Storydoc Features
Document Creation (6)
Customizability: Variables and Fields
Define fields to pull in dynamic information.
Template Creation and Flexibility
Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.
Rich Media
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.
PDF Creation
Create attractive PDF versions of proposals.
Custom Branding
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.
Collaborative Creation
Multiple users can edit a single document.
Assembly and Approval Workflows
Automate workflows by routing documents to the correct individuals for adding content and approval.
Analytics (3)
Engagement Tracking
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.
Reporting and Dashboards
Access pre-built and custom reports and dashboards on proposal volume and acceptance.
Administration and Platform (6)
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.
CRM Integration
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.
Platform Basics (3)
Slide Design
Provides a variety of slide design tools, such as animations, icons and transitions.
Presenter Tools
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.
Platform Content (4)
Charts
Gives users a variety of chart and graph options that can be editied within the presentation.
Template Library
Provides users with a pre-built library of useable slide templates.
Template Creator
Allows users to customize their own templates.
File Sharing
Provides robust sharing options.
Platform Additional Functionality (1)
Cloud
Provides a cloud based version of the platform
Generative AI (9)
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 Generation
Allows users to generate text based on a text prompt.
AI-Assisted Editing
Allows users to generate, summarize, edit, refine, or rewrite slide content.
AI Presentation Structuring
Creates presentation outlines, narratives, or storytelling frameworks using AI.
AI Image Generation
Allows users to generate or recommend visuals (e.g., images, icons, charts) tailored to slide content.
AI Slide Generation
Generates a complete multi-slide presentation from a text prompt, or brief description.
AI Text-to-Slide
Converts documents (e.g., PDF, DOCX, web links) into structured slide decks using AI.
Platform basics (3)
Collaboration
Allows collaborative editing with AI-assisted suggestions (e.g., real-time editing, versioning, and feedback integration).
File Sharing
Exports or syncs with standard formats such as PowerPoint (PPTX), Google Slides, or PDF.
Slide Design
Applies slide layouts, formatting, and design elements using AI, while enforcing brand guidelines (e.g., logos, colors, and fonts).



