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# fynk Features

##### 
## Platform (5)

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.

Internationalization

Performance and Reliability

Integration APIs

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##### 
## Signature Process (8)

Document Signing

Allows signor to easily and intuitively sign documents

Reminders and Expirations

Reminds signors of documents that are waiting to be signed and document expiration dates

Sign-In Process

Process of authenticating is secure and seemless

Mobile Signatures

User can easy send and sign documents on mobile devices

Signature Workflow

Sendor/Adminstrators can easily set up and track documents through multiple signature steps

Bulk Digital Signatures

Send documents requiring signature to 1000's of signers at once

Reporting

Provides standard reports and easy creation of custom reports to manage signature process

Signature Document Creation

Easy to create signature blocks on all required electronic document types/formats

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##### 
## Security and Scalability (3)

Regulatory Compliance

Meets required regulartory compliances

Signature History and Audit

Tracks all document signing history to comply with required regulations

Enterprise Scalability

Provides features to allow scaling for large organizations

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##### 
## 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.

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##### 
## 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.

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##### 
## 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.

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##### 
## Administration and Platform (6)

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.

E-Signature Integration

Couple accepting proposals and signing contracts together in one workflow.

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.

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##### 
## Contract Management Platform Features (10)

Contract Creation

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

Contract Templates

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

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.

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##### 
## 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

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##### 
## Generation (3)

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

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##### 
## Delivery (3)

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

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##### 
## Contract Creation & Management (4)

Contract Creation

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

Contract Templates

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

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.

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##### 
## Collaboration (2)

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.

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##### 
## Other Platform Features (5)

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.

Contract Compliance

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

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.

E-Signature

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

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##### 
## Contract Data (2)

Reporting & Dashboards

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

Advanced Contract Analytics

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

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##### 
## Customization (4)

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.)

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##### 
## Additional Functionality (5)

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

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##### 
## 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.

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 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.

AI Text Generation

Allows users to generate text based on a text prompt.

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##### 
## Agentic AI - Contract Management (1)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

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##### 
## Agentic AI - E-Signature (6)

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

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##### 
## Agentic AI - Contract Lifecycle Management (CLM) (6)

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

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##### 
## Agentic AI - Document Generation (1)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

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[

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4.4/5

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## Technology Glossary Features

View full feature definition

View definitions of the features and discover new technology terms.

[View Glossary](/glossary)

[Document Builder](/glossary/document-builder-definition)

A document builder is a software application that is used to create text-based documents.

[Document Signing](/glossary/document-signing-definition)

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.

fynk Comparisons

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##### Categories on G2

[
Online Form Builder
](https://www.g2.com/categories/online-form-builder)[
E-Signature
](https://www.g2.com/categories/e-signature)[
Document Generation
](https://www.g2.com/categories/document-generation)

[
Contract Management
](https://www.g2.com/categories/contract-management)[
Proposal
](https://www.g2.com/categories/proposal)[
Contract Lifecycle Management (CLM)
](https://www.g2.com/categories/contract-lifecycle-management-clm)

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