altaFlow Features
Platform (21)
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Custom Branding
Custom branding can be applied through signature process
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User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
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Internationalization
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Performance and Reliability
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Integration APIs
Email Management
Manage, store and organize emails within the system or via third-party apps
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Mobile Access
Access software remotely via mobile devices
Forms Management
Store, manage and track all forms in a centralized location
Contact Management
Manage, organize, and store contact information
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Workflow Management
Create, design and manage workflows for repetitive tasks
Document Management
Store, manage, and track all electronic documents in a centralized location
Contract/License Management
Track, store, and access client contracts or licenses
Renewal Management
Manage and track the renewal process for various services, subscriptions, contracts, or licenses
Registration Management
Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.
Event Management
Schedule and manage the logistics of activities and other gatherings
Marketing Management
Plan, track, and evaluate marketing activities including promotions, customer outreach, and branding
Expiration Management
Track and manage expiration of various items including products, warranties, licenses, and contracts
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Video Management
Store and manage online video content
Signature Process (10)
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Document Signing
Allows signor to easily and intuitively sign documents
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Reminders and Expirations
Reminds signors of documents that are waiting to be signed and document expiration dates
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Sign-In Process
Process of authenticating is secure and seemless
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Mobile Signatures
User can easy send and sign documents on mobile devices
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Signature Workflow
Sendor/Adminstrators can easily set up and track documents through multiple signature steps
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Bulk Digital Signatures
Send documents requiring signature to 1000's of signers at once
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Reporting
Provides standard reports and easy creation of custom reports to manage signature process
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Signature Document Creation
Easy to create signature blocks on all required electronic document types/formats
Multi-Party Signing
Share documents with different users to collect multiple signatures
Electronic Signature
Digitally sign online documents
Security and Scalability (3)
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Regulatory Compliance
Meets required regulartory compliances
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Signature History and Audit
Tracks all document signing history to comply with required regulations
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Enterprise Scalability
Provides features to allow scaling for large organizations
Document Creation (6)
Customizability: Variables and Fields
Define fields to pull in dynamic information.
Template Creation and Flexibility
Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.
Rich Media
How well the platform supports images, audio, and video in proposals.
Online Document Creation
Create adaptive online documents for view via browser or mobile device.
PDF Creation
Create attractive PDF versions of proposals.
Custom Branding
Brand proposals and the application's portal with your company's logos and branding.
Workflow (3)
Document Builder Interface
Easily search for and add elements to a proposal.
Collaborative Creation
Multiple users can edit a single document.
Assembly and Approval Workflows
Automate workflows by routing documents to the correct individuals for adding content and approval.
Analytics (3)
Engagement Tracking
Track who is looking at proposals and how often or for how long.
Proposal Effectiveness Reporting
Find out which pieces of content are performing best.
Reporting and Dashboards
Access pre-built and custom reports and dashboards on proposal volume and acceptance.
Administration and Platform (14)
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Alerts and Notifications
Program in-app and email notifications for approval milestones or actions.
CRM Integration
Push and pull data from CRM to build proposals and update statuses with clients.
Electronic Signature
Digitally sign online documents
CPQ Integration
Push and pull data from quote applications to build proposals.
API / Integrations
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
Contract/License Management
Track, store, and access client contracts or licenses
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Contact Management
Manage, organize, and store contact information
RFP Management
Manage and process incoming documents detailing requests for proposals
Workflow Management
Create, design and manage workflows for repetitive tasks
Document Management
Store, manage, and track all electronic documents in a centralized location
Task Management
Create, manage and track all task activities and progression
API
Application programming interface that allows for integration with other systems/databases
Contract Management Platform Features (14)
Contract Creation
Users can create new contracts within the platform using built-in document creation features.
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Contract Editing
Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.
Contract Attachments
Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources.
Contract Collaboration
Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.
Approval Process
Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system.
Notifications & Reminders
Receive notifications and schedule reminders with alerts according to contract milestones.
Contract Database
Contracts can be stored in a central online repository with built in search capabilities.
Integrations / APIs
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.
Reporting & Dashboards
Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities.
Government Contracts
Contracts specific to government agencies or organizations who deal with government agencies
Specialty Contracts
An agreement that's only valid if signed by all involved parties, sealed, and delivered
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
User Interface Design (8)
WYSIWYG Editor
Provides the ability to drag-and-drop elements into the application to customize interface.
Customized Branding
Provides tools for inserting brand logos, colors, quotes, and other proprietary content.
App Templates
Provides base-level application templates to build atop and customize for specifc users and actions.
Workflow Management
Allows the creation ofpage sequences, forms, and libraries for users navigating the application.
Task Management
Create, manage and track all task activities and progression
Configurable Workflow
Configure existing workflows to meet your organization's needs
Deployment Management
Manage the processes involved when making the application ready for use
Integrations Management
Identify which applications need to exchange data and enable these data connections
Data Control (3)
Data Migration
Lets users add data from existing sources when creating the initial application or changing data sources.
Data Synchronization
Continuously updates data as users or external data sources are edited.
Data Security
Encrypts or provides some form of firewall to prevent external parties from accessing sensitive data.
Publishing (4)
Application Deployment
Releases the application for access on desktop or mobile devices.
Platform Compatibility
Lets users build cross-platform applications or provide specific templates for different device types.
Lifecycle Management
Provides ability to manage application and maintenance from build, throughout the release, and until it's deactivation.
Mobile Access
Access software remotely via mobile devices
Automation Building (10)
Visual Editor
Provides a visual editor to easily create automation models.
Workflow Recording
Offers the ability to record processes performed by humans to be recreated by bots.
Pre-Built Templates
Provides templates for workflows and processes for easier automation creation.
Custom Automation
Allows developers to code custom automations.
Collaboration
Offers users the ability to reuse process automations and communicate with other team members around automation building.
Ease of Bot Creation
Allows non-technical users to create bots in an easy, intuitive manner.
Document Automation
Automated or logic-based workflows that assist in the creation of electronic documents
Business Process Automation
Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes
Configurable Workflow
Configure existing workflows to meet your organization's needs
Rules-Based Workflow
Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
Bot Management & Execution (9)
Bot Scheduling
Equips administrators with the ability to schedule bot deployments in advance or on a consistent, regulated cadence.
Attended Automation
Automates processes that supplement human action, often requiring human intervention and collaboration.
Unattended Automation
Automates processes completely without the need for human intervention.
Bot Performance Analytics
Allows users to analyze the performance of bots via dashboards.
Data and Product Security
Insures data remains secure and compliant with industry standards.
Scalability
Able to support large deployments.
Predictive Analytics
Predict future data based on historical data sets
Real-Time Analytics
Analyze and gain insights into data in real-time
Real-Time Data
Receive data and information in real time
Data Sources (3)
Software
Integrate with software such as ERP or CRM to use data for document generation
Spreadsheets
Allows users to generate documents using information from spreadsheets
Documents
Ability to generate new documents using other documents in multiple formats
Generation (7)
Templates
Include templates for various types of documents such as invoices or quotes
Automation
Automate document generation based on customizable rules
Branding
Allow users to personalize documents for branding purposes
Email Templates
Pre-made examples and templates for emails
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Document Templates
Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Delivery (5)
Workflow
Define and manage workflows for document distribution
Schedule
Create a schedule to deliver documents at predefined times
Batch
Provide the ability to generate and deliver documents by batch
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Workflow Management
Create, design and manage workflows for repetitive tasks
Digital Workflows (3)
Logic and Conditions
Gives the ability to build a workflow based on business logic or a specific condition in order to route work to different people based on rules.
No-Code Or Low-Code
Provides the user with a no-code or low-code environment in which they can build applications and workflows, including drag-and-drop features.
Document Management
Gives the user the ability to manage documents, including versioning and the ability to integrate those document with third-party applications.
Forms (3)
Data Mapping
Integrates data and processes from multiple sources into a single system.
Templates
Build interfaces once and use them across one or more processes.
Mobile-Friendly Forms
Gives the user the ability to build and use forms on mobile devices.
Automation (4)
Workflow Automation
Streamline the flow of work processes by establishing triggers and alerts that notify and route information to the appropriate people when their action is required within the compensation process.
Workflow Mapping
Visually displays connected applications and integrated data. Allows customization and management of workflow structures.
Real-Time Updates
Processing changes to data sources and applications as changes are made in real-time.
Robotic Process Automation
Offers the ability to record processes performed by humans to be recreated by bots.
Intelligent Automation (3)
OCR
Provides OCR capabilities in order to recognize text in documents and applications.
Machine Learning
Allows for intelligent automation whereby the bot can imitate human behavior by learning from behavioral patterns.
NLP
Provides NLP capabilities in order to understand text in documents and applications.
Customization (5)
Custom Fields
Allows users to add custom fields to forms that aren't already on the templates
Conditional Logic
Enables forms to hide or show certain fields based on respondents' answers
Multi-page Forms
Allows users to create forms with more than one page
Design
Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.)
Forms Creation & Design
Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system
Additional Functionality (319)
Embedded Forms
Enables forms to be embedded onto a website without having to create code from scratch
Offline Capability
Can used without an internet connection
Notifications
Sends notifications when a completed form is recieved
Payments
Contains integrations with payment processors, enabling users to accept payments through forms
Mobile Forms
Allows users to build, distribute and access forms from a mobile device
Customizable Forms
Customize contracts and forms to collect specific information
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Real-Time Updates
Receive system updates as soon as any changes are made
Graphical User Interface
A visual way of interacting with an application or operating system using items such as windows, icons, and menus
No-Code
Drag and drop/visual interfaces that allow non-tech users to build without writing code
Real-Time Reporting
Active reporting of data and metrics
Data Visualization
Graphical representation of data
Customizable Fields
Customize data fields to support various needs and use cases
Charting
Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
Integrated Development Environment
An application for source code editing, compiling, and debugging
Customizable Forms
Customize contracts and forms to collect specific information
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
API
Application programming interface that allows for integration with other systems/databases
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Agile Methodologies
Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more
Web Forms
Web form that allows users to enter data that is sent and processed for different reasons
Custom Development
Development of custom software, web apps, mobile apps, etc.
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Customizable Reports
Alter the layout and content of reports
Visual Modeling
Use visual elements such as pre-built blocks and/or shapes to assemble a model or design
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Authentication
Verify the identity of users/devices to enable secure access
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Secure Data Storage
Securely stores data to prevent data loss or breaches
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Web/Mobile App Development
Create/edit commerce applications for mobile devices and/or web
Data Import/Export
Import and export data to and from software applications
Version Control
Track revisions and updates made to files and navigate between different versions
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
For No-Code Development
Build applications without the use of code
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Pre-Built Modules
Existing templates or individual parts of a bigger design commonly used in software, coding, learning courses etc.
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Electronic Signature
Digitally sign online documents
Full Text Search
Search for specific words or phrases within a document or database
Data Import/Export
Import and export data to and from software applications
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Digital Signature
Electronic signing method that validates the authenticity and integrity of a digital document
Contract Drafting
Create, edit, and revise contracts/written agreements
Activity Tracking
Track and document all activities across devices, networks, and other systems
Customizable Reports
Alter the layout and content of reports
Sell Side (Customers)
An agreement between a buyer and a seller for the sale and delivery of goods or services
Task Management
Create, manage and track all task activities and progression
Renewal Management
Manage and track the renewal process for various services, subscriptions, contracts, or licenses
Annotations
Highlight content and/or make notations about parts of content
Workflow Management
Create, design and manage workflows for repetitive tasks
Data Extraction
Automatically retrieve and pull information from documents, websites, images, data sets, and other sources
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Contract Negotiation
Dialogue between two or more parties to resolve points of difference and agree on a set of legally binding terms
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Document Storage
Store and organize documents in a centralized system
Customizable Fields
Customize data fields to support various needs and use cases
AI Redlining
The use of AI to automate the process of reviewing, identifying and marking changes in contracts
Version Control
Track revisions and updates made to files and navigate between different versions
Completion Tracking
Track the current status and completion of activities, tasks, goals or deliverables via progress indicators
Contact Management
Manage, organize, and store contact information
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Document Review
Review and analyze existing information across documents
Customizable Branding
Add customized logos and colors to align with company branding
Configurable Workflow
Configure existing workflows to meet your organization's needs
Document Management
Store, manage, and track all electronic documents in a centralized location
Compliance Tracking
Track and report regulatory data to either internal management or external stakeholders
Buy Side (Suppliers)
An agreement between a business and an external supplier for the delivery of a set of products or services
Payment Processing
Accept, record, and reconcile financial transactions
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Authentication
Verify the identity of users/devices to enable secure access
Data Security
Protect sensitive data for digital privacy
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Version Control
Track revisions and updates made to files and navigate between different versions
Single Sign On
Allow users to access multiple services after entering their login credentials once
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Encryption
Convert data into a code for security
Signature Capture
Digitally capture and store a person's handwritten signature
Document Conversion
Convert documents and images into editable file formats
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Team Collaboration
Allow multiple team members to edit and work on the same document
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Status Tracking
Track the status over time for a request, process, asset, or transaction
Customizable Fields
Customize data fields to support various needs and use cases
Searchable Database
A collection of records that can be retrieved based on specific queries
QR Codes
Matrix barcode that stores information
Two-Factor Authentication
Extra layer of security that requires not only a password and username but also something specific to that user
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Multi-Location
Manage and support multiple locations
Real-Time Data
Receive data and information in real time
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Age Verification
A way for institutions and businesses to check the age of their customers/clients.
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Secure Data Storage
Securely stores data to prevent data loss or breaches
Waiver Kiosk
Set up computers on location to help users sign waivers on-site
Data Import/Export
Import and export data to and from software applications
Photo Capture
Capture photos for any type of use case
Conditional Logic
Capability of a software or system to make decisions and perform actions based on specified conditions
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Templates
Sample files or documents that could be customized as needed or used as is
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Automatic Formatting
Automatically formats data in a predetermined way
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Quotes/Estimates
Generate quotes or estimates for customers
Customizable Reports
Alter the layout and content of reports
Content Library
Centralized repository to store content and assets
Data Import/Export
Import and export data to and from software applications
Document Review
Review and analyze existing information across documents
Document Automation
Automated or logic-based workflows that assist in the creation of electronic documents
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Version Control
Track revisions and updates made to files and navigate between different versions
Customizable Forms
Customize contracts and forms to collect specific information
Multiple Format Support
Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12)
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Activity Tracking
Track and document all activities across devices, networks, and other systems
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Digital Signature
Electronic signing method that validates the authenticity and integrity of a digital document
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
API
Application programming interface that allows for integration with other systems/databases
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Text Editing
Edit text as needed
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Multiple Output Formats
Create content in various formats, such as print, PDF, HTML and more
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Data Import/Export
Import and export data to and from software applications
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Forms Management
Store, manage and track all forms in a centralized location
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Content Library
Centralized repository to store content and assets
Customizable Fields
Customize data fields to support various needs and use cases
Multi-Language
Manage and support multiple languages
Data Storage Management
Manage and store data in a database
Contract Drafting
Create, edit, and revise contracts/written agreements
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Full Text Search
Search for specific words or phrases within a document or database
Interaction Tracking
Track interaction history by documenting conversations for contacts
Contract/License Management
Track, store, and access client contracts or licenses
Document Review
Review and analyze existing information across documents
Batch Processing
Software's ability to perform similar action on multiple similar files simultaneously
Conditional Logic
Capability of a software or system to make decisions and perform actions based on specified conditions
Document Management
Store, manage, and track all electronic documents in a centralized location
Document Storage
Store and organize documents in a centralized system
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Electronic Signature
Digitally sign online documents
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Version Control
Track revisions and updates made to files and navigate between different versions
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Commenting/Notes
Leave comments and notes on documents for others to view
Content Publishing Options
Facilitates online authoring and publishing of the content
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Content Library
Centralized repository to store content and assets
Document Classification
Assign categories, labels, tags, or attributes to documents for organization, search and storage
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Customizable Branding
Add customized logos and colors to align with company branding
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
API
Application programming interface that allows for integration with other systems/databases
Document Management
Store, manage, and track all electronic documents in a centralized location
Document Storage
Store and organize documents in a centralized system
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Autofill
Automatically populating fields or sections within a form
Multi-Channel Distribution
Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers
Convert to PDF
Create, edit, convert to and from PDF files
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Media Library
Collection of images, videos and other digital content that can be used
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Full Text Search
Search for specific words or phrases within a document or database
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Data Import/Export
Import and export data to and from software applications
Forms Management
Store, manage and track all forms in a centralized location
Electronic Signature
Digitally sign online documents
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Workflow Management
Create, design and manage workflows for repetitive tasks
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Mobile Access
Access software remotely via mobile devices
Document Management
Store, manage, and track all electronic documents in a centralized location
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Real-Time Updates
Receive system updates as soon as any changes are made
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Multiple Data Sources
Allows users to manage data from a number of sources
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Email Address Extraction
Extract email addresses from multiple data sources
Forms Management
Store, manage and track all forms in a centralized location
Data Extraction
Automatically retrieve and pull information from documents, websites, images, data sets, and other sources
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Workflow Management
Create, design and manage workflows for repetitive tasks
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
API
Application programming interface that allows for integration with other systems/databases
Optical Character Recognition
Ability to recognize printed or written text within digital images or scanned documents
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Data Import/Export
Import and export data to and from software applications
Process Builder
Outline and document business processes via step-by-step building blocks
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Customer Experience Management
Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Secure Data Storage
Securely stores data to prevent data loss or breaches
Process Control
Monitor and manage manufacturing and production processes.
Code-free Development
Assemble applications and bots from pre-made building blocks without having to write software code or knowing a programming language
Ad hoc Analysis
Image Recognition
Ability of software to identify an image among other data
Data Storage Management
Manage and store data in a database
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Task Management
Create, manage and track all task activities and progression
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Customizable Reports
Alter the layout and content of reports
Version Control
Track revisions and updates made to files and navigate between different versions
Integration into Third Party Applications
Embed/link applications into third party software so it can be accessed within a third party system
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Corrective and Preventive Actions (CAPA)
Investigate and take action at root cause or error in processes to prevent recurring issues
Document Lifecycle Management
Series of processes that a document goes through from creation to archiving
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
For Medical Purposes
Intended for medical use such as diagnosis, treatment, and consultation
For Legal Professionals
Specifically designed to address the needs of law firms and legal departments
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Risk Assessment
Initiate collection and analysis of known risks
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Workflow Management
Create, design and manage workflows for repetitive tasks
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Quality Control
Ensure that quality requirements and standards are met across production processes
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Secure Data Storage
Securely stores data to prevent data loss or breaches
Mobile Access
Access software remotely via mobile devices
Version Control
Track revisions and updates made to files and navigate between different versions
Task Management
Create, manage and track all task activities and progression
Indexing
Compile and organize data into specific metrics
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Activity Tracking
Track and document all activities across devices, networks, and other systems
Disaster Recovery
Plan and implement business continuity measures in case of unforeseen events
Multiple Format Support
Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12)
Change Management
Track and monitor efficient handling of all changes/transitions
File Management
Create, save, and store files
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Document Management
Store, manage, and track all electronic documents in a centralized location
Document Automation
Automated or logic-based workflows that assist in the creation of electronic documents
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Data Import/Export
Import and export data to and from software applications
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
API
Application programming interface that allows for integration with other systems/databases
Rules-Based Workflow
Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
Electronic Signature
Digitally sign online documents
Document Review
Review and analyze existing information across documents
Full Text Search
Search for specific words or phrases within a document or database
Revision History
Track what was updated, who made the changes, compare two revisions, and revert or perform another revision
Real-Time Reporting
Active reporting of data and metrics
Forms Management
Store, manage and track all forms in a centralized location
Document Generation
Custom forms to streamline repetitious aspects of a document
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Access Expiration Management
Set rules for access to expire based on fixed dates, time elapsed, number of views, number of downloads etc.
Optical Character Recognition
Ability to recognize printed or written text within digital images or scanned documents
Document Classification
Assign categories, labels, tags, or attributes to documents for organization, search and storage
Metadata Extraction
Retrieval of embedded metadata that is present within a file
Commenting/Notes
Leave comments and notes on documents for others to view
Document Editing
Makes changes to document features such as text, fonts, formatting, etc.
File Recovery
Recover lost, deleted, or damaged files
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Annotations
Highlight content and/or make notations about parts of content
Compliance Tracking
Track and report regulatory data to either internal management or external stakeholders
Email Management
Manage, store and organize emails within the system or via third-party apps
Customizable Branding
Add customized logos and colors to align with company branding
Document Capture
Scan, move or upload electronic files within the software's repository
File Conversion
Convert files to a different format
Document Storage
Store and organize documents in a centralized system
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Metadata Management
Collect and maintain structured information that describes data or content
Document Templates
Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
Autosave
The system automatically saves work on an interval without the user needing to manually save
For Engineering Documents
Training Management
Track employee/learner's progression through training programs
Version Rollback
The process of reverting to a previous version or state
Digital Signature
Electronic signing method that validates the authenticity and integrity of a digital document
Status Tracking
Track the status over time for a request, process, asset, or transaction
Version Comparison
The process of cross-checking new versions with previous copies to identify changes
Document Check-in/Check-out
Document Check-in/Check-out
Support (3)
Professional Support
Connects users with professional support teams to troubleshoot and finetune integrations.
Community Support
Provides public user forums for support questions and help.
Documentation
Provides clear, effective documentation for API integrations.
Functionality (3)
Ease Of Integration
Empowers developers to intuitively integrate eSignature functionality for their applications.
API Call Speed
Grants high speed API calls for efficient functionality.
Breadth Of Functionality
Unlocks a wide variety of relevant functionalities such as document encryption, device agnostic document sharing, and more.
Generative AI (12)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text-to-Image
Provides the ability to generate images from a text prompt.
AI Image-to-Text
Converts images into a textual description, identifying key elements.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Document Generation
Custom forms to streamline repetitious aspects of a document
AI Text Generation
Allows users to generate text based on a text prompt.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Proposal Generation
Create proposals based on costs of labor and materials
Agentic AI - No-Code Development Platforms (3)
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Salesforce AppExchange Apps (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Robotic Process Automation (RPA) (9)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Multi-Language
Manage and support multiple languages
Agentic AI - Contract Management (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Agentic AI - E-Signature (8)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Multi-Language
Manage and support multiple languages
Agentic AI - Digital Process Automation (DPA) (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Document Generation (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Top-Rated Alternatives
Technology Glossary Features
View definitions of the features and discover new technology terms.
Workflow automation is the systemic design and execution of repetitive business tasks. Discover examples of workflow automation and learn more about its types, benefits, and best practices.
A document builder is a software application that is used to create text-based documents.
Document signing plays an important role within the contract management process. Learn more about document signing and how it is used by industry professionals, along with other helpful information on the benefits of document signing.


