Gatekeeper Features
Platform (21)
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Custom Branding
Custom branding can be applied through signature process
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User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
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Internationalization
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Performance and Reliability
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Integration APIs
Email Management
Manage, store and organize emails within the system or via third-party apps
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Mobile Access
Access software remotely via mobile devices
Forms Management
Store, manage and track all forms in a centralized location
Contact Management
Manage, organize, and store contact information
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Workflow Management
Create, design and manage workflows for repetitive tasks
Document Management
Store, manage, and track all electronic documents in a centralized location
Contract/License Management
Track, store, and access client contracts or licenses
Renewal Management
Manage and track the renewal process for various services, subscriptions, contracts, or licenses
Registration Management
Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.
Event Management
Schedule and manage the logistics of activities and other gatherings
Marketing Management
Plan, track, and evaluate marketing activities including promotions, customer outreach, and branding
Expiration Management
Track and manage expiration of various items including products, warranties, licenses, and contracts
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Video Management
Store and manage online video content
Signature Process (10)
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Document Signing
Allows signor to easily and intuitively sign documents
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Reminders and Expirations
Reminds signors of documents that are waiting to be signed and document expiration dates
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Sign-In Process
Process of authenticating is secure and seemless
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Mobile Signatures
User can easy send and sign documents on mobile devices
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Signature Workflow
Sendor/Adminstrators can easily set up and track documents through multiple signature steps
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Bulk Digital Signatures
Send documents requiring signature to 1000's of signers at once
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Reporting
Provides standard reports and easy creation of custom reports to manage signature process
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Signature Document Creation
Easy to create signature blocks on all required electronic document types/formats
Multi-Party Signing
Share documents with different users to collect multiple signatures
Electronic Signature
Digitally sign online documents
Security and Scalability (3)
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Regulatory Compliance
Meets required regulartory compliances
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Signature History and Audit
Tracks all document signing history to comply with required regulations
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Enterprise Scalability
Provides features to allow scaling for large organizations
Contract Management Platform Features (14)
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Contract Creation
Users can create new contracts within the platform using built-in document creation features.
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Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Contract Editing
Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.
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Contract Attachments
Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources.
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Contract Collaboration
Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.
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Approval Process
Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system.
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Notifications & Reminders
Receive notifications and schedule reminders with alerts according to contract milestones.
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Contract Database
Contracts can be stored in a central online repository with built in search capabilities.
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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.
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Reporting & Dashboards
Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities.
Government Contracts
Contracts specific to government agencies or organizations who deal with government agencies
Specialty Contracts
An agreement that's only valid if signed by all involved parties, sealed, and delivered
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Customization (6)
Document Generation
Enables users to create documents for business processes and provides a wide array of templates which are customizable.
Process Design
The ability to create custom workflows aligned with business objectives.
Process Repository
A library in which to keep previously used or designed workflows for future use or to use parts of for upcoming custom workflows.
No-Code App Development
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.
Low-Code App Development
Provides development environments to allow users to develop applications which automate workflows and business processes with minimal coding.
No-Code
Drag and drop/visual interfaces that allow non-tech users to build without writing code
Collaboration (8)
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Data Unification
Compile data from across all systems so that users can view relevant information easily.
Accessibility
Allow users to access workflows and processes from anywhere given that employees in different locations and roles will require.
Process Routing
Ensures the right task is being assigned to the proper employee across an entire process.
Real-Time Data
Receive data and information in real time
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
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Contract Collaboration
Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.
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Approval Process
Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system.
Process Management (7)
Process Overview
Provides users a holistic view of all workflows so as to see how all processes work together.
Process Analysis
Delivers data points such as time and cost of a process on a dashboard to evaluate process efficacy.
Real-Time Process Monitoring
Allows users to view progress of a business process in real-time enabling them to view performance or manage tasks within the process.
Unstructured Processes
Provides the ability to manage unstructured processes.
API Connection
Connect with existing systems via API.
Intelligence
Gives user machine learning tools for intelligent process improvement
Document Approval
Streamline and simplify document approval processes.
Revenue Recognition (3)
Usage Tracking
Track usage per company, custom time period, or contract
Deferred Revenue
Track payments received for products that haven't be delivered yet
Revenue Accrual
Recognition rules to accrue revenue on a daily or monthly basis
Setup (10)
Data
Consolidates procurement data from multiple systems such as ERP systems and supply chain suites.
Approvals
Define rules and workflows that managers can use to approve different kinds of spending.
Alignment
Align spending across various departments such as procurement and accounting.
Real-Time Data
Receive data and information in real time
Activities
Provide standard activities and tasks that can be customized by users
Flows
Users can easily create flows using drag and drop features
Dependencies
Define and manage dependencies between tasks and workflows
Notifications
Include alters that can be used with workflows
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Business Process Automation
Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes
Performance (18)
KPIs
Provide standard spend KPIs that can be customized by users.
Benchmarks
Use historical spend data to create benchmarks per company or department.
Forecasting
Provide forecasts on future trends that may impact spending performance.
Savings
Identify savings opportunities per activity, department, or at the company level.
Evaluation
Allows users to evaluate supplier performance using standard and custom KPIs.
Selection
Provide features to compare suppliers and choose the best option for various activities.
Supplier Risk Management
Identify, assess & manage risks that could arise from working with third-party suppliers to protect against disruptions in supply chain
Communications Management
Record and track all relevant internal and external communications
Vendor Master Data Management
Create and maintain quality vendor data through data validation, maintenance, and audit trails to ensure proper compliance and sourcing
Workflow Management
Create, design and manage workflows for repetitive tasks
Document Management
Store, manage, and track all electronic documents in a centralized location
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Contact Management
Manage, organize, and store contact information
Vendor Management
Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.
Inventory Management
Track and manage inventory levels to maintain proper supply
Procurement Management
Organize and manage all processes/procedures involved in purchasing goods and/or services
Supplier Management
Manage all supplier data and operations
Management (6)
Updates
Ability to update multiple workflows at the same time
Audit Trail
Maintain a history of all workflow changes
Integration
Integrate with ERP or project management software
Approval
Use criteria to add or remove suppliers to/from approved lists.
Communication
Manage communications with suppliers on multiple channels such as phone or email.
Documents
Capture and maintain documents related to suppliers and their products or services.
Supplier Information (3)
Profiles
Create and manage supplier profiles that include contact and pricing information.
Supplier Qualification
The process of assessing potential suppliers based on required credentials, quality standards, etc.
Transaction History
Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period
Platform Basics (2)
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Data Extraction
Ability to auto-extract all key contract metadata and clause language.
Contract Comparisons
Provides document parsing, redlining, and auto-tagging for clause comparisons.
Artificial Intelligence Capabilities (3)
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Text Analytics
Ability to analyze text within contracts by using pattern recognition.
NLP
Provides the ability to understand and process human language/s within contracts.
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OCR
Provides OCR capabilities to convert images into digital text (i.e PDFs, TIFFS, etc.).
Contract Data (6)
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Data Import
Ability to import contracts into a centralized repository.
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Data Export
Provides the ability to export contract data into other systems.
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Custom Reporting
Ability to create reports and dashboards with contract data to provide strategic insights.
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Clause Identification and Mapping
Identifies and classifies paragraphs through AI-driven clause template matching and learning algorithms.
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Reporting & Dashboards
Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities.
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Advanced Contract Analytics
Provides advanced, AI-driven contract analytics to optimize all aspects of contract management.
Contract Creation & Management (4)
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Contract Creation
Users can create new contracts within the platform using built-in document creation features.
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Contract Templates
Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields.
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Contract Editing
Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.
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Contract Attachments
Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources.
Other Platform Features (5)
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Notifications & Reminders
Receive notifications and schedule reminders with alerts according to contract milestones.
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Contract Database
Contracts can be stored in a central online repository with built in search capabilities.
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Contract Compliance
Identify, assess, and manage all contract risks and ensure the fulfillment of contractual obligations
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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.
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E-Signature
Ability to e-sign legally-binding contracts within the same platform.
Functionality (4)
Customized Vendor Pages
Allows vendors to own and update their vendor page with security and compliance documentation to share with customers
Centralized Vendor Catalog
Allows companies to assess vendors profiles in a centralized catalog
Questionnaire Templates
Offers standardized security and privacy framework questionnaire templates
User Access Control
Offers role based access controls to allow only permissioned users to utilize various parts of the software.
Risk assessment (4)
Risk Scoring
Offers built-in or automated vendor risk scoring
4th Party Assessments
Offers tools to assess fourth parties -- your vendor's vendors
Monitoring And Alerts
Monitors changes in risk and sends notifications, alerts, and reminders for specific actions including: upcoming assessments, profile access requests, etc
AI Monitoring
Uses AI to alert administrators to changes in risk scoring through continuous monitoring.
Process Development (1)
Process Routing
Ensures the right task is being assigned to the proper employee across an entire process.
Payment Cards (3)
One-time Virtual
Online credit card number that can be instantly sent to employees and used for secure, one-time purchases
Recurring Virtual
Online credit card number that can be instantly sent to employees and used for secure, recurring payments, such as subscriptions or services
Physical
Physical credit cards used by employees for various expenses that allow management to monitor spending and budgets
Reporting (10)
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Multiple Views
Reports that allow the user to sort and filter by vendor, team, GL, department, etc.
Data Import/Export
Import and export data to and from software applications
Budgets
Report on and track spending against budgets
Real-Time Updates
Receive system updates as soon as any changes are made
Real-Time Reporting
Active reporting of data and metrics
Real-Time Analytics
Analyze and gain insights into data in real-time
Templates
Include reporting templates for activities such as audits and vendor evaluation.
Centralized Data
Consolidate data from multiple systems that manage supplier information.
360 View
Provide a 360 view of suppliers which can be shared with internal or external users.
Payments (5)
Vendor
Pay vendors through a dashboard or portal and maintain vendor payment information
Recurring
Manage and execute recurring payments, such as subscriptions, services, utilities, etc.
Employee Reimbursements
Reimburse an employee for all necessary expenditures or losses incurred by the employee within the employee's scope of employment
ACH
Allows for the electronic transfer of funds between banks
Reimbursement Management
Manage compensation for out-of-pocket expenses incurred by an employee, client or another party
Fraud & Risk Management (7)
Notifications
Real-time notifications for fraudulant and/or duplicate spending
Unique Cards
Individual, unique cards for each vendor to help manage duplicate and overpayments
Controls
Control spend limits, expiration dates, and lock and unlock stolen or lost cards
Budget Control
Manage and monitor spending to align with the financial constraints or goals
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Spend Control
Set allowances and ensure employees don't spend more than the allotted amounts
Prepaid Cards
Bank cards with approved funds pre-loaded that employees can use for corporate purchases
Risk Assessment (2)
Scoring
Users can assign scores to suppliers based on the estimated risk of doing business with them.
AI
Utilize artificial intelligence to analyze third party risks.
Risk Control (3)
Reviews
Review vendor contracts and profiles to ensure compliance with regulation and internal policies.
Policies
Manage and enforce internal policies related to vendor risk management and controls.
Workflows
Provide workflows to mitigate risk and escalate issues proactively.
Monitoring (3)
Vendor Performance
Track vendor performance using supplier data such as a history of transactions and contracts.
Notifications
Send alerts and notifications when corrective actions are needed to address supplier risk.
Oversight
Perform ongoing due diligence activities to auto calculate overall risk for each vendor.
Generative AI (11)
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.
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.
Purchase Requisition and Approval Workflow - Procurement Orchestration (3)
Notifcations
Notifies users of pending approvals with alerts and notifications
Workflows
Allows for predefined approval workflows based on roles, departments, or spending limits
Purchase Orders
Automates the creation, submission, and approval of purchase requisitions
Supplier Management - Procurement Orchestration (3)
Tracking
Monitors supplier compliance to guidelines and standards while also managing risks
Onboarding
Provides tools for suppllier onboarding and assessing their performance
Database
Maintains a repository for storing and organizing supplier details
Spend Management - Procurement Orchestration (2)
Analysis
Uses tools for examining expenditures and generation reports to identify trends
Visibility
Provides real-time insight into procurement costs within categories, departments or projects
Compliance and Risk Management - Procurement Orchestration (3)
Risk Assessment
Uses risk assessment tools for identifying potential supplier or contract risks
Compliance
Automates the enforcement of procurement policies, regulatory requirements, and compliance checks
Audits
Creates audit trails and reporting for transparency and accountability
Workflow Automation - Procurement Orchestration (3)
Routing
Provides onditional routing for purchase approvals, contract reviews, and supplier selection
Configuration
Allows for flexible workflow configurations to suit specific business needs
Approvals
Adjusts approval processes based on project, department, or spending thresholds
Generative AI - Vendor Security and Privacy Assessment (2)
Text Summarization
Utilizes AI to summarize security questionnaires.
Text Generation
Automate text responses to common security assessment questions.
Agentic AI - Third Party & Supplier Risk Management (2)
Adaptive Learning
Improves performance based on feedback and experience
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Spend Management (1)
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Procurement Orchestration (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Agentic AI - Business Process Management (8)
Multi-step Planning
Ability to break down and plan multi-step processes
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Agentic AI - Contract Management (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Agentic AI - E-Signature (8)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Multi-Language
Manage and support multiple languages
Agentic AI - 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
Agentic AI - Workflow Management (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Vendor Management (1)
Decision Making
Makes informed choices based on available data and objectives
Additional Functionality (238)
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Electronic Signature
Digitally sign online documents
Full Text Search
Search for specific words or phrases within a document or database
Data Import/Export
Import and export data to and from software applications
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Digital Signature
Electronic signing method that validates the authenticity and integrity of a digital document
Contract Drafting
Create, edit, and revise contracts/written agreements
Activity Tracking
Track and document all activities across devices, networks, and other systems
Customizable Reports
Alter the layout and content of reports
Sell Side (Customers)
An agreement between a buyer and a seller for the sale and delivery of goods or services
Task Management
Create, manage and track all task activities and progression
Renewal Management
Manage and track the renewal process for various services, subscriptions, contracts, or licenses
Annotations
Highlight content and/or make notations about parts of content
Workflow Management
Create, design and manage workflows for repetitive tasks
Data Extraction
Automatically retrieve and pull information from documents, websites, images, data sets, and other sources
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Contract Negotiation
Dialogue between two or more parties to resolve points of difference and agree on a set of legally binding terms
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Document Storage
Store and organize documents in a centralized system
Customizable Fields
Customize data fields to support various needs and use cases
AI Redlining
The use of AI to automate the process of reviewing, identifying and marking changes in contracts
Version Control
Track revisions and updates made to files and navigate between different versions
Completion Tracking
Track the current status and completion of activities, tasks, goals or deliverables via progress indicators
Contact Management
Manage, organize, and store contact information
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Document Review
Review and analyze existing information across documents
Customizable Branding
Add customized logos and colors to align with company branding
Configurable Workflow
Configure existing workflows to meet your organization's needs
Document Management
Store, manage, and track all electronic documents in a centralized location
Compliance Tracking
Track and report regulatory data to either internal management or external stakeholders
Buy Side (Suppliers)
An agreement between a business and an external supplier for the delivery of a set of products or services
Payment Processing
Accept, record, and reconcile financial transactions
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Authentication
Verify the identity of users/devices to enable secure access
Data Security
Protect sensitive data for digital privacy
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Version Control
Track revisions and updates made to files and navigate between different versions
Single Sign On
Allow users to access multiple services after entering their login credentials once
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Encryption
Convert data into a code for security
Signature Capture
Digitally capture and store a person's handwritten signature
Document Conversion
Convert documents and images into editable file formats
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Team Collaboration
Allow multiple team members to edit and work on the same document
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Status Tracking
Track the status over time for a request, process, asset, or transaction
Customizable Fields
Customize data fields to support various needs and use cases
Searchable Database
A collection of records that can be retrieved based on specific queries
QR Codes
Matrix barcode that stores information
Two-Factor Authentication
Extra layer of security that requires not only a password and username but also something specific to that user
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Multi-Location
Manage and support multiple locations
Real-Time Data
Receive data and information in real time
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Age Verification
A way for institutions and businesses to check the age of their customers/clients.
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Secure Data Storage
Securely stores data to prevent data loss or breaches
Waiver Kiosk
Set up computers on location to help users sign waivers on-site
Data Import/Export
Import and export data to and from software applications
Photo Capture
Capture photos for any type of use case
Conditional Logic
Capability of a software or system to make decisions and perform actions based on specified conditions
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Supplier Quality Control
Qualify, select, and monitor supply chain partners
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Supplier Web Portal
Integrated online platform shared by businesses and their vendors to exchange information/files and collaborate on projects.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Quotes/Estimates
Generate quotes or estimates for customers
Data Visualization
Graphical representation of data
Performance Monitoring
Monitoring and measurement of relevant metrics to assess the performance of IT resources
Import/Export Data
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Multi-Vendor
Designed for multiple vendors
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Customizable Reports
Alter the layout and content of reports
Real-Time Data
Receive data and information in real time
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Customizable Dashboard
Alter the layout and content of dashboards
Rules-Based Workflow
Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
Document Management
Store, manage, and track all electronic documents in a centralized location
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Workflow Configuration
Alter the default workflow to meet your organization's needs
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Commenting/Notes
Leave comments and notes on documents for others to view
Task Management
Create, manage and track all task activities and progression
Forms Management
Store, manage and track all forms in a centralized location
No-Code
Drag and drop/visual interfaces that allow non-tech users to build without writing code
Data Import/Export
Import and export data to and from software applications
Email Management
Manage, store and organize emails within the system or via third-party apps
Customizable Reports
Alter the layout and content of reports
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Graphical Workflow Editor
Create, design and modify the flow and processes of tasks in a project
Real-Time Data
Receive data and information in real time
API
Application programming interface that allows for integration with other systems/databases
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Mobile Access
Access software remotely via mobile devices
Customizable Fields
Customize data fields to support various needs and use cases
Activity Tracking
Track and document all activities across devices, networks, and other systems
Compliance Tracking
Track and report regulatory data to either internal management or external stakeholders
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Project Workflow
Create, manage, or update project workflows.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Activity Tracking
Track and document all activities across devices, networks, and other systems
Invoice Processing
Creation, processing, verification, and execution of invoices till the payment is made
Accounting Integration
Integrate with a third-party accounting system
Categorization/Grouping
Organize and group data or items based on various criteria
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Configurable Workflow
Configure existing workflows to meet your organization's needs
Spend Analysis
Review and uncover trends in spending activity
Expense Tracking
Monitor and record expenses such as purchases or charges incurred
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Accounting
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Approval Workflow
Route documents and other data through one or more stakeholders for review and approval
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Supplier Management
Manage all supplier data and operations
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Transaction History
Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period
Purchase Order Management
Create, send, and track purchase orders and their statuses
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Expense Claims
Attaching relevant receipts or supporting documents to submit expenses for reimbursement
Workflow Management
Create, design and manage workflows for repetitive tasks
Time & Expense Tracking
Log and record hours worked and costs spent to assist in billing and invoicing
Multi-Currency
Manage and handle various international currencies
Vendor Management
Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.
Procurement Management
Organize and manage all processes/procedures involved in purchasing goods and/or services
Credit Card Management
Financial system that helps create and manage physical/digital credit cards and track transaction activities
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Requisition Management
Review, approve and cancel requests for goods/services to be purchased
Customizable Reports
Alter the layout and content of reports
Ad hoc Reporting
Generate one-off reports that meet information requirements
Financial Management
Plan, manage, and track the financial activities of an individual or organization
API
Application programming interface that allows for integration with other systems/databases
Rules-Based Workflow
Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
Receipt Management
Upload, track, and submit receipts in a central database
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Purchasing & Receiving
Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity
Rules-Based Workflow
Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
Mobile Access
Access software remotely via mobile devices
Document Storage
Store and organize documents in a centralized system
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
Document Management
Store, manage, and track all electronic documents in a centralized location
Real-Time Reporting
Active reporting of data and metrics
Customizable Forms
Customize contracts and forms to collect specific information
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Process Modeling & Designing
Visually identify, define, and map all details and relationships surrounding business process models and elements
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Task Progress Tracking
Track the status and progress of tasks
API
Application programming interface that allows for integration with other systems/databases
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Commenting/Notes
Leave comments and notes on documents for others to view
Forms Management
Store, manage and track all forms in a centralized location
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Configurable Workflow
Configure existing workflows to meet your organization's needs
Graphical Workflow Editor
Create, design and modify the flow and processes of tasks in a project
Data Visualization
Graphical representation of data
Workflow Management
Create, design and manage workflows for repetitive tasks
Process Change Tracking
Document any changes or proposed changes made to business processes or workflows
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Email Management
Manage, store and organize emails within the system or via third-party apps
Templates
Sample files or documents that could be customized as needed or used as is
Real-Time Updates
Receive system updates as soon as any changes are made
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Customizable Fields
Customize data fields to support various needs and use cases
Version Control
Track revisions and updates made to files and navigate between different versions
Forms Automation
Automate repetitive tasks such as filling out information or creating certain types of forms
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Activity Tracking
Track and document all activities across devices, networks, and other systems
Single Sign On
Allow users to access multiple services after entering their login credentials once
Task Management
Create, manage and track all task activities and progression
Customizable Reports
Alter the layout and content of reports
Business Process Control
Define and maintain business rules that determine workflow capabilities and criteria
Business Process Automation
Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Invoice Processing
Creation, processing, verification, and execution of invoices till the payment is made
Onboarding
Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Sourcing Management
Negotiate best prices and choose the right vendor for various purchases
Vendor Master Data Management
Create and maintain quality vendor data through data validation, maintenance, and audit trails to ensure proper compliance and sourcing
Procurement Management
Organize and manage all processes/procedures involved in purchasing goods and/or services
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Document Management
Store, manage, and track all electronic documents in a centralized location
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Data Visualization
Graphical representation of data
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Transaction History
Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period
Risk Assessment
Initiate collection and analysis of known risks
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Real-Time Data
Receive data and information in real time
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Offboarding
Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
API
Application programming interface that allows for integration with other systems/databases
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Vendor Payment
Process payment to vendor(s) for goods/services received
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Purchase Order Management
Create, send, and track purchase orders and their statuses
Contract/License Management
Track, store, and access client contracts or licenses
Data Import/Export
Import and export data to and from software applications
Single Sign On
Allow users to access multiple services after entering their login credentials once
Workflow Management
Create, design and manage workflows for repetitive tasks
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Task Management
Create, manage and track all task activities and progression
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