[ Assembly Reviews ](https://www.g2.com/products/assemblysoftware/reviews) [ Assembly Reviews ](https://www.g2.com/products/assemblysoftware/reviews) # Assembly Features ##### ## Platform (9) Custom Branding Custom branding can be applied through signature process User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Performance and Reliability Integration APIs Performance and Reliability 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. System of Record Integration Integrates to systems other systems of record such as CRM, ERP, Outlook, Sharepoint APIs Enables custom integration to external systems Accounting integration Provide integration with accounting software and ERP systems. E-commerce Integration Provide integration with B2B and B2C e-commerce platforms Show More ##### ## Signature Process (7) Document Signing Allows signor to easily and intuitively sign documents Reminders and Expirations Reminds signors of documents that are waiting to be signed and document expiration dates Sign-In Process Process of authenticating is secure and seemless Mobile Signatures User can easy send and sign documents on mobile devices Signature Workflow Sendor/Adminstrators can easily set up and track documents through multiple signature steps Reporting Provides standard reports and easy creation of custom reports to manage signature process Signature Document Creation Easy to create signature blocks on all required electronic document types/formats Show More ##### ## Security and Scalability (3) Regulatory Compliance Meets required regulartory compliances Signature History and Audit Tracks all document signing history to comply with required regulations Enterprise Scalability Provides features to allow scaling for large organizations Show More ##### ## File Management (4) Device Syncing 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 Web Interface Ability to access documents via a web interface without a client being installed on a device File Type Support Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc. Search Can easily find files via a simple and/or advanced search Show More ##### ## Collaboration (6) File following Allows users to receive updates when files have been updated, added, deleted or moved. File Sharing Allows users to share individual files/folders to persons outside or inside organization. Ability to assign edit or view only privileges. 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. Show More ##### ## Administration (12) User and Role Management Enables administrator to provide segmented access to tool based on role. Easy to create new users and remove users. Policies and Controls Ability to control by user/group file/folder access, external sharing permissions, editing policies, device location restrictions, sharing by device, etc. Security Stores and transfers files in secure environment Application Deployment Releases the application for access on desktop or mobile devices. Native Deployment Application hosting abilities are delivered directly by the product's vendor. Data Security Encrypts or provides some form of firewall to prevent external parties from accessing sensitive data. Access Control Allows administrators to control access to updates, releases and changes. Scalability Provides features to allow scaling for large organizations. Reporting & Analytics Reports and analytics created from payment data. E-commerce Integration The ability to integrate directly with an e-commerce platform in order to create a seamless checkout experience. Processing Fees Fees associated with processing individual transactions that may be based on a percentage of the purchase or a flat rate. Omnichannel Process payments from multiple channels such as ACH, mobile, or e-commerce. Show More ##### ## Document Creation (4) Customizability: Variables and Fields Define fields to pull in dynamic information. Template Creation and Flexibility Easily assemble custom fields and variables into reusable templates to automate the proposal creation process. Online Document Creation Create adaptive online documents for view via browser or mobile device. Custom Branding Brand proposals and the application's portal with your company's logos and branding. Show More ##### ## Workflow (1) Assembly and Approval Workflows Automate workflows by routing documents to the correct individuals for adding content and approval. Show More ##### ## Administration and Platform (5) 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. CRM Integration Push and pull data from CRM to build proposals and update statuses with clients. E-Signature Integration Couple accepting proposals and signing contracts together in one workflow. API / Integrations 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. Show More ##### ## Contract Management Platform Features (8) Contract Creation Users can create new contracts within the platform using built-in document creation features. Contract Templates Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields. Contract Collaboration Internal and external users are able to collaborate on contracts through a shared web portal with messaging features. Approval Process Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system. Notifications & Reminders Receive notifications and schedule reminders with alerts according to contract milestones. Contract Database Contracts can be stored in a central online repository with built in search capabilities. Integrations / APIs 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. Reporting & Dashboards Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities. Show More ##### ## User Interface Design (3) Customized Branding Provides tools for inserting brand logos, colors, quotes, and other proprietary content. App Templates Provides base-level application templates to build atop and customize for specifc users and actions. Workflow Management Allows the creation ofpage sequences, forms, and libraries for users navigating the application. Show More ##### ## Data Control (3) Data Migration Lets users add data from existing sources when creating the initial application or changing data sources. Data Synchronization Continuously updates data as users or external data sources are edited. Data Security Encrypts or provides some form of firewall to prevent external parties from accessing sensitive data. Show More ##### ## Publishing (1) Platform Compatibility Lets users build cross-platform applications or provide specific templates for different device types. Show More ##### ## Customizations (2) HTML Input Permits HTML-savvy administrators to input code to uniquely customize their website. Domain Name Offers customers the option to purchase a unique domain name. Show More ##### ## Growth (3) Site Analytics Gives users insight into unique pageviews, subscribers, location of viewers, etc. E-Commerce Allows users to turn their website into an online store by offering e-commerce capabilities. Hosting Hosts domains within the tool. Show More ##### ## Content (6) Email Integrations Provides an email for users to field communication within their website builder too. Permissions Allows administrators to create role or password-based permissions to ensure users see only what they should see. 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. Show More ##### ## Billing (2) Automation Ability to create and send invoices automatically at predefined or custom frequencies. Adjustments Adjust invoices to handle exceptions and correct errors. Show More ##### ## Automation (3) Workflow Automation 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. Real-Time Updates Processing changes to data sources and applications as changes are made in real-time. Workflow Automation Workflow automation for file sharing and file syncing features. Show More ##### ## Development (3) Application Templates Provides base-level application templates to build atop and which users can customize for specifc users and actions. UI Code Extending Gives users the ability to edit or write custom HTML, Javascript or CSS code. Collaborative Development Share, review and develop web applications remotely between members of a collaborative team. Show More ##### ## Channels (1) Multi-Channel Coverage Software incorporates multiple digital communications channels. Show More ##### ## Design (5) Communications Strategy Development Allows planning and deployment of an overall communications strategy. Create Content Includes or integrates with content creation apps. Personalization Outbound communications are segmented and personalized. Inbound Identification Inbound contacts are identified and handled based on history. Regulatory Compliance Software verifies compliance with GDPR, CAN-SPAM, and other legal requirements. Show More ##### ## Payment Processing (3) Encryption Built-in security to protect payment information in order to prevent fraud and hacking. Credit Card Processing The ability to process credit card payments and receive approval or denial of funds from the customer's bank. Mobile Payments The ability to process mobile payments from a mobile wallet or other mobile phone payment app. Show More ##### ## Payment Options (1) Online payment portal Provides an online portal where customers can make payments. Show More ##### ## Bill Generation (3) Templates Provide standard invoice templates that can be customized by users Digital Billing Ability to convert invoices to digital formats such as PDF Recurring Billing Automatically generates invoices at pre-defined time intervals Show More ##### ## Bill Processing (1) Management Manage invoicing for different types of products or services Show More ##### ## Integration (3) Accounting Provide integration with accounting and financial management software Payments Integrates with other payments software ERP Deliver integrations with accounting modules of ERP systems Show More ##### ## Support (1) Customer Support Customer Support Show More ##### ## 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. Show More ##### ## Project Tracking (3) Monitoring Track tasks, project, and dependencies using timeline views or GANTT charts. Content Manage onboarding documents, training materials, and other content. Tasks Assign and track onboarding tasks to internal and external stakeholders. Show More ##### ## 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. Show More ##### ## Functionality (4) Storage Scaling Provides dynamic and scalable storage features. Backup Support Offers cloning ability and snapshot features to support backup. Provides redundancy and data protection. File Security Supports some level of built in security by encrypting file systems. File Organization Organizes information in logical formats specified through folders and access paths. Show More ##### ## Cloud Support (2) Service Support Additional services and support provided by leading hyperscalers. Cloud Migration Support Supports file migration and enterprise workloads to the cloud. Show More ##### ## Customization (3) Custom Fields Allows users to add custom fields to forms that aren't already on the templates Multi-page Forms Allows users to create forms with more than one page Design Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.) Show More ##### ## Additional Functionality (4) Embedded Forms Enables forms to be embedded onto a website without having to create code from scratch Notifications Sends notifications when a completed form is recieved Payments Contains integrations with payment processors, enabling users to accept payments through forms Mobile Forms Allows users to build, distribute and access forms from a mobile device Show More ##### ## Generative AI (5) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text Generation Allows users to generate text based on a text prompt. Show More ##### ## Agentic AI - No-Code Development Platforms (1) Natural Language Interaction Engages in human-like conversation for task delegation Show More ##### ## Agentic AI - Cloud Content Collaboration (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Natural Language Interaction Engages in human-like conversation for task delegation Show More ##### ## Agentic AI - E-Signature (2) Cross-system Integration Works across multiple software systems or databases Natural Language Interaction Engages in human-like conversation for task delegation Show More ##### ## Agentic AI - Subscription Billing (1) Cross-system Integration Works across multiple software systems or databases Show More ## Top-Rated Alternatives [ ![SuiteDash](https://images.g2crowd.com/uploads/product/hd_favicon/71e0f65e9bc5d566c8121c6280bb8c0d/suitedash.svg "SuiteDash") SuiteDash 4.8/5 (606) ](https://www.g2.com/products/suitedash/reviews) [ ![Accelo](https://images.g2crowd.com/uploads/product/hd_favicon/60589c683a177a3488b0a63b39ead36d/accelo%282%29.svg "Accelo") Accelo 4.4/5 (538) ](https://www.g2.com/products/accelo/reviews) [ ![Moxo](https://images.g2crowd.com/uploads/product/hd_favicon/f4833228f50db9c8183ed81fc43f48f9/moxo-g2.svg "Moxo") Moxo 4.5/5 (192) ](https://www.g2.com/products/moxo-g2/reviews) [ View All Alternatives ](https://www.g2.com/products/assemblysoftware/competitors/alternatives) ## Technology Glossary Features View full feature definition View definitions of the features and discover new technology terms. [View Glossary](/glossary) [Document Signing](/glossary/document-signing-definition) Document signing plays an important role within the contract management process. Learn more about document signing and how it is used by industry professionals, along with other helpful information on the benefits of document signing. [Online Payment](/glossary/online-payment-definition) Online payments are the exchange of monetary funds between buyers and sellers via the internet. This software feature helps perform a majority of purchases and sales conducted on the internet. [Document Builder](/glossary/document-builder-definition) A document builder is a software application that is used to create text-based documents. Assembly Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_5ba2523aaa16d34d3eadcee12360a8df/suitedash.png "Product Avatar Image") SuiteDash 4.8/5 (618) [ Compare Now ](https://www.g2.com/compare/assemblysoftware-vs-suitedash) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_d881bf828d0f162e53198151417c165d/moxo-g2.png "Product Avatar Image") Moxo 4.5/5 (194) [ Compare Now ](https://www.g2.com/compare/assemblysoftware-vs-moxo-g2) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_3b3cfbb190f3a7dba5553b67fc3f3ed7/otter-ai.png "Product Avatar Image") Otter.ai 4.4/5 (496) [ Compare Now ](https://www.g2.com/compare/assemblysoftware-vs-otter-ai) ##### Categories on G2 [ Cloud Content Collaboration ](https://www.g2.com/categories/cloud-content-collaboration)[ Online Form Builder ](https://www.g2.com/categories/online-form-builder)[ Website Builder ](https://www.g2.com/categories/website-builder) [ E-Signature ](https://www.g2.com/categories/e-signature)[ Customer Communications Management ](https://www.g2.com/categories/customer-communications-management)[ Billing ](https://www.g2.com/categories/billing)[ No-Code Development Platforms ](https://www.g2.com/categories/no-code-development-platforms)[ Contract Management ](https://www.g2.com/categories/contract-management)[ Proposal ](https://www.g2.com/categories/proposal)[ Payment Processing ](https://www.g2.com/categories/payment-processing)[ Subscription Billing ](https://www.g2.com/categories/subscription-billing)[ Client Portal ](https://www.g2.com/categories/client-portal)[ Client Onboarding ](https://www.g2.com/categories/client-onboarding)[ Workplace Innovation Platforms ](https://www.g2.com/categories/workplace-innovation-platforms)[ Cloud File Storage ](https://www.g2.com/categories/cloud-file-storage) Show More ##### Explore More [ What is the top-rated task management solution for enterprises? ](https://www.g2.com/discussions/what-is-the-top-rated-task-management-solution-for-enterprises)[ What's the best app for managing corporate events ](https://www.g2.com/discussions/what-s-the-best-app-for-managing-corporate-events)[ What is the top-rated service desk software for large enterprises? ](https://www.g2.com/discussions/what-is-the-top-rated-service-desk-software-for-large-enterprises) [ Best affiliate marketing software for small businesses ](https://www.g2.com/discussions/what-s-the-best-affiliate-marketing-software-for-small-businesses)[ What is the most affordable recruiting automation software for SMBs? ](https://www.g2.com/discussions/what-is-the-most-affordable-recruiting-automation-software-for-smbs)[ Pros and Cons Details ](https://www.g2.com/products/assemblysoftware/reviews?qs=pros-and-cons) Show More [ What is the top-rated task management solution for enterprises? ](https://www.g2.com/discussions/what-is-the-top-rated-task-management-solution-for-enterprises)[ What's the best app for managing corporate events ](https://www.g2.com/discussions/what-s-the-best-app-for-managing-corporate-events)[ What is the top-rated service desk software for large enterprises? ](https://www.g2.com/discussions/what-is-the-top-rated-service-desk-software-for-large-enterprises) [ Best affiliate marketing software for small businesses ](https://www.g2.com/discussions/what-s-the-best-affiliate-marketing-software-for-small-businesses)[ What is the most affordable recruiting automation software for SMBs? ](https://www.g2.com/discussions/what-is-the-most-affordable-recruiting-automation-software-for-smbs)[ Pros and Cons Details ](https://www.g2.com/products/assemblysoftware/reviews?qs=pros-and-cons)