Forward Features
What are the features of Forward?
Deal Analytics
- Engagement Tracking
- Proposal Effectiveness Reporting
Administration and Security
- User, Role, and Access Management
- Alerts and Notifications
- Regulatory Compliance
Platform
- E-Signature
- Proposals
- Video Proposals
- Content Sharing
- Content Management
- Video Conferencing
- Chat
Integrations
- CRM Integration
- Internal Messaging Systems Integration
- Video Conferencing Integration
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Deal Analytics
Engagement Tracking | Track who is looking at proposals and how often or for how long. 11 reviewers of Forward have provided feedback on this feature. | 100% (Based on 11 reviews) | |
Reporting and Dashboards | Access pre-built and custom reports and dashboards on proposal volume and acceptance. This feature was mentioned in 11 Forward reviews. | 97% (Based on 11 reviews) | |
Proposal Effectiveness Reporting | Find out which pieces of content are performing best. This feature was mentioned in 11 Forward reviews. | 98% (Based on 11 reviews) |
Administration and Security
User, Role, and Access Management | Based on 11 Forward reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 91% (Based on 11 reviews) | |
Alerts and Notifications | Program in-app and email notifications for approval milestones or actions. 11 reviewers of Forward have provided feedback on this feature. | 98% (Based on 11 reviews) | |
Regulatory Compliance | Based on 11 Forward reviews. Meets required regulartory compliances. | 92% (Based on 11 reviews) |
Platform
E-Signature | Based on 11 Forward reviews. Allows the signor to easily and intuitively sign documents. | 83% (Based on 11 reviews) | |
Proposals | As reported in 11 Forward reviews. Allows users to easily assemble custom fields and variables into reusable templates to automate the proposal creation process. | 100% (Based on 11 reviews) | |
CPQ | As reported in 10 Forward reviews. Provides users with configure, price and quote capabilties. | 92% (Based on 10 reviews) | |
Video Proposals | Allows users to attach video proposals within the virtual sales room. 11 reviewers of Forward have provided feedback on this feature. | 94% (Based on 11 reviews) | |
Content Sharing | As reported in 11 Forward reviews. Allows users to share relevant marketing content such as whitepapers, studies, and demos within the virtual sales room. | 100% (Based on 11 reviews) | |
Content Management | Provides users with a repoistory of relevant content to share with clients. This feature was mentioned in 11 Forward reviews. | 97% (Based on 11 reviews) | |
Video Conferencing | Based on 11 Forward reviews. Allows users to run video calls within the browser. | 86% (Based on 11 reviews) | |
Chat | Allows users to chat with prospects within the virtual sales room. This feature was mentioned in 11 Forward reviews. | 95% (Based on 11 reviews) |
Integrations
CRM Integration | As reported in 11 Forward reviews. Provides features to intregate with CRM software. | 95% (Based on 11 reviews) | |
Internal Messaging Systems Integration | As reported in 11 Forward reviews. Provides features to integrate with internal messaging systems. | 91% (Based on 11 reviews) | |
Video Conferencing Integration | As reported in 11 Forward reviews. Provides features to integrate with vidoe conferencing software. | 88% (Based on 11 reviews) |