Zilliant CPQ Features

Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

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

Enables users to view and transact business with the same content in multiple languages and currencies.

Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.

Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Access software remotely via mobile devices

Manage the process of attracting and converting business prospects into leads

CRM integration is flexible and easy to maintain

System provides API's that can be used to easily integrate to financial and other 3rd party systems

System support multiple currencies and languages to enable business in multiple countries

Provides ability for very large quotes, number of products, users, rules, required by enterprise level customers

Easily generate desired reports and dashboard on configurations, pricing, and quoting

ERP integration is flexible and easy to maintain

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

Set up connections to third-party platforms to improve business processes

System provides well documented API's that can be used to integrate to any 3rd Party or internal system.

Product provides tools to customize web store front, business process, etc. to meet unique business needs.

Is easy to integrate to or has pre-packaged integrations to a wide variety of leading add on tools/software.

Enables customers to update their own user information, settings and preferences.

Provides standard and ad-hoc reporting ability to meet business requirements

Software provides appropriate tools and certifications to protect against fraud and malicious attacks

Provides ability to control editing rights by product category, geography etc.

Functionality that enables administrators to test changes to products, store design, work flows etc in a test environment and schedule the changes to be migrated to the production version of the site

Provides features that enable business transactions throughout the world. Typical features are multi-language, multi-currency and taxation

Enables store or site to provide the same user experience in all browsers and browser versions.

Software performs well and runs with minimal unscheduled downtime

Access software remotely via mobile devices

Optimize and manage the search engine optimization efforts for a website or digital content

Manage and track orders being shipped to customers

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Create and manage digital catalog of products/services with their details, specifications, and price

Built-in website builder or integration with third-party site

Design, communicate, and distribute incentives to perform a specific action

Track and monitor reviews of products or services

Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products

Track and manage the profit margin between the cost of a product and its selling price.

Track, manage and store the applications of potential future members, customers or candidates

Capture, organize and track product-specific data and information in a centralized location

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

Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Create, design and manage workflows for repetitive tasks

Manage and track operations and inventory within warehouses

Calculation of consumption tax imposed on the sale of goods/services

Store and organize information about customers and previous interactions

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

Protect sensitive data for digital privacy

Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information

Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.

Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.

Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.

Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.

Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution.

Track, store, and access client contracts or licenses

Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders.

Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.

Enables analysis of effectiveness of an organizations various marketing activities

Manage, store and organize emails within the system or via third-party apps

Create, save, and store files

Defines specific deal parameters to negotiate and secure deals

Tracks issues/help requests reported by customers through the resolution process.

Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base.

Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.

Enables analysis of customer support activities to optimize customer support professionals, processes and tools.

Create, design and manage workflows for repetitive tasks

Track all opportunities for potential sales and convert them into recurring revenue

Pipeline view and tracking lead status

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

Track and manage schedules and meetings via an integrated calendar

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

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

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

Interact with data visualization elements, such as charts and graphs, to drill down into data

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

Predict future data based on historical data sets

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

Manage various distribution channels, build relations with channel partners, and track their performance

Tracking, calculating, and paying commissions and earnings to employees

Manage or track sales completed by field teams/employees

Ability to input, modify and extract data from the application in bulk through a structured file.

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.

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

Addition of necessary external data, applications, tools, or features

Incorporation of a chat or messaging system within an organization's internal communication infrastructure

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

Tools designed to streamline the process of lead generation and management for sales teams

Receive data and information in real time

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Set up connections to third-party platforms to improve business processes

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Provide online support for your customers through live chat or help desk functionality

Integrate with more than one social media network

Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

Allows users to search, filter, sort and select items to be added to quote

Based on answering questions about customers the configurator automatically selects the best fit products

Rules ensure that users select only compatible options and that all required items are included

Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price

Images can be displayed of options to enable users to visualize product options as it is being configured

Ability to support multiple pricing models for one-time, recurring, and other items

Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements

Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations

Ensure that users automatically include the right terms based on items being quoted

Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly

Allows users to renew existing contracts based on contracted pricing and existing assets already owned

Ability to easily group items on quotes; apply and manage discounts and pricing by group

Provides abilty for versions to expire, allows users to create new versions, revert to old versions and track changes from version to version

Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word)

Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration

Ability to convert accepted quotes into contracts; set up of required assets and contracts

Manage the process of evaluating documents or requests submitted for approval

Easily build and maintain configurator; flexibility to easily embed all desired business logic

Can easily build and maintain pricing logic required by business

Easily build and maintain workflows, misc commercial fields, commercial rules

Ability to easily build, update, customize, and maintain quotes, contracts, and other document outputs

Manage, organize, and store contact information

Track products that are for sale at a reduced price or part of coupon promotions

Create and manage digital catalog of products/services with their details, specifications, and price

Track, store, and access client contracts or licenses

Manage and track the renewal process for various services, subscriptions, contracts, or licenses

Track and manage the profit margin between the cost of a product and its selling price.

Manage and track customer orders for goods, investments, or any other purchases

Supports users working on a mobile devide (phone and/or tablet)

Provides functionality for channel partners to configure, price, quote and buy products in a self service environment

End customer users can configure, price, and buy products in a self service environment online

Provides standard templates with an easy to use tool set to customize the templates to showcase the stores brand and optimize the users experience

Ability to display and manage photos, 3D views, videos etc for each product

Personalize the buyers experience by displaying the most relevant products to the consumer and increase conversions using past buyer behavior and merchant-driven rules. Tools may include such as cross-sell/up sell, promotions, recommendations, guided selling, etc

Contains features that allow administrators to set up promotions on site, provide time based discounts, and enter coupon codes.

Provide tools to help convert abandoned carts into sales. Saves items in shopping cart if a users does not complete the purchase. Allows users to continue order process in a future session. Emails users to remind them they have items in their cart.

Provides tools to drive traffic to pages via organic search

Ability to add/update products, product pricing, product information and other content included on eCommerce site.

Ability to all users select options to configure the product or select product options. For example, color, size, etc.

Provides rich user experience to find products on site through site wide search, faceted navigation, product filtering and sorting

Provides functionality specific to selling intangible products such as: Subscriptions, Trials, Perpetual Licencing, Downloads, Free Trials, etc.

Track products that are for sale at a reduced price or part of coupon promotions

Includes features that optimize user check out experience such as Shopping carts and Single Click Checkout, order summaries, receipts.

Functionality that allows users to select shipping options based on price and delivery time. May integrate to 3rd Party shipping/fulfillment companies.

Displays appropriate tax to user based on local laws. Contains functionality to process tax in back end systems. May integrate to 3rd Party tax solutions.

Supports required payment methods including credit card processing, purchase orders, paypal, etc. Contains appropriate fraud management functionality.

Contains tools that enable administrators to manage placed orders to ensure all customer orders are processed correctly and on time.

Functionality to allow users to process returns/refunds either via self service or contacting customer service.

Tracking, organizing, and controlling retail inventory throughout the supply chain and sales process

Contains distributed order management functionality so that an order can be fulfilled from a warehouse, a store, a vendor drop ship or an in store pick up.

Track and facilitate returns of products sold

Send / receive, process, and execute orders

Manage the process of receiving, preparing, and delivering orders for goods/products

Create, send, and track purchase orders and their statuses

Manage customer orders that cannot be filled immediately due to out-of-stock items

Manage special order requested by a customer

Offers multiple online payment options such as credit card, Paypal, gift cards, mobile payments, and more

An order generated by a seller to a customer, containing details about products or services

Create, send, and track purchase orders and their statuses

Accept and process credit card transactions

Provides seamless approach to the consumer experience through all available shopping channels (Mobile, Social, Web, Point of Sale, catalog). Some times referred to Omni-Channel.

Features that enable customers to easily to shop for products using a mobile device.

Provides features that enable customer services teams to interact with customers. Features may include chat and and phone support.

Includes features that that are valuable to B2B transactions. For example partner management, contract pricing, invoicing, product entitlement, contract management etc.

Manage multiple teams and operations from a central location

Integrates with point of sale (POS) systems

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

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.

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.

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

Enables products to be viewed and configured in two-dimensions.

Enables products to be viewed, configured and interacted with in three-dimensions.

Generate a CAD diagram using the features selected in a product configuration.

Overlays a 3D representation of the product being configured onto a background captured live by the camera of a phone or tablet.

Places the product inside a computer-generated 3D scene where they can see a 360-degree of the product in its surroundings.

Allows sales representatives and customers to drag features from a menu onto the visualization of the product.

Visual configuration tools often integrate with other tools, most prominently CPQ solutions.

Create sales proposals based on the visual product configurations.

Configure products according to pre-defined rules and/or constraints

Graphical representation of data

Visualize products in real time, as they are configured

Integrate with existing ERP systems

Ability to create custom quotes based on customer requirements.

Allows users to configure products and revise quotes accordingly.

Provide standard pricing options that can be customized by customer.

Deliver standard contract templates that can be modified by users.

Track contract changes made by all parties during negotiation.

Implement the final version of the contract, including SLAs.

Monitor invoices and payments per product, customer, or contract.

Perform revenue recognition to ensure that pricing or payment terms are accurate.

Ability to disconnect the front office from the back office of an e-commerce platform

Provide APIs that allow for interaction with RESTful web services

Capture and manage data from multiple sources and syncronize it with the front end and back end

Allows developers to customize the platform using multiple programming languages

Include prebuilt integrations with multiple systems such as ERP and CRM

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 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

Provides the ability to generate images from a text prompt.

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

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

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

Generate personalized quotes and proposals that corresponds with each customer's tailored preferences and buying behavior

Analyzes data to suggest price adjustments instantly based on competitor pricing, demand, market prices, production costs, and other factors

Enhances guided selling by learning customer preferences and suggesting the most suitable products and services based on their individual needs

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Integrate with a third-party accounting system

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Notifications/alerts for upcoming events or tasks

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

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Import and export data to and from software applications

Automatically identify and save contact information of potential customers

Software's ability to perform similar action on multiple similar files simultaneously

Track delivered, received, and opened emails

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.

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

Group leads or contacts based on their specific characteristics

Customize data fields to support various needs and use cases

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Track interaction history by documenting conversations for contacts

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

Store and organize documents in a centralized system

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

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Log and store the source of contacts/leads

Generate quotes or estimates for customers

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Score a lead on their quality or likelihood to buy based on certain behaviors

Automate workflows and trigger campaigns based on customer actions

Pre-made examples and templates for emails

Reports specific to sales analysis for trends and strategies

Visualize and analyze customer experience across all touchpoints and channels

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

Score a lead based on quality or likelihood to buy/convert based on predetermined criteria

Protect sensitive data for digital privacy

Alter the layout and content of reports

Synchronize with other calendars to view mutual availability and schedules

Primarily serving startup companies

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Operate/access software on iPad Devices

Pre-designed layouts that can be customized to match preferences and requirements

Track and document all activities across devices, networks, and other systems

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

Operate/access software on Mac Devices

Create landing pages or online forms designed to capture new leads and prospects

Engage with a lead throughout the sales process by actively providing information

Games or game-like elements to track progress and reward accomplishments

Arrange tasks based on the level of priority or urgency

SaaS, web-based, online deployment

Use your computer as a phone device to make calls over the internet

Allow users to access multiple services after entering their login credentials once

A collection of customer information such as contact details, demographics, previous interactions, etc.

Predefined actions automatically performed on the occurance of specific events

Access the system via a mobile application

Set up automated email sequences to streamline outreach and engage leads/contacts

Process of dividing customers into groups based on common characteristics

Manually or automatically assign leads to sales reps

Designed for small businesses

Ability to chat online in real time

Capture contact information by scanning a physical item and having the system automatically extract data from the scan

Graphical representation of data

Track customers' activities across social networks and maintain details about their demographics, preferences & more

Market event via social media tools

Observe and track the demand, usage, progress or quality of a system, product, or user

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

Track activity on sites such as Facebook, Twitter, Instagram, etc.

Initiate interactions with customers by proactively starting conversations or providing informational content

Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral

Monitor social media posts or web that mention a particular brand

Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention

Streamlining repetitive tasks and activities through automated and predefined workflows

Monitor product stock levels

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

Accept and track repeat orders

Accept and track orders with multiple items

Manage and handle various international currencies

Record customer information, purchase history, and other notes

Manage and support multiple locations

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

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

Checkout of online store

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Track orders throughout the fulfillment process

Create and send email blasts/campaigns

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

Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases

Coordinate marketing efforts across channels (email, landing pages, social media, etc.)

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

Pre-designed layouts that can be customized to match preferences and requirements

Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items

Add customized logos and colors to align with company branding

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

Group and package individual but related items as one package set

Identify specific interactions between customers and brands

Process of dividing customers into groups based on common characteristics

Create/edit commerce applications for mobile devices and/or web

Present a catalog of inventory that customers can view

Maintain and control the stock level of inventory

Separate front and back end platforms to make coding changes without affecting user experience

A collection of customer information such as contact details, demographics, previous interactions, etc.

Track and document all activities across devices, networks, and other systems

Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads

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

Define levels of authorization for access to specific files or systems

Scan barcodes to ensure accurate pricing and label tracking

Customize the specifications of a finished product to meet the particular needs of a customer

Import and export data to and from software applications

Cross-checking financial records with physical inventory counts and records

Generate quotes or estimates for customers

Access previous interactions or concerns to maintain customer relationships

Create invoices from scratch or have recurring invoices

Designed for small businesses

Built-in tool that sends an email invitation to customers who have added an item to their cart but left before completing checkout

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Track and manage inventory levels to maintain proper supply

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

Collaborate on creating a product by sharing and adjusting designs through a shared portal

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

Send / receive, process, and execute orders

Manage and track customer orders for goods, investments, or any other purchases

An order generated by a seller to a customer, containing details about products or services

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

Create, design and manage workflows for repetitive tasks

Track products that are for sale at a reduced price or part of coupon promotions

Representation of any object in 3D

Manage and handle various international currencies

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

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

For use by customers

Add customized logos and colors to align with company branding

Calculate rule-based prices for a product/service

Reports specific to sales analysis for trends and strategies

Observe and track the demand, usage, progress or quality of a system, product, or user

Present a catalog of inventory that customers can view

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

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Pre-designed layouts that can be customized to match preferences and requirements

Drawing and modeling designs within 2D flat dimensions

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

An online catalog of inventory that customers can view

Material list of manufacturing parts and associated costs

Manage and support multiple languages

Capture, organize and track product-specific data and information in a centralized location

Manage the process of evaluating documents or requests submitted for approval

Define levels of authorization for access to specific files or systems

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries

Generate quotes or estimates for customers

Create and manage digital catalog of products/services with their details, specifications, and price

Track and manage the profit margin between the cost of a product and its selling price.

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

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

Identify component attributes like servers, hardware, software, and manage relationships across all services

Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products

Online portal through which end users can access the system, manage tasks, or obtain information

Automate processes to manage leads, contacts, opportunities and sales activities

Usage of documents or items within a specific organization

Store and manage 3D digital assets

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

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

Calculate rule-based prices for a product/service

Graphical representation of data

It is a logic or a condition that executes business rules in a runtime production environment

Receive data and information in real time

Generate quotes or estimates for customers

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

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

Define levels of authorization for access to specific files or systems

Automate processes to manage leads, contacts, opportunities and sales activities

Store and organize documents in a centralized system

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

Pre-designed layouts that can be customized to match preferences and requirements

Customize the specifications of a finished product to meet the particular needs of a customer

Online portal through which end users can access the system, manage tasks, or obtain information

Form predictions based on past and present data/trends

Material list of manufacturing parts and associated costs

Manage and handle various international currencies

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

Add customized logos and colors to align with company branding

Digitally sign online documents

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

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