- Access Control
- Contact Management
- e-Signature
- Approval Workflow
- Document Library
Real-time document collaboration software
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PleaseReview Proposal System offers web-based software that automates the proposal process for new clients. The rules-based system is highly configurable, giving user the power to create their own unique proposal forms. Its online Help Desk gives user access to the ... Read More
The access control structure is a crucial characteristic that distinguishes a digital asset management system from other storage systems. You can define user groups with varied viewing, uploading, downloading, and sharing permissions in digital asset management systems, ensuring that the appropriate people only utilize your assets at the right time. This means your contributors may quickly upload their work into your system, and your users can trust that any assets they can access have been approved for their usage.
Contact management refers to keeping, organizing, and managing information about your customers, prospects, and sales leads. In its most basic form, an address book or an Excel or Google spreadsheet containing entries for all of the persons with whom you conduct business can be used to manage your contact data. On the other hand, many companies prefer to employ specialized contact management software. This is especially useful if you have many contacts to keep track of or several persons who need access to the information. Instead of contact management software, some businesses employ Customer Relationship Management (CRM) solutions. CRM software often includes contact management elements and features that assist firms in managing their connections.
A legal means of obtaining permission or approval on electronic documents or forms is to use an electronic signature, often known as an e-signature. It can be used to replace a handwritten signature in practically any process. An e-Signature is an electronic version of your handwritten signature. It's currently the most widely accepted format for signing documents electronically in legal transactions. eSignatures also eliminate the need for printing and scanning of signed documents. With its intuitive design and easy navigation, e-signature makes it quick and painless to sign contracts – providing a limited amount of space for adding a signature as well as using selectable graphics and line patterns.
The approval workflow is a standard corporate procedure in which data must be signed off at a given point. Approval procedures necessitate various checks from a range of stakeholders throughout the process. The majority of workflows include some form of approval. Approvals are frequently granted by direct managers, quality assurance executives, or a cross-departmental manager depending on the process. A purchase order approval, for example, may involve a direct manager as well as someone from finance to ensure enough cash flow. Approval workflows are distinct in that they suspend the process until a specified individual approves the data.
A document library is a safe place to keep files that you and your coworkers can effortlessly search, collaborate on, and access from any device at any time. For example, you can store all files connected to a given project or client in a document library on a SharePoint site. It's as simple as dragging and dropping files from one area to another to add or move them between directories. In addition, each document library shows a list of files, manuals, and essential details about each, such as who produced or last edited a file. This information can better organize your files and make them easier to find.
Collaborative editing is a powerful feature that allows multiple users to work together on a single document or project in real-time. This feature eliminates the need for individuals to work independently and then merge their changes at a later stage, making the process more efficient and streamlined. With collaborative editing, all team members can view and edit the same document simultaneously, regardless of their location. This not only promotes better communication and coordination within a team, but it also saves valuable time and reduces the risk of errors or
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PleaseReview Proposal System offers web-based software that automates the proposal process for new clients. The rules-based system is highly configurable, giving user the power to create their own unique proposal forms. Its online Help Desk gives user access to the in-house programming team, and allows to download resources such as sample forms, and product updates at any time.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
Researched by Rajat Gupta