Paperflite Features
Content Management (5)
Content Import
Ability to import sales and marketing collateral built outside of the solution
Content Creation
Provides capabilities for building unique sales and marketing content within the product.
Templates
Provides pre-built templates for fast and simple content creation.
Advanced Search
Able to easily search, locate, and retrieve relevant content.
Content Storage
Provides the ability to store and organize content.
Analytics (4)
Reporting
Provides real-time reporting and analytics that track metrics and engagement data on sales enablement content, resources, activities, learning, etc.l
Alerts
Sends a notification when a prospect engages or interacts with content.
Account-Based Engagement
Tracks the level of engagement for a specific account based on the presented content.
Content Utilization
Tracks how frequently a particular piece of content is being used and monitors its effectiveness.
Tools (3)
Contact Collection
Gives users the ability to subscribe to unique content or otherwise share contact information.
Audience Insights
Helps users understand audience demographics and evaluate visitor behavior
Social Sharing
Adds intelligent social share buttons to your campaigns and content. Tracks who is sharing your content and driving conversions.
Metrics (6)
Entry and Exit Pages
Accurately determine your websites most common entry and exit points, while displaying data elegantly.
Sessions
Accurately measure total web traffic and display data logically.
Engagement
Configure and accurately measure an appropriate measure of engagement, such as average session length, page views per session, amount of scrolling, etc.
Return
Track user return rates and related metrics.
Conversions
Track what proportion of users convert to customers via specific actions.
Search Rank
Gives users accurate reflection of how their search ratings compare with competitors.
Training (4)
Knowledge Base
Organizes knowledge from fellow sales representatives and other experienced employees for reference.
Coaching Materials
Offers content and training for new hires within the tool.
Playbook Creation
Allows for the creation of a customized playbook that new hires can use for reference in understanding company-specific sales processes.
Video Record
Records users' practice or live pitches for future reference and improvement.
Feedback (7)
Review
Lets managers review recorded video pitches to discuss areas of skill and areas that require improvement.
Scorecard
Provides a scorecard to display team and/or individual performance.
Coaching Card
Allows managers to utilize and snapshot scorecards to coach new hires and assign action items.
Leaderboard
Projects team sales performance publicly to reward and motivate employees.
Real-Time Updates
Updates sales data in real-time so as to help teams remain close to their goals.
Notifications
Notifies users of company-specified "danger zones" to correct behaviors and re-align sales processes in the right direction.
Competition
Motivates employees by creating time-sensitive competititons that drive performance.
Content Creation (1)
Content Management
Ability to centralize, organize, and store content in a holistic way for easy and timely retrieval throughout the consumer's journey.
Optimization (1)
ROI Reporting
Ability to measure the revenue influence and ROI of every piece of content.
Deal Analytics (3)
Engagement Tracking
Track who is looking at proposals and how often or for how long.
Reporting and Dashboards
Access pre-built and custom reports and dashboards on proposal volume and acceptance.
Proposal Effectiveness Reporting
Find out which pieces of content are performing best.
Administration and Security (3)
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.
Regulatory Compliance
Meets required regulartory compliances.
Platform (8)
E-Signature
Allows the signor to easily and intuitively sign documents.
Proposals
Allows users to easily assemble custom fields and variables into reusable templates to automate the proposal creation process.
CPQ
Provides users with configure, price and quote capabilties.
Video Proposals
Allows users to attach video proposals within the virtual sales room.
Content Sharing
Allows users to share relevant marketing content such as whitepapers, studies, and demos within the virtual sales room.
Content Management
Provides users with a repoistory of relevant content to share with clients.
Video Conferencing
Allows users to run video calls within the browser.
Chat
Allows users to chat with prospects within the virtual sales room.
Integrations (3)
CRM Integration
Provides features to intregate with CRM software.
Internal Messaging Systems Integration
Provides features to integrate with internal messaging systems.
Video Conferencing Integration
Provides features to integrate with vidoe conferencing software.
Generative AI (1)
AI Text Summarization
Condenses long documents or text into a brief summary.
Agentic AI - Digital Sales Room (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Agentic AI - Sales Coaching (4)
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
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Sales Enablement (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Content Analytics (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
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
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Content Experience Platforms (6)
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
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Content Distribution (6)
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
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Learning Management - Sales Enablement (3)
Sales Training
Provides interactive learning to improve skill gaps through role-playing, practicing pitches, scenario-based simulations, etc.
Sales Coaching
Offers real-time feedback and actionable insights from structured, customized sales coaching assessments and templates.
Sales Onboarding
Provides personalized, interactive training to onboard new hires successfully while monitoring their progress and readiness.
Revenue Enablement - Sales Enablement (3)
Cross-Functional Alignment
Provides the tools and resources for alignment of all revenue-generating teams to engage customers in a consistent and personalized way
AI and Automation
Uses AI for predictive insights, recommendations for content, or automating workflows for onboarding and learning assignments
End-to-End Customer Journey Insights
Delivers a holistic view of interaction data and behavioral patterns across the entire customer journey to improve the buying experience and drive revenue growth




