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About Icertis

The modern, efficient way to manage enterprise contracts.

The most disruptive force in enterprise IT since ERP is not contract management, but contract intelligence. Beyond simple document management, electronic signatures, clause libraries – the Icertis Contract Management platform enables a new tier of business intelligence offering an enterprise-wide 360-degree view of all enterprise contracts, deep insights and automatic oversight in a user-centric environment that accelerates time to contract, reduces risk and improves the bottom line.

Easy
Highly configurable and flexible, the Icertis Contract Management platform is easy to deploy. Designed for the modern enterprise with an intuitive user experience that makes it easy to use. Users can configure the platform to adapt to existing business processes, allow for unique contracts and workflows, or set up specialized user interfaces for individual roles making it easy to adopt.

Intelligent
The Icertis Contract Management platform intelligently reads and analyzes documents and third-party paper to provide authorized users with detailed risk reports, automatic obligation tracking, and smart notifications. The smart, contextual interface makes it easy to understand an entire portfolio of agreements and dependent relationships at a glance.

Enterprise-wide
The Icertis platform streamlines and systemizes all types of contracts and associated documentation for your entire organization in a single solution. The Icertis Contract Management platform integrates and exchanges data with all major ERP, Sourcing, Procurement, CRM, CPQ, PLM, Project Management, Service Management, and Document Management solutions, unlocking the potential for true visibility across global enterprises.

About Shuttle

Signing up customers and completing KYC & AML checks manually can be time-consuming. With the Shuttle Sales Portal, customers complete forms, sign agreements and communicate with you digitally in real time. Shuttle partners with Equifax, Onfido, Credit Safe and Passport Proven giving you instant ID verification, credit and background checks.

Shuttle works from both your website and partner network and is provided as a white label solution in your look and feel.

Get Started with Our FREE Partner Sign Service – start signing up your partners and introducers directly from your website.

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Dashboard
  • Document Comparison
  • External Integrations
  • File Sharing
  • File Transfer
  • Multi-User
  • Notifications
  • Scheduling
  • Third-Party Plugins/Add-Ons

Features

  • API
  • Audience Targeting
  • Budgeting
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • Expense Tracking
  • External Integrations
  • Forecasting
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-Currency
  • Multi-User
  • Notifications
  • Project Management
  • Referral Tracking
  • Scheduling
  • Supplier Management
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Call Tracking
  • Call Disposition
  • Softphone
  • Sales Motivator

Summary

  • Smart Contract Initiation

  • Specialized Solutions

  • Intelligent Contract Authoring

  • Negotiations and Collaboration

  • Contract Approval and Execution

  • Contract Visibility and Search

  • Usability and Productivity

  • Risk and Compliance

  • Single Source of Truth

  • RFx Management

Summary

  • Let Partners Sign Up From Your Website

  • Let Partners start referring business and track progress

  • Let customers upload KYC information

  • Customers complete proposals using digital signatures

  • Instant KYC/AML feeds from Equifax, Creditsafe, Onfido & Passport Proven

  • Flexible Form completes, create your own or use existing (ie Direct Debit)

Pricing

Starter Package

Free
Included in plan:
  • Sign Up Partners From Your Website
  • Up to 5 Internal Users
  • iFrame Web Form
  • Five Forms (Contract, T&Cs)
  • Unlimited Digital Signatures
  • AML/KYC Checks from Creditsafe or Equifax (chargeable)
  • Pipedrive Integration
  • Initial Service Setup Included

SME

$85.00
5 user(s) / month
Included in plan:
  • Web Direct Journey
  • Accept Applications from your website
  • Up to 5 Internal Users
  • iFrame Web Form
  • Five Forms (Contract, T&Cs)
  • Unlimited Digital Signatures
  • 20 Companies House Lookups
  • Passport/ID Verification from Passport Proven or Onfido (chargeable)
  • AML/KYC Checks from Creditsafe or Equifax
  • Pipedrive Integration
  • Initial Service Setup Included

Professional

$275.00
10 user(s) / month
Included in plan:
  • Get Partners Referring Business
  • Web Direct and All Partner Journeys
  • 10 Internal Users, 10 Partner Licences
  • iFrame Web Form
  • 10 Forms (Contract, T&Cs)
  • Unlimited Digital Signatures
  • Unlimited Companies House Lookups
  • Passport/ID Verification From Passport Proven or Onfido
  • KYC/AML Checks from CreditSafe or Equifax
  • Pipedrive Integration
  • Initial Service Setup Included
  • 3 months Shuttle Together Support

FAQs

    What platforms does this service support?
  • The Icertis platform integrates with many leading applications in areas such as ERP, CRM, procurement, electronic signature and identity management. Popular integrations include those for Salesforce, Microsoft Dynamics CRM, PROS, DocuSign, Adobe Sign (formerly EchoSign) and open, standards-based integration with many identity management providers.

    Mobile Experience 

    Increase user productivity, flexibility and satisfaction with native mobile support on iOS, Android and Windows. The Icertis contract management mobile apps enable users to get push notifications on tasks, view dashboards, search and view contracts and associated information, take approval actions, update notes, take actions on commitments and perform other contract-related tasks. Touch-friendly web access is also available on tablets and other mobile devices with browser support for IE, Chrome, Safari and Firefox.

  • Does this service offer an API?
  • The Icertis platform interface itself is built fully on the Icertis API. This API-first approach allows the Icertis platform to be very open, making even complex integrations easy. With specific integration components built into the architecture, the risk of upgrades and new features is reduced and integrations are more robust and efficient.

    The Icertis contract management platform can be implemented in API-only mode with a completely custom interface or access from any line-of-business application. The Icertis platform’s user interface works on the API layer and is well suited to replacement of UI screens for specialized needs. The API can connect with any portal or enterprise system to enable Icertis functionality.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes

  • What are some applications this service is commonly used in tandem with?
  • Google Apps
    Box
    Office 365
    Microsoft Azure
    Sales Force
    Microsoft Dynamics
    Outlook
    Share Point

  • Does this service offer guides, tutorials and or customer support?
  • Yes

  • Does this service integrate with any other apps?
  • Pre-built third-party integrations:
    Icertis integrated with sourcing, procurement, CRM, configure-price-quote, product lifecycle management, project management, service management and document management solutions.

    The platform also provides following integrations:

    Sales Integration
    Icertis Salesforce App
    Icertis Microsoft CRM App

    Enterprise Integration
    Comprehensive at rest APIs
    Message Bus Architecture
    Standard Integrations

  • Who are the main user groups of this service?
  • We've built flexible, powerful tools and features that can help every department involved in any contracting across the enterprise.
    Procurement, legal, Finance and Compliance, Sales professionals - for both buy-side and sell-side contracting.

  • What is this service generally used for?
  • The most disruptive force in enterprise IT since ERP is not contract management, but contract intelligence. Beyond simple document management, electronic signatures, clause libraries – the Icertis Contract Management platform enables a new tier of business intelligence offering an enterprise-wide 360-degree view of all enterprise contracts, deep insights and automatic oversight in a user-centric environment that accelerates time to contract, reduces risk and improves the bottom line.

FAQs

    Does this service integrate with any other apps?
  • Pipedrive
    Microsoft Dynamics

  • Does this service offer an API?
  • Yes to leading CRM applications

  • Who are the main user groups of this service?
  • Challenger Banks, P2P Lenders,Commercial Finance Lenders and Brokers, Professional Service companies such as Accountants that need to conduct AML/KYC

  • What is this service generally used for?
  • Signing Up new customers through your website and partner network.

  • What are some applications this service is commonly used in tandem with?
  • Pipedrive
    Microsoft Dynamics

  • Does this service offer guides, tutorials and or customer support?
  • Online training module for all packages
    Dedicated Customer Success Manager for Professional Package
    Email and chat support for all

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes multi-user capable.
    Different administrator options

  • What platforms does this service support?
  • All Web apps

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
Croydon
Employees:
2-10
Likes:
Followers:

Other

Who uses Icertis
  • Startups
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
  • WinPhone
  • Blackberry
Regional Restrictions:
No restrictions.

Other

Who uses Shuttle
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • WinPhone
Languages:
English
Regional Restrictions:
No restrictions.
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