Clientary Features

Custom branding can be applied through signature process 21 reviewers of Clientary have provided feedback on this feature.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. This feature was mentioned in 21 Clientary reviews.

As reported in 21 Clientary reviews.

Based on 19 Clientary reviews.

As reported in 21 Clientary reviews. Access pre-built and custom reports and dashboards.

As reported in 18 Clientary reviews. 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.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. 22 reviewers of Clientary have provided feedback on this feature.

Allows signor to easily and intuitively sign documents This feature was mentioned in 20 Clientary reviews.

Meets required regulartory compliances This feature was mentioned in 20 Clientary reviews.

Based on 22 Clientary reviews. Timesheet entry takes little time and is intuitive for new users

Based on 22 Clientary reviews. Users can easily track time based on task or activity and assign to projects

Allows users and administrators to adjust rates based on user, role, task, project assignments, etc. 22 reviewers of Clientary have provided feedback on this feature.

Based on 22 Clientary reviews. Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded.

Accepts electronic payments from clients 20 reviewers of Clientary have provided feedback on this feature.

Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately 20 reviewers of Clientary have provided feedback on this feature.

Define fields to pull in dynamic information. This feature was mentioned in 26 Clientary reviews.

Based on 25 Clientary reviews. Create adaptive online documents for view via browser or mobile device.

Create attractive PDF versions of proposals. 25 reviewers of Clientary have provided feedback on this feature.

As reported in 26 Clientary reviews. Brand proposals and the application's portal with your company's logos and branding.

Based on 26 Clientary reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

As reported in 24 Clientary reviews. Couple accepting proposals and signing contracts together in one workflow.

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. 25 reviewers of Clientary have provided feedback on this feature.

Allows users to simultaneously collaborate on a document within the application.

Allows users to provide an e-signature within the platform.

Allows businesses to request files from clients.

Allows businesses to solicit feedback on projects or documents from clients.

Provides billing and invoicing within the application.

Offer project management features like task creation and tracking within the application.

Allows businesses to track time spent on projects within the application.

As reported in 33 Clientary reviews. Provide standard invoice templates that can be customized by users

Based on 32 Clientary reviews. Ability to convert invoices to digital formats such as PDF

Based on 33 Clientary reviews. Automatically generates invoices at pre-defined time intervals

Based on 32 Clientary reviews. Integrates with other payments software

Allows users to add custom fields to forms that aren't already on the templates

Enables forms to hide or show certain fields based on respondents' answers

Allows users to create forms with more than one page

Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.)

Enables forms to be embedded onto a website without having to create code from scratch

Sends notifications when a completed form is recieved

Allows users to build, distribute and access forms from a mobile device

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input