[ Dasseti... Reviews ](https://www.g2.com/products/dasseti-engage/reviews) [ Dasseti... Reviews ](https://www.g2.com/products/dasseti-engage/reviews) # Dasseti ENGAGE Features ##### ## Document Creation (6) Customizability: Variables and Fields Define fields to pull in dynamic information. Template Creation and Flexibility Easily assemble custom fields and variables into reusable templates to automate the proposal creation process. Rich Media How well the platform supports images, audio, and video in proposals. 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 ##### ## Workflow (3) Document Builder Interface Easily search for and add elements to a proposal. Collaborative Creation Multiple users can edit a single document. Assembly and Approval Workflows Automate workflows by routing documents to the correct individuals for adding content and approval. Show More ##### ## Analytics (3) Engagement Tracking Track who is looking at proposals and how often or for how long. Proposal Effectiveness Reporting Find out which pieces of content are performing best. Reporting and Dashboards Access pre-built and custom reports and dashboards on proposal volume and acceptance. Show More ##### ## Administration and Platform (14) User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Alerts and Notifications Program in-app and email notifications for approval milestones or actions. CRM Integration Push and pull data from CRM to build proposals and update statuses with clients. Electronic Signature Digitally sign online documents CPQ Integration Push and pull data from quote applications to build proposals. 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. Contract/License Management Track, store, and access client contracts or licenses Knowledge Base Management Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support Contact Management Manage, organize, and store contact information RFP Management Manage and process incoming documents detailing requests for proposals Workflow Management Create, design and manage workflows for repetitive tasks Document Management Store, manage, and track all electronic documents in a centralized location Task Management Create, manage and track all task activities and progression API Application programming interface that allows for integration with other systems/databases Show More ##### ## Financial Information (2) Data Visualization Contains data visualization tools specifically tailored to handle financial information Document Search Provides financial document search functionality to users Show More ##### ## Analysis (3) Charting Contains customizable data charting tools Risk Analysis Carry out risk analysis for publicly traded companies Collaboration Contains collaborative functionality that allows permissioned users to share documents and insights. Show More ##### ## Market News (2) Alerts and Monitoring Monitors real-time market data and send alerts based on user input Market Information Provides access to up-to-date financial market information Show More ##### ## Functionality (13) Customizable Reporting Creates customizable reports utilizing market performance data Market Analytics Conducts detailed financial market performance analysis Client Portal Contains a client portal for clients to access their Investment Accounting Carries out investment accounting Real time Maintains a real time view of assets and positions Compliance Contains a real time view of investment compliance operations Customizable Reporting Creates customizable reports utilizing market performance data Investor Portal Any online gateway where investors can log in to view investments Historical Reporting Information, data and reports that are being tracked over time Investor Reporting Compile and report on all investor activities Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Tax Compliance Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors Portfolio Reporting Visualize and measure the performance of portfolios Show More ##### ## Integration (20) Data aggregation Aggregates financial market data from third party sources or integrates with solutions that do Accounting Integration Integrates with accounting solutions Risk Management Provides real time risk management assessment tools Portfolio Accounting Tracking and logging the performance, risks, gains and losses of investments Contact Management Manage, organize, and store contact information Workflow Management Create, design and manage workflows for repetitive tasks Investor Management Automated payments and reporting for investors Trade Management Manage and track all trade operations. Investment Management Manage and handle financial assets as well as other investments. Portfolio Management Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Document Management Store, manage, and track all electronic documents in a centralized location Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Order Management Manage and track customer orders for goods, investments, or any other purchases Fund Management Manage allocation and performance of financial assets Tax Management Implementation of various strategies to manage tax obligations via planning and maintaining compliance Cash Management Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Client Management Manage contact details and communication with clients Fee Management Track collected or paid charges for services performed or access granted Financial Management Plan, manage, and track the financial activities of an individual or organization Stock Management Manage the buying, selling, and holding of stocks Show More ##### ## Content (2) Automation Automates some or all operation related tasks Marketing Automation Automate workflows and trigger campaigns based on customer actions Show More ##### ## Platform Basics (2) Mobility Is accessible from a mobile device and by users on the go. Interoperability Connects to external systems and applications as needed to complete team workflows. Show More ##### ## Platform Additional Functionality (9) Pre-Built Connectors Provides useful pre-defined data connections to important external systems and applications. Dashboard Has a centralized dashboard for users to interact with Cloud Provides a cloud based version of the platform Mobility Is accessible from a mobile device and by users on the go. Messaging Contains in-application messaging abilities Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Portal Contains a portal to facilitate investor access to financial documents like K-1s, partner letters, and more. Messaging Contains in-application messaging abilities. White-Labeling Allows users to fully brand the portal. Show More ##### ## Platform Reporting and Analytics (1) Reporting Provides analytics tools that reveal important business metrics and track progress. Show More ##### ## Customer Support (11) Case Management Contains customer request handling functionality and issue tracking. Customer Support Portal A portal through which customers can access the knowledge base as well as ask questions, place orders, raise issues, and more. Knowledge Base An information repository for customers to get self-service answers to their questions. Support Analytics Allows users to conduct analysis on support activities. Calendar Management Track and manage schedules and meetings via an integrated calendar Template Management Create, save, and re-purpose templates for emails, forms, etc. Client Management Manage contact details and communication with clients Workflow Management Create, design and manage workflows for repetitive tasks Territory Management Organize customer data and accounts by user or geography Financial Management Plan, manage, and track the financial activities of an individual or organization Document Management Store, manage, and track all electronic documents in a centralized location Show More ##### ## Marketing Automation (8) Campaign Management Provides email marketing campaign management functionality. Lead Management Contains lead tracking and management capabilities. Marketing Analytics Contains analysis tools to provide insights on marketing campaign effectiveness. Email Management Manage, store and organize emails within the system or via third-party apps Email Marketing Create and send email blasts/campaigns Email Templates Contains pre-built email templates for sending potential investors information. Email Automation Automates the sending of potential investor communications. Lead Management Allows users to track and manage leads. Show More ##### ## Sales Force Automation (10) Pipeline Management Manages sales pipelines from prospecting to close. Task Management Manages sales force tasks, assigning tasks and distributing work. Product and Price List Management Contains a product catalogue and price list for salespeople to pull from. Quote and Order Management Provides custom quote creation functionality. Contract Management Manages the entire contract process, from creation and negotiation to signing. Contact Management Manage, organize, and store contact information Segmenting Segments investors and potential investors by multiple factors. Contract Management Handles the entire contract process. Pipeline Management Manages the entire investor capital pipeline, from prospect to close. White-Labeling Allows users to fully brand the portal. Show More ##### ## Platform Data (3) Report Manipulation Investors can leverage in-app tools to produce different visualizations of the data. Platform Search Find important content or files using keywords, metadata, tags, etc. Document Automation Automates the creation of financial disclosure documents. Show More ##### ## Platform Content (4) Email Templates Contains pre-built email templates for sending investors information Email Automation Automates the sending of investor communications Custom Reports Leverages investor information and documents to create custom reports tailored to individual investors Alerts Automatically sends alerts to investors when new documents or information is uploaded Show More ##### ## Platform Analytics (3) Forecasting Forecasts investment activity based on historical data. Reports Produces reports based on investor information and communications conducted in-app. Analytics Analyzes investor communications and activity, creating data visualizations. Show More ##### ## RFP Generation (5) Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements RFX Support other types of requests such as RFB/RFI/RFQ Versioning Track versions of RFP documents and related changes Questions Library Maintain a library of questions that can be reused Document Templates Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Show More ##### ## RFP Distribution (7) Due Date Tracking Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken Analysis Compare submissions and score suppliers Selection Choose the best submission for an RFP Progress Tracking Reporting on how each user, task or process has advanced since its initiation Milestone Tracking Monitor task progress and planned accomplishments to better manage project status Time & Expense Tracking Log and record hours worked and costs spent to assist in billing and invoicing Status Tracking Track the status over time for a request, process, asset, or transaction Show More ##### ## Submissions (5) Collaboration Allow multiple users to collaborate on submissions Knowledge Base Maintain a repository or library of content and documents that can be reused Review RFPs can be reviewed by managers before submission Reporting Create real-time reports to compare data trends across processes, RFPs, vendors or profiles Document Review Review and analyze existing information across documents Show More ##### ## RFP Response (23) Bid Management Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison Content Library Updates, organizes, and stores content of a project Access Assign users, roles, and manage access in order to set tasks and leave comments Automation Automate repetitive and manual tasks, such as auto-filling answers and auto-responses Export Export files or spreadsheets with the ability to format and accomidate images Import Upload files or spreadsheets from multiple sources Knowledge Library A repository of previously used/received RFP questions with responses Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Purchase Order Management Create, send, and track purchase orders and their statuses Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Supplier Management Manage all supplier data and operations Workflow Management Create, design and manage workflows for repetitive tasks Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Requirements Management Enables creation, management, and tracking of product requirements & features during product production/development Vendor Management Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. Document Management Store, manage, and track all electronic documents in a centralized location Requisition Management Review, approve and cancel requests for goods/services to be purchased Contact Management Manage, organize, and store contact information User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Inventory Management Track and manage inventory levels to maintain proper supply Template Management Create, save, and re-purpose templates for emails, forms, etc. Task Management Create, manage and track all task activities and progression Catalog Management Create and manage digital catalog of products/services with their details, specifications, and price Show More ##### ## Generative AI (3) AI Text Generation Allows users to generate text based on a text prompt. Generative AI Use AI to generate content in the form of text, images, videos, etc. Proposal Generation Create proposals based on costs of labor and materials Show More ##### ## Agentic AI - RFP (4) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Agentic AI - Financial Services CRM (1) Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Investment Portfolio Management (8) Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Forecasting Form predictions based on past and present data/trends Third-Party Integrations Set up connections to third-party platforms to improve business processes Categorization/Grouping Organize and group data or items based on various criteria Budgeting/Forecasting Create budgets based on historical data and future projections Show More ##### ## Agentic AI - Financial Research (1) Multi-step Planning Ability to break down and plan multi-step processes Show More ##### ## Analytics & Performance - AI Proposal Generator Tools (1) Proposal Performance Analytics Tracks win rates, response effectiveness, and content usage across submissions Show More ##### ## AI Response Generation - AI Proposal Generator Tools (4) Continuous Learning from Edits Improves future responses by learning from user edits and approved changes Response Personalization & Tone Control Adapts generated responses to match company voice, tone, and specific bid context Contextual Answer Recommendations Recommends relevant answers based on similar past responses and content library matches AI Draft Response Generation Generates first-draft responses using approved organizational content and context Show More ##### ## Collaboration & Workflow - AI Proposal Generator Tools (2) SME Assignment & Task Routing Assigns questions to subject matter experts and routes tasks for completion Review & Approval Workflows Enables multi-stage review, commenting, and approval of proposal responses Show More ##### ## Document Processing & Extraction - AI Proposal Generator Tools (3) Requirement Identification & Tagging Identifies and categorizes requirements, deadlines, and response types within documents Multi-Format Document Ingestion Supports ingestion of PDFs, Word files, spreadsheets, and web-based forms for processing RFP & Questionnaire Parsing Extracts structure, questions, and requirements from uploaded RFPs, RFIs, and questionnaires Show More ##### ## Content Management - AI Proposal Generator Tools (3) Governed Content Library Stores and manages approved answers, documents, and knowledge assets for reuse Content Versioning & Approval Controls Tracks content changes and enforces approval workflows for updates Duplicate Detection & Content Optimization Identifies redundant or outdated content and suggests consolidation or improvements Show More ##### ## Additional Functionality (108) Risk Assessment Initiate collection and analysis of known risks Automated Execution Automatically place and execute trades without the need for manual input. Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Financial Analysis Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Cryptocurrency Tracking Monitor and track cryptocurrencies. Generative AI Use AI to generate content in the form of text, images, videos, etc. Profit/Loss Statement A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time Risk Analysis Analyze potential risks across the organization General Ledger Centralized accounting record which tracks all financial transactions Customizable Reports Alter the layout and content of reports Investor Communication Communicate with investors with integrated communication tools. Performance Analysis Monitor and analyze the performance and status of a server or system/application Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Portfolio Analysis Measure and assess the performance of investments Activity Tracking Track and document all activities across devices, networks, and other systems CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system For Hedge Funds Designed for Hedge Funds Audit Trail A record of all activities within the system, including user access, changes made, etc. Data Import/Export Import and export data to and from software applications Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Mobile Access Access software remotely via mobile devices Modeling & Simulation Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making Compliance Tracking Track and report regulatory data to either internal management or external stakeholders For Investment Advisors Used by financial advisors and money managers Portfolio Rebalancing Reallocation of assets to reflect changing investment goals or market conditions Investment Research Studying and analyzing the performance of financial assets like stocks, mutual funds & bonds to create a list of well-performing assets Commodity Futures Track and trade contracts to transact in tangible goods at a certain price in the future API Application programming interface that allows for integration with other systems/databases Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Benchmarking Compare key metrics for the business against prominent players in the industry Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Investments Tracking Monitor capital allocation and asset prices over time Bonds/Stocks Purchase and track both bonds and stocks in the portfolio For Investors & Traders Used by retail investors and active traders/day traders Multi-Currency Manage and handle various international currencies Stock Tracking Monitor and track stocks across portfolios and watch lists, Watch List View and track activity related to an individual, transaction, etc. What-if Analysis Provides varying estimates based on different scenarios Goal Setting/Tracking Establish measurable goals and objectives and track their progress over a specific period of time Wash Sale Detection Detect potential wash sale violations. For Traders Side-by-Side Comparison Compare two documents or content pieces side by side Templates Sample files or documents that could be customized as needed or used as is Collaboration Tools Provides a channel for team members to share media files, communicate, and work together AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Automatic Formatting Automatically formats data in a predetermined way Client Portal Private online space that lets businesses securely share documents and provide information access to clients Access Controls/Permissions Define levels of authorization for access to specific files or systems Quotes/Estimates Generate quotes or estimates for customers Customizable Reports Alter the layout and content of reports Content Library Centralized repository to store content and assets Data Import/Export Import and export data to and from software applications Document Review Review and analyze existing information across documents Document Automation Automated or logic-based workflows that assist in the creation of electronic documents Reminders Timed notification for any upcoming task, deadline, appointment, or activity Audit Trail A record of all activities within the system, including user access, changes made, etc. Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Approval Process Control Manage the process of evaluating documents or requests submitted for approval Version Control Track revisions and updates made to files and navigate between different versions Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Activity Tracking Track and document all activities across devices, networks, and other systems Expense Tracking Monitor and record expenses such as purchases or charges incurred CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Mobile Access Access software remotely via mobile devices AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Calendar Sync Synchronize with other calendars to view mutual availability and schedules Third-Party Integrations Set up connections to third-party platforms to improve business processes Data Import/Export Import and export data to and from software applications Customizable Reports Alter the layout and content of reports Customizable Fields Customize data fields to support various needs and use cases Lead Capture Automatically identify and save contact information of potential customers Relationship Tracking Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Email Templates Pre-made examples and templates for emails Generative AI Use AI to generate content in the form of text, images, videos, etc. Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Task Scheduling Track and manage the scheduling of tasks Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns API Application programming interface that allows for integration with other systems/databases Team Assignments Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Access Controls/Permissions Define levels of authorization for access to specific files or systems For Financial Institutions Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies. Interaction Tracking Track interaction history by documenting conversations for contacts Sales Reports Reports specific to sales analysis for trends and strategies Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Version Control Track revisions and updates made to files and navigate between different versions Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Projections Estimate or forecast of a future scenario based on the study of present trends RFP Responding The process of creating proposals in response to requests received from potential clients Approval Process Control Manage the process of evaluating documents or requests submitted for approval Proposal Generation Create proposals based on costs of labor and materials Electronic Signature Digitally sign online documents AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Access Controls/Permissions Define levels of authorization for access to specific files or systems Automatic Formatting Automatically formats data in a predetermined way RFP Creation The process of creating a questionnaire and submitting it to prospective vendors. Audit Trail A record of all activities within the system, including user access, changes made, etc. Customizable Reports Alter the layout and content of reports Document Storage Store and organize documents in a centralized system Generative AI Use AI to generate content in the form of text, images, videos, etc. Configurable Workflow Configure existing workflows to meet your organization's needs Quotes/Estimates Generate quotes or estimates for customers Show More ## Top-Rated Alternatives [ ![Loopio](https://images.g2crowd.com/uploads/product/hd_favicon/1487565815/loopio.svg "Loopio") Loopio 4.6/5(813) ](https://www.g2.com/products/loopio/reviews) [ ![Responsive, formerly RFPIO](https://images.g2crowd.com/uploads/product/hd_favicon/799e832a5413ade138b86c0c7447b06b/responsive-formerly-rfpio.svg "Responsive, formerly RFPIO") Responsive, formerly RFPIO 4.5/5(1,310) ](https://www.g2.com/products/responsive-formerly-rfpio/reviews) [ ![PandaDoc](https://images.g2crowd.com/uploads/product/hd_favicon/97320b34486db82a48d7af098a34228d/pandadoc.svg "PandaDoc") PandaDoc 4.7/5(3,621) ](https://www.g2.com/products/pandadoc/reviews) [ View All Alternatives ](https://www.g2.com/products/dasseti-engage/competitors/alternatives) ## Technology Glossary Features View full feature definition View definitions of the features and discover new technology terms. [View Glossary](/glossary) [Document Builder](/glossary/document-builder-definition) A document builder is a software application that is used to create text-based documents. [Email Automation](/glossary/email-automation-definition) Email automation is the use of predefined settings or rules (like time or action triggered) applied to email communication for marketing purposes. 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