Automation Workflows
Fortifiers can organize supported intake, review, and follow-up work. AI suggestions and extracted fields need human verification before they are used.
Ingestion
Documents enter the system via manual upload, email forwarding, or mobile capture.
Extraction
Configured extraction can suggest fields from supported documents. Review each result against the source before using it.
Verification
A team member reviews extracted fields against the source document and approved workspace information.
Approval
Supported workflows can route work for team review; approval behavior depends on the configured workflow.
Commercial
Prepare a quote draft in supported workspace flows. Payment, signature, and delivery steps depend on configured providers and review.
Role-Based Access Control (RBAC)
Configure who can see and approve what.
Full System Control
Manage billing, integrations, and global security settings.
Queue & Approval Power
Review quotes generated by staff and agents.
Document Capture
Upload documents and create draft quotes.
Human review and authorization
A prepared draft does not authorize an external action.
Review the recipient, scope, pricing, and terms before sending. Automatic quote approval based on an AI confidence threshold is not available by default. Calls and messages require current workspace configuration, permissions, and approval.
A person reviews the draft and confirms any external action.