[ Clientary Reviews ](https://www.g2.com/products/clientary/reviews) [ Clientary Reviews ](https://www.g2.com/products/clientary/reviews) # Clientary Features ##### ## Platform (7) 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 Reporting Access pre-built and custom reports and dashboards. APIs / Integration 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. Performance and Reliability 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. Show More ##### ## Signature Process (1) Document Signing Allows signor to easily and intuitively sign documents Show More ##### ## Security and Scalability (1) Regulatory Compliance Meets required regulartory compliances Show More ##### ## Time Tracking (3) Ease of Completing Timesheets Timesheet entry takes little time and is intuitive for new users Tracking Time to Project/Task Users can easily track time based on task or activity and assign to projects Billable Time Rate Management Allows users and administrators to adjust rates based on user, role, task, project assignments, etc. Show More ##### ## Client Invoicing (3) Invoice Creation and Delivery Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded. Electronic Payments Accepts electronic payments from clients Project Accounting / Revenue Recognition Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately Show More ##### ## Document Creation (4) Customizability: Variables and Fields Define fields to pull in dynamic information. Online Document Creation Create adaptive online documents for view via browser or mobile device. PDF Creation Create attractive PDF versions of proposals. Custom Branding Brand proposals and the application's portal with your company's logos and branding. Show More ##### ## Administration and Platform (3) User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. 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 ##### ## 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. Show More ##### ## Collaboration (3) Billing and Invoicing Provides billing and invoicing within the application. Project Management Offer project management features like task creation and tracking within the application. Time Tracking Allows businesses to track time spent on projects within the application. 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 ##### ## Integration (1) Payments Integrates with other payments software Show More ##### ## Customization (4) Custom Fields Allows users to add custom fields to forms that aren't already on the templates Conditional Logic Enables forms to hide or show certain fields based on respondents' answers 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 (3) 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 Mobile Forms Allows users to build, distribute and access forms from a mobile device Show More ##### ## 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 Show More ##### ## Agentic AI - Billing (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More ## Top-Rated Alternatives [ ![SuiteDash](https://images.g2crowd.com/uploads/product/hd_favicon/71e0f65e9bc5d566c8121c6280bb8c0d/suitedash.svg "SuiteDash") SuiteDash 4.8/5(618) ](https://www.g2.com/products/suitedash/reviews) [ ![Assembly](https://images.g2crowd.com/uploads/product/hd_favicon/1600ed9c292219e868d179d27be76fa2/assemblysoftware.svg "Assembly") Assembly 4.7/5(325) ](https://www.g2.com/products/assemblysoftware/reviews) [ ![PandaDoc](https://images.g2crowd.com/uploads/product/hd_favicon/97320b34486db82a48d7af098a34228d/pandadoc.svg "PandaDoc") PandaDoc 4.7/5(3,605) ](https://www.g2.com/products/pandadoc/reviews) [ View All Alternatives ](https://www.g2.com/products/clientary/competitors/alternatives) ## Technology Glossary Features View full feature definition View definitions of the features and discover new technology terms. [View Glossary](/glossary) [Policy Compliance Management](/glossary/policy-compliance-management) Policy and compliance management is a process to centrally manage standards, policies, and internal control processes cross-mapped to external regulatory standards. Learn more about policy and compliance management best practices and the associated benefits. [Document Builder](/glossary/document-builder-definition) A document builder is a software application that is used to create text-based documents. [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. ##### Categories on G2 [ Time Tracking ](https://www.g2.com/categories/time-tracking-software)[ Online Form Builder ](https://www.g2.com/categories/online-form-builder)[ E-Signature ](https://www.g2.com/categories/e-signature) [ Billing ](https://www.g2.com/categories/billing)[ Proposal ](https://www.g2.com/categories/proposal)[ Client Portal ](https://www.g2.com/categories/client-portal) Show More ##### Explore More [ What is the most reliable knowledge base software for remote teams? ](https://www.g2.com/discussions/what-is-the-most-reliable-knowledge-base-software-for-remote-teams)[ What are the most trusted financial audit platforms by internal audit directors and compliance teams based on user reviews? ](https://www.g2.com/discussions/what-are-the-most-trusted-financial-audit-platforms-by-internal-audit-directors-and-compliance-teams-based-on-user-reviews)[ What image optimization tools integrate with a headless CMS or JAMstack setup so image delivery is automatically optimized without manual intervention on every publish? ](https://www.g2.com/discussions/what-image-optimization-tools-integrate-with-a-headless-cms-or-jamstack-setup-so-image-delivery-is-automatically-optimized-without-manual-intervention-on-every-publish) [ Top-rated API development tools with code generation ](https://www.g2.com/discussions/top-rated-api-development-tools-with-code-generation)[ What platform integrates task management with collaboration tools? ](https://www.g2.com/discussions/what-platform-integrates-task-management-with-collaboration-tools)[ Which .NET IDE tools have the strongest user adoption rates with minimal team training requirements? ](https://www.g2.com/discussions/which-net-ide-tools-have-the-strongest-user-adoption-rates-with-minimal-team-training-requirements) Show More [ What is the most reliable knowledge base software for remote teams? ](https://www.g2.com/discussions/what-is-the-most-reliable-knowledge-base-software-for-remote-teams)[ What are the most trusted financial audit platforms by internal audit directors and compliance teams based on user reviews? ](https://www.g2.com/discussions/what-are-the-most-trusted-financial-audit-platforms-by-internal-audit-directors-and-compliance-teams-based-on-user-reviews)[ What image optimization tools integrate with a headless CMS or JAMstack setup so image delivery is automatically optimized without manual intervention on every publish? ](https://www.g2.com/discussions/what-image-optimization-tools-integrate-with-a-headless-cms-or-jamstack-setup-so-image-delivery-is-automatically-optimized-without-manual-intervention-on-every-publish) [ Top-rated API development tools with code generation ](https://www.g2.com/discussions/top-rated-api-development-tools-with-code-generation)[ What platform integrates task management with collaboration tools? ](https://www.g2.com/discussions/what-platform-integrates-task-management-with-collaboration-tools)[ Which .NET IDE tools have the strongest user adoption rates with minimal team training requirements? ](https://www.g2.com/discussions/which-net-ide-tools-have-the-strongest-user-adoption-rates-with-minimal-team-training-requirements)