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 | As reported in 49 Copilot reviews. Custom branding can be applied through signature process | 91% (Based on 49 reviews) | |
User, Role, and Access Management | As reported in 45 Copilot reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 90% (Based on 45 reviews) | |
Internationalization | This feature was mentioned in 46 Copilot reviews. | 90% (Based on 46 reviews) | |
Performance and Reliability | 45 reviewers of Copilot have provided feedback on this feature. | 95% (Based on 45 reviews) | |
Integration APIs | 45 reviewers of Copilot have provided feedback on this feature. | 89% (Based on 45 reviews) | |
To which systems have you integrated this product | Not enough data | ||
Internationalization | Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies 25 reviewers of Copilot have provided feedback on this feature. | 87% (Based on 25 reviews) | |
Performance and Reliability | As reported in 33 Copilot reviews. 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. | 92% (Based on 33 reviews) | |
Reporting and Auditing | As reported in 27 Copilot reviews. Access pre-built and custom reports to monitor user activity and storage | 91% (Based on 27 reviews) | |
System of Record Integration | As reported in 27 Copilot reviews. Integrates to systems other systems of record such as CRM, ERP, Outlook, Sharepoint | 91% (Based on 27 reviews) | |
APIs | Based on 28 Copilot reviews. Enables custom integration to external systems | 89% (Based on 28 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 | Based on 46 Copilot reviews. Allows signor to easily and intuitively sign documents | 93% (Based on 46 reviews) |
Reminders and Expirations | Based on 43 Copilot reviews. Reminds signors of documents that are waiting to be signed and document expiration dates | 87% (Based on 43 reviews) | |
Sign-In Process | Process of authenticating is secure and seemless This feature was mentioned in 47 Copilot reviews. | 95% (Based on 47 reviews) | |
Mobile Signatures | User can easy send and sign documents on mobile devices 45 reviewers of Copilot have provided feedback on this feature. | 90% (Based on 45 reviews) | |
Signature Workflow | Based on 46 Copilot reviews. Sendor/Adminstrators can easily set up and track documents through multiple signature steps | 86% (Based on 46 reviews) | |
Bulk Digital Signatures | Send documents requiring signature to 1000's of signers at once This feature was mentioned in 42 Copilot reviews. | 75% (Based on 42 reviews) | |
Reporting | Based on 43 Copilot reviews. Provides standard reports and easy creation of custom reports to manage signature process | 82% (Based on 43 reviews) | |
Signature Document Creation | Based on 44 Copilot reviews. Easy to create signature blocks on all required electronic document types/formats | 88% (Based on 44 reviews) |
Security and Scalability
Regulatory Compliance | Based on 42 Copilot reviews. Meets required regulartory compliances | 86% (Based on 42 reviews) | |
Signature History and Audit | As reported in 42 Copilot reviews. Tracks all document signing history to comply with required regulations | 90% (Based on 42 reviews) | |
Enterprise Scalability | Provides features to allow scaling for large organizations This feature was mentioned in 41 Copilot reviews. | 89% (Based on 41 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 This feature was mentioned in 28 Copilot reviews. | 95% (Based on 28 reviews) | |
Web Interface | As reported in 30 Copilot reviews. Ability to access documents via a web interface without a client being installed on a device | 95% (Based on 30 reviews) | |
File Type Support | As reported in 30 Copilot reviews. Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc. | 97% (Based on 30 reviews) | |
Search | Can easily find files via a simple and/or advanced search 30 reviewers of Copilot have provided feedback on this feature. | 92% (Based on 30 reviews) | |
Mobile Apps | iOS, Android and Windows phone apps provide functionality that enable user to perform same functions as they would on a PC 23 reviewers of Copilot have provided feedback on this feature. | 79% (Based on 23 reviews) |
Collaboration
File following | Allows users to receive updates when files have been updated, added, deleted or moved. 28 reviewers of Copilot have provided feedback on this feature. | 94% (Based on 28 reviews) | |
File Sharing | Based on 30 Copilot reviews. Allows users to share individual files/folders to persons outside or inside organization. Ability to assign edit or view only privileges. | 97% (Based on 30 reviews) | |
Simultaneously Editing | Users can work simultaneously on files. This feature was mentioned in 24 Copilot reviews. | 90% (Based on 24 reviews) | |
Change Tracking / Audit Logs | Based on 23 Copilot reviews. Provides an audit log of changes and enables users to revert to a specific version | 86% (Based on 23 reviews) | |
Billing and Invoicing | Provides billing and invoicing within the application. This feature was mentioned in 126 Copilot reviews. | 84% (Based on 126 reviews) | |
Instant Messaging | Provides internal and/or external instant messaging capability. 129 reviewers of Copilot have provided feedback on this feature. | 89% (Based on 129 reviews) | |
Project Management | Offer project management features like task creation and tracking within the application. This feature was mentioned in 123 Copilot reviews. | 80% (Based on 123 reviews) | |
Analytics | As reported in 111 Copilot reviews. Offer analytics concerning productivity or client engagement. | 76% (Based on 111 reviews) | |
Time Tracking | Based on 107 Copilot reviews. Allows businesses to track time spent on projects within the application. | 66% (Based on 107 reviews) | |
Mobile Application | Provides a mobile application. This feature was mentioned in 104 Copilot reviews. | 62% (Based on 104 reviews) |
Administration
User and Role Management | As reported in 31 Copilot reviews. Enables administrator to provide segmented access to tool based on role. Easy to create new users and remove users. | 96% (Based on 31 reviews) | |
Single Sign-On | Based on 29 Copilot reviews. On boarding and off boarding team members with Active Directory/SAML based identity providers | 97% (Based on 29 reviews) | |
Policies and Controls | As reported in 28 Copilot reviews. Ability to control by user/group file/folder access, external sharing permissions, editing policies, device location restrictions, sharing by device, etc. | 93% (Based on 28 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. 28 reviewers of Copilot have provided feedback on this feature. | 96% (Based on 28 reviews) | |
Storage Limits | Administer storage limits by user or group 25 reviewers of Copilot have provided feedback on this feature. | 92% (Based on 25 reviews) | |
Storage Zones | Choose data center your files should be stored at 24 reviewers of Copilot have provided feedback on this feature. | 93% (Based on 24 reviews) | |
Security | As reported in 30 Copilot reviews. Stores and transfers files in secure environment | 95% (Based on 30 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. This feature was mentioned in 17 Copilot reviews. | 83% (Based on 17 reviews) | |
Contract Templates | Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields. This feature was mentioned in 16 Copilot reviews. | 77% (Based on 16 reviews) | |
Contract Editing | Based on 16 Copilot reviews. Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts. | 82% (Based on 16 reviews) | |
Contract Attachments | Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources. This feature was mentioned in 16 Copilot reviews. | 81% (Based on 16 reviews) | |
Contract Collaboration | As reported in 16 Copilot reviews. Internal and external users are able to collaborate on contracts through a shared web portal with messaging features. | 80% (Based on 16 reviews) | |
Approval Process | As reported in 15 Copilot reviews. Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system. | 89% (Based on 15 reviews) | |
Notifications & Reminders | As reported in 15 Copilot reviews. Receive notifications and schedule reminders with alerts according to contract milestones. | 88% (Based on 15 reviews) | |
Contract Database | Contracts can be stored in a central online repository with built in search capabilities. 15 reviewers of Copilot have provided feedback on this feature. | 88% (Based on 15 reviews) | |
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. 15 reviewers of Copilot have provided feedback on this feature. | 83% (Based on 15 reviews) | |
Reporting & Dashboards | Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities. This feature was mentioned in 15 Copilot reviews. | 79% (Based on 15 reviews) |
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 | Based on 128 Copilot reviews. Allows users to simultaneously collaborate on a document within the application. | 81% (Based on 128 reviews) | |
Versioning | Stores different versions of a document. This feature was mentioned in 115 Copilot reviews. | 76% (Based on 115 reviews) | |
E-Signature | As reported in 128 Copilot reviews. Allows users to provide an e-signature within the platform. | 85% (Based on 128 reviews) | |
File Request | Allows businesses to request files from clients. This feature was mentioned in 125 Copilot reviews. | 88% (Based on 125 reviews) | |
Feedback | As reported in 118 Copilot reviews. Allows businesses to solicit feedback on projects or documents from clients. | 87% (Based on 118 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 | Provide standard invoice templates that can be customized by users This feature was mentioned in 49 Copilot reviews. | 86% (Based on 49 reviews) | |
Digital Billing | Based on 54 Copilot reviews. Ability to convert invoices to digital formats such as PDF | 92% (Based on 54 reviews) | |
Recurring Billing | Automatically generates invoices at pre-defined time intervals This feature was mentioned in 53 Copilot reviews. | 92% (Based on 53 reviews) |
Bill Processing
Consolidation | Based on 49 Copilot reviews. Allow users to consolidate multiple invoices into one | 84% (Based on 49 reviews) | |
Batch Invoicing | Ability to create multiple types of invoices This feature was mentioned in 43 Copilot reviews. | 79% (Based on 43 reviews) | |
Management | Manage invoicing for different types of products or services This feature was mentioned in 50 Copilot reviews. | 87% (Based on 50 reviews) |
Integration
Accounting | As reported in 45 Copilot reviews. Provide integration with accounting and financial management software | 82% (Based on 45 reviews) | |
Payments | As reported in 51 Copilot reviews. Integrates with other payments software | 87% (Based on 51 reviews) | |
ERP | Deliver integrations with accounting modules of ERP systems This feature was mentioned in 38 Copilot reviews. | 76% (Based on 38 reviews) |
Support
Customer Support | Customer Support | Not enough data |
Onboarding Setup
Workflows | Provide customizable workflows for onboarding activities and tasks. 13 reviewers of Copilot have provided feedback on this feature. | 92% (Based on 13 reviews) | |
Templates | As reported in 13 Copilot reviews. Include templates for onboarding project plans and documents. | 79% (Based on 13 reviews) | |
Checklists | Based on 13 Copilot reviews. Generate checklists to monitor the prograss of onboarding projects. | 68% (Based on 13 reviews) |
Project Tracking
Monitoring | Track tasks, project, and dependencies using timeline views or GANTT charts. This feature was mentioned in 13 Copilot reviews. | 59% (Based on 13 reviews) | |
Resources | Based on 13 Copilot reviews. Allocate resources to tasks and projects, and track their costs. | 58% (Based on 13 reviews) | |
Content | Manage onboarding documents, training materials, and other content. This feature was mentioned in 13 Copilot reviews. | 82% (Based on 13 reviews) | |
Tasks | As reported in 13 Copilot reviews. Assign and track onboarding tasks to internal and external stakeholders. | 79% (Based on 13 reviews) | |
Optimization | Identify trends and analysis that can be used to optimize onboarding. 13 reviewers of Copilot have provided feedback on this feature. | 73% (Based on 13 reviews) |
Customer Engagement
Portal | Provider a portal for customers and external users to collaborate and share documents. This feature was mentioned in 13 Copilot reviews. | 91% (Based on 13 reviews) | |
Engagement | Based on 13 Copilot reviews. Include features to keep customers engaged such as internal communications. | 94% (Based on 13 reviews) | |
Branding | As reported in 13 Copilot reviews. Create white-label portals by customer, product, or project. | 90% (Based on 13 reviews) | |
Visibility | As reported in 13 Copilot reviews. Provide multiple levels of visibility accrosss all onboarding stages. | 90% (Based on 13 reviews) | |
Collaboration | Allow internal and external users to collaborate without loging into the system. This feature was mentioned in 13 Copilot reviews. | 77% (Based on 13 reviews) |
Functionality
Storage Scaling | Provides dynamic and scalable storage features. This feature was mentioned in 42 Copilot reviews. | 88% (Based on 42 reviews) | |
Backup Support | Offers cloning ability and snapshot features to support backup. Provides redundancy and data protection. 40 reviewers of Copilot have provided feedback on this feature. | 85% (Based on 40 reviews) | |
File Security | Supports some level of built in security by encrypting file systems. This feature was mentioned in 43 Copilot reviews. | 92% (Based on 43 reviews) | |
File Organization | Organizes information in logical formats specified through folders and access paths. 44 reviewers of Copilot have provided feedback on this feature. | 86% (Based on 44 reviews) |
Automation
Intelligent Data Management | Data tiering process ( data is moved from one storage tier to another) can be automated. This feature was mentioned in 37 Copilot reviews. | 83% (Based on 37 reviews) | |
Workflow Automation | Workflow automation for file sharing and file syncing features. 41 reviewers of Copilot have provided feedback on this feature. | 84% (Based on 41 reviews) |
Cloud Support
Service Support | Based on 41 Copilot reviews. Additional services and support provided by leading hyperscalers. | 88% (Based on 41 reviews) | |
Cloud Transparency | Supports different cloud storage environments (public, private, hybric or multi). This feature was mentioned in 38 Copilot reviews. | 85% (Based on 38 reviews) | |
Cloud Migration Support | Supports file migration and enterprise workloads to the cloud. 38 reviewers of Copilot have provided feedback on this feature. | 85% (Based on 38 reviews) |
Customization
Custom Fields | Allows users to add custom fields to forms that aren't already on the templates This feature was mentioned in 26 Copilot reviews. | 87% (Based on 26 reviews) | |
Conditional Logic | Enables forms to hide or show certain fields based on respondents' answers 26 reviewers of Copilot have provided feedback on this feature. | 69% (Based on 26 reviews) | |
Multi-page Forms | Allows users to create forms with more than one page This feature was mentioned in 26 Copilot reviews. | 74% (Based on 26 reviews) | |
Design | As reported in 27 Copilot reviews. Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.) | 76% (Based on 27 reviews) |
Additional Functionality
Embedded Forms | As reported in 28 Copilot reviews. Enables forms to be embedded onto a website without having to create code from scratch | 81% (Based on 28 reviews) | |
Offline Capability | Based on 25 Copilot reviews. Can used without an internet connection | 63% (Based on 25 reviews) | |
Notifications | Sends notifications when a completed form is recieved This feature was mentioned in 27 Copilot reviews. | 93% (Based on 27 reviews) | |
Payments | Contains integrations with payment processors, enabling users to accept payments through forms 26 reviewers of Copilot have provided feedback on this feature. | 85% (Based on 26 reviews) | |
Mobile Forms | Allows users to build, distribute and access forms from a mobile device This feature was mentioned in 25 Copilot reviews. | 81% (Based on 25 reviews) |
Generative AI
AI Text Generation | Allows users to generate text based on a text prompt. This feature was mentioned in 11 Copilot reviews. | 53% (Based on 11 reviews) | |
AI Text Summarization | Condenses long documents or text into a brief summary. This feature was mentioned in 11 Copilot reviews. | 55% (Based on 11 reviews) | |
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 |
