Canopy Features

Define fields to pull in dynamic information. This feature was mentioned in 18 Canopy reviews.

As reported in 18 Canopy reviews. 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. This feature was mentioned in 18 Canopy reviews.

Create adaptive online documents for view via browser or mobile device. 17 reviewers of Canopy have provided feedback on this feature.

Based on 17 Canopy reviews. Create attractive PDF versions of proposals.

Brand proposals and the application's portal with your company's logos and branding. 17 reviewers of Canopy have provided feedback on this feature.

Easily search for and add elements to a proposal. This feature was mentioned in 17 Canopy reviews.

Multiple users can edit a single document. 17 reviewers of Canopy have provided feedback on this feature.

Automate workflows by routing documents to the correct individuals for adding content and approval. This feature was mentioned in 17 Canopy reviews.

Track who is looking at proposals and how often or for how long. 16 reviewers of Canopy have provided feedback on this feature.

Find out which pieces of content are performing best. 17 reviewers of Canopy have provided feedback on this feature.

Based on 17 Canopy reviews. Access pre-built and custom reports and dashboards on proposal volume and acceptance.

Based on 17 Canopy reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

As reported in 16 Canopy reviews. Program in-app and email notifications for approval milestones or actions.

As reported in 16 Canopy reviews. Push and pull data from CRM to build proposals and update statuses with clients.

Based on 16 Canopy reviews. Couple accepting proposals and signing contracts together in one workflow.

As reported in 16 Canopy reviews. 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. This feature was mentioned in 16 Canopy reviews.

Provides a cloud based version of the platform

Contains in-application messaging abilities

Contains built-in payment processing capabilities or integrates with payment processing software

Contains a portal to facilitate third-party or client application access

Automates some or all operation related tasks

Has a centralized dashboard for users to interact with

Based on 162 Canopy reviews. Provide portals for customers to communicate with accountants

Automate client requests and reminders This feature was mentioned in 161 Canopy reviews.

Consolidate communication between accountants and clients This feature was mentioned in 155 Canopy reviews.

As reported in 155 Canopy reviews. Provide repository to collaborate on email, clients, jobs and tasks

As reported in 158 Canopy reviews. Create tasks and sub-tasks with assignee, status and due date

As reported in 146 Canopy reviews. Provide real-time access of files with the most updated versions

Based on 150 Canopy reviews. Track the status of each project and calculate billable time

As reported in 154 Canopy reviews. Run reports on billing, time, revenue, credits, etc.

Create invoices for services provided and track payments This feature was mentioned in 151 Canopy reviews.

Standardize the onboarding process with templates 158 reviewers of Canopy have provided feedback on this feature.

Assing tasks and checklists to new clients 154 reviewers of Canopy have provided feedback on this feature.

Based on 156 Canopy reviews. Create new client in system once propsal is accepted

Know where every job stands, who’s working on what, and what’s being said to clients 159 reviewers of Canopy have provided feedback on this feature.

Track/uncover metrics to improve firm decisions and efficiency This feature was mentioned in 151 Canopy reviews.

As reported in 158 Canopy reviews. Share, save, and organize files

As reported in 152 Canopy reviews. Provide a detailed audit trail

Receive real-time notifications via email and/or IM about new assignments, updates, and due dates 158 reviewers of Canopy have provided feedback on this feature.

Manage integrations for accounting, project management, email, data integration, or similar platforms This feature was mentioned in 150 Canopy reviews.

Allows users to generate text based on a text prompt. 14 reviewers of Canopy have provided feedback on this feature.