Certa Overview
Description
Based in the San Francisco Bay Area, Certa is a leading no-code platform for procurement and compliance on a mission to relieve onboarding bottlenecks and let companies get back to the work that matters to their stakeholders. Founded in 2015, Certa uses over a hundred integrations with trusted data sources and systems to automate and orchestrate workflows. This allows for 3x quicker third-party vendor onboarding while minimizing risk and increasing transparency. Certa has on-boarded over a million companies across 120 countries for clients that range from leading tech firms to Fortune 500 companies.Features
Deployment
Cloud
Mobile
Desktop
On-Premise
Support
Chat
Email
Phone
Video
Training
Digital Resources
In-Person
Live (online)
Compliance and Risk Management
Compliance Rules Management & Auditing
Contract Risk Scoring
Employee Background Checks
Consumer Data Privacy Compliance
Contract Database Management
Access Controls
Audit Trail Tracking
Contract Analytics
Contract Metadata
Contract Repository and Database Management
Contract Repository Back-up and Recovery
Contract Search Full Text
Mobile Access to Contract Database
Contract Classification and Indexing based on user criteria
Contract Search by Classification, Indexing and Metadata
Offline Access to Contract Database
Contract Review
Monitoring and Analysis Post Execution
Contract Automation and Drafting (Through Signature)
Approval Process Management
Buyer/Seller Qualifications Tracking
Collaborative Drafting and Editing
Compliance Tracking
Completion Status Tracking
Contract Clause and Content Management
Contract Attachments Support
Contract Drafts - Review and Redlining
Contract Multi-Document Packages Support
Electronic and Digital Signature Integrations
Integrations with CRMs
Mobile Access to Contracts in Progress
Mobile Signature Capability
Pricing Integration
Proposal and RFP Generation
Quotes Preparation
Reports and Dashboards
Template and Forms Creation
Template and Forms Management
Templates - Prebuilt included
Version Control
Workflow Process Management
Contract Generation and Assembly from Templates, Forms and Clause Banks
Tracking, Alerts and Notifications - Workflow Status and Completion
Offline Access to Contracts in Progress
Contract Review and Analysis (Post Signature)
Contract Performance Monitoring (post execution)
Invoicing and Payments Management or Integrations
Renewals and Expirations Management
Reports and Dashboards
Tracking, Notifications & Reminders Post Execution
Contract Data Extraction, Due Diligence and Batch Comparison
Document Automation and Assembly
Automated Document Generation and Assembly
Collaboration Tools for Document Automation
Conditional Logic Support
Encryption in transit
Integrations with Document Management Systems
Language Support for International Languages
Process Automation
Templates - Create Documents and Forms from Existing Documents
Templates - Create New Documents and Forms from User Content
Integrations with CRM
Templates - Calculated fields support
Templates - Queries/Interviews Builder for User Inputs
Content Library Management
Integrations with Digital Signature Apps
Workflow Management
Integrations with Business Process Systems
Document sets/Packages Supported
Templates - Prebuilt Forms and Documents Included
Extranets or Portals for Document Sharing
Version Control
Templates
Document Management
Access Controls
Document Database Management (Repository for Archiving and Retention)
Document Disposition Based on User Defined Rules
Encryption capabilities
Integration with Microsoft Teams
Version Control
Search Metadata, Classifications and Indexing
Data Loss and Malware Prevention
Data Recovery
File Types - Multi Format Support
Records Management Compliance Support
Search Full Text
Search Federated Across Multiple Data Sources
Search with Natural Language Support
Compliance Tracking
Geolocation Controls for Data Storage
Document Collaboration
Expert Systems and Decision Automation
Templates
Interviews
Conditional Logic Support
Branching
Enterprise Legal Management (ELM)
Legal Service Request
Matter Collaboration
Document Management
Matter Managment
Analytics
App Development
Interviews
Templates
Conditional Logic
Branching
Digital Signatures
Multiple Signers
Audit Trail
Workflow Automation
Conditional Workflows
Reminders and Notifications
Templates
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