Gatekeeper Features

Based on 21 Gatekeeper reviews and verified by the G2 Product R&D team. Custom branding can be applied through signature process

Based on 23 Gatekeeper reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Based on 19 Gatekeeper reviews and verified by the G2 Product R&D team.

Based on 23 Gatekeeper reviews and verified by the G2 Product R&D team.

Based on 17 Gatekeeper reviews and verified by the G2 Product R&D team.

Allows business to edit conversations to meet the unique needs of one's business.

Gives users the ability to update systems, like CRM, based on conversations.

Allows users to maintain and observe the accuracy and viability of Intelligent Virtual Assistants.

Based on 26 Gatekeeper reviews and verified by the G2 Product R&D team. Allows signor to easily and intuitively sign documents

Based on 26 Gatekeeper reviews and verified by the G2 Product R&D team. Reminds signors of documents that are waiting to be signed and document expiration dates

Based on 27 Gatekeeper reviews and verified by the G2 Product R&D team. Process of authenticating is secure and seemless

User can easy send and sign documents on mobile devices This feature was mentioned in 11 Gatekeeper reviews.

Based on 26 Gatekeeper reviews and verified by the G2 Product R&D team. Sendor/Adminstrators can easily set up and track documents through multiple signature steps

Based on 20 Gatekeeper reviews and verified by the G2 Product R&D team. Send documents requiring signature to 1000's of signers at once

Based on 24 Gatekeeper reviews and verified by the G2 Product R&D team. Provides standard reports and easy creation of custom reports to manage signature process

Based on 23 Gatekeeper reviews and verified by the G2 Product R&D team. Easy to create signature blocks on all required electronic document types/formats

Based on 23 Gatekeeper reviews and verified by the G2 Product R&D team. Meets required regulartory compliances

Based on 25 Gatekeeper reviews and verified by the G2 Product R&D team. Tracks all document signing history to comply with required regulations

Based on 24 Gatekeeper reviews and verified by the G2 Product R&D team. Provides features to allow scaling for large organizations

Based on 29 Gatekeeper reviews and verified by the G2 Product R&D team. Users can create new contracts within the platform using built-in document creation features.

Based on 22 Gatekeeper reviews. Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields.

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

Based on 41 Gatekeeper reviews and verified by the G2 Product R&D team. Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources.

Based on 34 Gatekeeper reviews and verified by the G2 Product R&D team. Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.

Based on 36 Gatekeeper reviews and verified by the G2 Product R&D team. Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system.

Based on 42 Gatekeeper reviews and verified by the G2 Product R&D team. Receive notifications and schedule reminders with alerts according to contract milestones.

Based on 42 Gatekeeper reviews and verified by the G2 Product R&D team. Contracts can be stored in a central online repository with built in search capabilities.

Based on 29 Gatekeeper reviews and verified by the G2 Product R&D team. 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.

Based on 41 Gatekeeper reviews and verified by the G2 Product R&D team. Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities.

Enables users to create documents for business processes and provides a wide array of templates which are customizable.

The ability to create custom workflows aligned with business objectives.

A library in which to keep previously used or designed workflows for future use or to use parts of for upcoming custom workflows.

Provides drag and drop tools usable by admins with little to no coding experience in order to build applications which automate workflows and business processes.

Provides development environments to allow users to develop applications which automate workflows and business processes with minimal coding.

Enable decision-makers to easily share processes with the proper employees.

Compile data from across all systems so that users can view relevant information easily.

Allow users to access workflows and processes from anywhere given that employees in different locations and roles will require.

Ensures the right task is being assigned to the proper employee across an entire process.

Internal and external users are able to collaborate on contracts through a shared web portal with messaging features. 21 reviewers of Gatekeeper have provided feedback on this feature.

As reported in 23 Gatekeeper reviews. Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system.

Provides users a holistic view of all workflows so as to see how all processes work together.

Delivers data points such as time and cost of a process on a dashboard to evaluate process efficacy.

Allows users to view progress of a business process in real-time enabling them to view performance or manage tasks within the process.

Provides the ability to manage unstructured processes.

Connect with existing systems via API.

Gives user machine learning tools for intelligent process improvement

Streamline and simplify document approval processes.

Track usage per company, custom time period, or contract

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

Recognition rules to accrue revenue on a daily or monthly basis

Consolidates procurement data from multiple systems such as ERP systems and supply chain suites.

Define rules and workflows that managers can use to approve different kinds of spending.

Align spending across various departments such as procurement and accounting.

Provide standard activities and tasks that can be customized by users

Users can easily create flows using drag and drop features

Define and manage dependencies between tasks and workflows

Include alters that can be used with workflows

Provide standard spend KPIs that can be customized by users.

Use historical spend data to create benchmarks per company or department.

Provide forecasts on future trends that may impact spending performance.

Identify savings opportunities per activity, department, or at the company level.

Allows users to evaluate supplier performance using standard and custom KPIs.

Provide features to compare suppliers and choose the best option for various activities.

Identify potential issues and how they may impact relationships with suppliers.

Ability to update multiple workflows at the same time

Maintain a history of all workflow changes

Integrate with ERP or project management software

Use criteria to add or remove suppliers to/from approved lists.

Manage communications with suppliers on multiple channels such as phone or email.

Capture and maintain documents related to suppliers and their products or services.

Create and manage supplier profiles that include contact and pricing information.

Identify the services and products provided by suppliers, as well as certifications.

Track history of all interactions and business transactions with suppliers.

Ability to auto-extract all key contract metadata and clause language. This feature was mentioned in 15 Gatekeeper reviews.

Provides document parsing, redlining, and auto-tagging for clause comparisons.

Based on 11 Gatekeeper reviews. Ability to analyze text within contracts by using pattern recognition.

Provides the ability to understand and process human language/s within contracts.

Provides OCR capabilities to convert images into digital text (i.e PDFs, TIFFS, etc.). 11 reviewers of Gatekeeper have provided feedback on this feature.

Based on 17 Gatekeeper reviews. Ability to import contracts into a centralized repository.

As reported in 17 Gatekeeper reviews. Provides the ability to export contract data into other systems.

Based on 15 Gatekeeper reviews. Ability to create reports and dashboards with contract data to provide strategic insights.

As reported in 10 Gatekeeper reviews. Identifies and classifies paragraphs through AI-driven clause template matching and learning algorithms.

Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities. This feature was mentioned in 25 Gatekeeper reviews.

Based on 19 Gatekeeper reviews. Provides advanced, AI-driven contract analytics to optimize all aspects of contract management.

Users can create new contracts within the platform using built-in document creation features. 23 reviewers of Gatekeeper have provided feedback on this feature.

As reported in 21 Gatekeeper reviews. Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields.

As reported in 21 Gatekeeper reviews. Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.

As reported in 24 Gatekeeper reviews. Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources.

Based on 25 Gatekeeper reviews. Receive notifications and schedule reminders with alerts according to contract milestones.

As reported in 26 Gatekeeper reviews. Contracts can be stored in a central online repository with built in search capabilities.

Identify, assess, and manage all contract risks and ensure the fulfillment of contractual obligations This feature was mentioned in 21 Gatekeeper reviews.

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. This feature was mentioned in 18 Gatekeeper reviews.

As reported in 24 Gatekeeper reviews. Ability to e-sign legally-binding contracts within the same platform.

Provides personalized responses to interlocator based on segmentation or past responses.

Has tools (e.g. dashboards and reports) to better understand conversations Intelligent Virtual Assistants have had.

Can have a natural, human-like conversation with an interlocator.

Allows vendors to own and update their vendor page with security and compliance documentation to share with customers

Allows companies to assess vendors profiles in a centralized catalog

Offers standardized security and privacy framework questionnaire templates

Offers role based access controls to allow only permissioned users to utilize various parts of the software.

Offers built-in or automated vendor risk scoring

Offers tools to assess fourth parties -- your vendor's vendors

Monitors changes in risk and sends notifications, alerts, and reminders for specific actions including: upcoming assessments, profile access requests, etc

Uses AI to alert administrators to changes in risk scoring through continuous monitoring.

Ensures the right task is being assigned to the proper employee across an entire process.

Online credit card number that can be instantly sent to employees and used for secure, one-time purchases

Online credit card number that can be instantly sent to employees and used for secure, recurring payments, such as subscriptions or services

Physical credit cards used by employees for various expenses that allow management to monitor spending and budgets

Report on spend transactions as they happen in real time

Reports that allow the user to sort and filter by vendor, team, GL, department, etc.

The ability to export reports in various formats, such as excel, CSV, and Google Sheets

Report on and track spending against budgets

Include reporting templates for activities such as audits and vendor evaluation.

Consolidate data from multiple systems that manage supplier information.

Provide a 360 view of suppliers which can be shared with internal or external users.

Pay vendors through a dashboard or portal and maintain vendor payment information

Manage and execute recurring payments, such as subscriptions, services, utilities, etc.

Reimburse an employee for all necessary expenditures or losses incurred by the employee within the employee's scope of employment

Allows for the electronic transfer of funds between banks

Real-time notifications for fraudulant and/or duplicate spending

Individual, unique cards for each vendor to help manage duplicate and overpayments

Control spend limits, expiration dates, and lock and unlock stolen or lost cards

Users can assign scores to suppliers based on the estimated risk of doing business with them.

Utilize artificial intelligence to analyze third party risks.

Review vendor contracts and profiles to ensure compliance with regulation and internal policies.

Manage and enforce internal policies related to vendor risk management and controls.

Provide workflows to mitigate risk and escalate issues proactively.

Track vendor performance using supplier data such as a history of transactions and contracts.

Send alerts and notifications when corrective actions are needed to address supplier risk.

Perform ongoing due diligence activities to auto calculate overall risk for each vendor.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Allows users to automate responses to customer inquiries across various channels.

Allows users to automate responses to customer inquiries across various channels.

Allows users to automate the process of generating and qualifying sales leads.

Allows users to automate the handling, processing, and management of documents.

Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders.

Allows the AI agent to learn from interactions and adapt its responses accordingly.

Allows the AI agent to learn from interactions and adapt its responses accordingly.

Provides the AI agent the ability to execute tasks without requiring constant user input.

Allows the AI agent to identify and resolve issues without user intervention.

Notifies users of pending approvals with alerts and notifications

Allows for predefined approval workflows based on roles, departments, or spending limits

Automates the creation, submission, and approval of purchase requisitions

Monitors supplier compliance to guidelines and standards while also managing risks

Provides tools for suppllier onboarding and assessing their performance

Maintains a repository for storing and organizing supplier details

Uses tools for examining expenditures and generation reports to identify trends

Provides real-time insight into procurement costs within categories, departments or projects

Uses risk assessment tools for identifying potential supplier or contract risks

Automates the enforcement of procurement policies, regulatory requirements, and compliance checks

Creates audit trails and reporting for transparency and accountability

Provides onditional routing for purchase approvals, contract reviews, and supplier selection

Allows for flexible workflow configurations to suit specific business needs

Adjusts approval processes based on project, department, or spending thresholds

Utilizes AI to summarize security questionnaires.

Automate text responses to common security assessment questions.

Improves performance based on feedback and experience

Makes informed choices based on available data and objectives

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Makes informed choices based on available data and objectives