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QorusDocs Features
What are the features of QorusDocs?
Document Creation
- Customizability: Variables and Fields
- Template Creation and Flexibility
- Rich Media
- Online Document Creation
- PDF Creation
- Custom Branding
Workflow
- Document Builder Interface
- Collaborative Creation
- Assembly and Approval Workflows
Analytics
- Proposal Effectiveness Reporting
- Reporting and Dashboards
Administration and Platform
- User, Role, and Access Management
- Alerts and Notifications
Submissions
- Knowledge Base
RFP Response
- Content Library
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QorusDocs Categories on G2
Filter for Features
Document Creation
Customizability: Variables and Fields | Based on 66 QorusDocs reviews and verified by the G2 Product R&D team. Define fields to pull in dynamic information. | 82% (Based on 66 reviews) | |
Template Creation and Flexibility | Based on 68 QorusDocs reviews and verified by the G2 Product R&D team. Easily assemble custom fields and variables into reusable templates to automate the proposal creation process. | 83% (Based on 68 reviews) | |
Rich Media | Based on 53 QorusDocs reviews and verified by the G2 Product R&D team. How well the platform supports images, audio, and video in proposals. | 80% (Based on 53 reviews) | |
Online Document Creation | Based on 61 QorusDocs reviews and verified by the G2 Product R&D team. Create adaptive online documents for view via browser or mobile device. | 85% (Based on 61 reviews) | |
PDF Creation | Based on 56 QorusDocs reviews and verified by the G2 Product R&D team. Create attractive PDF versions of proposals. | 84% (Based on 56 reviews) | |
Custom Branding | Based on 63 QorusDocs reviews and verified by the G2 Product R&D team. Brand proposals and the application's portal with your company's logos and branding. | 82% (Based on 63 reviews) |
Workflow
Document Builder Interface | See feature definition | Based on 57 QorusDocs reviews and verified by the G2 Product R&D team. Easily search for and add elements to a proposal. | 84% (Based on 57 reviews) |
Collaborative Creation | Based on 59 QorusDocs reviews and verified by the G2 Product R&D team. Multiple users can edit a single document. | 86% (Based on 59 reviews) | |
Assembly and Approval Workflows | Based on 50 QorusDocs reviews and verified by the G2 Product R&D team. Automate workflows by routing documents to the correct individuals for adding content and approval. | 83% (Based on 50 reviews) |
Analytics
Engagement Tracking | Based on 44 QorusDocs reviews and verified by the G2 Product R&D team. Track who is looking at proposals and how often or for how long. | 82% (Based on 44 reviews) | |
Proposal Effectiveness Reporting | Based on 44 QorusDocs reviews and verified by the G2 Product R&D team. Find out which pieces of content are performing best. | 79% (Based on 44 reviews) | |
Reporting and Dashboards | Based on 57 QorusDocs reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards on proposal volume and acceptance. | 78% (Based on 57 reviews) | |
Reporting | Reports created by the user, custom or otherwise, that report on prospect interaction and helpfulness of the collateral 20 reviewers of QorusDocs have provided feedback on this feature. | 83% (Based on 20 reviews) | |
Alerts | As reported in 16 QorusDocs reviews. Notification as to when a prospects interacts with a piece of collateral | 83% (Based on 16 reviews) | |
Account-Based Engagement | As reported in 17 QorusDocs reviews. The level of engagement for a specific account based on the presented collateral | 86% (Based on 17 reviews) | |
Content Utilization | How frequently sales teams use a particular piece of content and its effectiveness 24 reviewers of QorusDocs have provided feedback on this feature. | 90% (Based on 24 reviews) |
Administration and Platform
User, Role, and Access Management | Based on 74 QorusDocs reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 86% (Based on 74 reviews) | |
Alerts and Notifications | Based on 61 QorusDocs reviews and verified by the G2 Product R&D team. Program in-app and email notifications for approval milestones or actions. | 81% (Based on 61 reviews) | |
CRM Integration | Based on 36 QorusDocs reviews and verified by the G2 Product R&D team. Push and pull data from CRM to build proposals and update statuses with clients. | 81% (Based on 36 reviews) | |
E-Signature Integration | Based on 25 QorusDocs reviews and verified by the G2 Product R&D team. Couple accepting proposals and signing contracts together in one workflow. | 73% (Based on 25 reviews) | |
CPQ Integration | Based on 23 QorusDocs reviews and verified by the G2 Product R&D team. Push and pull data from quote applications to build proposals. | 70% (Based on 23 reviews) | |
API / Integrations | Based on 30 QorusDocs reviews and verified by the G2 Product R&D team. 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. | 81% (Based on 30 reviews) |
Content Management
Content Import | Ability to import sales and marketing collateral built outside of the solution 27 reviewers of QorusDocs have provided feedback on this feature. | 89% (Based on 27 reviews) | |
Content Creation | Based on 29 QorusDocs reviews. Overall functionality of building unique sales and marketing collateral within the product | 89% (Based on 29 reviews) | |
Templates | As reported in 29 QorusDocs reviews. Pre-built templates for fast and simple content creation | 89% (Based on 29 reviews) | |
Advanced Search | Ability to search through all content to easily find necessary collateral 31 reviewers of QorusDocs have provided feedback on this feature. | 83% (Based on 31 reviews) | |
Content Storage | Based on 30 QorusDocs reviews. Overall storage and organziation capabilities | 91% (Based on 30 reviews) |
Presentation
Live Presentation | As reported in 13 QorusDocs reviews. Ability to present to a prospect in-person | 83% (Based on 13 reviews) | |
Screenshare | As reported in 12 QorusDocs reviews. Virtual presentation capabilities via sharing screens | 86% (Based on 12 reviews) | |
Mobile Presentation | The option to present live on a mobile device | Not enough data |
RFP Generation
Templates | Based on 41 QorusDocs reviews. Provide standard templates for different types of RFPs | 85% (Based on 41 reviews) | |
RFX | As reported in 27 QorusDocs reviews. Support other types of requests such as RFB/RFI/RFQ | 81% (Based on 27 reviews) | |
Versioning | Track versions of RFP documents and related changes This feature was mentioned in 31 QorusDocs reviews. | 88% (Based on 31 reviews) | |
Questions Library | Maintain a library of questions that can be reused This feature was mentioned in 38 QorusDocs reviews. | 79% (Based on 38 reviews) |
RFP Distribution
Tracking | As reported in 25 QorusDocs reviews. Track submissions from multiple vendors and suppliers | 82% (Based on 25 reviews) | |
Analysis | Based on 22 QorusDocs reviews. Compare submissions and score suppliers | 79% (Based on 22 reviews) | |
Selection | As reported in 27 QorusDocs reviews. Choose the best submission for an RFP | 80% (Based on 27 reviews) |
Submissions
Collaboration | Allow multiple users to collaborate on submissions This feature was mentioned in 41 QorusDocs reviews. | 81% (Based on 41 reviews) | |
Knowledge Base | Based on 45 QorusDocs reviews. Maintain a repository or library of content and documents that can be reused | 86% (Based on 45 reviews) | |
Review | Based on 31 QorusDocs reviews. RFPs can be reviewed by managers before submission | 83% (Based on 31 reviews) | |
Reporting | Create real-time reports to compare data trends across processes, RFPs, vendors or profiles This feature was mentioned in 25 QorusDocs reviews. | 81% (Based on 25 reviews) |
Data Sources
Software | As reported in 19 QorusDocs reviews. Integrate with software such as ERP or CRM to use data for document generation | 87% (Based on 19 reviews) | |
Spreadsheets | Allows users to generate documents using information from spreadsheets 15 reviewers of QorusDocs have provided feedback on this feature. | 84% (Based on 15 reviews) | |
Documents | Based on 26 QorusDocs reviews. Ability to generate new documents using other documents in multiple formats | 88% (Based on 26 reviews) |
Generation
Templates | Include templates for various types of documents such as invoices or quotes This feature was mentioned in 24 QorusDocs reviews. | 88% (Based on 24 reviews) | |
Automation | Automate document generation based on customizable rules 18 reviewers of QorusDocs have provided feedback on this feature. | 85% (Based on 18 reviews) | |
Branding | As reported in 20 QorusDocs reviews. Allow users to personalize documents for branding purposes | 83% (Based on 20 reviews) |
Delivery
Workflow | As reported in 16 QorusDocs reviews. Define and manage workflows for document distribution | 78% (Based on 16 reviews) | |
Schedule | Create a schedule to deliver documents at predefined times This feature was mentioned in 11 QorusDocs reviews. | 77% (Based on 11 reviews) | |
Batch | Provide the ability to generate and deliver documents by batch | Not enough data |
RFP Response
Project Management | Based on 26 QorusDocs reviews. Tracks the progress of any RFP in real time and set milestones to improve efficiency | 79% (Based on 26 reviews) | |
Content Library | Updates, organizes, and stores content of a project This feature was mentioned in 53 QorusDocs reviews. | 86% (Based on 53 reviews) | |
Access | Assign users, roles, and manage access in order to set tasks and leave comments This feature was mentioned in 41 QorusDocs reviews. | 85% (Based on 41 reviews) | |
Automation | Based on 27 QorusDocs reviews. Automate repetitive and manual tasks, such as auto-filling answers and auto-responses | 80% (Based on 27 reviews) | |
Export | Based on 29 QorusDocs reviews. Export files or spreadsheets with the ability to format and accomidate images | 84% (Based on 29 reviews) | |
Import | Upload files or spreadsheets from multiple sources 26 reviewers of QorusDocs have provided feedback on this feature. | 79% (Based on 26 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. 18 reviewers of QorusDocs have provided feedback on this feature. | 73% (Based on 18 reviews) |
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