Storydoc Features

Define fields to pull in dynamic information.

Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.

How well the platform supports images, audio, and video in proposals.

Create adaptive online documents for view via browser or mobile device.

Create attractive PDF versions of proposals.

Brand proposals and the application's portal with your company's logos and branding.

Easily search for and add elements to a proposal.

Multiple users can edit a single document.

Automate workflows by routing documents to the correct individuals for adding content and approval.

Track who is looking at proposals and how often or for how long.

Find out which pieces of content are performing best.

Access pre-built and custom reports and dashboards on proposal volume and acceptance.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Program in-app and email notifications for approval milestones or actions.

Push and pull data from CRM to build proposals and update statuses with clients.

Digitally sign online documents

Push and pull data from quote applications to build proposals.

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.

Track, store, and access client contracts or licenses

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

Manage, organize, and store contact information

Manage and process incoming documents detailing requests for proposals

Create, design and manage workflows for repetitive tasks

Store, manage, and track all electronic documents in a centralized location

Create, manage and track all task activities and progression

Application programming interface that allows for integration with other systems/databases

Provides a variety of slide design tools, such as animations, icons and transitions.

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.

Provides an autosave option to prevent file loss.

Gives users a variety of chart and graph options that can be editied within the presentation.

Provides users with a pre-built library of useable slide templates.

Allows users to customize their own templates.

Digitally share pre-made materials and self-created content with others

Centralized repository to store content and assets

Collection of images, videos and other digital content that can be used

Digitally share screen view with others

Provides a cloud based version of the platform

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Provides the ability to generate images from a text prompt.

Use AI to generate content in the form of text, images, videos, etc.

Presenter can see and hear participants and vice versa

Allows users to generate text based on a text prompt.

Use AI to generate content in the form of text, images, videos, etc.

Create proposals based on costs of labor and materials

Allows users to generate, summarize, edit, refine, or rewrite slide content.

Creates presentation outlines, narratives, or storytelling frameworks using AI.

Allows users to generate or recommend visuals (e.g., images, icons, charts) tailored to slide content.

Generates a complete multi-slide presentation from a text prompt, or brief description.

Converts documents (e.g., PDF, DOCX, web links) into structured slide decks using AI.

Allows collaborative editing with AI-assisted suggestions (e.g., real-time editing, versioning, and feedback integration).

Exports or syncs with standard formats such as PowerPoint (PPTX), Google Slides, or PDF.

Applies slide layouts, formatting, and design elements using AI, while enforcing brand guidelines (e.g., logos, colors, and fonts).

Create professional looking videos by manipulating video footage with filters, special effects, trimming, filters and transitions

Edit text as needed

Define levels of authorization for access to specific files or systems

Leave comments and notes on documents for others to view

Track and monitor efficient handling of all changes/transitions

Graphical representation of data

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Import or export content

Import and export data to and from software applications

Track employee/learner's progression through training programs

Supports audio files

Broadcast live or pre-recorded presentations, including slides, videos, and multimedia content, over the internet

Manage and track all internal and external communication conducted via calls, email, text, or chat

Assemble applications and processes by dragging over and arranging pre-built components

Tracks metrics that provide insight into how a user interacts with any interface or product

Edit, touch up, and convert images for publishing

Edit offline

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Input 3D objects

Convert data into a code for security

Use tools to engage with viewers (e.g., commenting, chat room, polling, and Q&A)

Supports various video file formats

Record audio and/or video

Track revisions and updates made to files and navigate between different versions

Presenter-only view that shows notes, slides, and helps the presenter keep track of time, while the audience views only the slides.

Digital displays use technologies such as LCD, LED, projection and e-paper

Present offline

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Access software remotely via mobile devices

View and track pertinent metrics to find patterns and gain insights from data

Receive system updates as soon as any changes are made

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Create playlists of content and media types & manage the distribution of those playlists to display screens

Connect with meeting participants remotely over video

Ability to insert animations/transitions

Create, save, and re-purpose templates for emails, forms, etc.

Add customized logos and colors to align with company branding

Allow the audience to interact or engage with the content

Search and filter data across systems to locate required information by entering keywords or certain criteria

Sample files or documents that could be customized as needed or used as is

Provides a channel for team members to share media files, communicate, and work together

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Automatically formats data in a predetermined way

Private online space that lets businesses securely share documents and provide information access to clients

Define levels of authorization for access to specific files or systems

Generate quotes or estimates for customers

Alter the layout and content of reports

Centralized repository to store content and assets

Import and export data to and from software applications

Review and analyze existing information across documents

Automated or logic-based workflows that assist in the creation of electronic documents

Timed notification for any upcoming task, deadline, appointment, or activity

A record of all activities within the system, including user access, changes made, etc.

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Manage the process of evaluating documents or requests submitted for approval

Track revisions and updates made to files and navigate between different versions

Import or export content

AI-driven suggestions for storytelling structure, rephrasing, tone, layouts, and brand-consistent styles

Generate a presentation from a text prompt, topic, or uploaded source material (PDF, DOCX, URL)

Converts documents (e.g., PDF, DOCX, web links) into structured slide decks using AI

AI-generated images, icons, and charts tailored to specific slide context

Makes changes to document features such as text, fonts, formatting, etc.

Public or private sharing of digital files such as documents, audio/video, images, and more

Allow multiple team members to edit and work on the same document

The process of developing, monitoring, and maintaining the brand value, reputation, and awareness across the target audience.