Box Features
Platform (18)
Custom Branding
Based on 63 Box reviews. 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. This feature was mentioned in 68 Box reviews.
Internationalization
60 reviewers of Box have provided feedback on this feature.
Performance and Reliability
This feature was mentioned in 68 Box reviews.
Integration APIs
As reported in 60 Box reviews.
To which systems have you integrated this product
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. 814 reviewers of Box have provided feedback on this feature.
Reporting and Auditing
Based on 611 Box reviews. Access pre-built and custom reports to monitor user activity and storage
System of Record Integration
As reported in 573 Box reviews. Integrates to systems other systems of record such as CRM, ERP, Outlook, Sharepoint
APIs
Enables custom integration to external systems 497 reviewers of Box have provided feedback on this feature.
Internationalization
Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies. 91 reviewers of Box have provided feedback on this feature.
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. 107 reviewers of Box have provided feedback on this feature.
Reporting and Auditing
As reported in 89 Box reviews. Access pre-built and custom reports to monitor user activity and storage.
System of Record Integration
Integrates with other systems of record such as CRM, ERP, Outlook, Sharepoint. This feature was mentioned in 88 Box reviews.
APIs
Enables custom integration to external systems. This feature was mentioned in 89 Box reviews.
Conversation Editor
Allows business to edit conversations to meet the unique needs of one's business.
Integration
Gives users the ability to update systems, like CRM, based on conversations.
Human-In-The-Loop
Allows users to maintain and observe the accuracy and viability of Intelligent Virtual Assistants.
Signature Process (8)
Document Signing
Based on 57 Box reviews. 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 This feature was mentioned in 53 Box reviews.
Sign-In Process
As reported in 57 Box reviews. Process of authenticating is secure and seemless
Mobile Signatures
User can easy send and sign documents on mobile devices 56 reviewers of Box have provided feedback on this feature.
Signature Workflow
Sendor/Adminstrators can easily set up and track documents through multiple signature steps This feature was mentioned in 54 Box reviews.
Bulk Digital Signatures
As reported in 50 Box reviews. Send documents requiring signature to 1000's of signers at once
Reporting
As reported in 54 Box reviews. Provides standard reports and easy creation of custom reports to manage signature process
Signature Document Creation
As reported in 51 Box reviews. Easy to create signature blocks on all required electronic document types/formats
Security and Scalability (3)
Regulatory Compliance
Based on 55 Box reviews. Meets required regulartory compliances
Signature History and Audit
As reported in 55 Box reviews. Tracks all document signing history to comply with required regulations
Enterprise Scalability
Provides features to allow scaling for large organizations This feature was mentioned in 54 Box reviews.
File Management (17)
Device Syncing
As reported in 2950 Box reviews. 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
As reported in 3313 Box reviews. Ability to access documents via a web interface without a client being installed on a device
File Type Support
Based on 3268 Box reviews. 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 This feature was mentioned in 3167 Box reviews.
Mobile Apps
As reported in 2267 Box reviews. iOS, Android and Windows phone apps provide functionality that enable user to perform same functions as they would on a PC
File Type Support
As reported in 112 Box reviews. Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc.
Metadata
Automatically adds descriptive metadata like file size and upload date, has standard metadata fields like keywords, and allows the definition of custom fields and vocabulary. This feature was mentioned in 95 Box reviews.
OCR Scanning
As reported in 92 Box reviews. Can structure unstructured data through Optical Character Recognition or other automated filing/tagging processes for scanned documents.
Versioning
Keep track of incrementally changing versions of the same file. This feature was mentioned in 104 Box reviews.
Collaboration
Multiple users can collaborate on document creation, annotation, and review. This feature was mentioned in 110 Box reviews.
Document Assembly
As reported in 98 Box reviews. Autogenerate documents based on templates and form submission.
Form Creation
As reported in 92 Box reviews. Able to create and manage submittable user forms.
Portals and Sites
As reported in 90 Box reviews. Able to create user portals and sites.
Disposition
Automatically archive, delete, or revoke access to files that have reached the end of their life cycle. This feature was mentioned in 87 Box reviews.
Search
As reported in 110 Box reviews. Can easily find files via a simple and/or advanced search.
Web Interface
Ability to access documents via a web interface without a client being installed on a device. 106 reviewers of Box have provided feedback on this feature.
Mobile Apps
iOS, Android and Windows phone apps provide functionality that enable users to perform the same functions as they would on a PC. This feature was mentioned in 103 Box reviews.
Collaboration (4)
File following
Allows users to receive updates when files have been updated, added, deleted or moved. 2853 reviewers of Box have provided feedback on this feature.
File Sharing
Allows users to share individual files/folders to persons outside or inside organization. Ability to assign edit or view only privileges. 3405 reviewers of Box have provided feedback on this feature.
Simultaneously Editing
Users can work simultaneously on files. 2642 reviewers of Box have provided feedback on this feature.
Change Tracking / Audit Logs
Based on 2555 Box reviews. Provides an audit log of changes and enables users to revert to a specific version
Administration (6)
User and Role Management
Enables administrator to provide segmented access to tool based on role. Easy to create new users and remove users. This feature was mentioned in 2004 Box reviews.
Policies and Controls
Based on 1858 Box reviews. Ability to control by user/group file/folder access, external sharing permissions, editing policies, device location restrictions, sharing by device, etc.
Device Management
Based on 1790 Box reviews. 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.
Storage Limits
Administer storage limits by user or group 2044 reviewers of Box have provided feedback on this feature.
Storage Zones
As reported in 1667 Box reviews. Choose data center your files should be stored at
Security
Stores and transfers files in secure environment This feature was mentioned in 2128 Box reviews.
Workflow (5)
Process Automation
Specifying a series of conditions and actions can automate internal processes, is customizable to the complexities of organization's needs and easy to set up and execute. This feature was mentioned in 94 Box reviews.
Conditions
The workflow engine provides relevant and customizable conditions on which to execute rules. This feature was mentioned in 96 Box reviews.
Activities
Based on 99 Box reviews. Any action a user can perform in the system can be specified as an automated action.
Records Management
Based on 99 Box reviews. System provides the necessary tools and fuctionality to maintain evidence of business activites and comply with governmental requirements or industry standards.
Case Management
System provides specialized functionality for bundling structured and unstructured content, automating adaptive, multi-person processes and setting deadlines for open cases. Also, cases can be completed and closed with the associated information stored and auditable. This feature was mentioned in 90 Box reviews.
Responses (3)
Personalization
Provides personalized responses to interlocator based on segmentation or past responses.
Route To Human
Has tools (e.g. dashboards and reports) to better understand conversations Intelligent Virtual Assistants have had.
Natural Language Understanding (NLU)
Can have a natural, human-like conversation with an interlocator.
Generative AI (2)
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.
Automation - AI Agents (5)
Sales Follow-Up
Allows users to automate responses to customer inquiries across various channels.
Customer Interaction Automation
Allows users to automate responses to customer inquiries across various channels.
Lead Generation
Allows users to automate the process of generating and qualifying sales leads.
Document Processing
Allows users to automate the handling, processing, and management of documents.
Feedback Collection
Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders.
Autonomy - AI Agents (4)
Independent Decision Making
Allows the AI agent to learn from interactions and adapt its responses accordingly.
Adaptive Responses
Allows the AI agent to learn from interactions and adapt its responses accordingly.
Task Execution
Provides the AI agent the ability to execute tasks without requiring constant user input.
Problem Solving
Allows the AI agent to identify and resolve issues without user intervention.
Agentic AI - Enterprise Content Management (ECM) (3)
Autonomous Task Execution
Based on 15 Box reviews. Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation This feature was mentioned in 14 Box reviews.
Decision Making
Makes informed choices based on available data and objectives This feature was mentioned in 14 Box reviews.
Agentic AI - Cloud Content Collaboration (3)
Autonomous Task Execution
Based on 47 Box reviews. Capability to perform complex tasks without constant human input
Cross-system Integration
Based on 51 Box reviews. Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation This feature was mentioned in 47 Box reviews.
Agentic AI - E-Signature (6)
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
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives





