Ideagen Please Review Features

File Management (12)

File Type Support: Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc. This feature was mentioned in 10 Ideagen Please Review reviews.
Metadata: 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.
OCR Scanning: Can structure unstructured data through Optical Character Recognition or other automated filing/tagging processes for scanned documents.
Versioning: Keep track of incrementally changing versions of the same file.
Collaboration: Multiple users can collaborate on document creation, annotation, and review.
Document Assembly: Autogenerate documents based on templates and form submission.
Form Creation: Able to create and manage submittable user forms.
Portals and Sites: Able to create user portals and sites.
Disposition: Automatically archive, delete, or revoke access to files that have reached the end of their life cycle.
Search: Can easily find files via a simple and/or advanced search.
Web Interface: Ability to access documents via a web interface without a client being installed on a device.
Mobile Apps: iOS, Android and Windows phone apps provide functionality that enable users to perform the same functions as they would on a PC.

Workflow (8)

Process Automation: 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.
Conditions: The workflow engine provides relevant and customizable conditions on which to execute rules.
Activities: Any action a user can perform in the system can be specified as an automated action.
Records Management: System provides the necessary tools and fuctionality to maintain evidence of business activites and comply with governmental requirements or industry standards.
Case Management: 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.
Document Builder Interface: Easily search for and add elements to a proposal. 12 reviewers of Ideagen Please Review have provided feedback on this feature.
Collaborative Creation: Based on 13 Ideagen Please Review reviews. Multiple users can edit a single document.
Assembly and Approval Workflows: Based on 14 Ideagen Please Review reviews. Automate workflows by routing documents to the correct individuals for adding content and approval.

Platform (5)

Internationalization: Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies.
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.
Reporting and Auditing: Access pre-built and custom reports to monitor user activity and storage.
System of Record Integration: Integrates with other systems of record such as CRM, ERP, Outlook, Sharepoint.
APIs: Enables custom integration to external systems.

Document Creation (6)

Customizability: Variables and Fields: Define fields to pull in dynamic information. This feature was mentioned in 13 Ideagen Please Review reviews.
Template Creation and Flexibility: As reported in 12 Ideagen Please Review reviews. Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.
Rich Media: As reported in 11 Ideagen Please Review reviews. How well the platform supports images, audio, and video in proposals.
Online Document Creation: As reported in 13 Ideagen Please Review reviews. Create adaptive online documents for view via browser or mobile device.
PDF Creation: As reported in 13 Ideagen Please Review reviews. Create attractive PDF versions of proposals.
Custom Branding: Brand proposals and the application's portal with your company's logos and branding. This feature was mentioned in 11 Ideagen Please Review reviews.

Analytics (3)

Engagement Tracking: Track who is looking at proposals and how often or for how long. 13 reviewers of Ideagen Please Review have provided feedback on this feature.
Proposal Effectiveness Reporting: Find out which pieces of content are performing best. This feature was mentioned in 13 Ideagen Please Review reviews.
Reporting and Dashboards: Access pre-built and custom reports and dashboards on proposal volume and acceptance. 13 reviewers of Ideagen Please Review have provided feedback on this feature.

Administration and Platform (6)

User, Role, and Access Management: Based on 15 Ideagen Please Review reviews. 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. 15 reviewers of Ideagen Please Review have provided feedback on this feature.
CRM Integration: Based on 11 Ideagen Please Review reviews. Push and pull data from CRM to build proposals and update statuses with clients.
E-Signature Integration: Couple accepting proposals and signing contracts together in one workflow.
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. This feature was mentioned in 10 Ideagen Please Review reviews.

Sales (2)

Operations (5)

Field Operations Management: Equips field sales teams with tools to better manage territories and report on field activities 11 reviewers of Ideagen Please Review have provided feedback on this feature.
Data Management: Based on 11 Ideagen Please Review reviews. Collects and stores patient and company data in a centralized database
Multichannel Engagement: Analyzes and maintains patient-provider interactions across multiple touchpoints to optimize customer interactions 11 reviewers of Ideagen Please Review have provided feedback on this feature.
Task Automation: Based on 13 Ideagen Please Review reviews. Automates and streamlines tasks, integrations, communication, and personalization
Industry Regulations: Ensures that sales teams, health care organizations, and field service reps adhere to industry regulations This feature was mentioned in 12 Ideagen Please Review reviews.

Activity Management (5)

Product-To-Market Management: As reported in 12 Ideagen Please Review reviews. Accelerates time to market while reducing risk of medtech products and devices.
Regulatory Adherence: Ensures regulation compliance via notifications and triggers of noncompliant processes. 12 reviewers of Ideagen Please Review have provided feedback on this feature.
Information Management: Based on 13 Ideagen Please Review reviews. Collects and manages product, operations, and activity information.
Process Automation: Automates the collection and management of data and business processes. 12 reviewers of Ideagen Please Review have provided feedback on this feature.
Sales Management: As reported in 10 Ideagen Please Review reviews. Optimizes the activities of field sales / medical representatives before, during, and after the sales cycle.

Integrate & Embed (3)

Calendar: Based on 17 Ideagen Please Review reviews. Integrates with calendars to link relevant documents for meetings or appointments
Website: Based on 19 Ideagen Please Review reviews. Embeds live documents into websites
Applications: Integrates with third-party applications, such as business instant messaging software, collaboration tools, and project management software 19 reviewers of Ideagen Please Review have provided feedback on this feature.

Edit & Revise (3)

Revision History: As reported in 21 Ideagen Please Review reviews. Tracks changes made to documents and access all revision history
Suggestion Mode: When reviewing documents, provides suggestions that can be accepted or rejected by the document owner This feature was mentioned in 18 Ideagen Please Review reviews.
Document Editor: Provides editing and proof-reading tools such as spell check and grammar check This feature was mentioned in 19 Ideagen Please Review reviews.

File Types (3)

Export: Exports files in multiple file formats including .docx, .pdf, .odt, .rtf, .txt or .html format This feature was mentioned in 19 Ideagen Please Review reviews.
Import: Imports documents in multiple file formats for editing This feature was mentioned in 18 Ideagen Please Review reviews.
Web Publishing: Transforms a document into a web page and publish to the internet 17 reviewers of Ideagen Please Review have provided feedback on this feature.

Collaboration (2)

Design (3)

Graphics: Ability to insert graphics, including photos, charts, drawings, graphs, etc. 19 reviewers of Ideagen Please Review have provided feedback on this feature.
Templates: As reported in 20 Ideagen Please Review reviews. Offers multiple editable templates for documents inluding flyers, resumes, calendars, newsletters, etc.
Themes: Offer various color themes which can be applied to the document This feature was mentioned in 16 Ideagen Please Review reviews.

Operating System (3)

Generative AI (6)

AI Text Generation: Allows users to generate text based on a text prompt.
AI Text Summarization: Condenses long documents or text into a brief summary.
AI Text-to-Image: Provides the ability to generate images from a text prompt.
AI Text-to-Speech: Simulates human-like speech from text inputs.
AI Image-to-Text: Converts images into a textual description, identifying key elements.
AI Text Generation: Allows users to generate text based on a text prompt.