Copilot Features
What are the features of Copilot?
Collaboration
- Billing and Invoicing
- Instant Messaging
- Project Management
- Analytics
- Time Tracking
- Mobile Application
Content
- Document Collaboration
- Versioning
- E-Signature
- File Request
- Feedback
Bill Generation
- Digital Billing
- Recurring Billing
Bill Processing
- Management
Integration
- Payments
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Technology Glossary Features
View definitions of the features and discover new technology terms.
Copilot Categories on G2
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Platform
Custom Branding | Based on 41 Copilot reviews. Custom branding can be applied through signature process | 92% (Based on 41 reviews) | |
User, Role, and Access Management | As reported in 37 Copilot reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 91% (Based on 37 reviews) | |
Internationalization | This feature was mentioned in 38 Copilot reviews. | 90% (Based on 38 reviews) | |
Performance and Reliability | 37 reviewers of Copilot have provided feedback on this feature. | 95% (Based on 37 reviews) | |
Integration APIs | 37 reviewers of Copilot have provided feedback on this feature. | 91% (Based on 37 reviews) | |
To which systems have you integrated this product | Not enough data | ||
Internationalization | Based on 22 Copilot reviews. Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies | 87% (Based on 22 reviews) | |
Performance and Reliability | Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. This feature was mentioned in 31 Copilot reviews. | 92% (Based on 31 reviews) | |
Reporting and Auditing | As reported in 25 Copilot reviews. Access pre-built and custom reports to monitor user activity and storage | 91% (Based on 25 reviews) | |
System of Record Integration | Based on 25 Copilot reviews. Integrates to systems other systems of record such as CRM, ERP, Outlook, Sharepoint | 92% (Based on 25 reviews) | |
APIs | Enables custom integration to external systems 26 reviewers of Copilot have provided feedback on this feature. | 90% (Based on 26 reviews) | |
Accounting integration | Provide integration with accounting software and ERP systems. | Not enough data | |
E-commerce Integration | Provide integration with B2B and B2C e-commerce platforms | Not enough data |
Signature Process
Document Signing | See feature definition | Allows signor to easily and intuitively sign documents 38 reviewers of Copilot have provided feedback on this feature. | 93% (Based on 38 reviews) |
Reminders and Expirations | As reported in 35 Copilot reviews. Reminds signors of documents that are waiting to be signed and document expiration dates | 86% (Based on 35 reviews) | |
Sign-In Process | Process of authenticating is secure and seemless 39 reviewers of Copilot have provided feedback on this feature. | 95% (Based on 39 reviews) | |
Mobile Signatures | As reported in 37 Copilot reviews. User can easy send and sign documents on mobile devices | 90% (Based on 37 reviews) | |
Signature Workflow | Sendor/Adminstrators can easily set up and track documents through multiple signature steps 38 reviewers of Copilot have provided feedback on this feature. | 86% (Based on 38 reviews) | |
Bulk Digital Signatures | Send documents requiring signature to 1000's of signers at once This feature was mentioned in 34 Copilot reviews. | 75% (Based on 34 reviews) | |
Reporting | As reported in 35 Copilot reviews. Provides standard reports and easy creation of custom reports to manage signature process | 83% (Based on 35 reviews) | |
Signature Document Creation | Based on 36 Copilot reviews. Easy to create signature blocks on all required electronic document types/formats | 87% (Based on 36 reviews) |
Security and Scalability
Regulatory Compliance | Meets required regulartory compliances This feature was mentioned in 34 Copilot reviews. | 87% (Based on 34 reviews) | |
Signature History and Audit | Based on 34 Copilot reviews. Tracks all document signing history to comply with required regulations | 91% (Based on 34 reviews) | |
Enterprise Scalability | Provides features to allow scaling for large organizations 33 reviewers of Copilot have provided feedback on this feature. | 89% (Based on 33 reviews) |
File Management
Device Syncing | Provides functionality that manages file syncing between both PC and Mobile devices to ensure files are up to date no matter who or what device they are updated on 25 reviewers of Copilot have provided feedback on this feature. | 97% (Based on 25 reviews) | |
Web Interface | Ability to access documents via a web interface without a client being installed on a device 27 reviewers of Copilot have provided feedback on this feature. | 96% (Based on 27 reviews) | |
File Type Support | As reported in 27 Copilot reviews. Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc. | 98% (Based on 27 reviews) | |
Search | Based on 27 Copilot reviews. Can easily find files via a simple and/or advanced search | 93% (Based on 27 reviews) | |
Mobile Apps | iOS, Android and Windows phone apps provide functionality that enable user to perform same functions as they would on a PC 20 reviewers of Copilot have provided feedback on this feature. | 81% (Based on 20 reviews) |
Collaboration
File following | Allows users to receive updates when files have been updated, added, deleted or moved. 25 reviewers of Copilot have provided feedback on this feature. | 95% (Based on 25 reviews) | |
File Sharing | Allows users to share individual files/folders to persons outside or inside organization. Ability to assign edit or view only privileges. This feature was mentioned in 27 Copilot reviews. | 98% (Based on 27 reviews) | |
Simultaneously Editing | Users can work simultaneously on files. 21 reviewers of Copilot have provided feedback on this feature. | 93% (Based on 21 reviews) | |
Change Tracking / Audit Logs | Provides an audit log of changes and enables users to revert to a specific version This feature was mentioned in 20 Copilot reviews. | 87% (Based on 20 reviews) | |
Billing and Invoicing | Provides billing and invoicing within the application. This feature was mentioned in 112 Copilot reviews. | 85% (Based on 112 reviews) | |
Instant Messaging | Provides internal and/or external instant messaging capability. This feature was mentioned in 115 Copilot reviews. | 90% (Based on 115 reviews) | |
Project Management | As reported in 110 Copilot reviews. Offer project management features like task creation and tracking within the application. | 80% (Based on 110 reviews) | |
Analytics | Offer analytics concerning productivity or client engagement. This feature was mentioned in 97 Copilot reviews. | 76% (Based on 97 reviews) | |
Time Tracking | Based on 94 Copilot reviews. Allows businesses to track time spent on projects within the application. | 68% (Based on 94 reviews) | |
Mobile Application | Based on 91 Copilot reviews. Provides a mobile application. | 62% (Based on 91 reviews) |
Administration
User and Role Management | Based on 28 Copilot reviews. Enables administrator to provide segmented access to tool based on role. Easy to create new users and remove users. | 96% (Based on 28 reviews) | |
Single Sign-On | Based on 26 Copilot reviews. On boarding and off boarding team members with Active Directory/SAML based identity providers | 97% (Based on 26 reviews) | |
Policies and Controls | Ability to control by user/group file/folder access, external sharing permissions, editing policies, device location restrictions, sharing by device, etc. 25 reviewers of Copilot have provided feedback on this feature. | 93% (Based on 25 reviews) | |
Device Management | Admins can restrict access to files by device in the event of lost/stolen devices as well as users that no long work for organization. Also may provide ability to wipe files from devices remotely. This feature was mentioned in 25 Copilot reviews. | 97% (Based on 25 reviews) | |
Storage Limits | As reported in 22 Copilot reviews. Administer storage limits by user or group | 93% (Based on 22 reviews) | |
Storage Zones | Choose data center your files should be stored at This feature was mentioned in 21 Copilot reviews. | 92% (Based on 21 reviews) | |
Security | Stores and transfers files in secure environment This feature was mentioned in 27 Copilot reviews. | 96% (Based on 27 reviews) | |
Reporting & Analytics | Reports and analytics created from payment data. | Not enough data | |
E-commerce Integration | The ability to integrate directly with an e-commerce platform in order to create a seamless checkout experience. | Not enough data | |
Processing Fees | Fees associated with processing individual transactions that may be based on a percentage of the purchase or a flat rate. | Not enough data | |
POS Integration | The ability to integrate with a POS system in order to allow the processing of credit card or mobile payments in a store setting. | Not enough data | |
Omnichannel | Process payments from multiple channels such as ACH, mobile, or e-commerce. | Not enough data | |
Levels 1 & 2 | Supports levels 1 and 2 for credit card payment processing. | Not enough data | |
Level 3 | Supports level 3 credit card processing which requires additional data for qualification. | Not enough data |
Document Creation
Customizability: Variables and Fields | Define fields to pull in dynamic information. | Not enough data | |
Template Creation and Flexibility | Easily assemble custom fields and variables into reusable templates to automate the proposal creation process. | Not enough data | |
Rich Media | How well the platform supports images, audio, and video in proposals. | Not enough data | |
Online Document Creation | Create adaptive online documents for view via browser or mobile device. | Not enough data | |
PDF Creation | Create attractive PDF versions of proposals. | Not enough data | |
Custom Branding | Brand proposals and the application's portal with your company's logos and branding. | Not enough data |
Workflow
Document Builder Interface | See feature definition | Easily search for and add elements to a proposal. | Not enough data |
Collaborative Creation | Multiple users can edit a single document. | Not enough data | |
Assembly and Approval Workflows | Automate workflows by routing documents to the correct individuals for adding content and approval. | Not enough data |
Analytics
Engagement Tracking | Track who is looking at proposals and how often or for how long. | Not enough data | |
Proposal Effectiveness Reporting | Find out which pieces of content are performing best. | Not enough data | |
Reporting and Dashboards | Access pre-built and custom reports and dashboards on proposal volume and acceptance. | Not enough data |
Administration and Platform
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | Not enough data | |
Alerts and Notifications | Program in-app and email notifications for approval milestones or actions. | Not enough data | |
CRM Integration | Push and pull data from CRM to build proposals and update statuses with clients. | Not enough data | |
E-Signature Integration | Couple accepting proposals and signing contracts together in one workflow. | Not enough data | |
CPQ Integration | Push and pull data from quote applications to build proposals. | Not enough data | |
API / Integrations | 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. | Not enough data |
Contract Management Platform Features
Contract Creation | Users can create new contracts within the platform using built-in document creation features. | Not enough data | |
Contract Templates | Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields. | Not enough data | |
Contract Editing | Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts. | Not enough data | |
Contract Attachments | Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources. | Not enough data | |
Contract Collaboration | Internal and external users are able to collaborate on contracts through a shared web portal with messaging features. | Not enough data | |
Approval Process | Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system. | Not enough data | |
Notifications & Reminders | Receive notifications and schedule reminders with alerts according to contract milestones. | Not enough data | |
Contract Database | Contracts can be stored in a central online repository with built in search capabilities. | Not enough data | |
Integrations / APIs | The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract. | Not enough data | |
Reporting & Dashboards | Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities. | Not enough data |
User Interface Design
WYSIWYG Editor | Provides the ability to drag-and-drop elements into the application to customize interface. | Not enough data | |
Customized Branding | Provides tools for inserting brand logos, colors, quotes, and other proprietary content. | Not enough data | |
App Templates | Provides base-level application templates to build atop and customize for specifc users and actions. | Not enough data | |
Workflow Management | Allows the creation ofpage sequences, forms, and libraries for users navigating the application. | Not enough data |
Data Control
Data Migration | Lets users add data from existing sources when creating the initial application or changing data sources. | Not enough data | |
Data Synchronization | Continuously updates data as users or external data sources are edited. | Not enough data | |
Data Security | Encrypts or provides some form of firewall to prevent external parties from accessing sensitive data. | Not enough data |
Publishing
Application Deployment | Releases the application for access on desktop or mobile devices. | Not enough data | |
Platform Compatibility | Lets users build cross-platform applications or provide specific templates for different device types. | Not enough data | |
Lifecycle Management | Provides ability to manage application and maintenance from build, throughout the release, and until it's deactivation. | Not enough data |
Customizations
Templates | Provides ready-made templates for simplified website creation. | Not enough data | |
Drag and Drop | Allows users to drag and drop items and content to customize their site's look. | Not enough data | |
HTML Input | Permits HTML-savvy administrators to input code to uniquely customize their website. | Not enough data | |
Domain Name | Offers customers the option to purchase a unique domain name. | Not enough data |
Growth
SEO | Provides insight into words that would increase search engine optimization. | Not enough data | |
Site Analytics | Gives users insight into unique pageviews, subscribers, location of viewers, etc. | Not enough data | |
Marketing Tools | Provides tools that aid in user marketing efforts. | Not enough data | |
E-Commerce | Allows users to turn their website into an online store by offering e-commerce capabilities. | Not enough data | |
Hosting | Hosts domains within the tool. | Not enough data |
Content
Email Integrations | Provides an email for users to field communication within their website builder too. | Not enough data | |
Content Management | Manages content such as blogs, marketing tools, newsletters, etc. | Not enough data | |
Permissions | Allows administrators to create role or password-based permissions to ensure users see only what they should see. | Not enough data | |
WordPress Tool | Website Builder | Not enough data | |
Document Collaboration | As reported in 115 Copilot reviews. Allows users to simultaneously collaborate on a document within the application. | 81% (Based on 115 reviews) | |
Versioning | Based on 102 Copilot reviews. Stores different versions of a document. | 75% (Based on 102 reviews) | |
E-Signature | As reported in 115 Copilot reviews. Allows users to provide an e-signature within the platform. | 87% (Based on 115 reviews) | |
File Request | As reported in 111 Copilot reviews. Allows businesses to request files from clients. | 88% (Based on 111 reviews) | |
Feedback | Allows businesses to solicit feedback on projects or documents from clients. 104 reviewers of Copilot have provided feedback on this feature. | 87% (Based on 104 reviews) |
Billing
Automation | Ability to create and send invoices automatically at predefined or custom frequencies. | Not enough data | |
Consolidation | Consolidate invoices so customers can make one payment for multiple bills. | Not enough data | |
Adjustments | Adjust invoices to handle exceptions and correct errors. | Not enough data | |
Blacklisting | Allows users to temporarily or permanently block potential fraudsters. | Not enough data |
Dunning
Collections | Assists users in collecting payments for unpaid invoices. | Not enough data | |
Dispute Management | Manages disputes regarding billing and payments. | Not enough data | |
Escalation | Define escalation processes to suspend service for unpaid invoices. | Not enough data |
Performance
Packages | Track the financial performance of various types of packages. | Not enough data | |
Discounts | Identify the impact of special pricing and discounts on revenue. | Not enough data | |
Plan Changes | Monitor plan changes such as upgrades and downgrades, or cancellations. | Not enough data |
Channels
Multi-Channel Coverage | Software incorporates multiple digital communications channels. | Not enough data | |
Open Listening | Allows incorporation of inbound contacts from non-marketing channels. | Not enough data | |
Physical Media | Includes physical media (mail, flyers, billboards, etc.) in the channels mix. | Not enough data |
Design
Communications Strategy Development | Allows planning and deployment of an overall communications strategy. | Not enough data | |
Create Content | Includes or integrates with content creation apps. | Not enough data | |
Personalization | Outbound communications are segmented and personalized. | Not enough data | |
Inbound Identification | Inbound contacts are identified and handled based on history. | Not enough data | |
Regulatory Compliance | Software verifies compliance with GDPR, CAN-SPAM, and other legal requirements. | Not enough data |
Payment Processing
Encryption | Built-in security to protect payment information in order to prevent fraud and hacking. | Not enough data | |
Credit Card Processing | The ability to process credit card payments and receive approval or denial of funds from the customer's bank. | Not enough data | |
Mobile Payments | The ability to process mobile payments from a mobile wallet or other mobile phone payment app. | Not enough data | |
Digital Wallet Integration | The ability to process payments from a digital wallet service or other digital payment method. | Not enough data |
Payment Options
Multi-Currency | Allows users to process payments in multiple currencies. | Not enough data | |
Online payment portal | See feature definition | Provides an online portal where customers can make payments. | Not enough data |
Security
POS Verification | Support cardholder verification methods for POS transactions. | Not enough data |
Reporting
Dimensions | Reports revenue based on various dimensions, such as subscription segments, geographies, or discounts | Not enough data | |
Deferred Revenue | Tracks revenue for goods or services that have yet to be collected | Not enough data | |
Revenue Recognition | Accurately determines and reports the accounting period when revenues are recognized | Not enough data |
Bill Generation
Templates | Based on 44 Copilot reviews. Provide standard invoice templates that can be customized by users | 85% (Based on 44 reviews) | |
Digital Billing | Ability to convert invoices to digital formats such as PDF 49 reviewers of Copilot have provided feedback on this feature. | 92% (Based on 49 reviews) | |
Recurring Billing | Automatically generates invoices at pre-defined time intervals This feature was mentioned in 48 Copilot reviews. | 92% (Based on 48 reviews) |
Bill Processing
Consolidation | Based on 44 Copilot reviews. Allow users to consolidate multiple invoices into one | 84% (Based on 44 reviews) | |
Batch Invoicing | As reported in 38 Copilot reviews. Ability to create multiple types of invoices | 78% (Based on 38 reviews) | |
Management | Manage invoicing for different types of products or services This feature was mentioned in 45 Copilot reviews. | 86% (Based on 45 reviews) |
Integration
Accounting | Provide integration with accounting and financial management software 40 reviewers of Copilot have provided feedback on this feature. | 81% (Based on 40 reviews) | |
Payments | Integrates with other payments software This feature was mentioned in 46 Copilot reviews. | 86% (Based on 46 reviews) | |
ERP | Deliver integrations with accounting modules of ERP systems This feature was mentioned in 33 Copilot reviews. | 76% (Based on 33 reviews) |
Support
Customer Support | Customer Support | Not enough data |
Onboarding Setup
Workflows | Provide customizable workflows for onboarding activities and tasks. | Not enough data | |
Templates | Include templates for onboarding project plans and documents. | Not enough data | |
Checklists | Generate checklists to monitor the prograss of onboarding projects. | Not enough data |
Project Tracking
Monitoring | Track tasks, project, and dependencies using timeline views or GANTT charts. | Not enough data | |
Resources | Allocate resources to tasks and projects, and track their costs. | Not enough data | |
Content | Manage onboarding documents, training materials, and other content. | Not enough data | |
Tasks | Assign and track onboarding tasks to internal and external stakeholders. | Not enough data | |
Optimization | Identify trends and analysis that can be used to optimize onboarding. | Not enough data |
Customer Engagement
Portal | Provider a portal for customers and external users to collaborate and share documents. | Not enough data | |
Engagement | Include features to keep customers engaged such as internal communications. | Not enough data | |
Branding | Create white-label portals by customer, product, or project. | Not enough data | |
Visibility | Provide multiple levels of visibility accrosss all onboarding stages. | Not enough data | |
Collaboration | Allow internal and external users to collaborate without loging into the system. | Not enough data |
Functionality
Storage Scaling | Provides dynamic and scalable storage features. This feature was mentioned in 35 Copilot reviews. | 87% (Based on 35 reviews) | |
Backup Support | Offers cloning ability and snapshot features to support backup. Provides redundancy and data protection. This feature was mentioned in 33 Copilot reviews. | 83% (Based on 33 reviews) | |
File Security | Based on 36 Copilot reviews. Supports some level of built in security by encrypting file systems. | 92% (Based on 36 reviews) | |
File Organization | Organizes information in logical formats specified through folders and access paths. This feature was mentioned in 37 Copilot reviews. | 84% (Based on 37 reviews) |
Automation
Intelligent Data Management | As reported in 30 Copilot reviews. Data tiering process ( data is moved from one storage tier to another) can be automated. | 82% (Based on 30 reviews) | |
Workflow Automation | Workflow automation for file sharing and file syncing features. 34 reviewers of Copilot have provided feedback on this feature. | 84% (Based on 34 reviews) |
Cloud Support
Service Support | As reported in 34 Copilot reviews. Additional services and support provided by leading hyperscalers. | 87% (Based on 34 reviews) | |
Cloud Transparency | As reported in 31 Copilot reviews. Supports different cloud storage environments (public, private, hybric or multi). | 84% (Based on 31 reviews) | |
Cloud Migration Support | As reported in 31 Copilot reviews. Supports file migration and enterprise workloads to the cloud. | 84% (Based on 31 reviews) |
Customization
Custom Fields | Allows users to add custom fields to forms that aren't already on the templates 22 reviewers of Copilot have provided feedback on this feature. | 86% (Based on 22 reviews) | |
Conditional Logic | Based on 22 Copilot reviews. Enables forms to hide or show certain fields based on respondents' answers | 70% (Based on 22 reviews) | |
Multi-page Forms | Allows users to create forms with more than one page 22 reviewers of Copilot have provided feedback on this feature. | 75% (Based on 22 reviews) | |
Design | Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.) This feature was mentioned in 23 Copilot reviews. | 78% (Based on 23 reviews) |
Additional Functionality
Embedded Forms | Based on 24 Copilot reviews. Enables forms to be embedded onto a website without having to create code from scratch | 87% (Based on 24 reviews) | |
Offline Capability | Based on 21 Copilot reviews. Can used without an internet connection | 63% (Based on 21 reviews) | |
Notifications | As reported in 24 Copilot reviews. Sends notifications when a completed form is recieved | 92% (Based on 24 reviews) | |
Payments | Based on 23 Copilot reviews. Contains integrations with payment processors, enabling users to accept payments through forms | 89% (Based on 23 reviews) | |
Mobile Forms | Based on 22 Copilot reviews. Allows users to build, distribute and access forms from a mobile device | 83% (Based on 22 reviews) |
Generative AI
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data | |
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data | |
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data |
