Agiloft Contract Lifecycle Managment (CLM) Reviews

Our organization did not have a central application for our growing number of contracts. Simply purchasing the Agiloft Contract Management Suite has allowed us to use "a tool" to manage our contracts.

The best features of the suite are the unbridled customizations on basically anything in the application, flexible approval paths, full audit trail, email reminders for approvals, open database framework allowing us to extend our initial project ideas (you can create any table you want!), integrations/APIs such as LDAP Active Directory and REST, searchable objects and attachments, flexible report writing, UX branding and customization, an integrated chat client, and the suite comes with many other modules (support tickets, helpdesk tickets, POs) right out of the box if you want to use them.

Electronic signature with DocuSign and Adobe Sign are also available, although Project HOME has not engaged those features yet, and full document redlining and tracking is also available.

The Agiloft Contract Management Suite has improved procedures at Project HOME by:

• Creating a central location for all contracts
• Automating and auditing contract approvals
• Creating a global search capability across records and attachments for quick and easy contract research

Other than organizing all of our contracts in a centralized repository, Agiloft allows for the automatic notification of contract expiry dates, as well as customizable notifications for other contract events, like price changes, or price reviews.

Although we are still fairly new users of Agiloft, I can see it will make it easy to look up contract T&Cs, as well as properly track our contract approval processes.

The most valuable features are the contract approval workflow process and the email reminders notifying relevant individuals and departments that contracts are due to be renewed or have expired.

Safe Horizon has successfully implemented the Agiloft Contract Management System as tailored to meet the specific needs of our organization’s contract approval and renewal workflow. The flexibility and relative ease of implementing functionality and modifications without programming has proven to be most striking. We were pleased by the functionality and smooth integration between Agiloft and DocuSign. The handoff of documents from Agiloft to DocuSign and back again to Agiloft is easy and seamless. The capability of being able to sign internal documents, as well as those requiring both internal and outside vendor signatures without necessitating a great deal of setup can help facilitate the contract completion process.