Ideagen Collaboration Portal Features

File Management (5)

Device Syncing: Based on 61 Ideagen Collaboration Portal reviews. Provides functionality that manages file syncing between both PC and Mobile devices to ensure files are up to date no matter who or what device they are updated on
Web Interface: As reported in 73 Ideagen Collaboration Portal reviews. Ability to access documents via a web interface without a client being installed on a device
File Type Support: As reported in 70 Ideagen Collaboration Portal reviews. Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc.
Search: Based on 73 Ideagen Collaboration Portal reviews. Can easily find files via a simple and/or advanced search
Mobile Apps: iOS, Android and Windows phone apps provide functionality that enable user to perform same functions as they would on a PC 51 reviewers of Ideagen Collaboration Portal have provided feedback on this feature.

Collaboration (9)

File following: As reported in 67 Ideagen Collaboration Portal reviews. Allows users to receive updates when files have been updated, added, deleted or moved.
File Sharing: Allows users to share individual files/folders to persons outside or inside organization. Ability to assign edit or view only privileges. This feature was mentioned in 76 Ideagen Collaboration Portal reviews.
Simultaneously Editing: As reported in 59 Ideagen Collaboration Portal reviews. Users can work simultaneously on files.
Change Tracking / Audit Logs: As reported in 61 Ideagen Collaboration Portal reviews. Provides an audit log of changes and enables users to revert to a specific version
Instant Messaging: Provides internal and/or external instant messaging capability. 14 reviewers of Ideagen Collaboration Portal have provided feedback on this feature.
Project Management: Based on 14 Ideagen Collaboration Portal reviews. Offer project management features like task creation and tracking within the application.
Analytics: Offer analytics concerning productivity or client engagement. 12 reviewers of Ideagen Collaboration Portal have provided feedback on this feature.
Time Tracking: As reported in 13 Ideagen Collaboration Portal reviews. Allows businesses to track time spent on projects within the application.
Mobile Application: Provides a mobile application. This feature was mentioned in 13 Ideagen Collaboration Portal reviews.

Administration (6)

User and Role Management: Enables administrator to provide segmented access to tool based on role. Easy to create new users and remove users. This feature was mentioned in 56 Ideagen Collaboration Portal reviews.
Policies and Controls: Ability to control by user/group file/folder access, external sharing permissions, editing policies, device location restrictions, sharing by device, etc. 52 reviewers of Ideagen Collaboration Portal have provided feedback on this feature.
Device Management: Admins can restrict access to files by device in the event of lost/stolen devices as well as users that no long work for organization. Also may provide ability to wipe files from devices remotely. This feature was mentioned in 49 Ideagen Collaboration Portal reviews.
Storage Limits: Based on 51 Ideagen Collaboration Portal reviews. Administer storage limits by user or group
Storage Zones: As reported in 48 Ideagen Collaboration Portal reviews. Choose data center your files should be stored at
Security: Based on 57 Ideagen Collaboration Portal reviews. Stores and transfers files in secure environment

Platform (4)

Performance and Reliability: 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. 47 reviewers of Ideagen Collaboration Portal have provided feedback on this feature.
Reporting and Auditing: As reported in 34 Ideagen Collaboration Portal reviews. Access pre-built and custom reports to monitor user activity and storage
System of Record Integration: As reported in 29 Ideagen Collaboration Portal reviews. Integrates to systems other systems of record such as CRM, ERP, Outlook, Sharepoint
APIs: Based on 25 Ideagen Collaboration Portal reviews. Enables custom integration to external systems

Document Creation (4)

Template Creation and Flexibility: Based on 13 Ideagen Collaboration Portal reviews and verified by the G2 Product R&D team. Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.
Rich Media: Based on 12 Ideagen Collaboration Portal reviews and verified by the G2 Product R&D team. How well the platform supports images, audio, and video in proposals.
Online Document Creation: Based on 14 Ideagen Collaboration Portal reviews and verified by the G2 Product R&D team. Create adaptive online documents for view via browser or mobile device.
Custom Branding: Based on 13 Ideagen Collaboration Portal reviews and verified by the G2 Product R&D team. Brand proposals and the application's portal with your company's logos and branding.

Workflow (3)

Document Builder Interface: Based on 13 Ideagen Collaboration Portal reviews and verified by the G2 Product R&D team. Easily search for and add elements to a proposal.
Collaborative Creation: Based on 14 Ideagen Collaboration Portal reviews and verified by the G2 Product R&D team. Multiple users can edit a single document.
Assembly and Approval Workflows: Based on 13 Ideagen Collaboration Portal reviews and verified by the G2 Product R&D team. Automate workflows by routing documents to the correct individuals for adding content and approval.

Analytics (3)

Engagement Tracking: Based on 14 Ideagen Collaboration Portal reviews and verified by the G2 Product R&D team. Track who is looking at proposals and how often or for how long.
Proposal Effectiveness Reporting: Based on 12 Ideagen Collaboration Portal reviews and verified by the G2 Product R&D team. Find out which pieces of content are performing best.
Reporting and Dashboards: Based on 14 Ideagen Collaboration Portal reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards on proposal volume and acceptance.

Administration and Platform (6)

User, Role, and Access Management: Based on 15 Ideagen Collaboration Portal reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Alerts and Notifications: Based on 15 Ideagen Collaboration Portal reviews and verified by the G2 Product R&D team. Program in-app and email notifications for approval milestones or actions.
CRM Integration: Based on 12 Ideagen Collaboration Portal reviews and verified by the G2 Product R&D team. Push and pull data from CRM to build proposals and update statuses with clients.
E-Signature Integration: Based on 12 Ideagen Collaboration Portal reviews and verified by the G2 Product R&D team. Couple accepting proposals and signing contracts together in one workflow.
CPQ Integration: Based on 11 Ideagen Collaboration Portal reviews and verified by the G2 Product R&D team. Push and pull data from quote applications to build proposals.
API / Integrations: Based on 11 Ideagen Collaboration Portal reviews and verified by the G2 Product R&D team. 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.

Content (5)

Document Collaboration: Based on 20 Ideagen Collaboration Portal reviews. Allows users to simultaneously collaborate on a document within the application.
Versioning: As reported in 16 Ideagen Collaboration Portal reviews. Stores different versions of a document.
E-Signature: Allows users to provide an e-signature within the platform. 13 reviewers of Ideagen Collaboration Portal have provided feedback on this feature.
File Request: Allows businesses to request files from clients. 20 reviewers of Ideagen Collaboration Portal have provided feedback on this feature.
Feedback: Allows businesses to solicit feedback on projects or documents from clients. This feature was mentioned in 15 Ideagen Collaboration Portal reviews.