Cacheflow Features
What are the features of Cacheflow?
Document Creation
- Customizability: Variables and Fields
- Template Creation and Flexibility
- Online Document Creation
- PDF Creation
- Custom Branding
Workflow
- Collaborative Creation
- Assembly and Approval Workflows
Analytics
- Engagement Tracking
- Reporting and Dashboards
Administration and Platform
- User, Role, and Access Management
- Alerts and Notifications
- CRM Integration
- E-Signature Integration
- CPQ Integration
- API / Integrations
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Technology Glossary Features
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Cacheflow Categories on G2
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Platform
Custom Branding | As reported in 27 Cacheflow reviews. Custom branding can be applied through signature process | 88% (Based on 27 reviews) | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. 25 reviewers of Cacheflow have provided feedback on this feature. | 91% (Based on 25 reviews) | |
Internationalization | 23 reviewers of Cacheflow have provided feedback on this feature. | 82% (Based on 23 reviews) | |
Performance and Reliability | As reported in 24 Cacheflow reviews. | 92% (Based on 24 reviews) | |
Integration APIs | This feature was mentioned in 24 Cacheflow reviews. | 88% (Based on 24 reviews) | |
To which systems have you integrated this product | Not enough data | ||
CRM Integration | CRM integration is flexible and easy to maintain This feature was mentioned in 11 Cacheflow reviews. | 97% (Based on 11 reviews) | |
Integration API | Based on 10 Cacheflow reviews. System provides API's that can be used to easily integrate to financial and other 3rd party systems | 95% (Based on 10 reviews) | |
Internationalization | System support multiple currencies and languages to enable business in multiple countries | Not enough data | |
Performance and Reliability | Based on 12 Cacheflow reviews. System is consistently available (uptime) and system's speed doesn't impact productivity | 94% (Based on 12 reviews) | |
Scalability | Provides ability for very large quotes, number of products, users, rules, required by enterprize level customers | Not enough data | |
Reporting and Dashboards | Easily generate desired reports and dashboard on configurations, pricing, and quoting | Not enough data |
Signature Process
Document Signing | See feature definition | Allows signor to easily and intuitively sign documents This feature was mentioned in 30 Cacheflow reviews. | 93% (Based on 30 reviews) |
Reminders and Expirations | As reported in 26 Cacheflow reviews. Reminds signors of documents that are waiting to be signed and document expiration dates | 81% (Based on 26 reviews) | |
Sign-In Process | Process of authenticating is secure and seemless 28 reviewers of Cacheflow have provided feedback on this feature. | 93% (Based on 28 reviews) | |
Mobile Signatures | Based on 21 Cacheflow reviews. User can easy send and sign documents on mobile devices | 87% (Based on 21 reviews) | |
Signature Workflow | Sendor/Adminstrators can easily set up and track documents through multiple signature steps 27 reviewers of Cacheflow have provided feedback on this feature. | 94% (Based on 27 reviews) | |
Bulk Digital Signatures | Send documents requiring signature to 1000's of signers at once 20 reviewers of Cacheflow have provided feedback on this feature. | 83% (Based on 20 reviews) | |
Reporting | Based on 21 Cacheflow reviews. Provides standard reports and easy creation of custom reports to manage signature process | 75% (Based on 21 reviews) | |
Signature Document Creation | Based on 24 Cacheflow reviews. Easy to create signature blocks on all required electronic document types/formats | 88% (Based on 24 reviews) |
Security and Scalability
Regulatory Compliance | Meets required regulartory compliances This feature was mentioned in 26 Cacheflow reviews. | 86% (Based on 26 reviews) | |
Signature History and Audit | As reported in 30 Cacheflow reviews. Tracks all document signing history to comply with required regulations | 91% (Based on 30 reviews) | |
Enterprise Scalability | Based on 26 Cacheflow reviews. Provides features to allow scaling for large organizations | 79% (Based on 26 reviews) |
Configuration
Product Catalog | Based on 12 Cacheflow reviews. Allows users to search, filter, sort and select items to be added to quote | 94% (Based on 12 reviews) | |
Guided Selling | Based on answering questions about customers the configurator automatically selects the best fit products | Not enough data | |
Configuration Rules | Rules ensure that users select only compatible options and that all required items are included | Not enough data | |
Configured Pricing | Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price This feature was mentioned in 12 Cacheflow reviews. | 96% (Based on 12 reviews) | |
Visual Configuration | Images can be displayed of options to enable users to visualize product options as it is being configured 10 reviewers of Cacheflow have provided feedback on this feature. | 90% (Based on 10 reviews) | |
Ease of Use | As reported in 10 Cacheflow reviews. Configurator guides users through process visually; no significant training required | 98% (Based on 10 reviews) |
Pricing
Pricing Flexibility | Ability to support multiple pricing models for one-time, recurring, and other items | Not enough data | |
Discounting | Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements This feature was mentioned in 10 Cacheflow reviews. | 90% (Based on 10 reviews) | |
Commerical Rules | Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations | Not enough data | |
Terms and Conditions | Based on 10 Cacheflow reviews. Ensure that users automatically include the right terms based on items being quoted | 93% (Based on 10 reviews) | |
Approval Workflow | See feature definition | As reported in 11 Cacheflow reviews. Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly | 88% (Based on 11 reviews) |
Renewals | Allows users to renew existing contracts based on contracted pricing and existing assets already owned | Not enough data |
Quoting
Grouping | Ability to easily group items on quotes; apply and manage discounts and pricing by group | Not enough data | |
Version Control | Provides abilty for versions to expire, allows users to create new versions, revert to old versions and track changes from version to version | Not enough data | |
Quote Document Generation | As reported in 10 Cacheflow reviews. Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word) | 98% (Based on 10 reviews) | |
Document Customization | Users can customize quote with supporting documents, comments, cover letters for each customer. This feature was mentioned in 10 Cacheflow reviews. | 93% (Based on 10 reviews) | |
Ordering | Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration | Not enough data | |
Contracts | Ability to convert accepted quotes into contracts; set up of required assets and contracts 10 reviewers of Cacheflow have provided feedback on this feature. | 92% (Based on 10 reviews) |
Admin
Configuration Ease of Admin | Based on 12 Cacheflow reviews. Easily build and maintain configurator; flexibility to easily embed all desired business logic | 94% (Based on 12 reviews) | |
Pricing Administration | As reported in 12 Cacheflow reviews. Can easily build and maintain pricing logic required by business | 96% (Based on 12 reviews) | |
Workflow Management | Easily build and maintain workflows, misc commercial fields, commercial rules This feature was mentioned in 11 Cacheflow reviews. | 92% (Based on 11 reviews) | |
Document Admin | Ability to easily build and maintain quotes, contracts, and other document outputs This feature was mentioned in 11 Cacheflow reviews. | 95% (Based on 11 reviews) |
Channels
Mobile User Support | Supports users working on a mobile devide (phone and/or tablet) | Not enough data | |
Offline Support | Provides ability to enable sales rep to use Configure, Price and Quote while disconnected from the internet 11 reviewers of Cacheflow have provided feedback on this feature. | 89% (Based on 11 reviews) | |
Channel Partner Support | Provides functionality for channel partners to configure, price, quote and buy products in a self service environment | Not enough data | |
eCommerce | End customer users can configure, price, and buy products in a self service environment online | Not enough data |
Document Creation
Customizability: Variables and Fields | Define fields to pull in dynamic information. 34 reviewers of Cacheflow have provided feedback on this feature. | 87% (Based on 34 reviews) | |
Template Creation and Flexibility | Based on 34 Cacheflow reviews. Easily assemble custom fields and variables into reusable templates to automate the proposal creation process. | 88% (Based on 34 reviews) | |
Rich Media | How well the platform supports images, audio, and video in proposals. This feature was mentioned in 30 Cacheflow reviews. | 82% (Based on 30 reviews) | |
Online Document Creation | As reported in 33 Cacheflow reviews. Create adaptive online documents for view via browser or mobile device. | 88% (Based on 33 reviews) | |
PDF Creation | As reported in 36 Cacheflow reviews. Create attractive PDF versions of proposals. | 91% (Based on 36 reviews) | |
Custom Branding | Based on 36 Cacheflow reviews. Brand proposals and the application's portal with your company's logos and branding. | 88% (Based on 36 reviews) |
Workflow
Document Builder Interface | See feature definition | Based on 31 Cacheflow reviews. Easily search for and add elements to a proposal. | 89% (Based on 31 reviews) |
Collaborative Creation | Multiple users can edit a single document. This feature was mentioned in 33 Cacheflow reviews. | 85% (Based on 33 reviews) | |
Assembly and Approval Workflows | Automate workflows by routing documents to the correct individuals for adding content and approval. This feature was mentioned in 32 Cacheflow reviews. | 86% (Based on 32 reviews) |
Analytics
Engagement Tracking | Track who is looking at proposals and how often or for how long. This feature was mentioned in 34 Cacheflow reviews. | 87% (Based on 34 reviews) | |
Proposal Effectiveness Reporting | Find out which pieces of content are performing best. 32 reviewers of Cacheflow have provided feedback on this feature. | 82% (Based on 32 reviews) | |
Reporting and Dashboards | As reported in 32 Cacheflow reviews. Access pre-built and custom reports and dashboards on proposal volume and acceptance. | 78% (Based on 32 reviews) |
Administration and Platform
User, Role, and Access Management | Based on 36 Cacheflow reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 91% (Based on 36 reviews) | |
Alerts and Notifications | Program in-app and email notifications for approval milestones or actions. This feature was mentioned in 38 Cacheflow reviews. | 82% (Based on 38 reviews) | |
CRM Integration | Push and pull data from CRM to build proposals and update statuses with clients. This feature was mentioned in 37 Cacheflow reviews. | 86% (Based on 37 reviews) | |
E-Signature Integration | Couple accepting proposals and signing contracts together in one workflow. This feature was mentioned in 35 Cacheflow reviews. | 94% (Based on 35 reviews) | |
CPQ Integration | Push and pull data from quote applications to build proposals. 33 reviewers of Cacheflow have provided feedback on this feature. | 88% (Based on 33 reviews) | |
API / Integrations | As reported in 36 Cacheflow reviews. 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. | 88% (Based on 36 reviews) |
Revenue Optimization
At-Risk Customers | Identify customers that are more likely to cancel their subscriptions | Not enough data | |
Offer Optimization | Optimize product offerings and packages to increase customer loyalty | Not enough data | |
Customer Churn | Address customer churn by identifying the causes of cancellations | Not enough data | |
Revenue Forecasting | Estimate future changes in revenues per product type or customer category | Not enough data |
Revenue Recognition
Usage Tracking | Track usage per company, custom time period, or contract | Not enough data | |
Deferred Revenue | Track payments received for products that haven't be delivered yet | Not enough data | |
Revenue Accrual | Recognition rules to accrue revenue on a daily or monthly basis | Not enough data |
Billing and Payments
Payment Terms | Provide multiple payment terms per customer or contract | Not enough data | |
Personalized Billing | Different types of billing such as: recurring, one time changes, based on number of seats or usage | Not enough data | |
Custom Pricing | As reported in 10 Cacheflow reviews. Manage customer specific pricing as well as coupons, discounts, and gift plans | 95% (Based on 10 reviews) |
Billing
Automation | Ability to create and send invoices automatically at predefined or custom frequencies. This feature was mentioned in 12 Cacheflow reviews. | 90% (Based on 12 reviews) | |
Consolidation | As reported in 13 Cacheflow reviews. Consolidate invoices so customers can make one payment for multiple bills. | 91% (Based on 13 reviews) | |
Adjustments | Adjust invoices to handle exceptions and correct errors. 11 reviewers of Cacheflow have provided feedback on this feature. | 83% (Based on 11 reviews) | |
Blacklisting | Based on 12 Cacheflow reviews. Allows users to temporarily or permanently block potential fraudsters. | 75% (Based on 12 reviews) |
Dunning
Collections | Assists users in collecting payments for unpaid invoices. | Not enough data | |
Dispute Management | Manages disputes regarding billing and payments. 11 reviewers of Cacheflow have provided feedback on this feature. | 83% (Based on 11 reviews) | |
Escalation | Based on 10 Cacheflow reviews. Define escalation processes to suspend service for unpaid invoices. | 90% (Based on 10 reviews) |
Performance
Packages | Track the financial performance of various types of packages. | Not enough data | |
Discounts | Based on 12 Cacheflow reviews. Identify the impact of special pricing and discounts on revenue. | 90% (Based on 12 reviews) | |
Plan Changes | Based on 10 Cacheflow reviews. Monitor plan changes such as upgrades and downgrades, or cancellations. | 93% (Based on 10 reviews) |
Customer Requirements
Quoting | Based on 10 Cacheflow reviews. Ability to create custom quotes based on customer requirements. | 95% (Based on 10 reviews) | |
Configuration | Allows users to configure products and revise quotes accordingly. | Not enough data | |
Pricing | Provide standard pricing options that can be customized by customer. This feature was mentioned in 11 Cacheflow reviews. | 95% (Based on 11 reviews) |
Contracts
Creation | Deliver standard contract templates that can be modified by users. | Not enough data | |
Negotiation | As reported in 10 Cacheflow reviews. Track contract changes made by all parties during negotiation. | 97% (Based on 10 reviews) | |
Execution | Based on 10 Cacheflow reviews. Implement the final version of the contract, including SLAs. | 97% (Based on 10 reviews) |
Revenue
Invoicing | Based on 10 Cacheflow reviews. Monitor invoices and payments per product, customer, or contract. | 95% (Based on 10 reviews) | |
Matching | Match invoices with sales orders, quotes, and contracts. This feature was mentioned in 10 Cacheflow reviews. | 93% (Based on 10 reviews) | |
Recognition | Based on 11 Cacheflow reviews. Perform revenue recognition to ensure that pricing or payment terms are accurate. | 94% (Based on 11 reviews) |
Reporting
Dimensions | As reported in 12 Cacheflow reviews. Reports revenue based on various dimensions, such as subscription segments, geographies, or discounts | 81% (Based on 12 reviews) | |
Deferred Revenue | Tracks revenue for goods or services that have yet to be collected 10 reviewers of Cacheflow have provided feedback on this feature. | 78% (Based on 10 reviews) | |
Revenue Recognition | Accurately determines and reports the accounting period when revenues are recognized This feature was mentioned in 10 Cacheflow reviews. | 92% (Based on 10 reviews) |
Generative AI
AI Text Generation | As reported in 24 Cacheflow reviews. Allows users to generate text based on a text prompt. | 71% (Based on 24 reviews) |
