and its subsidiaries.

Workflow Rules Management

Configurable workflow rules

Ability to set rules for
associations, approvals,
signatories, template selections,
clause assembly
Easy to setup, view and edit
(based on permissions)

Rules can be setup based on

the any metadata value within
the contract
Multistep approvals including
parallel and sequential
approvals

12 2016 Icertis Inc. and its subsidiaries.

Contract type Configuration

Easy to define and setup

contract type
Attributes can be defined and
setup while contract type
definition

Contract relationships are

defined during the contract
type setup
Contract relations can be based
on peer, prerequisites and/or
post requisites
Inheritance of data can be done
from peer association while
defining the relationship

13 2016 Icertis Inc. and its subsidiaries.

Commitment Management

Commitment notification can

be set for alerts and
notification to the owner for
tracking obligations or tasks
assigned

All commitment tasks are

tracked and a completion
status needs to be updated

14 2016 Icertis Inc. and its subsidiaries.

Excel Add-in for bulk create, update

15 2016 Icertis Inc. and its subsidiaries.

Reports
Completely configurable reports
Ability to make a report on any data
coming into the system

16 2016 Icertis Inc. and its subsidiaries.

Contract Analytics

17 2016 Icertis Inc. and its subsidiaries.

Mobile Solution

18 2016 Icertis Inc. and its subsidiaries.

 Thank you!

844-404-2244 info@icertis.com
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