Agiloft Features

Users can create new contracts within the platform using built-in document creation features.

Pre-designed layouts that can be customized to match preferences and requirements

Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.

Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources.

Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.

Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system.

Receive notifications and schedule reminders with alerts according to contract milestones.

Contracts can be stored in a central online repository with built in search capabilities.

The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract.

Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities.

Contracts specific to government agencies or organizations who deal with government agencies

An agreement that's only valid if signed by all involved parties, sealed, and delivered

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Set up connections to third-party platforms to improve business processes

Track usage per company, custom time period, or contract

Track payments received for products that haven't be delivered yet

Recognition rules to accrue revenue on a daily or monthly basis

Users can create new contracts within the platform using built-in document creation features.

Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields.

Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.

Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources.

Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.

Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system.

Receive notifications and schedule reminders with alerts according to contract milestones.

Contracts can be stored in a central online repository with built in search capabilities.

Identify, assess, and manage all contract risks and ensure the fulfillment of contractual obligations

The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract.

Ability to e-sign legally-binding contracts within the same platform.

Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities.

Provides advanced, AI-driven contract analytics to optimize all aspects of contract management.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Use AI to generate content in the form of text, images, videos, etc.

Capability to perform complex tasks without constant human input

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Makes informed choices based on available data and objectives

View and track pertinent metrics to find patterns and gain insights from data

Digitally sign online documents

Search for specific words or phrases within a document or database

Import and export data to and from software applications

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Electronic signing method that validates the authenticity and integrity of a digital document

Create, edit, and revise contracts/written agreements

Track and document all activities across devices, networks, and other systems

Alter the layout and content of reports

An agreement between a buyer and a seller for the sale and delivery of goods or services

Create, manage and track all task activities and progression

Manage and track the renewal process for various services, subscriptions, contracts, or licenses

Highlight content and/or make notations about parts of content

Create, design and manage workflows for repetitive tasks

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

A record of all activities within the system, including user access, changes made, etc.

Dialogue between two or more parties to resolve points of difference and agree on a set of legally binding terms

Assemble applications and processes by dragging over and arranging pre-built components

Store and organize documents in a centralized system

Customize data fields to support various needs and use cases

The use of AI to automate the process of reviewing, identifying and marking changes in contracts

Track revisions and updates made to files and navigate between different versions

Track the current status and completion of activities, tasks, goals or deliverables via progress indicators

Manage, organize, and store contact information

Define levels of authorization for access to specific files or systems

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Review and analyze existing information across documents

Add customized logos and colors to align with company branding

Configure existing workflows to meet your organization's needs

Store, manage, and track all electronic documents in a centralized location

Track and report regulatory data to either internal management or external stakeholders

An agreement between a business and an external supplier for the delivery of a set of products or services

Accept, record, and reconcile financial transactions

Use AI to generate content in the form of text, images, videos, etc.

Create, manage, and send invoices or bills to customers

Pre-designed layouts that can be customized to match preferences and requirements

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Creation, processing, verification, and execution of invoices till the payment is made

Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service

Search and filter data across systems to locate required information by entering keywords or certain criteria

Negotiate best prices and choose the right vendor for various purchases

Create and maintain quality vendor data through data validation, maintenance, and audit trails to ensure proper compliance and sourcing

Organize and manage all processes/procedures involved in purchasing goods and/or services

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Store, manage, and track all electronic documents in a centralized location

Plan and coordinate all the resources, costs and time needed to execute assignments

Graphical representation of data

Define levels of authorization for access to specific files or systems

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Initiate collection and analysis of known risks

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Receive data and information in real time

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Online portal through which end users can access the system, manage tasks, or obtain information

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Provides a channel for team members to share media files, communicate, and work together

Application programming interface that allows for integration with other systems/databases

Manage the process of evaluating documents or requests submitted for approval

Process payment to vendor(s) for goods/services received

Set up connections to third-party platforms to improve business processes

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Create, send, and track purchase orders and their statuses

Track, store, and access client contracts or licenses

Import and export data to and from software applications

Allow users to access multiple services after entering their login credentials once

Create, design and manage workflows for repetitive tasks

Track and manage adherence to policies for any service, product, process, or supplier

Create, manage and track all task activities and progression

Track and document all activities across devices, networks, and other systems

Application programming interface that allows for integration with other systems/databases

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Customize contracts and forms to collect specific information

Set up connections to third-party platforms to improve business processes

Manage, organize, and store contact information

Create, design and manage workflows for repetitive tasks

System alerts about the need to escalate an issue or request

Alter the layout and content of reports

Track and manage inventory levels to maintain proper supply

Pre-designed layouts that can be customized to match preferences and requirements

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Receive data and information in real time

Manage and handle various international currencies

Form predictions based on past and present data/trends

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Import and export data to and from software applications

Track and manage adherence to policies for any service, product, process, or supplier

Provides a channel for team members to share AI models, media files, communicate, and work together

Online portal through which end users can access the system, manage tasks, or obtain information

Timed notification for any upcoming task, deadline, appointment, or activity

Customize data fields to support various needs and use cases

Access software remotely via mobile devices

Track and monitor efficient handling of all changes/transitions

View and track pertinent metrics to find patterns and gain insights from data

Store and organize documents in a centralized system

Define levels of authorization for access to specific files or systems

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Active reporting of data and metrics

Analyze and gain insights into data in real-time

Create, manage and track all task activities and progression

Configure existing workflows to meet your organization's needs

Add customized logos and colors to align with company branding

Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Addition of necessary external data, applications, tools, or features

Manage all supplier data and operations

Manage and support multiple languages

Create, save, and store files

A record of all activities within the system, including user access, changes made, etc.

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Generate quotes or estimates for customers

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Manage, store and organize emails within the system or via third-party apps

Track interaction history by documenting conversations for contacts

Search and filter data across systems to locate required information by entering keywords or certain criteria

Tickets are automatically assigned to specific agents based on predefined rules

Set and monitor service level agreements to ensure timely response and resolution

Manage assets throughout their lifecycle to optimize profit

Allow customers/users to submit support queries and service requests

Planning, scheduling, and overseeing the release of software or system changes into a live or production environment

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Automatically identify and save contact information of potential customers

Automate workflows and trigger campaigns based on customer actions

Track, store, and access client contracts or licenses

Manage and track all disruptions and incidents

Manage the process of evaluating documents or requests submitted for approval

Create, send, and track purchase orders and their statuses

Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison

Arrange tasks based on the level of priority or urgency

Create and manage digital catalog of products/services with their details, specifications, and price

Track orders throughout the fulfillment process

Create and send email blasts/campaigns

Track and facilitate returns of products sold

Monitor product stock levels

Incorporation of a chat or messaging system within an organization's internal communication infrastructure

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Create budgets based on historical data and future projections

Set allowances and ensure employees don't spend more than the allotted amounts

Creation, processing, verification, and execution of invoices till the payment is made

Pipeline view and tracking lead status

Track the amount of money spent on a certain product or with a certain supplier

Define, track, and/or automate sales activities and sales processes

Track all opportunities for potential sales and convert them into recurring revenue

Automatic reply functionality for incoming messages

Identify and solve underlying cause of incident(s), and prevent future incidents from occurring

Synchronize with other calendars to view mutual availability and schedules

Track the status of support tickets/escalations as they move through the service queue

Search and/or filter for items using names, keywords, descriptions, tags, metadata, etc.

Primarily serving startup companies

Allows businesses to create and manage auctions.

Group leads or contacts based on their specific characteristics

Managing service requests, incidents, IT issues & support with a ticketing system

Manage all receiving processes within a warehouse

Database containing accurate and up-to-date information on all operational services

Managing inventories and tracking changes to hardware and software configurations

Negotiate best prices and choose the right vendor for various purchases

Review, approve and cancel requests for goods/services to be purchased

Review and uncover trends in spending activity

Templated responses for responding quickly to recurring support requests