Assembly Features

As reported in 70 Assembly reviews. Custom branding can be applied through signature process

Based on 65 Assembly reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

This feature was mentioned in 66 Assembly reviews.

As reported in 65 Assembly reviews.

As reported in 65 Assembly reviews.

Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. 40 reviewers of Assembly have provided feedback on this feature.

As reported in 34 Assembly reviews. Access pre-built and custom reports to monitor user activity and storage

Based on 33 Assembly reviews. Integrates to systems other systems of record such as CRM, ERP, Outlook, Sharepoint

As reported in 34 Assembly reviews. Enables custom integration to external systems

Provide integration with accounting software and ERP systems.

Provide integration with B2B and B2C e-commerce platforms

Allows signor to easily and intuitively sign documents This feature was mentioned in 59 Assembly reviews.

Based on 56 Assembly reviews. Reminds signors of documents that are waiting to be signed and document expiration dates

Based on 61 Assembly reviews. Process of authenticating is secure and seemless

User can easy send and sign documents on mobile devices This feature was mentioned in 57 Assembly reviews.

Based on 58 Assembly reviews. Sendor/Adminstrators can easily set up and track documents through multiple signature steps

Based on 53 Assembly reviews. Send documents requiring signature to 1000's of signers at once

Based on 55 Assembly reviews. Provides standard reports and easy creation of custom reports to manage signature process

Based on 56 Assembly reviews. Easy to create signature blocks on all required electronic document types/formats

Meets required regulartory compliances This feature was mentioned in 54 Assembly reviews.

Based on 53 Assembly reviews. Tracks all document signing history to comply with required regulations

Based on 52 Assembly reviews. Provides features to allow scaling for large organizations

Provides functionality that manages file syncing between both PC and Mobile devices to ensure files are up to date no matter who or what device they are updated on This feature was mentioned in 31 Assembly reviews.

Based on 33 Assembly reviews. Ability to access documents via a web interface without a client being installed on a device

As reported in 33 Assembly reviews. Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc.

Can easily find files via a simple and/or advanced search 33 reviewers of Assembly have provided feedback on this feature.

Based on 26 Assembly reviews. iOS, Android and Windows phone apps provide functionality that enable user to perform same functions as they would on a PC

Based on 31 Assembly reviews. Allows users to receive updates when files have been updated, added, deleted or moved.

Based on 33 Assembly reviews. Allows users to share individual files/folders to persons outside or inside organization. Ability to assign edit or view only privileges.

Users can work simultaneously on files. 27 reviewers of Assembly have provided feedback on this feature.

Based on 26 Assembly reviews. Provides an audit log of changes and enables users to revert to a specific version

Based on 149 Assembly reviews. Provides billing and invoicing within the application.

Based on 154 Assembly reviews. Provides internal and/or external instant messaging capability.

As reported in 147 Assembly reviews. Offer project management features like task creation and tracking within the application.

As reported in 136 Assembly reviews. Offer analytics concerning productivity or client engagement.

As reported in 130 Assembly reviews. Allows businesses to track time spent on projects within the application.

As reported in 128 Assembly reviews. Provides a mobile application.

As reported in 34 Assembly reviews. Enables administrator to provide segmented access to tool based on role. Easy to create new users and remove users.

As reported in 31 Assembly reviews. Ability to control by user/group file/folder access, external sharing permissions, editing policies, device location restrictions, sharing by device, etc.

Admins can restrict access to files by device in the event of lost/stolen devices as well as users that no long work for organization. Also may provide ability to wipe files from devices remotely. This feature was mentioned in 31 Assembly reviews.

As reported in 28 Assembly reviews. Administer storage limits by user or group

Based on 27 Assembly reviews. Choose data center your files should be stored at

As reported in 33 Assembly reviews. Stores and transfers files in secure environment

Releases the application for access on desktop or mobile devices.

Application hosting abilities are delivered directly by the product's vendor.

Encrypts or provides some form of firewall to prevent external parties from accessing sensitive data.

Allows administrators to control access to updates, releases and changes.

Provides features to allow scaling for large organizations.

Provides ability to manage application and maintenance from build, throughout the release, and until it's deactivation.

Reports and analytics created from payment data. 10 reviewers of Assembly have provided feedback on this feature.

The ability to integrate directly with an e-commerce platform in order to create a seamless checkout experience. 10 reviewers of Assembly have provided feedback on this feature.

Fees associated with processing individual transactions that may be based on a percentage of the purchase or a flat rate. 10 reviewers of Assembly have provided feedback on this feature.

The ability to integrate with a POS system in order to allow the processing of credit card or mobile payments in a store setting.

Process payments from multiple channels such as ACH, mobile, or e-commerce.

Supports levels 1 and 2 for credit card payment processing.

Supports level 3 credit card processing which requires additional data for qualification.

Define fields to pull in dynamic information. This feature was mentioned in 10 Assembly reviews.

Easily assemble custom fields and variables into reusable templates to automate the proposal creation process. 10 reviewers of Assembly have provided feedback on this feature.

How well the platform supports images, audio, and video in proposals.

Based on 10 Assembly reviews. Create adaptive online documents for view via browser or mobile device.

Create attractive PDF versions of proposals. 10 reviewers of Assembly have provided feedback on this feature.

Brand proposals and the application's portal with your company's logos and branding. This feature was mentioned in 10 Assembly reviews.

As reported in 10 Assembly reviews. Easily search for and add elements to a proposal.

As reported in 10 Assembly reviews. Multiple users can edit a single document.

Automate workflows by routing documents to the correct individuals for adding content and approval.

As reported in 10 Assembly reviews. Track who is looking at proposals and how often or for how long.

As reported in 10 Assembly reviews. Find out which pieces of content are performing best.

Based on 10 Assembly reviews. Access pre-built and custom reports and dashboards on proposal volume and acceptance.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. This feature was mentioned in 11 Assembly reviews.

Program in-app and email notifications for approval milestones or actions. This feature was mentioned in 11 Assembly reviews.

Based on 10 Assembly reviews. Push and pull data from CRM to build proposals and update statuses with clients.

As reported in 10 Assembly reviews. Couple accepting proposals and signing contracts together in one workflow.

Push and pull data from quote applications to build proposals.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

As reported in 26 Assembly reviews. Users can create new contracts within the platform using built-in document creation features.

Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields. This feature was mentioned in 25 Assembly reviews.

Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts. This feature was mentioned in 24 Assembly reviews.

Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources. This feature was mentioned in 25 Assembly reviews.

Based on 25 Assembly reviews. Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.

Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system. 24 reviewers of Assembly have provided feedback on this feature.

Based on 24 Assembly reviews. Receive notifications and schedule reminders with alerts according to contract milestones.

As reported in 24 Assembly reviews. Contracts can be stored in a central online repository with built in search capabilities.

The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract. This feature was mentioned in 24 Assembly reviews.

As reported in 24 Assembly reviews. Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities.

As reported in 12 Assembly reviews. Provides the ability to drag-and-drop elements into the application to customize interface.

Provides tools for inserting brand logos, colors, quotes, and other proprietary content. 13 reviewers of Assembly have provided feedback on this feature.

Provides base-level application templates to build atop and customize for specifc users and actions. This feature was mentioned in 11 Assembly reviews.

As reported in 12 Assembly reviews. Allows the creation ofpage sequences, forms, and libraries for users navigating the application.

Based on 11 Assembly reviews. Lets users add data from existing sources when creating the initial application or changing data sources.

Continuously updates data as users or external data sources are edited. 11 reviewers of Assembly have provided feedback on this feature.

Encrypts or provides some form of firewall to prevent external parties from accessing sensitive data. 11 reviewers of Assembly have provided feedback on this feature.

Releases the application for access on desktop or mobile devices. This feature was mentioned in 12 Assembly reviews.

Based on 12 Assembly reviews. Lets users build cross-platform applications or provide specific templates for different device types.

Based on 11 Assembly reviews. Provides ability to manage application and maintenance from build, throughout the release, and until it's deactivation.

Provides ready-made templates for simplified website creation.

Allows users to drag and drop items and content to customize their site's look.

Permits HTML-savvy administrators to input code to uniquely customize their website.

Offers customers the option to purchase a unique domain name.

Provides insight into words that would increase search engine optimization.

Gives users insight into unique pageviews, subscribers, location of viewers, etc.

Provides tools that aid in user marketing efforts.

Allows users to turn their website into an online store by offering e-commerce capabilities.

Hosts domains within the tool.

Provides an email for users to field communication within their website builder too.

Manages content such as blogs, marketing tools, newsletters, etc.

Allows administrators to create role or password-based permissions to ensure users see only what they should see.

Website Builder

As reported in 152 Assembly reviews. Allows users to simultaneously collaborate on a document within the application.

Stores different versions of a document. This feature was mentioned in 138 Assembly reviews.

Allows users to provide an e-signature within the platform. This feature was mentioned in 152 Assembly reviews.

As reported in 149 Assembly reviews. Allows businesses to request files from clients.

Based on 142 Assembly reviews. Allows businesses to solicit feedback on projects or documents from clients.

Ability to create and send invoices automatically at predefined or custom frequencies. 13 reviewers of Assembly have provided feedback on this feature.

As reported in 13 Assembly reviews. Consolidate invoices so customers can make one payment for multiple bills.

As reported in 13 Assembly reviews. Adjust invoices to handle exceptions and correct errors.

Allows users to temporarily or permanently block potential fraudsters. 13 reviewers of Assembly have provided feedback on this feature.

Assists users in collecting payments for unpaid invoices. 13 reviewers of Assembly have provided feedback on this feature.

Manages disputes regarding billing and payments. 13 reviewers of Assembly have provided feedback on this feature.

Define escalation processes to suspend service for unpaid invoices. 13 reviewers of Assembly have provided feedback on this feature.

As reported in 13 Assembly reviews. Track the financial performance of various types of packages.

As reported in 13 Assembly reviews. Identify the impact of special pricing and discounts on revenue.

Based on 13 Assembly reviews. Monitor plan changes such as upgrades and downgrades, or cancellations.

Streamline the flow of work processes by establishing triggers and alerts that notify and route information to the appropriate people when their action is required within the compensation process.

Visually displays connected applications and integrated data. Allows customization and management of workflow structures.

Processing changes to data sources and applications as changes are made in real-time.

Data tiering process ( data is moved from one storage tier to another) can be automated. This feature was mentioned in 44 Assembly reviews.

Workflow automation for file sharing and file syncing features. This feature was mentioned in 48 Assembly reviews.

Provides base-level application templates to build atop and which users can customize for specifc users and actions.

Gives users the ability to edit or write custom HTML, Javascript or CSS code.

Provides the ability to drag-and-drop elements into the application to customize interface.

Share, review and develop web applications remotely between members of a collaborative team.

As reported in 13 Assembly reviews. Software incorporates multiple digital communications channels.

Allows incorporation of inbound contacts from non-marketing channels. This feature was mentioned in 13 Assembly reviews.

Includes physical media (mail, flyers, billboards, etc.) in the channels mix. 13 reviewers of Assembly have provided feedback on this feature.

Based on 14 Assembly reviews. Allows planning and deployment of an overall communications strategy.

As reported in 14 Assembly reviews. Includes or integrates with content creation apps.

As reported in 14 Assembly reviews. Outbound communications are segmented and personalized.

As reported in 13 Assembly reviews. Inbound contacts are identified and handled based on history.

Software verifies compliance with GDPR, CAN-SPAM, and other legal requirements. 13 reviewers of Assembly have provided feedback on this feature.

Built-in security to protect payment information in order to prevent fraud and hacking.

The ability to process credit card payments and receive approval or denial of funds from the customer's bank.

The ability to process mobile payments from a mobile wallet or other mobile phone payment app.

The ability to process payments from a digital wallet service or other digital payment method.

Allows users to process payments in multiple currencies.

Provides an online portal where customers can make payments. 10 reviewers of Assembly have provided feedback on this feature.

Support cardholder verification methods for POS transactions.

Reports revenue based on various dimensions, such as subscription segments, geographies, or discounts This feature was mentioned in 11 Assembly reviews.

Based on 10 Assembly reviews. Tracks revenue for goods or services that have yet to be collected

As reported in 10 Assembly reviews. Accurately determines and reports the accounting period when revenues are recognized

Provide standard invoice templates that can be customized by users This feature was mentioned in 56 Assembly reviews.

Ability to convert invoices to digital formats such as PDF 61 reviewers of Assembly have provided feedback on this feature.

Automatically generates invoices at pre-defined time intervals 60 reviewers of Assembly have provided feedback on this feature.

Based on 56 Assembly reviews. Allow users to consolidate multiple invoices into one

Ability to create multiple types of invoices 50 reviewers of Assembly have provided feedback on this feature.

As reported in 57 Assembly reviews. Manage invoicing for different types of products or services

Based on 52 Assembly reviews. Provide integration with accounting and financial management software

As reported in 58 Assembly reviews. Integrates with other payments software

Deliver integrations with accounting modules of ERP systems This feature was mentioned in 45 Assembly reviews.

Customer Support

As reported in 26 Assembly reviews. Provide customizable workflows for onboarding activities and tasks.

Based on 26 Assembly reviews. Include templates for onboarding project plans and documents.

Generate checklists to monitor the prograss of onboarding projects. This feature was mentioned in 26 Assembly reviews.

Based on 26 Assembly reviews. Track tasks, project, and dependencies using timeline views or GANTT charts.

Based on 26 Assembly reviews. Allocate resources to tasks and projects, and track their costs.

Manage onboarding documents, training materials, and other content. 27 reviewers of Assembly have provided feedback on this feature.

Assign and track onboarding tasks to internal and external stakeholders. 26 reviewers of Assembly have provided feedback on this feature.

Identify trends and analysis that can be used to optimize onboarding. 26 reviewers of Assembly have provided feedback on this feature.

Provider a portal for customers and external users to collaborate and share documents. This feature was mentioned in 28 Assembly reviews.

As reported in 28 Assembly reviews. Include features to keep customers engaged such as internal communications.

As reported in 28 Assembly reviews. Create white-label portals by customer, product, or project.

Provide multiple levels of visibility accrosss all onboarding stages. This feature was mentioned in 28 Assembly reviews.

Allow internal and external users to collaborate without loging into the system. This feature was mentioned in 27 Assembly reviews.

Provides dynamic and scalable storage features. This feature was mentioned in 49 Assembly reviews.

As reported in 47 Assembly reviews. Offers cloning ability and snapshot features to support backup. Provides redundancy and data protection.

As reported in 51 Assembly reviews. Supports some level of built in security by encrypting file systems.

As reported in 52 Assembly reviews. Organizes information in logical formats specified through folders and access paths.

Additional services and support provided by leading hyperscalers. This feature was mentioned in 48 Assembly reviews.

Based on 45 Assembly reviews. Supports different cloud storage environments (public, private, hybric or multi).

Supports file migration and enterprise workloads to the cloud. This feature was mentioned in 45 Assembly reviews.

Allows users to add custom fields to forms that aren't already on the templates This feature was mentioned in 31 Assembly reviews.

As reported in 30 Assembly reviews. Enables forms to hide or show certain fields based on respondents' answers

Allows users to create forms with more than one page 31 reviewers of Assembly have provided feedback on this feature.

Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.) This feature was mentioned in 32 Assembly reviews.

Enables forms to be embedded onto a website without having to create code from scratch 32 reviewers of Assembly have provided feedback on this feature.

Based on 29 Assembly reviews. Can used without an internet connection

As reported in 32 Assembly reviews. Sends notifications when a completed form is recieved

Contains integrations with payment processors, enabling users to accept payments through forms This feature was mentioned in 30 Assembly reviews.

Allows users to build, distribute and access forms from a mobile device 30 reviewers of Assembly have provided feedback on this feature.

Allows users to generate text based on a text prompt. This feature was mentioned in 20 Assembly reviews.

Based on 20 Assembly reviews. Condenses long documents or text into a brief summary.

Based on 12 Assembly reviews. Allows users to generate text based on a text prompt.

As reported in 13 Assembly reviews. Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Capability to perform complex tasks without constant human input

Based on 11 Assembly reviews. Capability to perform complex tasks without constant human input

As reported in 11 Assembly reviews. Works across multiple software systems or databases

Based on 11 Assembly reviews. Improves performance based on feedback and experience

Based on 11 Assembly reviews. Engages in human-like conversation for task delegation

As reported in 11 Assembly reviews. Anticipates needs and offers suggestions without prompting

As reported in 11 Assembly reviews. Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Capability to perform complex tasks without constant human input