Get Started
Icertis Contract Intelligence v8.7 sports modern themes and many more UX features! Know More
ICI Overview
Explore features and understand the offerings
Personas & Roles
Identify your user journey in ICI
Tech Requirements
Learn about the basic setup and localization requirements
UI Navigation
Familiarize yourself with the ICI platform UI
Search in ICI
Use the wide range of filtering options, create views to customize dynamic reports
Set User Preferences
Autodelegate tasks, change your UI theme, accessibility options, and locale settings
Customize Your Personal Dashboard
Track tasks, add widgets, views, reports, and KPIs
Use Platform
Contract Management
Author, approve, and execute contracts, create associations, amendments, and perform bulk actions
AI Apps
Digitize legacy contracts, search with NLP algorithms, automate processes such as deviation analysis, and more
Reports & Dashboards
Explore default reports (SSRS), power BI reports, and dashboards
Icertis Experiences
Create, view, approve, and collaborate on contracts within third-party apps
Microsoft Word
Microsoft Outlook
Microsoft Teams
ICI on Mobile Browser
View agreement related details on mobile browser
Use Business Apps
Use these apps built on the ICI platform to address specific business requirements.
Obligation Management
Manage commitments and define a seamless obligation fulfillment workflow. With ObligationAI, extract complex and hidden contractual commitments
Sourcing
Improve sourcing process, reduce risks, compare bids and proposals, analyze supplier relationships
Supplier Relationship Management
Focus on supplier relationships by leveraging AI capabilities, use collaboration tools, measure performance
Collaboration Portal
Collaborate seamlessly with your suppliers and customers across the globe
Proposal Management
Accelerate sales by bridging the gap between proposals and contracts, ensure timely delivery, track KPIs
Rebates
Automate calculation, reconciliation, and reporting of rebates for suppliers and customers
Risk Management
Mitigate risks with due diligence, continuous monitoring of supply chain, and purchase contracts
Configure Platform
After admins set up the platform, you can configure different aspects such as contracts, reports, and AI Apps.
Design Contracts
Structure your contract types, define rules, create tempates and masterdata, tag attributes in clauses, and more
Configure Reports
Retain focus on what you track by controlling and customizing reports at all levels
Configure AI Apps
Train your AI models and analyze docs in AI Studio
Promote Configurations
Move configured entities such as Contract Types, Templates, Clauses, Rules, Masterdata, Users, Security Groups an more from one instance to another.
Configure Business Apps
Explore seeded configuration for business apps and configure workflows, rules, masterdata, attributes, and hooks
Sourcing
Obligation Management
SRM
Proposal Management
Rebates & Growth Incentives
Risk Management
Get Started with ICI for GovCon
ICI for GovCon is a transformative contracting solution specifically designed to support the complete federal contract lifecycle, providing contractors full visibility and control. This end-to-end AI-powered solution with automated workflows aids compliance and simplifies the complexities of federal contracting. Explore the offering and understand government contracting.
ICI for GovCon Overview
Explore features and understand the offerings.
GovCon Primer
Familiarize yourself with different aspects of federal contracting with this quick primer.
Use ICI for GovCon
Find help with everyday tasks when working with the modules of ICI for GovCon.
Solicitations
Proposals
Prime Awards
Modifications
Task Orders
Subcontracts
Contract Closeout
Line Items
Supporting Information
Other Related Information
Access the configuration workbook and API-related information for ICI for GovCon.
Configuration Workbook for ICI for GovCon
Access the configuration workbook to learn more about the seeded entities in ICI for GovCon.
APIs for ICI for GovCon
Use APIs to extend ICI for GovCon functionality.
Administer Platform
Org Structure, Groups, & Users
Manage access to the ICI platform by creating org units, org groups, security groups, user groups, and users
System Configurations
Manage system configurations such as config keys, esign, reports, data management, data protection, and SSO
Platform Setup
Configure application settings, dashboards, global views, and publish contract types
Admin Tasks
Upload legacy docs and use admin tools such as Translations Editor and Search Sync
Esign
Integrate Icertis platform with supported esign providers, such as Adobe Sign and DocuSign
Icertis for Microsoft 365
Integrate Icertis platform with Microsoft 365 apps for seamless contract creation and management
Integrate Third-Party Apps
SAP
SAP Ariba
SAP Fieldglass
SAP CPQ
SAP S/4HANA
Microsoft 365
Use
Create, view, approve & collaborate on contracts within Microsoft 365
Configure
Integrate Icertis Platform with Microsoft 365 apps for contract creation and management
Microsoft Dynamics 365
Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 SCM
Other Integrations
Salesforce
Workday
Develop & Extend ICI
Icertis APIs
Integrate external systems and third-party applications with the ICI platform
Icertis UX Studio
Refine the aesthetics of existing ICI forms or design new forms and workflows
ICI Hooks
Use ICI hooks to enhance the ICI platform
Configurable Features
Use the Configurable Features library to customize features for specific needs
Identity Management
Integrate ICI with Okta through SCIM for efficient and secure user provisioning and user management
External Masterdata Lookup
Configure external data sources to seamlessly lookup attribute values in ICI
Generic Integration Framework
Use ICI’s Generic Integration Framework to set up inbound or outbound integrations.