Carizma First

Product Details

With Carizma First you can automatically create recurrent documents, such as contracts, rental agreements, quotations and invoices, quickly and efficiently, whether you are experienced or not.Using a straightforward questionnaire, selection of the correct template and inclusion of all appropriate data and parameters is ensured.Carizma First automatically makes a risk assessment of the created document and initiates workflows for further review/approval where necessary, ensuring compliance and mitigation of risks while guaranteeing both precision and speed.

Carizma First = Document creation simplified

• Only approved templates are available for document creation
• Data plausibility check
• Automatic review/approval workflows
• Multi language support
• Minimal training required
• MS-Word templates, no plug-in needed

Best For

Medium size to major multinational corporations

Key features

Easy creation of complex questionnaires

• Data plausibility check
• Calculations
• Numbers to Words
• Dependencies between input fields

Automated document creation

Documents are created automatically based on entries in the questionnaire and other data sources, e.g. SAP.

Easy template creation

• The templates are created in plain
  MS Word without the use of plug-ins.
• Templates must be approved before they can be used for document generation.

Multi document creation

Several documents can be created in one go.

Automated reporting

A report is automatically created from questionnaire input.

Inclusion of attachments

Attachments can be uploaded via the questionnaire and integrated into the document to be generated.

Updating your documents

A new version of a created document can be recreated based on the original questionnaire by changing the answers.

Review and approval workflows

Based on the responses to the questionnaire, review or approval workflows are started if necessary.

Automated risk assesment

Carizma First automatically makes a risk assessment of the created document and initiates workflows for further review/approval where necessary.