Assembly Features
Platform (19)
-
Custom Branding
Custom branding can be applied through signature process
-
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
-
Performance and Reliability
-
Integration APIs
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
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
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
Video Management
Store and manage online video content
-
Performance and Reliability
Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
-
Reporting and Auditing
Access pre-built and custom reports to monitor user activity and storage
-
System of Record Integration
Integrates to systems other systems of record such as CRM, ERP, Outlook, Sharepoint
-
APIs
Enables custom integration to external systems
-
Accounting integration
Provide integration with accounting software and ERP systems.
Signature Process (5)
-
Document Signing
Allows signor to easily and intuitively sign documents
-
Sign-In Process
Process of authenticating is secure and seemless
-
Mobile Signatures
User can easy send and sign documents on mobile devices
-
Signature Document Creation
Easy to create signature blocks on all required electronic document types/formats
Electronic Signature
Digitally sign online documents
Security and Scalability (2)
-
Signature History and Audit
Tracks all document signing history to comply with required regulations
-
Enterprise Scalability
Provides features to allow scaling for large organizations
File Management (3)
-
Web Interface
Ability to access documents via a web interface without a client being installed on a device
-
File Type Support
Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc.
Video Support
Supports various video file formats
Collaboration (14)
-
File following
Allows users to receive updates when files have been updated, added, deleted or moved.
-
File Sharing
Allows users to share individual files/folders to persons outside or inside organization. Ability to assign edit or view only privileges.
-
Simultaneously Editing
Users can work simultaneously on files.
-
Change Tracking / Audit Logs
Provides an audit log of changes and enables users to revert to a specific version
Activity Tracking
Track and document all activities across devices, networks, and other systems
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Screen Sharing
Digitally share screen view with others
Real Time Editing
Preview and make real-time changes in the web content
-
Billing and Invoicing
Provides billing and invoicing within the application.
-
Instant Messaging
Provides internal and/or external instant messaging capability.
-
Project Management
Offer project management features like task creation and tracking within the application.
-
Analytics
Offer analytics concerning productivity or client engagement.
-
Time Tracking
Allows businesses to track time spent on projects within the application.
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Administration (25)
-
User and Role Management
Enables administrator to provide segmented access to tool based on role. Easy to create new users and remove users.
-
Policies and Controls
Ability to control by user/group file/folder access, external sharing permissions, editing policies, device location restrictions, sharing by device, etc.
-
Security
Stores and transfers files in secure environment
Calendar Management
Track and manage schedules and meetings via an integrated calendar
File Management
Create, save, and store files
Document Management
Store, manage, and track all electronic documents in a centralized location
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Workflow Management
Create, design and manage workflows for repetitive tasks
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Task Management
Create, manage and track all task activities and progression
Secure Data Storage
Securely stores data to prevent data loss or breaches
Application Deployment
Releases the application for access on desktop or mobile devices.
Native Deployment
Application hosting abilities are delivered directly by the product's vendor.
Data Security
Encrypts or provides some form of firewall to prevent external parties from accessing sensitive data.
Access Control
Allows administrators to control access to updates, releases and changes.
Scalability
Provides features to allow scaling for large organizations.
Lifecycle Management
Provides ability to manage application and maintenance from build, throughout the release, and until it's deactivation.
-
Reporting & Analytics
Reports and analytics created from payment data.
-
Processing Fees
Fees associated with processing individual transactions that may be based on a percentage of the purchase or a flat rate.
Omnichannel
Process payments from multiple channels such as ACH, mobile, or e-commerce.
Payment Gateway Integration
Integration with payment gateways to facilitate online transactions
ACH Payment Processing
Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)
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 (2)
-
Document Builder Interface
Easily search for and add elements to a proposal.
Assembly and Approval Workflows
Automate workflows by routing documents to the correct individuals for adding content and approval.
Analytics (2)
-
Engagement Tracking
Track who is looking at proposals and how often or for how long.
-
Reporting and Dashboards
Access pre-built and custom reports and dashboards on proposal volume and acceptance.
Administration and Platform (12)
-
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
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
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 (10)
-
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 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.
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 (7)
-
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
Customizations (4)
Custom Domains
Create branded link campaigns or short links with one or multiple custom domains.
Customizable Forms
Customize contracts and forms to collect specific information
Customizable Branding
Add customized logos and colors to align with company branding
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Growth (2)
Hosting
Hosts domains within the tool.
Online Booking Tools
Add tools to web pages to handle online bookings
Content (9)
Content Management
Manages content such as blogs, marketing tools, newsletters, etc.
Permissions
Allows administrators to create role or password-based permissions to ensure users see only what they should see.
Design Management
Collaborate on creating a product by sharing and adjusting designs through a shared portal
Website Integration
Seamlessly integrates with 3rd party websites
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
-
Document Collaboration
Allows users to simultaneously collaborate on a document within the application.
-
E-Signature
Allows users to provide an e-signature within the platform.
-
File Request
Allows businesses to request files from clients.
-
Feedback
Allows businesses to solicit feedback on projects or documents from clients.
Billing (1)
-
Automation
Ability to create and send invoices automatically at predefined or custom frequencies.
Automation (12)
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.
Real-Time Updates
Processing changes to data sources and applications as changes are made in real-time.
-
Workflow Automation
Workflow automation for file sharing and file syncing features.
Data Storage Management
Manage and store data in a database
Document Management
Store, manage, and track all electronic documents in a centralized location
File Management
Create, save, and store files
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Real-Time Data
Receive data and information in real time
Application Management
Track, manage and store the applications of potential future members, customers or candidates
Meeting Management
Manage the process of planning and scheduling meetings, including agenda creation
Workflow Management
Create, design and manage workflows for repetitive tasks
Development (1)
Application Templates
Provides base-level application templates to build atop and which users can customize for specifc users and actions.
Channels (1)
-
Multi-Channel Coverage
Software incorporates multiple digital communications channels.
Design (6)
-
Create Content
Includes or integrates with content creation apps.
-
Personalization
Outbound communications are segmented and personalized.
-
Inbound Identification
Inbound contacts are identified and handled based on history.
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
On-Demand Communications
Generate personalized communications upon request to meet customer needs
Interactive Content
Allow the audience to interact or engage with the content
Payment Processing (5)
Encryption
Built-in security to protect payment information in order to prevent fraud and hacking.
-
Credit Card Processing
The ability to process credit card payments and receive approval or denial of funds from the customer's bank.
Mobile Payments
The ability to process mobile payments from a mobile wallet or other mobile phone payment app.
Debit/Credit Card Processing
Accept and process credit/debit card transactions
Online Payments
Accept and process online payment transactions
Payment Options (1)
-
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Reporting (1)
-
Revenue Recognition
Accurately determines and reports the accounting period when revenues are recognized
Bill Generation (6)
-
Templates
Provide standard invoice templates that can be customized by users
-
Digital Billing
Ability to convert invoices to digital formats such as PDF
-
Recurring Billing
Automatically generates invoices at pre-defined time intervals
Hourly Billing
Business model that charges based on the amount of time spent on an hourly basis
Project Billing
Business model that bills clients an amount based on the project/task/job performed
Recurring/Subscription Billing
Automated process of charging customers at regular intervals for repeated access or use of a product or service
Bill Processing (9)
-
Batch Invoicing
Ability to create multiple types of invoices
-
Management
Manage invoicing for different types of products or services
Document Management
Store, manage, and track all electronic documents in a centralized location
Client Management
Manage contact details and communication with clients
Refund Management
Oversee the process of issuing refunds
Sales Tax Management
Calculation of consumption tax imposed on the sale of goods/services
Subscription Management
Process of managing customer subscription lifecycle for a recurring service or a product
Recurring Invoicing
Generate recurring invoices
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Integration (4)
-
Accounting
Provide integration with accounting and financial management software
-
Payments
Integrates with other payments software
Mobile Payments
Clients can submit payments via mobile devices
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Support (1)
Customer Support
Customer Support
Onboarding Setup (3)
-
Workflows
Provide customizable workflows for onboarding activities and tasks.
-
Templates
Include templates for onboarding project plans and documents.
-
Checklists
Generate checklists to monitor the prograss of onboarding projects.
Project Tracking (4)
-
Content
Manage onboarding documents, training materials, and other content.
-
Tasks
Assign and track onboarding tasks to internal and external stakeholders.
Kanban Board
Visualization tool to organize and optimize tasks and track their status at every stage of workflow
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Customer Engagement (6)
-
Portal
Provider a portal for customers and external users to collaborate and share documents.
-
Customer Engagement
Initiate interactions with customers by proactively starting conversations or providing informational content
-
Branding
Create white-label portals by customer, product, or project.
-
Visibility
Provide multiple levels of visibility accrosss all onboarding stages.
-
Collaboration
Allow internal and external users to collaborate without loging into the system.
Customizable Branding
Add customized logos and colors to align with company branding
Functionality (5)
-
Storage Scaling
Provides dynamic and scalable storage features.
-
File Security
Supports some level of built in security by encrypting file systems.
-
File Organization
Organizes information in logical formats specified through folders and access paths.
Secure Data Storage
Securely stores data to prevent data loss or breaches
Document Storage
Store and organize documents in a centralized system
Cloud Support (2)
-
Service Support
Additional services and support provided by leading hyperscalers.
Multi-Device Support
Support multiple types of devices
Customization (3)
-
Custom Fields
Allows users to add custom fields to forms that aren't already on the templates
-
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 (390)
-
Notifications
Sends notifications when a completed form is recieved
-
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
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
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.
Customizable Reports
Alter the layout and content of reports
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
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
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.
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
API
Application programming interface that allows for integration with other systems/databases
Activity Tracking
Track and document all activities across devices, networks, and other systems
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Survey Builder
Create and manage surveys
Auto Update
Automatic update of information / software
Widgets
An extended application or connector that enables users to perform additional services with their current set of tools
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Data Import/Export
Import and export data to and from software applications
Customizable Fields
Customize data fields to support various needs and use cases
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Media Library
Collection of images, videos and other digital content that can be used
File Encryption
Encrypts data within the file, which can only be decrypted using a password or encryption key
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Customizable Invoices
Invoices that can be tailored according to company's branding, payment terms and personalized information
Real-Time Reporting
Active reporting of data and metrics
Credit Card Processing
Accept and process credit card transactions
Quotes/Estimates
Generate quotes or estimates for customers
Fraud Detection
Identify and prevent suspicious activity
Real-Time Data
Receive data and information in real time
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Invoice History
Store and view prior invoices for each account/client
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Billing Portal
Gateway through which end users can view past bills and pay current invoices
Accounting Integration
Integrate with a third-party accounting system
Customizable Branding
Add customized logos and colors to align with company branding
Invoice Creation
Create invoices from scratch or have recurring invoices
Time & Expense Tracking
Log and record hours worked and costs spent to assist in billing and invoicing
API
Application programming interface that allows for integration with other systems/databases
Customizable Reports
Alter the layout and content of reports
Event Logs
A chronological record of actions or occurrences within a network, software, or process
Invoice Processing
Creation, processing, verification, and execution of invoices till the payment is made
Tax Calculation
Calculate tax and make deductions on gross income from sources like wages, investments or self-employment
Payment Processing
Accept, record, and reconcile financial transactions
Data Import/Export
Import and export data to and from software applications
Real-Time Analytics
Analyze and gain insights into data in real-time
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Email Reminders
Reminders sent via email
Mobile Access
Access software remotely via mobile devices
Transaction History
Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period
Customer Accounts
Record customer information, purchase history, and other notes
Customizable Fields
Customize data fields to support various needs and use cases
PCI Compliance
Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS)
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Multiple Payment Options
Process payments via multiple modes directly through the application
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
ACH Payment Processing
Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Payment Tracking
Track sent and received payments, invoices, and bills.
Approval Workflow
Route documents and other data through one or more stakeholders for review and approval
For Small Businesses
Designed for small businesses
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Customer History
Access previous interactions or concerns to maintain customer relationships
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Pre-Paid Service
Services paid in advance before the end of the monthly billing cycle.
Product Catalog
Present a catalog of inventory that customers can view
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Configurable Workflow
Configure existing workflows to meet your organization's needs
Payment Processing
Accept, record, and reconcile financial transactions
API
Application programming interface that allows for integration with other systems/databases
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Customer Accounts
Record customer information, purchase history, and other notes
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Post-Paid Service
Services paid in real-time or end of the monthly billing cycle.
ACH Payment Processing
Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)
Data Import/Export
Import and export data to and from software applications
Real-Time Analytics
Analyze and gain insights into data in real-time
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Email Reminders
Reminders sent via email
Customizable Branding
Add customized logos and colors to align with company branding
Mobile Access
Access software remotely via mobile devices
Tax Calculation
Calculate tax and make deductions on gross income from sources like wages, investments or self-employment
Transaction History
Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Credit Card Processing
Accept and process credit card transactions
Customizable Fields
Customize data fields to support various needs and use cases
Real-Time Data
Receive data and information in real time
Invoice Processing
Creation, processing, verification, and execution of invoices till the payment is made
PCI Compliance
Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS)
Multiple Payment Options
Process payments via multiple modes directly through the application
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Electronic Signature
Digitally sign online documents
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
Workflow Management
Create, design and manage workflows for repetitive tasks
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
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
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
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
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
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
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
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
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
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
Data Import/Export
Import and export data to and from software applications
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
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
Commenting/Notes
Leave comments and notes on documents for others to view
API
Application programming interface that allows for integration with other systems/databases
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Task Management
Create, manage and track all task activities and progression
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
Data Security
Protect sensitive data for digital privacy
Single Sign On
Allow users to access multiple services after entering their login credentials once
Activity Tracking
Track and document all activities across devices, networks, and other systems
Customizable Fields
Customize data fields to support various needs and use cases
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Client Management
Manage contact details and communication with clients
Chat/Messaging
Communicate using direct chat or messages within the system
Mobile Access
Access software remotely via mobile devices
Form Builder
Adds a customizable form to the landing page, usually for the purposes of lead generation
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Onboarding
Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
Workflow Management
Create, design and manage workflows for repetitive tasks
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Client Database
Electronic storage of stakeholder contact information
Electronic Forms
Digital forms that are shared and accessed online
Client Tracking
Track all company interactions with current clients
To-Do List
A digital list of items that need to be completed
Document Management
Store, manage, and track all electronic documents in a centralized location
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Self Service Tools
Customer Segmentation
Process of dividing customers into groups based on common characteristics
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
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Electronic Signature
Digitally sign online documents
Task Progress Tracking
Track the status and progress of tasks
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Online Payments
Accept and process online payment transactions
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Document Generation
Custom forms to streamline repetitious aspects of a document
Real-Time Data
Receive data and information in real time
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Data Import/Export
Import and export data to and from software applications
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Audio/Video Conferencing
Audio/Video Conferencing
Content Library
Centralized repository to store content and assets
Mobile Access
Access software remotely via mobile devices
Document Templates
Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Customizable Branding
Add customized logos and colors to align with company branding
Commenting/Notes
Leave comments and notes on documents for others to view
Chat/Messaging
Communicate using direct chat or messages within the system
Configurable Workflow
Configure existing workflows to meet your organization's needs
Electronic Signature
Digitally sign online documents
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Single Sign On
Allow users to access multiple services after entering their login credentials once
Task Planning
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Two-Factor Authentication
Extra layer of security that requires not only a password and username but also something specific to that user
Encryption
Convert data into a code for security
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Task Scheduling
Track and manage the scheduling of tasks
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Content Publishing Options
Facilitates online authoring and publishing of the content
Document Classification
Assign categories, labels, tags, or attributes to documents for organization, search and storage
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
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
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.
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
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Transaction Monitoring
Monitor or audit historical and current transactions to analyze customer account activities
Electronic Signature
Digitally sign online documents
PCI Compliance
Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS)
Fraud Detection
Identify and prevent suspicious activity
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Mobile Access
Access software remotely via mobile devices
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
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
Recurring/Subscription Billing
Automated process of charging customers at regular intervals for repeated access or use of a product or service
Transaction History
Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period
Sales Tax Management
Calculation of consumption tax imposed on the sale of goods/services
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Customizable Branding
Add customized logos and colors to align with company branding
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Remote Access/Control
Access work applications remotely, for when working away from the office and/or traveling
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Sales Reports
Reports specific to sales analysis for trends and strategies
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Multiple Payment Options
Process payments via multiple modes directly through the application
Status Tracking
Track the status over time for a request, process, asset, or transaction
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
Data Security
Protect sensitive data for digital privacy
Payment Links
Send clickable links via text or email to collect payments from customers
API
Application programming interface that allows for integration with other systems/databases
Payment Fraud Prevention
Tools to prevent payment fraud, such as identity authentication, risk analysis, seller protection, etc.
Payment Reconciliation
Reconcile payments with corresponding invoices or orders for accounting purposes
Data Import/Export
Import and export data to and from software applications
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Real-Time Data
Receive data and information in real time
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Chat/Messaging
Communicate using direct chat or messages within the system
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Customizable Branding
Add customized logos and colors to align with company branding
Autoresponders
Create and automatically send premade copy in response to customer messages
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Interaction Tracking
Track interaction history by documenting conversations for contacts
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Workflow Management
Create, design and manage workflows for repetitive tasks
Customer History
Access previous interactions or concerns to maintain customer relationships
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
Video Support
Supports various video file formats
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Inbox Management
Organize, prioritize, and manage incoming communications
API
Application programming interface that allows for integration with other systems/databases
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Activity Tracking
Track and document all activities across devices, networks, and other systems
Two-Factor Authentication
Extra layer of security that requires not only a password and username but also something specific to that user
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Data Import/Export
Import and export data to and from software applications
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Activity Tracking
Track and document all activities across devices, networks, and other systems
File Transfer
Move files across different systems or networks
Authentication
Verify the identity of users/devices to enable secure access
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
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Commenting/Notes
Leave comments and notes on documents for others to view
Historical Reporting
Information, data and reports that are being tracked over time
Cloud Computing
A network of remote servers which allow businesses to store, manage, and process data through the cloud instead of a local server
Encryption
Convert data into a code for security
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Remote Access/Control
Access work applications remotely, for when working away from the office and/or traveling
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Secure Login
At least a username and password is required to access the system
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
API
Application programming interface that allows for integration with other systems/databases
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
HIPAA Compliant
Compliant with HIPAA, which sets standards for sensitive patient data protection
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Mobile Access
Access software remotely via mobile devices
Customizable Branding
Add customized logos and colors to align with company branding
Single Sign On
Allow users to access multiple services after entering their login credentials once
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Chat/Messaging
Communicate using direct chat or messages within the system
Generative AI (9)
-
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.
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.
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 (2)
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Generation and Interpretation - AI App Builder (4)
Prompt Understanding
Accurately interprets complex, multi-step natural language prompts to understand user intent.
Backend Logic Creation
Effectively builds the necessary backend workflows, processes, and database schemas from the prompt.
UI Generation
Generates a visually appealing, logical, and user-friendly interface based on the user's description.
Context Awareness
Maintains context throughout a conversational building process, understanding follow-up commands and refinements.
Generated Application Quality - AI App Builder (4)
Scalability
The architecture of the generated application is sound and capable of scaling to meet business needs.
Out-of-the-Box Functionality
The generated application is functional and ready for use with minimal-to-no manual intervention.
Design Customization
Allows for easy modification and customization of the generated application's visual design and branding.
Data & API Integration
Provides robust and straightforward capabilities for connecting to external databases and third-party APIs.
Agentic AI - Cloud Content Collaboration (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Agentic AI - Contract Management (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Agentic AI - E-Signature (5)
-
Autonomous Task Execution
Capability to perform complex tasks without constant human input
-
Cross-system Integration
Works across multiple software systems or databases
-
Natural Language Interaction
Engages in human-like conversation for task delegation
-
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Agentic AI - Subscription Billing (5)
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
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Accounting Integration
Integrate with a third-party accounting system
Agentic AI - Billing (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Scalability (1)
Scalability
Manage a growing amount of work to meet increased demand without compromising performance
Iteration Management (1)
Iteration Management
Planning out the structure and duration of repetitive intervals of time dedicated to specific tasks during the development cycle
Backend Logic Creation (1)
Backend Logic Creation
Effectively builds the necessary backend workflows, processes, and database schemas from the prompt.
Prompt Understanding (1)
Prompt Understanding
Accurately interprets complex, multi-step natural language prompts to understand user intent.
Application Development (1)
Application Development
Build unique software tools based on your specific requirements
Full-Stack Output (1)
Full-Stack Output
Produce both frontend user interfaces and backend logic
API Integration (1)
API Integration
Connect to databases, web services, or APIs for robust data integration
Contextual Guidance (1)
Contextual Guidance
Interprets what a user is doing based on context and helps guide them through the process.
Customizable User Interface (1)
Customizable User Interface
Design, modify, and organize how content is displayed on a system interface
Design Customization (1)
Design Customization
Allows for easy modification and customization of the generated application's visual design and branding.
Out-of-the-Box Functionality (1)
Out-of-the-Box Functionality
The generated application is functional and ready for use with minimal-to-no manual intervention.
Top-Rated Alternatives
Technology Glossary Features
View definitions of the features and discover new technology terms.
Online payments are the exchange of monetary funds between buyers and sellers via the internet. This software feature helps perform a majority of purchases and sales conducted on the internet.
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.
A document builder is a software application that is used to create text-based documents.


