ClientPoint Features

Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc.

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.

Can structure unstructured data through Optical Character Recognition or other automated filing/tagging processes for scanned documents.

Keep track of incrementally changing versions of the same file.

Multiple users can collaborate on document creation, annotation, and review.

Autogenerate documents based on templates and form submission.

Able to create and manage submittable user forms.

Able to create user portals and sites.

Automatically archive, delete, or revoke access to files that have reached the end of their life cycle.

Can easily find files via a simple and/or advanced search.

Ability to access documents via a web interface without a client being installed on a device.

iOS, Android and Windows phone apps provide functionality that enable users to perform the same functions as they would on a PC.

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.

The workflow engine provides relevant and customizable conditions on which to execute rules.

Any action a user can perform in the system can be specified as an automated action.

System provides the necessary tools and fuctionality to maintain evidence of business activites and comply with governmental requirements or industry standards.

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.

Create, save, and re-purpose templates for emails, forms, etc.

Store, manage, and track all electronic documents in a centralized location

Collect and maintain structured information that describes data or content

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Create, design and manage workflows for repetitive tasks

Track and manage adherence to policies for any service, product, process, or supplier

Manage digital assets

Create, manage and track all task activities and progression

Create, save, and store files

Store, manage and track all forms in a centralized location

Optimize and manage the search engine optimization efforts for a website or digital content

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Built-in website builder or integration with third-party site

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Easily search for and add elements to a proposal.

Multiple users can edit a single document.

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

Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies.

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.

Access pre-built and custom reports to monitor user activity and storage.

Integrates with other systems of record such as CRM, ERP, Outlook, Sharepoint.

Enables custom integration to external systems.

Allows the signor to easily and intuitively sign documents.

Allows users to easily assemble custom fields and variables into reusable templates to automate the proposal creation process.

Provides users with configure, price and quote capabilties.

Allows users to attach video proposals within the virtual sales room.

Allows users to share relevant marketing content such as whitepapers, studies, and demos within the virtual sales room.

Provides users with a repoistory of relevant content to share with clients.

Allows users to run video calls within the browser.

Allows users to chat with prospects within the virtual sales room.

Define fields to pull in dynamic information.

Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.

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

Create adaptive online documents for view via browser or mobile device.

Create attractive PDF versions of proposals.

Brand proposals and the application's portal with your company's logos and branding.

Track who is looking at proposals and how often or for how long.

Find out which pieces of content are performing best.

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.

Program in-app and email notifications for approval milestones or actions.

Push and pull data from CRM to build proposals and update statuses with clients.

Digitally sign online documents

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.

Track, store, and access client contracts or licenses

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

Manage, organize, and store contact information

Manage and process incoming documents detailing requests for proposals

Create, design and manage workflows for repetitive tasks

Store, manage, and track all electronic documents in a centralized location

Create, manage and track all task activities and progression

Application programming interface that allows for integration with other systems/databases

Integrate with software such as ERP or CRM to use data for document generation

Allows users to generate documents using information from spreadsheets

Ability to generate new documents using other documents in multiple formats

Include templates for various types of documents such as invoices or quotes

Automate document generation based on customizable rules

Allow users to personalize documents for branding purposes

Pre-made examples and templates for emails

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Pre-designed layouts that can be customized to match preferences and requirements

Define and manage workflows for document distribution

Create a schedule to deliver documents at predefined times

Provide the ability to generate and deliver documents by batch

Track and manage adherence to policies for any service, product, process, or supplier

Create, design and manage workflows for repetitive tasks

Track who is looking at proposals and how often or for how long.

Access pre-built and custom reports and dashboards on proposal volume and acceptance.

Find out which pieces of content are performing best.

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

Program in-app and email notifications for approval milestones or actions.

Meets required regulartory compliances.

Provides features to intregate with CRM software.

Provides features to integrate with internal messaging systems.

Provides features to integrate with vidoe conferencing software.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Provides the ability to generate images from a text prompt.

Converts images into a textual description, identifying key elements.

Use AI to generate content in the form of text, images, videos, etc.

Custom forms to streamline repetitious aspects of a document

Allows users to generate text based on a text prompt.

Use AI to generate content in the form of text, images, videos, etc.

Create proposals based on costs of labor and materials

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention

Text-based tags or codes added to the end of a URL that monitor and track link performance

Set up connections to third-party platforms to improve business processes

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Sample files or documents that could be customized as needed or used as is

Provides a channel for team members to share media files, communicate, and work together

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Automatically formats data in a predetermined way

Private online space that lets businesses securely share documents and provide information access to clients

Define levels of authorization for access to specific files or systems

Generate quotes or estimates for customers

Alter the layout and content of reports

Centralized repository to store content and assets

Import and export data to and from software applications

Review and analyze existing information across documents

Automated or logic-based workflows that assist in the creation of electronic documents

Timed notification for any upcoming task, deadline, appointment, or activity

A record of all activities within the system, including user access, changes made, etc.

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Manage the process of evaluating documents or requests submitted for approval

Track revisions and updates made to files and navigate between different versions

Customize contracts and forms to collect specific information

Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12)

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Assemble applications and processes by dragging over and arranging pre-built components

Electronic signing method that validates the authenticity and integrity of a digital document

Provides a channel for team members to share media files, communicate, and work together

Application programming interface that allows for integration with other systems/databases

Search and filter data across systems to locate required information by entering keywords or certain criteria

Set up connections to third-party platforms to improve business processes

Edit text as needed

A record of all activities within the system, including user access, changes made, etc.

Manage the process of evaluating documents or requests submitted for approval

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Create content in various formats, such as print, PDF, HTML and more

Ability of websites, web applications, or mobile applications to function without an active internet connection

Import and export data to and from software applications

Define levels of authorization for access to specific files or systems

Store, manage and track all forms in a centralized location

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Centralized repository to store content and assets

Customize data fields to support various needs and use cases

Manage and support multiple languages

Manage and store data in a database

Create, edit, and revise contracts/written agreements

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Search for specific words or phrases within a document or database

Track interaction history by documenting conversations for contacts

Track, store, and access client contracts or licenses

Review and analyze existing information across documents

Software's ability to perform similar action on multiple similar files simultaneously

Capability of a software or system to make decisions and perform actions based on specified conditions

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Create, save, and re-purpose templates for emails, forms, etc.

Digitally sign online documents

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Track revisions and updates made to files and navigate between different versions

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Streamlining repetitive tasks and activities through automated and predefined workflows

Centralized repository to store content and assets

Define levels of authorization for access to specific files or systems

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Accountability over info/data that ensures appropriate behavior in the valuation, creation, storage, use, archiving & deletion of info.

Assemble applications and processes by dragging over and arranging pre-built components

Provides a channel for team members to share media files, communicate, and work together

View and track pertinent metrics to find patterns and gain insights from data

Import, collect, and capture data from multiple sources

Compile and organize data into specific metrics

Find & retrieve relevant data or documents

Digitally sign online documents

Track revisions and updates made to files and navigate between different versions

Access software remotely via mobile devices

Store and organize documents in a centralized system

Use AI to generate content in the form of text, images, videos, etc.

Manage the process of evaluating documents or requests submitted for approval

Allow users to access multiple services after entering their login credentials once

Edit, touch up, and convert images for publishing

Add customized logos and colors to align with company branding

Search and filter data across systems to locate required information by entering keywords or certain criteria

Attach digital tags to documents and assets for identification, search, or monitoring purposes

A record of all activities within the system, including user access, changes made, etc.

Review and analyze existing information across documents

Track and document all activities across devices, networks, and other systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Securely stores data to prevent data loss or breaches

Configure existing workflows to meet your organization's needs

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

At least a username and password is required to access the system

Distributing content through various platforms or channels

Extra layer of security that requires not only a password and username but also something specific to that user

Pre-designed layouts that can be customized to match preferences and requirements

Ability of websites, web applications, or mobile applications to function without an active internet connection

Sample files or documents that could be customized as needed or used as is

Public or private sharing of digital files such as documents, audio/video, images, and more