RELAYTO Features
Document Creation (6)
Customizability: Variables and Fields
As reported in 144 RELAYTO reviews. Define fields to pull in dynamic information.
Template Creation and Flexibility
As reported in 147 RELAYTO reviews. Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.
Rich Media
As reported in 148 RELAYTO reviews. How well the platform supports images, audio, and video in proposals.
Online Document Creation
Create adaptive online documents for view via browser or mobile device. 149 reviewers of RELAYTO have provided feedback on this feature.
PDF Creation
Create attractive PDF versions of proposals. 138 reviewers of RELAYTO have provided feedback on this feature.
Custom Branding
As reported in 149 RELAYTO reviews. Brand proposals and the application's portal with your company's logos and branding.
Workflow (3)
Document Builder Interface
Easily search for and add elements to a proposal. This feature was mentioned in 140 RELAYTO reviews.
Collaborative Creation
Multiple users can edit a single document. 140 reviewers of RELAYTO have provided feedback on this feature.
Assembly and Approval Workflows
As reported in 130 RELAYTO reviews. Automate workflows by routing documents to the correct individuals for adding content and approval.
Analytics (7)
Engagement Tracking
Based on 143 RELAYTO 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. This feature was mentioned in 140 RELAYTO reviews.
Reporting and Dashboards
Access pre-built and custom reports and dashboards on proposal volume and acceptance. 138 reviewers of RELAYTO have provided feedback on this feature.
Reporting
Based on 123 RELAYTO reviews. 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. 119 reviewers of RELAYTO have provided feedback on this feature.
Account-Based Engagement
Tracks the level of engagement for a specific account based on the presented content. This feature was mentioned in 127 RELAYTO reviews.
Content Utilization
Tracks how frequently a particular piece of content is being used and monitors its effectiveness. This feature was mentioned in 128 RELAYTO reviews.
Administration and Platform (6)
User, Role, and Access Management
Based on 146 RELAYTO 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. This feature was mentioned in 149 RELAYTO reviews.
CRM Integration
Based on 136 RELAYTO reviews. Push and pull data from CRM to build proposals and update statuses with clients.
E-Signature Integration
Based on 129 RELAYTO reviews. Couple accepting proposals and signing contracts together in one workflow.
CPQ Integration
As reported in 125 RELAYTO reviews. 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. 129 reviewers of RELAYTO have provided feedback on this feature.
Content Management (5)
Content Import
As reported in 130 RELAYTO reviews. Ability to import sales and marketing collateral built outside of the solution
Content Creation
Based on 130 RELAYTO reviews. Provides capabilities for building unique sales and marketing content within the product.
Templates
Provides pre-built templates for fast and simple content creation. 126 reviewers of RELAYTO have provided feedback on this feature.
Advanced Search
As reported in 122 RELAYTO reviews. Able to easily search, locate, and retrieve relevant content.
Content Storage
Based on 131 RELAYTO reviews. Provides the ability to store and organize content.
Tools (3)
Contact Collection
Gives users the ability to subscribe to unique content or otherwise share contact information. 139 reviewers of RELAYTO have provided feedback on this feature.
Audience Insights
Based on 149 RELAYTO reviews. Helps users understand audience demographics and evaluate visitor behavior
Social Sharing
As reported in 149 RELAYTO reviews. Adds intelligent social share buttons to your campaigns and content. Tracks who is sharing your content and driving conversions.
Metrics (5)
Entry and Exit Pages
As reported in 142 RELAYTO reviews. Accurately determine your websites most common entry and exit points, while displaying data elegantly.
Sessions
Accurately measure total web traffic and display data logically. 140 reviewers of RELAYTO have provided feedback on this feature.
Engagement
Configure and accurately measure an appropriate measure of engagement, such as average session length, page views per session, amount of scrolling, etc. This feature was mentioned in 149 RELAYTO reviews.
Return
Track user return rates and related metrics. 144 reviewers of RELAYTO have provided feedback on this feature.
Conversions
As reported in 142 RELAYTO reviews. Track what proportion of users convert to customers via specific actions.
File Conversion (2)
PDF Converter
Based on 123 RELAYTO reviews. Software is able to convert PDFs into flipbooks.
Slideshow Converter
As reported in 121 RELAYTO reviews. Software is able to convert slideshow presentations into flipbooks.
Flipbook Types (2)
Bookcase
Flipbooks can be presented on a digital bookcase on a website. This feature was mentioned in 105 RELAYTO reviews.
HTML5 Flipbook
As reported in 105 RELAYTO reviews. Flipbooks can be made in HTML5 format.
On-Premise Type (2)
Mac Compatible
Product is compatible with Mac products. 99 reviewers of RELAYTO have provided feedback on this feature.
Windows Compatible
Product is compatible with Windows products. 100 reviewers of RELAYTO have provided feedback on this feature.
Sales Tools (2)
Content Analytics
Software provides additional metrics such as page views, time spent on page, etc. 116 reviewers of RELAYTO have provided feedback on this feature.
Lead Capture
Software provides additional lead capture tools like a triggered lead form. 104 reviewers of RELAYTO have provided feedback on this feature.
Software Offering (2)
Cloud-based
Product is available as in-browser software offering hosted in the cloud. 121 reviewers of RELAYTO have provided feedback on this feature.
On-Premise
Based on 99 RELAYTO reviews. Product is available as a downloadable software offering.
Platform Basics (8)
Slide Design
Based on 190 RELAYTO reviews. Provides a variety of slide design tools, such as animations, icons and transitions.
Presenter Tools
Based on 183 RELAYTO reviews. Provides tools to help the presentation experience for both user and audience, including voice over narration and a presenter-only view with notes and annotations.
Auto Save
Provides an autosave option to prevent file loss. This feature was mentioned in 185 RELAYTO reviews.
Reporting
Provides analytics tools that reveal important business metrics and track progress.
Interoperability
Connects to external systems and applications as needed to complete team workflows.
Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
Website Personalization
Based on 129 RELAYTO reviews. Ability to deliver unique content for each account that visits a company's website.
Content Creation and Distribution
Based on 135 RELAYTO reviews. Allows companies to create and distribute personalized content within an account-based marketing strategy.
Platform Content (8)
Charts
Gives users a variety of chart and graph options that can be editied within the presentation. This feature was mentioned in 172 RELAYTO reviews.
Template Library
Provides users with a pre-built library of useable slide templates. This feature was mentioned in 183 RELAYTO reviews.
Template Creator
Allows users to customize their own templates. This feature was mentioned in 183 RELAYTO reviews.
File Sharing
Provides robust sharing options. This feature was mentioned in 186 RELAYTO reviews.
Enrollment Planning
Facilitate employee enrollment in health insurance plans during open enrollment and special enrollment periods. Make changes to benefits data in real time.
Dashboard
Has a centralized dashboard for users to interact with
Education
Provides educational materials to help employees make informed decisions about their benefits.
Benefits Record Management
Track and manage employee benefits information and eligibility information within a centralized database.
Platform Additional Functionality (6)
Messaging
Contains in-application messaging abilities. This feature was mentioned in 170 RELAYTO reviews.
Mobility
Is accessible from a mobile device and by users on the go. This feature was mentioned in 180 RELAYTO reviews.
Cloud
As reported in 180 RELAYTO reviews. Provides a cloud based version of the platform
Mobility
Is accessible from a mobile device and by users on the go.
Regulatory Compliance
Ensure compliance with federal and state benefits regulations, including the Consolidated Omnibus Reconciliation Act (COBRA), Affordable Care Act (ACA), and Health Insurance Portability and Accountability Act (HIPAA).
Third-Party Carrier Integration
Access a unique marketplace of benefits products provided by third-party carriers. Select from pre-built bundles or customize your own bundles within the system to offer to your employees.
Platform Performance (2)
Reporting
Provides pre-built or customizable performance reports
Monitoring
Contains application performance monitoring capabilities
Platform Reporting (2)
Measurement
As reported in 122 RELAYTO reviews. Ability to monitor page views and conversions per account as they engage with a personalized website and content.
Dashboards
Provides pre-built or customizable performance dashboards and reports for how the personalized content is performing. 125 reviewers of RELAYTO have provided feedback on this feature.
Content Discovery (4)
Query Builder
Based on 99 RELAYTO reviews. Allows users to identify topics and build search queries to find relevant content
Content Sources
As reported in 97 RELAYTO reviews. Curates content from multiple channels and sources
Content Suggestions
As reported in 100 RELAYTO reviews. Suggests relevant content and adapts to user's preferences
Multimedia Support
Supports various content formats, such as text, images, video, and audio.
Content Curation (4)
Collaboration
As reported in 97 RELAYTO reviews. Offers tools for team collaboration such as shared feeds, annotations, or approvals
Content Management
As reported in 100 RELAYTO reviews. Provides features for organizing, tagging, and filtering content
Customization
Based on 101 RELAYTO reviews. Enables users to personalize curated content (e.g. captions, calls-to-action)
Analytics and Reporting
Provides insights into content performance and tracks effectiveness of content curation efforts.
Content Distribution (5)
Social Media
As reported in 100 RELAYTO reviews. Provides features for sharing curated content on social media
Email Marketing
Based on 101 RELAYTO reviews. Provides features for distributing curated content through newsletters
Blogs/Websites
Provides features for sharing curated content on blogs on websites This feature was mentioned in 100 RELAYTO reviews.
Integrations
As reported in 100 RELAYTO reviews. Integrates with other marketing tools to facilitate curation, collaboration, or distribution of content
SEO
Offers tools to optimize curated content for search enginges.
Content Creation (1)
Content Management
Based on 142 RELAYTO reviews and verified by the G2 Product R&D team. 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
Based on 128 RELAYTO reviews and verified by the G2 Product R&D team. Ability to measure the revenue influence and ROI of every piece of content.
Deal Analytics (3)
Engagement Tracking
Based on 93 RELAYTO reviews. Track who is looking at proposals and how often or for how long.
Reporting and Dashboards
Based on 95 RELAYTO reviews. Access pre-built and custom reports and dashboards on proposal volume and acceptance.
Proposal Effectiveness Reporting
Based on 94 RELAYTO reviews. 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. 94 reviewers of RELAYTO have provided feedback on this feature.
Alerts and Notifications
Based on 96 RELAYTO reviews. Program in-app and email notifications for approval milestones or actions.
Regulatory Compliance
Meets required regulartory compliances. 93 reviewers of RELAYTO have provided feedback on this feature.
Platform (8)
E-Signature
Allows the signor to easily and intuitively sign documents. 93 reviewers of RELAYTO have provided feedback on this feature.
Proposals
Allows users to easily assemble custom fields and variables into reusable templates to automate the proposal creation process. This feature was mentioned in 97 RELAYTO reviews.
CPQ
Provides users with configure, price and quote capabilties. This feature was mentioned in 89 RELAYTO reviews.
Video Proposals
Allows users to attach video proposals within the virtual sales room. 95 reviewers of RELAYTO have provided feedback on this feature.
Content Sharing
Allows users to share relevant marketing content such as whitepapers, studies, and demos within the virtual sales room. 93 reviewers of RELAYTO have provided feedback on this feature.
Content Management
Provides users with a repoistory of relevant content to share with clients. 96 reviewers of RELAYTO have provided feedback on this feature.
Video Conferencing
As reported in 92 RELAYTO reviews. Allows users to run video calls within the browser.
Chat
Allows users to chat with prospects within the virtual sales room. 91 reviewers of RELAYTO have provided feedback on this feature.
Integrations (3)
CRM Integration
Provides features to intregate with CRM software. This feature was mentioned in 93 RELAYTO reviews.
Internal Messaging Systems Integration
Provides features to integrate with internal messaging systems. 95 reviewers of RELAYTO have provided feedback on this feature.
Video Conferencing Integration
Based on 92 RELAYTO reviews. Provides features to integrate with vidoe conferencing software.
Prospect Engagement (6)
Live Demonstration
Ability to share demo with prospect on live demonstration 39 reviewers of RELAYTO have provided feedback on this feature.
Guided Demos
Based on 40 RELAYTO reviews. Guide prospects through demo with walkthrough demo
Analytics
As reported in 39 RELAYTO reviews. Ability to analyze and track a prospect's level of engagement with a demo
Multiple Personas
Ability to demonstrate multiple use cases or personas to prospect. 39 reviewers of RELAYTO have provided feedback on this feature.
Interactive Product Tour
Ability to provide prospect with interactive product tour asychronously 40 reviewers of RELAYTO have provided feedback on this feature.
Sandbox/POC Automation
Ability to provide a trial experience of a product through a pre-configured, or cloned, environment
Demo Management (7)
Templates
Ability to create or use pre-built templates to expedite demo creation. This feature was mentioned in 38 RELAYTO reviews.
Demo Creation
Overall functionality to build demos within the product. This feature was mentioned in 38 RELAYTO reviews.
Demo Storage
Based on 38 RELAYTO reviews. Ability to store and organize demo content.
Custom Branding
Ability to customize content to ensure brand consistency. This feature was mentioned in 38 RELAYTO reviews.
Integrations
Based on 38 RELAYTO reviews. Ability to integrate to push demo analytics to CRM or Marketing Automation platforms
Editing
Ability to edit or modify data and demo elements to tailor to prospect This feature was mentioned in 39 RELAYTO reviews.
Security
Ensure environment meets security and compliance requirements 38 reviewers of RELAYTO have provided feedback on this feature.
Planning (1)
Scheduling Integration
Create content plans or calendars for multiple users and schedule content in advance. 129 reviewers of RELAYTO have provided feedback on this feature.
Publishing (1)
Execute Content Publication
Ability to publish content either from the source it was created or through a third party. 129 reviewers of RELAYTO have provided feedback on this feature.
Social Media (1)
Social Media Integration
As reported in 127 RELAYTO reviews. Create and publication of content for social media platforms.
Generative AI (14)
AI Text Generation
Based on 38 RELAYTO reviews. Allows users to generate text based on a text prompt.
AI Text Generation
Based on 110 RELAYTO reviews. Allows users to generate text based on a text prompt.
AI Image-to-Text
Converts images into a textual description, identifying key elements. This feature was mentioned in 109 RELAYTO reviews.
AI Text-to-Video
Based on 110 RELAYTO reviews. Provides the ability to generate video from a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary. This feature was mentioned in 110 RELAYTO reviews.
AI Text-to-Speech
As reported in 110 RELAYTO reviews. Simulates human-like speech from text inputs.
AI Text Generation
Based on 124 RELAYTO reviews. Allows users to generate text based on a text prompt.
AI Text Generation
Allows users to generate text based on a text prompt. This feature was mentioned in 124 RELAYTO reviews.
AI Text Summarization
Condenses long documents or text into a brief summary. This feature was mentioned in 124 RELAYTO reviews.
AI Text-to-Image
Provides the ability to generate images from a text prompt. This feature was mentioned in 123 RELAYTO reviews.
AI Text-to-Video
Based on 123 RELAYTO reviews. Provides the ability to generate video from a text prompt.
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 Generation
As reported in 79 RELAYTO reviews. Allows users to generate text based on a text prompt.
Editing (2)
Photo Editing
Offers photo editing tools for photo content. This feature was mentioned in 78 RELAYTO reviews.
Video Editing
Based on 78 RELAYTO reviews. Offers video editing tools for video content.
Other Content Features (6)
SEO Optimization
Provides tools to track, manage, or improve SEO performance. 78 reviewers of RELAYTO have provided feedback on this feature.
Collaboration
Offers ability for multiple users to collaborate on content through sharing, commenting, or chat functionality. 78 reviewers of RELAYTO have provided feedback on this feature.
Content Proofing
Based on 78 RELAYTO reviews. Allows users to highlight and annotate feedback on content.
Interactive Content
Enables users to take static content and make it interactive or dynamic. 78 reviewers of RELAYTO have provided feedback on this feature.
Content Scheduling
Enables users to schedule the publishing and unpublishing of content at specific dates and times. This feature was mentioned in 78 RELAYTO reviews.
Import Content
Based on 78 RELAYTO reviews. Allows users to import content drafts from exterma; storage sources in a way that doesn't alter format or layout.
Content Generation - AI Content Creation Platforms (3)
Output quality
Produces finished or near-finished content with minimal human intervention beyond templating and prompting.
Branding
Generates high-quality content that adheres to brand guidelines.
Performance
Provides content generation at scale with efficient response times and quick turnaround.
Management - AI Content Creation Platforms (3)
Collaboration
Acts as a central hub for teams to collaborate and coordinate on large-scale content efforts.
Security and Privacy
Maintains regulatory compliance to ensure company data privacy and protection.
Moderation
Features guardrails to prevent harmful or offensive content generation.
Platform Basics - Presentation Management (8)
Brand Consistency Maintainment
Maintain brand consistency by customizing presentations with company logos, colors and fonts.
Content Location Search
Search and locate specific slides or presentations easily with a powerful search function.
Access Control Abilities
Control user access with secure permissions for viewing, editing, and sharing presentations.
Presentation Performance Analysis
Analyze presentations performance with built-in analytics on usage and engagement.
Template Library Management
Utilize a template library for quick creation of presentations with customizeable designs.
Centralized Storage
Centralize storage for all presentations and slide decks in one secure location.
Team Collaboration
Enable real-time collaboration for teams to work on presentations simultaneously.
Version Control Features
Track and manage versions of presentations with version control features.
Platform Additional Functionality - Presentation Management (2)
Integrations with Productivity Tools
Integrate with other productivity software tools such as PowerPoint, Google Slides, and cloud storage products for smoother workflow.
Multiple Device Access
Access presentations across multiple devices, ensuring seamless viewing on mobile, tablet and desktop.
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 - Demo Automation (4)
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
Natural Language Interaction
Engages in human-like conversation for task delegation
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 Creation (7)
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
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Content Curation (7)
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
Natural Language Interaction
Engages in human-like conversation for task delegation
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
Agentic AI - Presentation Management (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
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

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