Inventive.AI Features

Document Creation (6)

Customizability: Variables and Fields: Define fields to pull in dynamic information. This feature was mentioned in 11 Inventive.AI reviews.
Template Creation and Flexibility: Easily assemble custom fields and variables into reusable templates to automate the proposal creation process. 11 reviewers of Inventive.AI have provided feedback on this feature.
Rich Media: As reported in 11 Inventive.AI reviews. How well the platform supports images, audio, and video in proposals.
Online Document Creation: Based on 11 Inventive.AI reviews. Create adaptive online documents for view via browser or mobile device.
PDF Creation: Create attractive PDF versions of proposals. This feature was mentioned in 11 Inventive.AI reviews.
Custom Branding: Brand proposals and the application's portal with your company's logos and branding. 10 reviewers of Inventive.AI have provided feedback on this feature.

Document Builder Interface: As reported in 11 Inventive.AI reviews. Easily search for and add elements to a proposal.
Collaborative Creation: Multiple users can edit a single document. 11 reviewers of Inventive.AI have provided feedback on this feature.
Assembly and Approval Workflows: Based on 10 Inventive.AI reviews. Automate workflows by routing documents to the correct individuals for adding content and approval.

Engagement Tracking: As reported in 10 Inventive.AI reviews. 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. 12 reviewers of Inventive.AI have provided feedback on this feature.
Reporting and Dashboards: Access pre-built and custom reports and dashboards on proposal volume and acceptance. This feature was mentioned in 10 Inventive.AI reviews.

User, Role, and Access Management: As reported in 10 Inventive.AI 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. 10 reviewers of Inventive.AI have provided feedback on this feature.
CRM Integration: Push and pull data from CRM to build proposals and update statuses with clients. 12 reviewers of Inventive.AI have provided feedback on this feature.
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 Inventive.AI reviews.

Collaboration: Allow multiple users to collaborate on submissions This feature was mentioned in 21 Inventive.AI reviews.
Knowledge Base: Maintain a repository or library of content and documents that can be reused This feature was mentioned in 24 Inventive.AI reviews.
Review: RFPs can be reviewed by managers before submission This feature was mentioned in 23 Inventive.AI reviews.
Reporting: Create real-time reports to compare data trends across processes, RFPs, vendors or profiles This feature was mentioned in 24 Inventive.AI reviews.

Project Management: Based on 22 Inventive.AI reviews. Tracks the progress of any RFP in real time and set milestones to improve efficiency
Content Library: As reported in 22 Inventive.AI reviews. Updates, organizes, and stores content of a project
Access: As reported in 18 Inventive.AI reviews. Assign users, roles, and manage access in order to set tasks and leave comments
Automation: As reported in 27 Inventive.AI reviews. Automate repetitive and manual tasks, such as auto-filling answers and auto-responses
Export: Based on 23 Inventive.AI reviews. Export files or spreadsheets with the ability to format and accomidate images
Import: As reported in 22 Inventive.AI reviews. Upload files or spreadsheets from multiple sources

Customized Vendor Pages: Allows vendors to own and update their vendor page with security and compliance documentation to share with customers
Centralized Vendor Catalog: Allows companies to assess vendors profiles in a centralized catalog
Questionnaire Templates: Offers standardized security and privacy framework questionnaire templates
User Access Control: Offers role based access controls to allow only permissioned users to utilize various parts of the software.

Risk Scoring: Offers built-in or automated vendor risk scoring
4th Party Assessments: Offers tools to assess fourth parties -- your vendor's vendors
Monitoring And Alerts: Monitors changes in risk and sends notifications, alerts, and reminders for specific actions including: upcoming assessments, profile access requests, etc
AI Monitoring: Uses AI to alert administrators to changes in risk scoring through continuous monitoring.

Autonomous Task Execution: Capability to perform complex tasks without constant human input 12 reviewers of Inventive.AI have provided feedback on this feature.
Multi-step Planning: Ability to break down and plan multi-step processes 10 reviewers of Inventive.AI have provided feedback on this feature.
Cross-system Integration: Works across multiple software systems or databases 12 reviewers of Inventive.AI have provided feedback on this feature.