MenuAgentExchange
SalesforceSlack

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Icertis Contract Intelligence: Strategic Contract Lifecycle Management (CLM)

By Icertis

The most intelligent way to structure and connect every kind of contract.

Starting at $65   USD/user/month
Try It
Business Need
Contract Management
Requires
Sales Cloud
Compatible With
Sales Cloud
Service Cloud

The Icertis Contract Intelligence (ICI) platform works with both Salesforce Lightning and Classic, extending the value of Salesforce to bring you innovative contract lifecycle management (CLM). Watch the Icertis Contract Intelligence Demo to learn more!

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Additional Requirements
No additional system requirements.

App Details

Version
Icertis CLM/Icertis Version 26R2 3.64.8
Listed On
08/26/2022
Latest Release
05/08/2026
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
FedRAMP Offering
This company indicates that they're a FedRAMP offering. This status doesn't mean that the solution is included in Salesforce's FedRAMP authorization. You're responsible for evaluating the solution's security. To learn more, visit the FedRAMP Marketplace.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
FedRAMP Offering
Community Builder
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 11
Custom Tabs: 8
Custom Apps: 1
Lightning Components
Global: 18
App Builder: 15
Community Builder: 7
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
3.39.5
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
06/02/2023

Additional Details

If your company's Salesforce implementation isn’t integrated with a robust contract lifecycle management platform, you aren’t taking full advantage of the benefits offered by either system. Here’s just a few of the ways the ICI platform helps sales teams reduce costs, speed approvals and negotiate better deals: • Create and process contracts from within accounts, opportunities or quote screens. • Make use of structured forms to speed contract creation. • Enable contract management functionality across a variety of use cases. • Stay up-to-date with chatter notifications on contract milestones. • Leverage a rules-driven engine to govern contract authoring, workflow and approvals. • Get real time visibility into contract milestones without leaving the Salesforce application. • Extract useful data from contracts to take advantage of upsell and cross-sell opportunities. Learn how Icertis Experiences for Salesforce can unlock new potential in your sales team today.

Need help?

Icertis

Seattle, WA

Other ResourcesEmailTerms & Conditions