Adapting to new technology can be a difficult and daunting process. Realizer has created processes that ensures the safety of our users’ intellectual property and the ease of using the platform.

Log in process (subscribers):

  1. 2 steps login:
    1. email verification
    2. account password

Log in process (recipients of proposals)

  1. Invitation of proposal will be sent to the recipient’s email, under the sender’s email address.

Upon clicking the link in the email, recipient will be required to:

  1. enter password will be set by sender (password would not be saved by Realizer)
  2. agreeing to the Terms and Conditions.

Ease of Use Features

API ✅
Accounting Integration ✅
Audit Management ✅
Authentication ✅
CRM ✅
Content Library ✅
Customization Templates ✅
Document Management ✅
Electronic Payments ✅
File Sharing ✅
Price and Cost Calculations ✅
RFP Management ✅
Workflow Management ✅
Access Controls/ Permissions ✅
Archiving and Retention ✅
Audit Trial ✅
Automated Quoting ✅
Collaboration Tools ✅
Customized Branding ✅
Discount Management ✅
Document Storage ✅
Electronic Signature ✅
Knowledge Base Management ✅
Templates ✅
Billing and Invoicing ✅