Ideagen PleaseReview Features
What are the features of Ideagen PleaseReview?
Administration and Platform
- User, Role, and Access Management
- Alerts and Notifications
Integrate & Embed
- Calendar
- Website
- Applications
Edit & Revise
- Revision History
- Suggestion Mode
- Document Editor
File Types
- Export
- Import
Collaboration
- Multi-User Collaboration
- Real-Time Communication
Design
- Graphics
- Templates
Operating System
- PC Operating System
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Ideagen PleaseReview Categories on G2
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File Management
File Type Support | Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc. | Not enough data | |
Metadata | Automatically adds descriptive metadata like file size and upload date, has standard metadata fields like keywords, and allows the definition of custom fields and vocabulary. | Not enough data | |
OCR Scanning | Can structure unstructured data through Optical Character Recognition or other automated filing/tagging processes for scanned documents. | Not enough data | |
Versioning | Keep track of incrementally changing versions of the same file. | Not enough data | |
Collaboration | Multiple users can collaborate on document creation, annotation, and review. | Not enough data | |
Document Assembly | Autogenerate documents based on templates and form submission. | Not enough data | |
Form Creation | Able to create and manage submittable user forms. | Not enough data | |
Portals and Sites | Able to create user portals and sites. | Not enough data | |
Disposition | Automatically archive, delete, or revoke access to files that have reached the end of their life cycle. | Not enough data | |
Search | Can easily find files via a simple and/or advanced search. | Not enough data | |
Web Interface | Ability to access documents via a web interface without a client being installed on a device. | Not enough data | |
Mobile Apps | iOS, Android and Windows phone apps provide functionality that enable users to perform the same functions as they would on a PC. | Not enough data |
Workflow
Process Automation | Specifying a series of conditions and actions can automate internal processes, is customizable to the complexities of organization's needs and easy to set up and execute. | Not enough data | |
Conditions | The workflow engine provides relevant and customizable conditions on which to execute rules. | Not enough data | |
Activities | Any action a user can perform in the system can be specified as an automated action. | Not enough data | |
Records Management | System provides the necessary tools and fuctionality to maintain evidence of business activites and comply with governmental requirements or industry standards. | Not enough data | |
Case Management | System provides specialized functionality for bundling structured and unstructured content, automating adaptive, multi-person processes and setting deadlines for open cases. Also, cases can be completed and closed with the associated information stored and auditable. | Not enough data | |
Document Builder Interface | See feature definition | Easily search for and add elements to a proposal. 12 reviewers of Ideagen PleaseReview have provided feedback on this feature. | 86% (Based on 12 reviews) |
Collaborative Creation | Multiple users can edit a single document. This feature was mentioned in 13 Ideagen PleaseReview reviews. | 83% (Based on 13 reviews) | |
Assembly and Approval Workflows | Automate workflows by routing documents to the correct individuals for adding content and approval. This feature was mentioned in 14 Ideagen PleaseReview reviews. | 86% (Based on 14 reviews) |
Platform
Internationalization | Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies. | Not enough data | |
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. | Not enough data | |
Reporting and Auditing | Access pre-built and custom reports to monitor user activity and storage. | Not enough data | |
System of Record Integration | Integrates with other systems of record such as CRM, ERP, Outlook, Sharepoint. | Not enough data | |
APIs | Enables custom integration to external systems. | Not enough data |
Document Creation
Customizability: Variables and Fields | Define fields to pull in dynamic information. 13 reviewers of Ideagen PleaseReview have provided feedback on this feature. | 78% (Based on 13 reviews) | |
Template Creation and Flexibility | Easily assemble custom fields and variables into reusable templates to automate the proposal creation process. 12 reviewers of Ideagen PleaseReview have provided feedback on this feature. | 79% (Based on 12 reviews) | |
Rich Media | How well the platform supports images, audio, and video in proposals. This feature was mentioned in 11 Ideagen PleaseReview reviews. | 82% (Based on 11 reviews) | |
Online Document Creation | Create adaptive online documents for view via browser or mobile device. 13 reviewers of Ideagen PleaseReview have provided feedback on this feature. | 90% (Based on 13 reviews) | |
PDF Creation | Create attractive PDF versions of proposals. This feature was mentioned in 13 Ideagen PleaseReview reviews. | 86% (Based on 13 reviews) | |
Custom Branding | Brand proposals and the application's portal with your company's logos and branding. This feature was mentioned in 11 Ideagen PleaseReview reviews. | 88% (Based on 11 reviews) |
Analytics
Engagement Tracking | Track who is looking at proposals and how often or for how long. This feature was mentioned in 13 Ideagen PleaseReview reviews. | 88% (Based on 13 reviews) | |
Proposal Effectiveness Reporting | Find out which pieces of content are performing best. This feature was mentioned in 13 Ideagen PleaseReview reviews. | 88% (Based on 13 reviews) | |
Reporting and Dashboards | Based on 13 Ideagen PleaseReview reviews. Access pre-built and custom reports and dashboards on proposal volume and acceptance. | 88% (Based on 13 reviews) |
Administration and Platform
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. 15 reviewers of Ideagen PleaseReview have provided feedback on this feature. | 83% (Based on 15 reviews) | |
Alerts and Notifications | Based on 15 Ideagen PleaseReview reviews. Program in-app and email notifications for approval milestones or actions. | 86% (Based on 15 reviews) | |
CRM Integration | As reported in 11 Ideagen PleaseReview reviews. Push and pull data from CRM to build proposals and update statuses with clients. | 83% (Based on 11 reviews) | |
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 | Based on 10 Ideagen PleaseReview 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. | 90% (Based on 10 reviews) |
Sales
Account Management | Supports management and planning of sales accounts | Not enough data | |
Sales Coaching | Facilitates the planning of calls, and records and generates reports on outbound calls | Not enough data |
Operations
Field Operations Management | Equips field sales teams with tools to better manage territories and report on field activities | Not enough data | |
Data Management | Collects and stores patient and company data in a centralized database | Not enough data | |
Multichannel Engagement | Analyzes and maintains patient-provider interactions across multiple touchpoints to optimize customer interactions | Not enough data | |
Task Automation | Automates and streamlines tasks, integrations, communication, and personalization | Not enough data | |
Industry Regulations | Ensures that sales teams, health care organizations, and field service reps adhere to industry regulations | Not enough data |
Activity Management
Product-To-Market Management | Accelerates time to market while reducing risk of medtech products and devices. | Not enough data | |
Regulatory Adherence | Ensures regulation compliance via notifications and triggers of noncompliant processes. | Not enough data | |
Information Management | Collects and manages product, operations, and activity information. | Not enough data | |
Process Automation | Automates the collection and management of data and business processes. | Not enough data | |
Sales Management | Optimizes the activities of field sales / medical representatives before, during, and after the sales cycle. | Not enough data |
Integrate & Embed
Calendar | Integrates with calendars to link relevant documents for meetings or appointments This feature was mentioned in 14 Ideagen PleaseReview reviews. | 83% (Based on 14 reviews) | |
Website | Based on 16 Ideagen PleaseReview reviews. Embeds live documents into websites | 84% (Based on 16 reviews) | |
Applications | Based on 16 Ideagen PleaseReview reviews. Integrates with third-party applications, such as business instant messaging software, collaboration tools, and project management software | 84% (Based on 16 reviews) |
Edit & Revise
Revision History | Tracks changes made to documents and access all revision history 18 reviewers of Ideagen PleaseReview have provided feedback on this feature. | 87% (Based on 18 reviews) | |
Suggestion Mode | When reviewing documents, provides suggestions that can be accepted or rejected by the document owner 15 reviewers of Ideagen PleaseReview have provided feedback on this feature. | 87% (Based on 15 reviews) | |
Document Editor | Provides editing and proof-reading tools such as spell check and grammar check This feature was mentioned in 16 Ideagen PleaseReview reviews. | 86% (Based on 16 reviews) |
File Types
Export | Exports files in multiple file formats including .docx, .pdf, .odt, .rtf, .txt or .html format This feature was mentioned in 16 Ideagen PleaseReview reviews. | 85% (Based on 16 reviews) | |
Import | Imports documents in multiple file formats for editing This feature was mentioned in 15 Ideagen PleaseReview reviews. | 87% (Based on 15 reviews) | |
Web Publishing | Transforms a document into a web page and publish to the internet This feature was mentioned in 14 Ideagen PleaseReview reviews. | 83% (Based on 14 reviews) |
Collaboration
Multi-User Collaboration | Based on 18 Ideagen PleaseReview reviews. Allows multiple users to collaborate on a single document and see edits in real-time | 88% (Based on 18 reviews) | |
Real-Time Communication | As reported in 19 Ideagen PleaseReview reviews. Allows users to communicate in real-time via chat and comments within the document | 87% (Based on 19 reviews) |
Design
Graphics | Based on 16 Ideagen PleaseReview reviews. Ability to insert graphics, including photos, charts, drawings, graphs, etc. | 76% (Based on 16 reviews) | |
Templates | Offers multiple editable templates for documents inluding flyers, resumes, calendars, newsletters, etc. This feature was mentioned in 17 Ideagen PleaseReview reviews. | 78% (Based on 17 reviews) | |
Themes | Offer various color themes which can be applied to the document 13 reviewers of Ideagen PleaseReview have provided feedback on this feature. | 78% (Based on 13 reviews) |
Operating System
PC Operating System | Supports Microsoft Windows operating system This feature was mentioned in 17 Ideagen PleaseReview reviews. | 83% (Based on 17 reviews) | |
Mac Operating System | Based on 14 Ideagen PleaseReview reviews. Supports macOS operating system | 82% (Based on 14 reviews) | |
Linux Operating System | Based on 11 Ideagen PleaseReview reviews. Supports Linux operating system | 79% (Based on 11 reviews) |
