Agiloft Contract Management Suite Reviews & Product Details - Page 3

What do you like best about Agiloft Contract Management Suite?

Agiloft was chosen upon leading a competitive demo process against five other tools.

Our implementation team was superb - they offered relevant insights about our potential ways of working, and really understood our use cases well. We came prepared after workshopping our needs with internal stakeholders and aligning on core processes prior to system selection.

Our users appreciate the clean interface and how configurable it is, so we can capture the right data at the right time. The internal customers like the ease of using the intake form, which we configured with conditional logic, so they only answer relevant questions for the type of contract they are requesting. The contract writers appreciate the plug ins for Outlook and Word, and the smooth integration with DocuSign (for many of them, this is their first CLM experience). Our technical team successfully integrated Agiloft with our existing systems for purchase requisitions, vendors, personnel, compliance, and reporting, so our data aligns with other enterprise systems.

We are receiving consistently positive feedback from our users, and are planning configuration enhancements to fine tune our experience. Review collected by and hosted on G2.com.

What do you dislike about Agiloft Contract Management Suite?

Reporting is highly configurable, but also fussy to configure, requiring an advanced user to set up. The results are also a bit plain. We are leveraging the Tableau integration to present that data in more appealing ways. Review collected by and hosted on G2.com.

What do you like best about Agiloft Contract Management Suite?

Agiloft is highly configurable and offers the full spectrum of contract management functionality. It can be adapted to the specific use cases and needs of the organisation. The concurrent user license model enables the tool to be used widely without having to justify the cost of individual licenses for specific users.

Robust access permissions enable tight control over access to data. The user interface can be configured so that it only displays information relevant to the user role. Custom workflows can be designed as really simple, or highly complex and automated with conditionality on field values. Validation steps can be built to ensure a high level of data integrity and process compliance. Fields can be made conditional (for example based on contract type), mandatory, optionally with pre-filled default values, and can created in numerous styles including multi-choice lists, radio buttons, free text.

Advanced search functionality is highly powerful, and can be used to create sophisticated drillable dashboards and reports. The global search and quick search functionality enable users to find relevant records quickly, including via both keywords (documents are OCR'd) and meta data fields.

Contract templates can be integrated and auto-populated based on user input, enabling fast and simple creation of approved agreements without the need for legal team involvement. Email integration captures outbound and inbound emails relating to a contract record. Version control and on the fly redlining makes it easier to track changes during contract negotiation. Review collected by and hosted on G2.com.

What do you dislike about Agiloft Contract Management Suite?

Getting to grips with how to configure the system requires an investment of time, but it worthwhile in helping to understand Agiloft's capabilities and how best to design it. The online Agiloft University certification programme helps local IT teams become self-sufficient in configuration after initial implementation; whilst very comprehensive, this is extremely time consuming and we found that learning through design sessions with the implementation team was more effective.

The user-interface can appear complex initally, and requires careful design to ensure that it is a simple and intiutive as possible.

Import of disorganised collections of legacy contracts is best achieved by cleansing prior to migration; for example Agiloft does not include technology to identify duplicate agreements. The AI Platform can be trained to help capture meta data but as with all AI tools, some manual review will always be required. Review collected by and hosted on G2.com.

What do you like best about Agiloft Contract Management Suite?

Agiloft has helped me to organize my to-do list. Before I used to need to constantly sort through emails to see what had been done and what needed to be done. Now, I log into Agiloft and can immediately see the status of every contract I've touched. I can see the notes and the various versions, the emails and the tasks. It's all there in one place. And, if I'm on vacation or not available to continue a contract review, one of my other associates can pick up right where I left off and continue to serve our clients.

Additionally, as we enter our 3rd year of using Agiloft we're building and using a historical record of our engagements, including negotiations and approvals. Review collected by and hosted on G2.com.

What do you dislike about Agiloft Contract Management Suite?

There have been no downsides. It's been a little hard to convince our internal clients that it can help them like it helps me but some of them are getting the idea.

Some users have complained that it's not immediately intuitive, but most users have learned fairly quickly how to use it. Review collected by and hosted on G2.com.

What do you like best about Agiloft Contract Management Suite?

Agiloft Contract Management Suite has afforded us the opportunity to manage a vast amount of contracts and modifications in one place where once we were using paper contracts while obtaining original signatures on everything. Time has been taken back by using CMS to allow for greater investment of the teams' time with performance management of these activities. There is so much capability and ease of use of this system and we are still tapping into the tip of the iceburg and exploring further items on our priority lists, as a valuable resource for our team as well as other partnering agencies involved in our collective work. We use CMS daily and the ease of integration with other facets -systems in use for the Department's needs are exemplary. Our Customer Service Support Team is AMAZING and incredibly responsive and accomodating to our "wish lists" and trouble shooting requests. Review collected by and hosted on G2.com.

What do you dislike about Agiloft Contract Management Suite?

I would like to explore building out additional reporting capability which I am certain is there, but we will delve into further sometime in 2024. Review collected by and hosted on G2.com.

What do you like best about Agiloft Contract Management Suite?

Fully relational database, allowing you to click through to records in a related table, e.g. from a Contract record to a Company record. The Contract workflow page allowing you to decide from which status a contract can move to in each situation. Powerful searching, including possibility of using different views when you are saving your Saved Searches Review collected by and hosted on G2.com.

What do you dislike about Agiloft Contract Management Suite?

If you are a European customer, you will be waiting many months more for the new releases as they seem to be released to US customers first of all. I would like to see additional filtering fields in the column headers of fields in the list/grid view, like ServiceNow provides for example. This is because you won't add 10 fields to the Quick Search panel, and I find myself scrolling down a lot to use the 'Add Filters' option to find a field from the Contracts table that isn't one of the 10 fields I added to the Quick Search panel. Review collected by and hosted on G2.com.

What do you like best about Agiloft Contract Management Suite?

Agiloft is very customizable to fit your needs. Every field, rule and integration is possible. The reporting is also great and can be filtered and auto-generated easily. Review collected by and hosted on G2.com.

What do you dislike about Agiloft Contract Management Suite?

Not really a downside; just so much that can be done that it can become a full-time job. Having an implementation team longer would help! Review collected by and hosted on G2.com.

What do you like best about Agiloft Contract Management Suite?

This system can be a one-stop shop for contract management. It is effortless to use, and the set-up flow made sense for business needs. If I had been in the project from the beginning, I would have most likely used the system to its fullest capacity, with one caveat, that is not the fault of Agiloft. They were incredibly helpful in finding a workaround to the effect. Review collected by and hosted on G2.com.

What do you dislike about Agiloft Contract Management Suite?

The only issue that I have with the system is that to store every single purchase order that comes in with the system, that would have been months of development to be able to acclimate to the wide variety of templates that the OEM's use to communicate purchase orders. This is not to the detriment of Agiloft, just the sheer magnitude and variety that did not allow full capacity. They were incredibly helpful in finding a workaround to the effect. Review collected by and hosted on G2.com.

What do you like best about Agiloft Contract Management Suite?

Agiloft is highly customizable and can be built to accomplish nearly every contract management task. We love the dashboard, reporting capabilities, continuous improvements and releases, and the team at Agiloft. Emails, reporting, etc. can be automated. Contracts are OCRd and searchable, and you can link and view parent/child relationships. Review collected by and hosted on G2.com.

What do you dislike about Agiloft Contract Management Suite?

After completing two of the three Agiloft training certifications, I understand how much Agiloft can do. The problem is, since it CAN do so much, having a clear direction can be difficult. I would recommend allocating a significant budget for a good Agiloft project manager and implementation team to support you through the process. Also, having your legacy contracts organized and ready in advance would save much time. Review collected by and hosted on G2.com.

What do you like best about Agiloft Contract Management Suite?

The flexibility of Agiloft is just what our company needed. We have a complex approval process for our contracts. Agiloft is able to make those approvals happen. Plus, we have the flexibility to change various aspects of the system. We see lots of potential for various uses as our knowledge grows. Review collected by and hosted on G2.com.

What do you dislike about Agiloft Contract Management Suite?

As an admin, the only downside is understanding how various tables and fields work together so one change doesn't cascade into multiple issues. The admin training should coincide with the system being built, brining company admins into the process and explaining as Agiloft builds. Review collected by and hosted on G2.com.

What do you like best about Agiloft Contract Management Suite?

The Agiloft CMS has a user friendly interface and is customizable to meet any process need. We were able to launch our MVP with minimal user training and have contracts uploaded with ease. The data capture is clear and has clean search/reporting capabilities on the contract portfolio. Review collected by and hosted on G2.com.

What do you dislike about Agiloft Contract Management Suite?

Some of the additional plugins are not as customizable as we would like them to be now. For the MS Word plugin (contract assistant), we'd like to be able to adjust the metadata fields and make it fit closer to the firm's ideal processes. Review collected by and hosted on G2.com.