Summize Features
Contract Management Platform Features (10)
Contract Creation
Based on 45 Summize reviews. Users can create new contracts within the platform using built-in document creation features.
Contract Templates
As reported in 44 Summize reviews. 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. This feature was mentioned in 45 Summize reviews.
Contract Attachments
Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources. 44 reviewers of Summize have provided feedback on this feature.
Contract Collaboration
As reported in 43 Summize reviews. 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. 43 reviewers of Summize have provided feedback on this feature.
Notifications & Reminders
As reported in 44 Summize reviews. Receive notifications and schedule reminders with alerts according to contract milestones.
Contract Database
Based on 43 Summize reviews. Contracts can be stored in a central online repository with built in search capabilities.
Integrations / APIs
Based on 38 Summize 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.
Reporting & Dashboards
Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities. This feature was mentioned in 43 Summize reviews.
Data Sources (3)
Software
Integrate with software such as ERP or CRM to use data for document generation 23 reviewers of Summize have provided feedback on this feature.
Spreadsheets
Allows users to generate documents using information from spreadsheets This feature was mentioned in 23 Summize reviews.
Documents
As reported in 23 Summize reviews. Ability to generate new documents using other documents in multiple formats
Generation (3)
Templates
Based on 26 Summize reviews. Include templates for various types of documents such as invoices or quotes
Automation
Based on 27 Summize reviews. Automate document generation based on customizable rules
Branding
As reported in 22 Summize reviews. Allow users to personalize documents for branding purposes
Delivery (3)
Workflow
Define and manage workflows for document distribution This feature was mentioned in 24 Summize reviews.
Schedule
Based on 21 Summize reviews. Create a schedule to deliver documents at predefined times
Batch
Provide the ability to generate and deliver documents by batch 17 reviewers of Summize have provided feedback on this feature.
Platform Basics (2)
Data Extraction
Based on 29 Summize reviews. Ability to auto-extract all key contract metadata and clause language.
Contract Comparisons
Provides document parsing, redlining, and auto-tagging for clause comparisons. 27 reviewers of Summize have provided feedback on this feature.
Artificial Intelligence Capabilities (3)
Text Analytics
Based on 26 Summize reviews. Ability to analyze text within contracts by using pattern recognition.
NLP
Based on 25 Summize reviews. Provides the ability to understand and process human language/s within contracts.
OCR
Based on 24 Summize reviews. Provides OCR capabilities to convert images into digital text (i.e PDFs, TIFFS, etc.).
Contract Data (6)
Data Import
Ability to import contracts into a centralized repository. This feature was mentioned in 27 Summize reviews.
Data Export
Provides the ability to export contract data into other systems. 25 reviewers of Summize have provided feedback on this feature.
Custom Reporting
Ability to create reports and dashboards with contract data to provide strategic insights. 23 reviewers of Summize have provided feedback on this feature.
Clause Identification and Mapping
Identifies and classifies paragraphs through AI-driven clause template matching and learning algorithms. This feature was mentioned in 25 Summize reviews.
Reporting & Dashboards
Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities. This feature was mentioned in 49 Summize reviews.
Advanced Contract Analytics
Provides advanced, AI-driven contract analytics to optimize all aspects of contract management. 47 reviewers of Summize have provided feedback on this feature.
Contract Creation & Management (4)
Contract Creation
As reported in 60 Summize reviews. Users can create new contracts within the platform using built-in document creation features.
Contract Templates
As reported in 54 Summize reviews. Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields.
Contract Editing
As reported in 56 Summize reviews. 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. 55 reviewers of Summize have provided feedback on this feature.
Collaboration (4)
Contract Collaboration
Internal and external users are able to collaborate on contracts through a shared web portal with messaging features. 52 reviewers of Summize have provided feedback on this feature.
Approval Process
Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system. 50 reviewers of Summize have provided feedback on this feature.
Multi-User Collaboration
Based on 22 Summize reviews. Allows multiple users to collaborate on a single document and see edits in real-time
Real-Time Communication
As reported in 20 Summize reviews. Allows users to communicate in real-time via chat and comments within the document
Other Platform Features (5)
Notifications & Reminders
As reported in 54 Summize reviews. Receive notifications and schedule reminders with alerts according to contract milestones.
Contract Database
Based on 51 Summize reviews. 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 This feature was mentioned in 48 Summize reviews.
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. This feature was mentioned in 47 Summize reviews.
E-Signature
Ability to e-sign legally-binding contracts within the same platform. This feature was mentioned in 46 Summize reviews.
Integrate & Embed (3)
Calendar
As reported in 20 Summize reviews. Integrates with calendars to link relevant documents for meetings or appointments
Website
As reported in 18 Summize reviews. Embeds live documents into websites
Applications
Based on 21 Summize reviews. Integrates with third-party applications, such as business instant messaging software, collaboration tools, and project management software
Edit & Revise (3)
Revision History
As reported in 21 Summize reviews. Tracks changes made to documents and access all revision history
Suggestion Mode
As reported in 21 Summize reviews. When reviewing documents, provides suggestions that can be accepted or rejected by the document owner
Document Editor
Provides editing and proof-reading tools such as spell check and grammar check 21 reviewers of Summize have provided feedback on this feature.
File Types (3)
Export
Exports files in multiple file formats including .docx, .pdf, .odt, .rtf, .txt or .html format This feature was mentioned in 23 Summize reviews.
Import
Based on 23 Summize reviews. Imports documents in multiple file formats for editing
Web Publishing
As reported in 19 Summize reviews. Transforms a document into a web page and publish to the internet
Design (3)
Graphics
Ability to insert graphics, including photos, charts, drawings, graphs, etc. This feature was mentioned in 18 Summize reviews.
Templates
As reported in 18 Summize reviews. Offers multiple editable templates for documents inluding flyers, resumes, calendars, newsletters, etc.
Themes
Based on 17 Summize reviews. Offer various color themes which can be applied to the document
Operating System (3)
PC Operating System
Supports Microsoft Windows operating system 19 reviewers of Summize have provided feedback on this feature.
Mac Operating System
Supports macOS operating system 15 reviewers of Summize have provided feedback on this feature.
Linux Operating System
Supports Linux operating system This feature was mentioned in 15 Summize reviews.
Generative AI (14)
AI Text Summarization
As reported in 13 Summize reviews. Condenses long documents or text into a brief summary.
AI Text Generation
As reported in 42 Summize reviews. Allows users to generate text based on a text prompt.
AI Text Summarization
Based on 42 Summize reviews. Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt. This feature was mentioned in 17 Summize reviews.
AI Text Summarization
Condenses long documents or text into a brief summary. This feature was mentioned in 17 Summize reviews.
AI Text Generation
Based on 12 Summize reviews. Allows users to generate text based on a text prompt.
AI Text Summarization
Based on 12 Summize reviews. Condenses long documents or text into a brief summary.
AI Text-to-Image
Provides the ability to generate images from a text prompt.
AI Text-to-Speech
Based on 10 Summize reviews. Simulates human-like speech from text inputs.
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.
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.
Agentic AI - Contract Management (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Agentic AI - Contract Lifecycle Management (CLM) (6)
Autonomous Task Execution
Based on 10 Summize reviews. 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 - Document Creation (1)
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Document Generation (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
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