Precisely Reviews & Product Details

About the platform: great features, intuitive user experience, we gain a lot of time and avoid errors at the sales proposals generation stage, smooth internal collaboration between our three users

About the customer service: a dedicated person in our native language that is very competent and extremely responsive, consistently exceeding our expectations

The platform is continuously improving and there is a good communication about the changes Review collected by and hosted on G2.com.

Negotiation stage :

- Attachment file: most of the time, our customers do not find our T&Cs file that is attached as a pdf (so that it is not modifiable) to our services agreement. We have to explain to them how to find the file or send it by email. What would be amazingly great: make it more visible.

- Redlines: most customers are reluctant to use the redlines/comments features inside Precisely. They download the file in Word format and we have to do it the old way (OK this is our fault we can technically prevent them from doing so if I am correct). When we do it inside the tool, it is less smooth than in Word (the tool creates a bubble for each single change which is messy, and the customer cannot see what we have rejected).

Signature stage :

- We do not like Hellosign (now Dropbox sign) for 3 reasons : 1) we cannot insert signatures blocks (there is only a page summarizing the signatures at the end of the doc), 2) when we use the delegation feature it is messy, 3) the customers are reluctant to use it because they cannot download the file to check it before signing. That is the reason why we are moving to Adobe Sign (in course of integration by the Precisely team) Review collected by and hosted on G2.com.

The support and reaction time that Precisely delivers when you submit questions or proposals. Obviously the product, and how easy it is to take "word template contracts" and turn them into automated dynamic and flexible contracts. On some contracts, we have gone from 20 hours in preparation to less than one while satisfying all governance and stakeholders in the process. Review collected by and hosted on G2.com.

The maturity of the product, we have met several limitations, but most of these limitations have been mitigated by improving the product and are no longer limitations. Review collected by and hosted on G2.com.

Since we are using Precisely, we can handle more contracts faster, which is vital for our scaling business. By automating the contract drafting process, we created a safe environment for drafting agreements for the contract originators and significantly reduced the time the legal team spent reviewing agreements. And it's such a comforting feeling to know that we can avoid any manual calculation mistakes due to the advanced formulas available in the tool. The approvals settings and sophisticated user roles allow the various departments of our company to be active users in Precisely - from sales, account management, and marketing to business development and human resources. This brought the collaboration and synergy between different teams to another level. One of the most vital features is the metadata you can collect for the contracts created - this helps with our reporting a lot. And to save the best for the end - the Precisely team is fantastic! Whenever we suggest an improvement, they listen to us and take our comments with them, which then often leads to new features being rolled out, and this kind of relationship is essential to us. Also, their support team is always available and ready to help with any questions we send their way - it's a pleasure to work with them. Review collected by and hosted on G2.com.

Nothing really. If you are new to the platform, you may need some time in the beginning to get familiar with all the features available, but after spending a few hours in the tool, you will become an expert very fast. Review collected by and hosted on G2.com.

Simple to generate documents so it is easy for other team members to use which is great. Review collected by and hosted on G2.com.

It takes a while to learn how to create templates. The questions, how to connect them, why the signatures work the way the work. How the link between the docusign and the document works. Also to understand what is the best way to create certain clauses etc. Takes time, sometimes when we are busy, there is no time to learn and start creating. Hence we still have a lot of documents not implemented in Precisely, which results that we still have two systems in place (creating them manually and some generated through Precisely). Review collected by and hosted on G2.com.

I like how Precisely collects meta data from documets which help generates reports. Also, the option to send out contracts for review beforehand is great! Also, I have been able to time manage more with Precisely. Review collected by and hosted on G2.com.

The downside is that it may take some time getting used to the platform especially if you are not familiar with meta data and creating templates through that, but it's not hard to learn! Review collected by and hosted on G2.com.

When looking for a contracting tool, I was initially looking for a contract repository only. I soon found out that a tool like Precisely offers even more useful aspects as a contract drafting and signature process. Compared to its competitors Precisely stood out as all these functions were well-rounded and one function did not outshine the others. It is a great overall tool. Review collected by and hosted on G2.com.

This is not a strong dislike, Precisely is still fairly young and flexible and not all minor functions or hacks are already available. Since I joined however many new functions have been added or about to be added. Review collected by and hosted on G2.com.

Good API integration posibillities, a useful and good looking Web App as well as very fast and personal support Review collected by and hosted on G2.com.

im very happy with precisely, only thing is the sign process on mobile devices: on some step the "Next" button is out of sight and needs to be scrolled down to see it. But i will send this request on another way as well Review collected by and hosted on G2.com.

The support I have recieved is great, they are very serviceminded, and the platform is very workfriendly, easy to work within, understandable, efficient. Review collected by and hosted on G2.com.

Since we are a very special organisation we would need to have some features that are individualized and customized for our needs, and for the moment that isn't competely doable. For example user roles, the e-signing tool, etc. our organisational structure doesn't really fit Precisely structure. Another example is not to be able to send documents through the system via email. I would like to have data collated differently and have relations to our systems. Review collected by and hosted on G2.com.

It is easy to structure the documents in the archive. The template function is also excellent and makes it easy to create new agreements. Review collected by and hosted on G2.com.

If I have to find something, it could be that you have to manually fill in the metadata on uploaded agreements, which probably would be a tricky feature to add. Review collected by and hosted on G2.com.

Precisely unites all Contract Management steps in one tool. Template creation is simple as content and format are individually adjustable to one's needs (e.g., for Sales and HR contracts...). The check and review of contracts are intuitive and collaborative, followed by the signature process and archiving. Plus, the support is always fast and solution-oriented. Review collected by and hosted on G2.com.

Template creation offers many design options, but some minor features are missing that one is used to from docs like Microsoft or Google (e.g., it is impossible to delete more than one row of a table at once). Most times, there is a workaround. Automation (for bulk sendings) and Integration with other tools (like Employee Management Tools) are not straightforward. Still, they need manual work and the creation of zaps, which are not always running smoothly. Review collected by and hosted on G2.com.