Arrows Features
Content (4)
Document Collaboration
Allows users to simultaneously collaborate on a document within the application.
E-Signature
Allows users to provide an e-signature within the platform.
File Request
Allows businesses to request files from clients.
Feedback
Allows businesses to solicit feedback on projects or documents from clients.
Collaboration (5)
Billing and Invoicing
Provides billing and invoicing within the application.
Instant Messaging
Provides internal and/or external instant messaging capability.
Project Management
Offer project management features like task creation and tracking within the application.
Analytics
Offer analytics concerning productivity or client engagement.
Time Tracking
Allows businesses to track time spent on projects within the application.
Onboarding Setup (3)
Workflows
Provide customizable workflows for onboarding activities and tasks.
Templates
Include templates for onboarding project plans and documents.
Checklists
Generate checklists to monitor the prograss of onboarding projects.
Project Tracking (5)
Monitoring
Track tasks, project, and dependencies using timeline views or GANTT charts.
Resources
Allocate resources to tasks and projects, and track their costs.
Content
Manage onboarding documents, training materials, and other content.
Tasks
Assign and track onboarding tasks to internal and external stakeholders.
Optimization
Identify trends and analysis that can be used to optimize onboarding.
Customer Engagement (5)
Portal
Provider a portal for customers and external users to collaborate and share documents.
Engagement
Include features to keep customers engaged such as internal communications.
Branding
Create white-label portals by customer, product, or project.
Visibility
Provide multiple levels of visibility accrosss all onboarding stages.
Collaboration
Allow internal and external users to collaborate without loging into the system.
Deal Analytics (2)
Engagement Tracking
Track who is looking at proposals and how often or for how long.
Reporting and Dashboards
Access pre-built and custom reports and dashboards on proposal volume and acceptance.
Administration and Security (3)
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Alerts and Notifications
Program in-app and email notifications for approval milestones or actions.
Regulatory Compliance
Meets required regulartory compliances.
Platform (7)
E-Signature
Allows the signor to easily and intuitively sign documents.
Proposals
Allows users to easily assemble custom fields and variables into reusable templates to automate the proposal creation process.
CPQ
Provides users with configure, price and quote capabilties.
Video Proposals
Allows users to attach video proposals within the virtual sales room.
Content Sharing
Allows users to share relevant marketing content such as whitepapers, studies, and demos within the virtual sales room.
Content Management
Provides users with a repoistory of relevant content to share with clients.
Chat
Allows users to chat with prospects within the virtual sales room.
Integrations (2)
CRM Integration
Provides features to intregate with CRM software.
Internal Messaging Systems Integration
Provides features to integrate with internal messaging systems.
Agentic AI - Digital Sales Room (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience



