DeepStream Technologies Features
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 (13)
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
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
RFP Generation (5)
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
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RFX
Support other types of requests such as RFB/RFI/RFQ
Versioning
Track versions of RFP documents and related changes
Questions Library
Maintain a library of questions that can be reused
Document Templates
Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
RFP Distribution (7)
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Due Date Tracking
Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken
Analysis
Compare submissions and score suppliers
Selection
Choose the best submission for an RFP
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Milestone Tracking
Monitor task progress and planned accomplishments to better manage project status
Time & Expense Tracking
Log and record hours worked and costs spent to assist in billing and invoicing
Status Tracking
Track the status over time for a request, process, asset, or transaction
Submissions (5)
Collaboration
Allow multiple users to collaborate on submissions
Knowledge Base
Maintain a repository or library of content and documents that can be reused
Review
RFPs can be reviewed by managers before submission
Reporting
Create real-time reports to compare data trends across processes, RFPs, vendors or profiles
Document Review
Review and analyze existing information across documents
RFP Response (23)
Bid Management
Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison
Content Library
Updates, organizes, and stores content of a project
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Access
Assign users, roles, and manage access in order to set tasks and leave comments
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Automation
Automate repetitive and manual tasks, such as auto-filling answers and auto-responses
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Export
Export files or spreadsheets with the ability to format and accomidate images
Import
Upload files or spreadsheets from multiple sources
Knowledge Library
A repository of previously used/received RFP questions with responses
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Purchase Order Management
Create, send, and track purchase orders and their statuses
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Supplier Management
Manage all supplier data and operations
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
Requirements Management
Enables creation, management, and tracking of product requirements & features during product production/development
Vendor Management
Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.
Document Management
Store, manage, and track all electronic documents in a centralized location
Requisition Management
Review, approve and cancel requests for goods/services to be purchased
Contact Management
Manage, organize, and store contact information
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Inventory Management
Track and manage inventory levels to maintain proper supply
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Task Management
Create, manage and track all task activities and progression
Catalog Management
Create and manage digital catalog of products/services with their details, specifications, and price
Supplier Marketplace (26)
Library
Provides a centralized library containing product data.
Categorization
Enables users to assign custom categories to products.
Catalog Management
Create and manage digital catalog of products/services with their details, specifications, and price
Real-Time Data
Receive data and information in real time
Workflow Management
Create, design and manage workflows for repetitive tasks
Supply Chain Management
Manage the planning and execution of supply chain activities
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Contract/License Management
Track, store, and access client contracts or licenses
Bid Management
Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison
Requisition Management
Review, approve and cancel requests for goods/services to be purchased
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Purchase Order Management
Create, send, and track purchase orders and their statuses
Global Sourcing Management
Procure goods, materials, or services from international suppliers
Spend Management
Track the amount of money spent on a certain product or with a certain supplier
Auction Management
Allows businesses to create and manage auctions.
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Budget Management
Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure
Vendor Management
Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.
Supplier Management
Manage all supplier data and operations
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Document Management
Store, manage, and track all electronic documents in a centralized location
Procurement Management
Organize and manage all processes/procedures involved in purchasing goods and/or services
Rfx Management
The process of submitting requests for quotes, proposals, information, etc.
Supplier Risk Management
Identify, assess & manage risks that could arise from working with third-party suppliers to protect against disruptions in supply chain
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Contract Management (3)
Compliance
Assists with maintaining compliance with controlled processes, automated tracking, and audit trails.
Revenue
Identifies revenue opportunities by providing better visibility into spend data, improving supplier relationships, streamlining procurement processes, and identifying cost savings opportunities
Negotiations
Provides organizations with the tools and data they need to negotiate contracts more effectively, such as data analysis, collaboration, and contract management.
Data Collection (4)
Spend
Increases spend visibility into pricing and unintended or excessive use of discounts or promotions by customers.
Compliance Reports
Identifies noncompliant spending, fraud, and other activity outside of company policy.
Savings
Analyzes spending patterns and identifies areas to reduce costs.
Customizable Reports
Alter the layout and content of reports
Project Management (3)
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Repository
Manages contracts in a single, online central repository.
Lifecycle
Manages the entire contract lifecycle process by providing visibility into projects and allocating resources across sourcing initiatives.
Generative AI (3)
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 - RFP (4)
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
Agentic AI - Strategic Sourcing (5)
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
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
ERP integration
Integrate with existing ERP systems
Additional Functionality (69)
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
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
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Order Tracking
Track orders throughout the fulfillment process
Inventory Control
Monitor product stock levels
Budgeting/Forecasting
Create budgets based on historical data and future projections
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Real-Time Analytics
Analyze and gain insights into data in real-time
Spend Analysis
Review and uncover trends in spending activity
Multi-Currency
Manage and handle various international currencies
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Real-Time Reporting
Active reporting of data and metrics
Activity Tracking
Track and document all activities across devices, networks, and other systems
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Spend Control
Set allowances and ensure employees don't spend more than the allotted amounts
Data Import/Export
Import and export data to and from software applications
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Invoice Processing
Creation, processing, verification, and execution of invoices till the payment is made
Receiving
Manage all receiving processes within a warehouse
Document Storage
Store and organize documents in a centralized system
Quotes/Estimates
Generate quotes or estimates for customers
Supplier Web Portal
Integrated online platform shared by businesses and their vendors to exchange information/files and collaborate on projects.
Supplier Qualification
The process of assessing potential suppliers based on required credentials, quality standards, etc.
RFP Creation
The process of creating a questionnaire and submitting it to prospective vendors.
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Purchasing & Receiving
Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity
Risk Assessment
Initiate collection and analysis of known risks
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
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
API
Application programming interface that allows for integration with other systems/databases
Version Control
Track revisions and updates made to files and navigate between different versions
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Projections
Estimate or forecast of a future scenario based on the study of present trends
RFP Responding
The process of creating proposals in response to requests received from potential clients
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Proposal Generation
Create proposals based on costs of labor and materials
Electronic Signature
Digitally sign online documents
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
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Automatic Formatting
Automatically formats data in a predetermined way
RFP Creation
The process of creating a questionnaire and submitting it to prospective vendors.
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Customizable Reports
Alter the layout and content of reports
Document Storage
Store and organize documents in a centralized system
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
Quotes/Estimates
Generate quotes or estimates for customers