Agiloft Reviews

We use and trial a lot of software for either our own use or clients. Agiloft is by far the most advanced contract management software out there. It is more than just CMS. We liked the ability to White label it for clients either directly in-house or through the client portal managed by us. For an administrator, the functionality and customizable process and table flows are excellent. For the UI...

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Unlike virtually all of it's competition, it is not really a drag and drop type environment in the true sense. Some of the UI screens can seem too busy/cluttered but that did not bother me. I would say that, similar to others, you need a stakeholder to be married to this product. This means that they become familiar with the interaction with tables when new fields are setup and the permissioning.

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It's a very good Contract Lifecycle Management tool. Contract or DPA templates can be easily updated and customized. Agiloft has capability to integrate with ServiceNow and Oracle, which helps to build a cohesive Source to Pay process. It also has capabilities to build a Security module for vendor vetting. Generating and assigning tasks are a good add-on.

The UI can use a lot of improvement. A lot of the simple steps are unnecessarily complicated. Building a Procurement process gets a bit messy since Agiloft is not advanced enough to integrate multiple process (like Sourcing, Legal, Privacy, Security, etc.) is a smooth way.

A more than wonderful program for managing contract affairs, it offers a free trial and offers a free version, it is used in medium and large companies to automate contracts and agreements, its use makes it easy to obtain enterprise agreements at any time, it is really wonderful.

It needs training at the beginning in order to be able to use it successfully. After that, some improvements must be made to the user interface. Some errors may occur when merging several operations together.

- Ease of customization - Everything is point-and-click and easy to understand. We have not had to write any code, yet we're integrated with several other mission-critical systems within our business. - Ease of use - Even our fairly non-technical users find AG easy to pick up, and with light training are productive immediately. I attribute some of this to the user interface, but even more of it to...

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This is not a con, but my only advice is to find a champion for the project internally who understands the business processes you're wanting to implement in AG, and who has the time to focus on the project. Don't be afraid to implement what you need, and then tweak over time as requests come in - you'll rarely get everything right in a first pass and you'll get the best feedback after a minimal process has been in the users' hands for a week or two.

The overriding advantages of Agiloft's product/company: 1) It can be customized to do almost anything with almost no programming, and quickly: truly a system designed for users to modify. This supports living process that increases adoption rate and reduces operational errors. 2) It is possible to create and maintain the system and its customizations with a very small commitment of staffing because the customization method is very efficient and largely self-explanatory. 3) The support is excellent: failures and bugs are addressed promptly and software updates containing bug fixes are delivered much faster than industry average.

1) The user interface is dated looking. This is a minor issue since the simplicity helps with the ease of configuration and does not get in the way of functionality. 2) The organization of the user interface is around data rather than process. Process needs are fully accommodated, but the data-driven approach means that processes that access more than one data type can be more difficult to implement or represent on-screen to users. However I have not come across any customization that could not be made with the system. 2) Sparse documentation. Some of the more advanced features as well as effective tuning require support or professional services even though they are not difficult to implement.

I refer to Agiloft as my co-worker because of the time savings it provides when I've been requested to provide information on a particular agreement or co-worker, as well as the time savings in drafting and finalizing agreements by using the Clause Library and Work-flows. The ease in training is also a major plus, new users anticipate being intimidated, but after 15 short minutes, they are off and running with full capabilities to start using all the features Agiloft provides.

Understanding the relationships between tables when setting up new fields and revising user permissions can be confusing.

Agiloft is very user friendly and has tremendous flexibility for you to customize your Knowledge Base and develop workflows to automate mundane tasks, eliminate human error, integrate with other software tools, and increase end user satisfaction. Agiloft has decreased our requisition approval turnaround time by four days - a huge value add to a fast pace high volume company like ours. Once the platform is built, the implementation specialist arms you with all of the tools necessary to make modifications and updates as the need for tweaks arises.

We have a history of quick but unhelpful responses from customer support. Fortunately, we are able to work with our implementation specialist when support tickets require escalation. There is a clear eagerness to assist, but the communication from support lacks depth. You have to be extremely specific with your desired resolution.

We have been able to adjust this product to our specific needs. Easy to make changes whenever you need to and if you can't remember how to make the change(s), Agiloft Developers are always available to assist.

I can't think of many negatives. Sometimes it is hard to explain to the developer(s), that assist with making changes, exactly what you need done and how you want things to work. This is usually resolved after additional questions/emails/phone calls. The only other negative for me is that I'm in the Eastern Time Zone and Agiloft is in the Pacific Time Zone. That four hour difference sometimes leads to a longer time to resolve questions.

The best features of the Agiloft software are that it is automated: agreements and purchase requests are automatically routed through the approval process. In addition, the software can be customized so that once an agreement is approved, it is automatically uploaded to DocuSign and routed for signature. These features allow the legal team in my organization to handle a heavy load of contracts with a small team.

Anythings issues with the software can easily be fixed, thanks to the highly customizable nature of the platform.

What I like the most regarding Agiloft is their customer service. When I first started setting up our CRM system, if I ran into any stumbling blocks or had any questions I would just send off an email and I would almost immediately have someone answer my question or via email or if it was something complicated to explain, we would get on a video conference and they would show me step by step what I should do. They were always extremely friendly and extremely helpful and very knowledgeable. Most companies I deal with you can't even get through to customer service, but the Agiloft staff is always right there when I need them.

Some of the administration set up can be a little bit tricky at times. Usually I could figure things out for myself, but sometimes I would have to seek additional help for Agiloft customer support.

Agiloft stays updated with today's technology and marketing trends in order to bring its customers the latest in Contract Management and other software services.

There are certain things that has to be done in order for it to function properly with other internet sources such as Firefox and Chrome, but once you make those accommodations everything works just fine.

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No pros were added to this review

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Agiloft is without question the easiest CRM solution to setup, customize, and deploy. Your only limits are your imagination. The product comes with out-of-the-box applications already setup which makes it easy to get started. I have been using Agiloft software for over 10 years and have had nothing but accolades. They truly understand the meaning of delivering exceptional software.

Someone will always find something they don't like about anything. I would prefer to say that I have been using Agiloft for so long that it currently meets all of our needs and I have had not had any issues. The product just works.

Extremely flexible and user configurable to a degree I haven't seen before in a product of this type.

The Group and Team concept and settings are difficult to understand at first and can be daunting to implement. Once understood the level of security and functionality is very impressive.

We have a growing agency and our needs change frequently. I appreciate that Agiloft can be built to accommodate our needs.

I do not like that when replying to an email out of Agiloft the email chain is not included in the message. This is something that we have to do, so adding this would be a big benefit.

The thing I like the most about the software is the ease of creating a contract. The automation and single entry point is fantastic.

It is a little bulky and for old school sales, it tends to be a little difficult to maneuver from section to section.

Customization and entry cost. The way it helps us keep track of events. Tasks and projects and the surrounding data associated with the events.

We needed help making the customization. the support docs for this function were hard to understand and make work. The support staff at Agiloft really helped us past this step.

The Agiloft workflow engine is very powerful. Excellent API for customization. Scales very well. We are using this to manage AP invoice payment approvals for hundreds of users and so far it has been a very robust solution.

It is very flexible, which means complicated, and definitely takes some time to train users and developers.

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We use the Contract Management aspect of the software, which is new to our company. During the implementation they were able to customize the program, so that all of our asks/needs are met. Using this program has streamlined this aspect of our business.

Because the software is so customization, it can be difficult to make any changes on your own. Support is typically needed, when making changes to the program.

Easily Customizable to our business needs. Automatic reporting and email notifications are essential to our process. Out of the box integration to our business structure. Create and adapt business practices to include Agiloft. We did not know what we were missing until we started creating processes with Agiloft in mind, The joke at our company is "Agiloft can do it".

As a company that tracks equipment MTBF, availability and MTTR, the Graphics and Graphing packages lack the ability to do some of the hings we would like. Still need to import some data into excel for post processing.

This is my company's first foray into ITSM so it had to be right. It does everything we had in our specification requirements. The UI for admins is a lot better than I'd experienced before

The setup was a bit fiddly but that was eased by the supplier who provided 40 hours of setup assistance to get us rolling, as part of the ontract

This program is very easy to use once you get it set up. The work flows are simple to use and the program after configuration requires very little maintenance.

Some of it can be very confusing to someone who doesn't understand business flow.