Collavate Reviews & Product Details

We really like Collavate because it is complete in what it offers:

- Sharing files with a few clicks.

- Collaborative document editing.

- An integrated chat.

- Immediate creation of projects.

- Segment and reminders of activities.

Overall, the workflow that Collavate enables is excellent, something that only gets better with every update. Review collected by and hosted on G2.com.

I am satisfied with Collavate, and I don't have any points against it. It is perhaps a little more complicated than editing a process, but it is not significant. Review collected by and hosted on G2.com.

I like Collavate because its features facilitate collaboration between team members, even from different departments. For example, it allows you to quickly share documents or other files, ever in an editable format. Its chat feature is also a beautiful plus for the same reason. Review collected by and hosted on G2.com.

Collavate is a bit rigid when allowing you to edit a process. Generally, you have to start from the draft if you make a mistake. Making those changes is easy but takes a lot of time. Review collected by and hosted on G2.com.

This platform is very user-friendly and all the planning of a project is easily possible. We create a new project with just one click and invite team members. Sharing, reviewing, commenting, adding photos and files as well as the ability to connect to Google Docs and Google Drive is very useful. Reminders automatically remind users and team members without the need to send manual emails. Review collected by and hosted on G2.com.

In terms of standard as workflow application, everything is available on this platform and its ease of use is excellent. In general, I am satisfied with it and updates are great. Review collected by and hosted on G2.com.

Collavate proposals can be read and signed by any device which made the process faster than ever. Quivj enough to build a library of contract and proposal templates. The Collavate customer success team came in handy during the implementation process and configured the right environment for the sales team Review collected by and hosted on G2.com.

I thoroughly enjoy using Collavate and not even if i think for a thousand times i can get anything negative to say about Collavate. For now i will leave it at that Review collected by and hosted on G2.com.

Implementation was a breeze; it works seamlessly with Google Workspace; you can sync your roster and select users and admins with a single click. You can create templates and use them to speed up your work process; users can request approval and provide comments about each process step. The tag system is terrific; you can create tags to search and categorize every workflow easily. Review collected by and hosted on G2.com.

Although you can customize even the interface translations (to Spanish in my case), it still shows messages in the original language here and there, just a minor thing, but it keeps new users from learning fast. This translation bug is being addressed right now by the support team at Collavate. Review collected by and hosted on G2.com.

you can make complex workflows. works from multiple platforms - web, mobile, slack, chatbot you can edit and change approval lines approval templates for frequently used approvals - eg expense reimbursements, leave applications You can use directly from docs and drive add ons many online tutorials, videos and support articles Review collected by and hosted on G2.com.

does not support private storage for approvals It takes some time to get used to all features Review collected by and hosted on G2.com.

On process posts, participants of the process can endorse a process, comment for discussions and share files. A paperclip icon allows users to attach any relevant or additional resources to the process post. Review collected by and hosted on G2.com.

Users not involved in a process can only be invited by email and most of them take time to open their mailbox resulting in delay to join the process. Review collected by and hosted on G2.com.

Able to create reusable contract templates in our Collavate account and within the Zendesk interface. As part of the management team, I review and approve contracts, put E-signatures prior to sending Review collected by and hosted on G2.com.

It's difficult to modify something once it's messed up within the process. Most processes have to be started all over from the beginning but that depends on someone's perfection Review collected by and hosted on G2.com.

Collavate provides us with a complete platform for document management and data exchange, allowing us to be connected among colleagues and always contributing content and opinions to strengthen teamwork. I like being able to automate certain tasks and generate better structured reports with preset parameters. It integrates very well with Gmail and Google Drive making data migration easy. Review collected by and hosted on G2.com.

The interface could be improved so that at the beginning it is not so complex to learn how to use it. Review collected by and hosted on G2.com.

Terribly efficient to prepare new proposals, quotes, contracts and other client-facing documents. The mixture of proposals and contracts templates give a consistent brand experience Review collected by and hosted on G2.com.

I don't hate this product at all, in fact it has helped my department a lot. Just that I don't feel contented with the dated feel and look but it has not contributed to any inefficiencies Review collected by and hosted on G2.com.