Inventive.AI Features
Document Creation (6)
Customizability: Variables and Fields
This feature was mentioned in 11 Inventive.AI reviews.
Define fields to pull in dynamic information.
Template Creation and Flexibility
This feature was mentioned in 11 Inventive.AI reviews.
Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.
Rich Media
Based on 11 Inventive.AI reviews.
How well the platform supports images, audio, and video in proposals.
Online Document Creation
11 reviewers of Inventive.AI have provided feedback on this feature.
Create adaptive online documents for view via browser or mobile device.
PDF Creation
As reported in 11 Inventive.AI reviews.
Create attractive PDF versions of proposals.
Custom Branding
10 reviewers of Inventive.AI have provided feedback on this feature.
Brand proposals and the application's portal with your company's logos and branding.
Workflow (3)
Document Builder Interface
This feature was mentioned in 13 Inventive.AI reviews.
Easily search for and add elements to a proposal.
Collaborative Creation
Based on 11 Inventive.AI reviews.
Multiple users can edit a single document.
Assembly and Approval Workflows
10 reviewers of Inventive.AI have provided feedback on this feature.
Automate workflows by routing documents to the correct individuals for adding content and approval.
Analytics (3)
Engagement Tracking
Based on 10 Inventive.AI reviews.
Track who is looking at proposals and how often or for how long.
Proposal Effectiveness Reporting
This feature was mentioned in 17 Inventive.AI reviews.
Find out which pieces of content are performing best.
Reporting and Dashboards
As reported in 13 Inventive.AI reviews.
Access pre-built and custom reports and dashboards on proposal volume and acceptance.
Administration and Platform (6)
User, Role, and Access Management
As reported in 11 Inventive.AI reviews.
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Alerts and Notifications
As reported in 10 Inventive.AI reviews.
Program in-app and email notifications for approval milestones or actions.
CRM Integration
As reported in 12 Inventive.AI 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
This feature was mentioned in 11 Inventive.AI reviews.
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.
RFP Generation (3)
RFX
This feature was mentioned in 15 Inventive.AI reviews.
Support other types of requests such as RFB/RFI/RFQ
Versioning
As reported in 16 Inventive.AI reviews.
Track versions of RFP documents and related changes
Questions Library
As reported in 19 Inventive.AI reviews.
Maintain a library of questions that can be reused
Submissions (4)
Collaboration
Based on 23 Inventive.AI reviews.
Allow multiple users to collaborate on submissions
Knowledge Base
46 reviewers of Inventive.AI have provided feedback on this feature.
Maintain a repository or library of content and documents that can be reused
Review
26 reviewers of Inventive.AI have provided feedback on this feature.
RFPs can be reviewed by managers before submission
Reporting
39 reviewers of Inventive.AI have provided feedback on this feature.
Create real-time reports to compare data trends across processes, RFPs, vendors or profiles
RFP Response (6)
Project Management
As reported in 24 Inventive.AI reviews.
Tracks the progress of any RFP in real time and set milestones to improve efficiency
Content Library
As reported in 42 Inventive.AI reviews.
Updates, organizes, and stores content of a project
Access
This feature was mentioned in 21 Inventive.AI reviews.
Assign users, roles, and manage access in order to set tasks and leave comments
Automation
This feature was mentioned in 50 Inventive.AI reviews.
Automate repetitive and manual tasks, such as auto-filling answers and auto-responses
Export
Based on 24 Inventive.AI reviews.
Export files or spreadsheets with the ability to format and accomidate images
Import
As reported in 27 Inventive.AI reviews.
Upload files or spreadsheets from multiple sources
Functionality (4)
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 assessment (4)
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.
Generative AI (1)
AI Text Generation
This feature was mentioned in 16 Inventive.AI reviews.
Allows users to generate text based on a text prompt.
Generative AI - Vendor Security and Privacy Assessment (2)
Text Summarization
Utilizes AI to summarize security questionnaires.
Text Generation
Automate text responses to common security assessment questions.
Agentic AI - RFP (3)
Autonomous Task Execution
13 reviewers of Inventive.AI have provided feedback on this feature.
Capability to perform complex tasks without constant human input
Multi-step Planning
10 reviewers of Inventive.AI have provided feedback on this feature.
Ability to break down and plan multi-step processes
Cross-system Integration
As reported in 14 Inventive.AI reviews.
Works across multiple software systems or databases


