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Certa Intake
Intake

Speed past procurement traffic jams

Certa Intake Illustration

We created new lanes to guide requests, manage intake, and streamline approvals from stakeholders across various teams.

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Main features

Request Anything

Yes, anything. Onboarding documents, contract renewals, POs, RFPs, licenses, spend reports, and more. We mean it.

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Certa Product Intake Request
Guided Flows

We’re with you each step of the way. Whether it’s activating approvals, sending alerts to the right folks, or auto-decisions, Certa speeds up the process.

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Certa Product Intake Flows
Your Dashboard

Get a bird’s eye view of your status, pending requests, and open tasks all in one spot.

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Certa Product Intake Dashboard
Certa Product Intake Request
Certa Product Intake Flows
Certa Product Intake Dashboard

All features

Single Portal

One place to launch new requests, view existing workflows, and search across Certa.

Status Dashboard

Easily view status and next steps and quickly select open requests.

Step-By-Step Service

Users make a request by answering a set of dynamic questions, which can be routed for auto-decisioning and auto-provisioning through an existing workflow.

Vendor Directory

Guide users towards existing preferred, high performing, and diverse vendors. Think of this as the Yelp of vendor management.

Global Search

Search the system for any vendor partner, contract, or historical request across various attributes.

Guided Flows

Correctly routes any department’s requests to the right teams and processes.

Step-By-Step Service

Users make a request by answering a set of dynamic questions, which can be routed for auto-decisioning and auto-provisioning through an existing workflow.

Vendor Directory

Guide users towards existing preferred, high performing, and diverse vendors. Think of this as the Yelp of vendor management.

Global Search

Search the system for any vendor partner, contract, or historical request across various attributes.

Guided Flows

Correctly routes any department’s requests to the right teams and processes.

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Onboard customers 3x faster  •  Onboard vendors 3x faster  •  Onboard partners 3x faster  •  
Onboard customers 3x faster  •  Onboard vendors 3x faster  •  Onboard Partners 3x faster
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