Summize Reviews & Product Details

We are still ongoing implementation of the tool. What I like best is how seamless implementation process has been. The team has been incredibly flexible and has consistently delivered on their promises. We're excited to see the tool in full action soon! Review collected by and hosted on G2.com.

We could have benefitted from some additional features supporting implementation still, such as auto-naming of file names. Obviously no tool can be perfectly tailored to the needs of a specific company, and we knew this functionality did not exist. This said, Summize seems to be always open to feedback and eager to improve - exciting new functionalities are already in the pipeline. Review collected by and hosted on G2.com.

I’ve been using Summize for well over a year now, and it has transformed the way we handle contracts in our organisation. It is intuitive and user-friendly, making it easy for even the most non-tech savvy among us to navigate and use effectively.

In particular, the word-add in is a standout feature that has saved me countless hours by streamlining the contract drafting process by having all of our standard clauses in one place that can be easily inserted into word docs. The centralised contact repository has organised all of our contracts (although an extra layer of folders would be very helpful for us!)

The customer support has been excellent - responsive, knowledgeable, and genuinely interested in helping us get the most out of Summize. The regular updates, like the 'Custom Fields' feature which allows the addion of manual data points and AI tool, have been really useful and show that the company is committed to continuous improvement.

Overall, Summize has been a game-changer for us. It’s made our contract processes more efficient, secure, and compliant. I highly recommend it to any organisation looking to improve their contract management processes. Review collected by and hosted on G2.com.

A couple of small issues which were responded and resolved quickly. Review collected by and hosted on G2.com.

The customer service behind the product is superb. Really helpful and it is good to see regular updates to the product which are provided as part of being in the Summize community, rather than simply as a way of driving up fees. Review collected by and hosted on G2.com.

The time taken to build Playbooks is a drawback. Having templated playbooks with input from specialist lawyers would be amazing. Review collected by and hosted on G2.com.

I'm really fond of the Summize integrations, specifically the outlook and teams add-ins. They make creating, updating and sending requests easy for my team. Review collected by and hosted on G2.com.

For the outlook calendary sync, it would be beneficial to be able to reference what the calendar invite is specifically for on the subject, rather than having to open the description. Review collected by and hosted on G2.com.

Having the ability to work in one piece of software for all of our agreement and contractual needs, from templates and creation to signatures and repository.

We no longer have to create in Word, upload as PDF and send our contracts out for signature using another third party platform but can now do it all from one place.

The introduction of AI is a real plus, with phrasing suggestions and clause checking and saves lots of time too! Review collected by and hosted on G2.com.

Its sometimes frustrating when using the repository and uploading documents which may have already been uploaded by another colleague, it would be great to see a notification that the doc already exists within Summize and allow us to make a decision on updating/over writing or to keep both. Review collected by and hosted on G2.com.

The functionality from request to contract review is what I like best about Summize. It is most helpful to keep track of my assignments, while also keeping the requester up to date on status of the review. Review collected by and hosted on G2.com.

The dashboard piece overlaps with list of users/groups. The teams request feature what appealed most but from an admin standpoint, the requesters have experienced tech issues with same. Review collected by and hosted on G2.com.

Really happy with the implementation and use of Summize, the team have been brilliant at answering all our questions and improving our custom prompts to get great results in our summaries Review collected by and hosted on G2.com.

All good so far, looking forward to each product update Review collected by and hosted on G2.com.

The Customer Support from Summize has been fantastic, in particular from Mariana Cimpureanu. Mariana has been so helpful and quick to respond to any problems, and has really made the implementation phase easy. I like that Summize are happy to address any requests we have and add them to their feature request list. I also like that Summize has various integrations- I think the Teams and Outlook integrations will be particularly helpful. Review collected by and hosted on G2.com.

There are a few features which aren't quite right for my company's purposes, however I understand the tool is constantly being improved. For example, it would be good if we could have multiple layers of subfolders in the repository, rather than just two. I have found that the AI often struggles to pick out the right dates from contracts and add them to the calendar. I know that this is quite important to my company for managing contract renewals, so it would be good if this could be resolved. Review collected by and hosted on G2.com.

The onboarding and implementation team has been hands down one of the best experiences. Review collected by and hosted on G2.com.

The only issue would be the inability to create sub-subfolders (3tiers down per say) Review collected by and hosted on G2.com.

The AI features make reviewing contracts so much more efficient. Our customer success manager is very responsive and always helps with questions and training. Review collected by and hosted on G2.com.

I don't have any dislikes about Summize at this time. Review collected by and hosted on G2.com.