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Description
With Carizma First, you can easily and swiftly generate recurring documents like contracts, rental agreements, quotes, and invoices, regardless of your level of expertise. The platform not only evaluates the risk associated with each document but also triggers necessary workflows for review and approval, thereby ensuring adherence to compliance standards and effective risk management while maintaining both accuracy and efficiency. By utilizing a simple questionnaire, it guarantees the selection of the appropriate template along with the incorporation of all relevant data and parameters. Documents are generated automatically based on the responses in the questionnaire and other data sources, such as SAP. Additionally, users have the option to upload attachments directly through the questionnaire, which can be seamlessly integrated into the final document. This streamlined process enhances productivity, making it easier for organizations to handle their documentation needs effectively. Moreover, Carizma First’s intelligent risk assessment feature provides an extra layer of security by ensuring that potential issues are addressed before finalization.
Description
PoseidonCM, a cloud-based contract management platform, integrates the best-of-breed technology to address all aspects of contract management across your entire organization.
Start small and grow at your own pace
Use out-of the-box, or give us your process and workflow vision
Alert and reminder for Belt n' Suspenders -- Never miss a renewal or deadline again!
Allowing restricted access users-groups to read only, read-write, segmented by contract type, ...) are easy-to-use permissions
You can create and customize your own dashboards and reports
Record Types and List views allow you to track user-definable fields that are specific for that contract type
Workflows and review/approval processes can be either automated or manually created
Multiple search options -- within fields or documents
Intake forms provide the right information every time! From internal and external resources
Contract creation, redline, version management, clause library and electronic signature
API Access
Has API
API Access
Has API
Integrations
Microsoft 365
Oracle APEX
QuickBooks Online
Sage 100
Salesforce
Integrations
Microsoft 365
Oracle APEX
QuickBooks Online
Sage 100
Salesforce
Pricing Details
$400 one-time payment
Free Trial
Free Version
Pricing Details
$99.00/month/user
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Axicos
Country
Switzerland
Website
www.axicos.com/benefits/secure
Vendor Details
Company Name
Trident Contract Management
Founded
2003
Country
United States
Website
www.poseidoncm.com
Product Features
Document Generation
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
Product Features
Compliance
Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation
Contract Management
Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management
Legal Document Management
Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control
Vendor Management
Audit Management
Contact Management
Customer Database
Self Service Portal
Supplier Master Data
Transaction History
Vendor Maintained Profiles
Vendor Managed Inventory
Vendor Performance Rating
Vendor Qualification Tracking
