at Financial Technnology Year
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Docupilot for Financial Services from Docupilot
Document automation platform that allows financial advisors to generate custom proposals with data from CRMs, spreadsheets, and forms. Supports complex financial calculations, compliance rules, and multi-format outputs.
Product analysis by function
Proposal Generation Systems for Business Development and Marketing
Platforms that create customized, professional client proposals including recommended investment strategies, financial planning services, fee structures, and projected outcomes.
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User Interface & Experience
(9 Yes /9 Known /11 Possible features)
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Intuitive Dashboard Central hub that summarizes proposal statuses and quick actions. |
Docupilot provides a central dashboard summarizing document and proposal statuses for easy management. | |
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Mobile Accessibility Capability to use the system via mobile devices (app or responsive web). |
Official documentation and website highlight mobile-optimized templates and responsive design. | |
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Customizable Templates Range of editable proposal templates for diverse client needs. |
Customizable and reusable proposal templates are featured for financial services use cases. | |
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Drag-and-Drop Editor Visual editor allowing drag-and-drop component placement. |
Drag-and-drop document builder is described in product interface walkthroughs. | |
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Multi-language Support Ability to present content and interface in multiple languages. |
Multi-language support is mentioned on the website for international clients. | |
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Accessibility Compliance Compliance with accessibility standards (e.g., WCAG 2.1). |
Platform claims compliance with WCAG accessibility standards. | |
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Personalization Options Ability to tailor interface and branding for specific firms or advisors. |
Branding and interface personalization options for firms/advisors are available. | |
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Response Time Average time to load and interact with proposal editor. |
No information available | |
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Guided Workflows Step-by-step walkthroughs to reduce user error. |
Guided onboarding and workflow steps are shown in help documentation and demo videos. | |
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User Profiles & Roles Role-based access and personalized dashboards. |
User roles, profiles, and team dashboards are supported for document access. | |
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Dark Mode Support Option to switch to dark mode for visual comfort. |
No information available |
Integration Capabilities
(8 Yes /8 Known /10 Possible features)
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CRM Integration Seamless import/export of client data from major CRMs. |
CRM integrations (including Salesforce, Hubspot, and others) are natively available. | |
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Document Management Integration Ability to integrate with document storage systems like SharePoint or Dropbox. |
Integrates with document management platforms like Google Drive, Dropbox, and SharePoint. | |
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API Availability System provides APIs for custom integrations and process automation. |
Offers REST API for custom integrations and automation. | |
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Financial Planning Tools Integration Integration with financial planning and portfolio modeling tools. |
Direct integrations with financial planning software are listed for financial advisory use. | |
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e-Signature Integration Support for digital signatures with platforms like DocuSign or Adobe Sign. |
Supports e-signature integrations with DocuSign and Adobe Sign. | |
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Email Platform Integration Sync with email clients for sending and tracking proposals. |
Email platform integrations (Gmail, Outlook, SMTP) are available for sending proposals. | |
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Calendar Sync Integration with calendar systems for scheduling proposal follow-ups. |
Google Calendar and Outlook integrations allow scheduling of proposal follow-ups. | |
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Single Sign-On (SSO) Support for SSO via enterprise authentication systems. |
SSO support is mentioned (SAML, Google Workspace, Azure AD). | |
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Bank Data Connectivity Secure connections to client or advisor bank data sources. |
No information available | |
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Number of Supported Integrations Count of third-party integrations supported out-of-the-box. |
No information available |
Proposal Customization & Content Management
(10 Yes /10 Known /11 Possible features)
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Dynamic Content Blocks Ability to insert live data, charts, or tables that auto-update. |
Can embed live data blocks (charts/numbers) that update automatically based on integrations. | |
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Conditional Logic Show/hide or customize content based on client profile or responses. |
Conditional logic for content blocks is supported and described in financial use case materials. | |
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Content Library Central library for reusable text, disclaimers, images, and legal clauses. |
Reusable content library for clauses, text, and disclosures. | |
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Version Control Track changes, roll back, and view past versions of proposals. |
Document version control and audit are mentioned on support pages. | |
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Automatic Data Merge Auto-populate proposals with client-specific data from CRM. |
Auto-population of proposals with CRM/form data is a flagship feature. | |
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Content Approval Workflow Multi-level review and approval process for proposal drafts. |
Multi-level approval workflows can be configured. | |
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Brand Compliance Tools Automated checks to ensure proposals adhere to firm branding. |
Built-in tools to enforce brand style and compliance rules. | |
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Media Embedding Support for embedded videos, PDFs, or external media. |
Supports PDFs, images, and videos embedded in proposal documents. | |
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Multi-currency Support Display financial data in client-preferred currencies. |
Multi-currency formatting and conversion built-in for proposals targeting international clients. | |
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Number of Templates Provided Count of ready-to-use templates included. |
No information available | |
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Bulk Proposal Generation Generate multiple proposals simultaneously for marketing campaigns. |
Bulk generate proposals for multiple clients is promoted for marketing campaigns. |
Collaboration & Communication
(3 Yes /3 Known /10 Possible features)
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Internal Comments Ability for team members to leave internal notes and discuss specific sections. |
No information available | |
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Task Assignment Assign sections or responsibilities to different team members. |
No information available | |
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Real-time Coauthoring Multiple users can simultaneously edit a proposal document. |
No information available | |
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Client Collaboration Portal Dedicated area for clients to review, comment, and request changes. |
No information available | |
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Integrated Messaging Built-in chat or messaging for swift communications. |
No information available | |
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Change Notifications Notify users of updates, comments, or required actions. |
Change notifications and reminders available via email integrations and user dashboards. | |
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Comment Resolution Tracking System tracks and displays resolved/unresolved comments. |
No information available | |
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Collaboration Permissions Granular control over who can view/edit/comment/review proposals. |
User/role-based permission controls are configurable for collaboration. | |
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Shared Analytics Dashboard Collaborative access to metrics related to proposals’ performance. |
Shared analytics and dashboard access available in reporting suite. | |
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Maximum Simultaneous Editors The highest number of users who can co-author simultaneously. |
No information available |
Compliance & Security
(6 Yes /6 Known /11 Possible features)
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Regulatory Compliance Tools Built-in features for financial compliance (SEC, FINRA, GDPR, etc.). |
Built-in compliance features flag missing SEC/FINRA requirements and log disclosures. | |
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Audit Logs Comprehensive logging of who did what and when for each proposal. |
Audit logs are available and highlighted for compliance/audit trail. | |
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Document Encryption End-to-end encryption for all stored and transmitted proposal documents. |
All documents are stored with at-rest and in-transit encryption (AES-256, TLS). | |
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Role-Based Security Security enforced depending on user function and access level. |
Role-based security controls for user and admin access. | |
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Data Residency Controls Configure where proposal data is physically stored. |
No information available | |
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Multi-factor Authentication Require two or more authentication methods for access. |
Multi-factor authentication is described for user and client logins. | |
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Third-party Penetration Testing System is tested against vulnerabilities by external security experts. |
No information available | |
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Retention Policy Management Set automatic proposal retention/deletion policies. |
No information available | |
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Redaction Tools Ability to redact sensitive information from proposals before sharing. |
No information available | |
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Time to Detect Unusual Activity Average latency in flagging suspicious actions. |
No information available | |
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Automated Compliance Checks System automatically flags compliance risks or incomplete information. |
Automated checks for compliance/incomplete required information, especially in financial use. |
Analytics & Reporting
(9 Yes /9 Known /11 Possible features)
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Proposal Tracking Track report on status (sent, opened, signed, declined). |
Proposal tracking, including sent, opened, signed, and declined, is standard. | |
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Conversion Rate Analytics Monitor proposal acceptance ratios over time. |
Conversion, open, and acceptance analytics are shown in the analytics dashboard. | |
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Time to Close Track and analyze proposal turnaround time. |
No information available | |
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Engagement Analytics Track which sections clients spend time reviewing. |
Section-level engagement analytics are commonly reported in client analytics dashboards. | |
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Custom Report Builder User-defined reports based on custom fields or filters. |
Custom report builder with field-based filtering is available in analytics tools. | |
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Export to Excel/CSV Export analytics and proposal data for offline analysis. |
Export to Excel/CSV is a built-in reporting/export feature. | |
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Real-time Data Updates Analytics are up-to-date with the latest activity. |
Real-time analytics dashboard shows up-to-date activity. | |
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KPI Dashboards Visual dashboards tracking key proposal and team KPIs. |
KPI dashboards are provided for tracking proposal activity and outcomes. | |
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Customizable Notifications Set notification triggers for proposal milestones or deadlines. |
Customizable notification rules for milestones and deadlines available to users. | |
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Number of Built-in Reports Count of pre-defined, ready to use analytics reports. |
No information available | |
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Proposal Pipeline Visualization Graphical representation of proposal progress through sales stages. |
Visual pipeline views of proposal stages included in dashboard UI. |
Automation & Workflow
(8 Yes /8 Known /10 Possible features)
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Automated Proposal Assembly Proposal content is automatically populated based on client or opportunity profile. |
Proposals can be assembled automatically based on CRM/form inputs and client data. | |
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Workflow Automation Automate actions, approvals, and notifications at specific workflow stages. |
Workflows for approvals, reminders, and status changes can be automated. | |
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Automated Reminders Automatic reminders for tasks, deadlines, or outstanding approvals. |
Automatic reminders for deadlines and missing information are configurable. | |
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Template Selection Rules System recommends templates based on opportunity details. |
Template recommendations are available based on client/opportunity data. | |
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Automatic Data Validation System checks entries for completeness/correctness before advancing workflow. |
Automatic field validation before progressing to the next workflow step. | |
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Bulk Actions Update, send, or archive multiple proposals at once. |
Bulk actions, including sending and archiving proposals, are natively supported. | |
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Approval Workflow Stages Number of sequential reviews/approvals a proposal can require. |
No information available | |
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Assignment Automation Proposals automatically assigned to team members based on rules. |
Assignment rules for workflow tasks supported in business logic settings. | |
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Automated Scheduling Schedule proposal sending or follow-ups automatically. |
Proposal scheduling and follow-up reminders can be set up automatically. | |
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Integration with Robotic Process Automation (RPA) Supports integration with enterprise RPA systems for advanced automation. |
No information available |
Client Experience
(8 Yes /8 Known /10 Possible features)
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Digital Signature Clients can review and sign documents online securely. |
Digital signature support is present natively and via integrations. | |
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Interactive Proposal Viewer Clients can interact with proposal sections, e.g., exploring what-if scenarios. |
Interactive proposal viewers let clients interactively fill fields and see what-if results. | |
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Proposal Co-browsing Advisor and client can jointly view and discuss the proposal in real time. |
No information available | |
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Client Feedback Capture Clients can leave feedback or questions directly inside the platform. |
Platform supports collecting feedback/comments from clients. | |
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Mobile-friendly Client Portal Clients can easily access and review proposals via mobile. |
Client portal is designed to be mobile-friendly by default. | |
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Multi-factor Access for Clients Clients authenticate using secure multi-factor methods. |
Clients can use MFA when accessing sensitive proposal content. | |
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Track Document Views System records when and how clients viewed the proposal. |
Platform tracks document views by client for audit and engagement analytics. | |
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Branded Experience Firm’s logos and color schemes appear throughout the client journey. |
Supports custom branding of client-facing interfaces and documents. | |
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Automated Welcome/Thank You Messages Automatic personalized communications at key milestones. |
No information available | |
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Client Access Expiry Controls Set expiration dates for client access to sensitive proposals. |
Advisors and admins can set document expiration dates for client access. |
Scalability & Performance
(4 Yes /4 Known /10 Possible features)
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Maximum Concurrent Active Users How many users can work simultaneously with strong performance. |
No information available | |
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Proposal Generation Throughput Number of proposals that can be generated per hour. |
No information available | |
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System Uptime SLA Guaranteed uptime commitment from the vendor. |
No information available | |
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Geographic Data Center Distribution System is backed by multi-region or global data centers for speed and redundancy. |
Multi-region hosting and failover are described under infrastructure sections. | |
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Elastic Resource Scaling Automatically scales infrastructure resources with demand. |
Cloud-based infrastructure automatically scales with usage. | |
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Max Proposal Document Size Supported Maximum file size (including embedded media) supported for a single proposal. |
No information available | |
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Bulk User Onboarding System can onboard hundreds or thousands of new users programmatically. |
Bulk onboarding features/API are available for large enterprise deployments. | |
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Performance Monitoring Tools In-built tools for system performance visibility. |
Real-time system and performance monitoring tools are available for admins. | |
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Disaster Recovery RTO Maximum recovery time objective in case of a critical failure. |
No information available | |
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Concurrent Proposal Edits Supported Number of proposals that can be edited concurrently without degradation. |
No information available |
Support & Onboarding
(6 Yes /6 Known /10 Possible features)
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24/7 Support Availability Technical support is reachable any time, globally. |
Support team available 24/7 according to vendor's support page. | |
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Multi-channel Support Support can be reached via phone, email, chat, or ticket system. |
Contact via email, chat, phone, and support tickets are all available channels. | |
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Dedicated Account Manager Each client has an assigned account representative. |
No information available | |
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Training Materials Provided Comprehensive videos, walkthroughs, and documentation. |
Videos, guides, and step-by-step documentation are provided. | |
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Custom Onboarding Plans Tailored adoption and migration plans for large clients. |
No information available | |
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Onboarding Time Typical duration to onboard a standard advisory team. |
No information available | |
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User Community/Forum Access Access to an online community for sharing best practices. |
Online community/forums for knowledge sharing are referenced on support resources. | |
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Knowledge Base Extensive searchable help articles and FAQs. |
Comprehensive searchable knowledge base is available on vendor website. | |
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Live Training Sessions Regular instructor-led group or private onboarding sessions. |
Live training sessions and webinars advertised on resources and events page. | |
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Average Support Response Time Vendor’s typical first-response time for support tickets. |
No information available |
Cost & Licensing Model
(7 Yes /7 Known /10 Possible features)
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Transparent Pricing All costs, optional add-ons, and overage charges are clearly disclosed. |
Transparent pricing and plan features are listed on the main website. | |
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Flexible Licensing (per user, per proposal, enterprise) Choice of pricing schemes to match organization size and need. |
Flexible licensing: per-user and per-document pricing models described on pricing page. | |
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No Long-term Contract Required Option for monthly, cancel-anytime plans. |
Month-to-month options, no long-term contracts required. | |
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Scalable Pricing Cost increases only as usage or user count rises. |
Pricing scales with user count and document volume. | |
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Free Trial Availability Trial period offered with full or partial features. |
Free trial available (14 days) according to the signup page. | |
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Included Support Levels How many support/escalation tiers are included in base price. |
No information available | |
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Bulk Discounting/Volume Pricing Discounts available at higher usage or user thresholds. |
Bulk discounts are available for larger organizations and high-volume users. | |
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Cost per User/Month Specific minimum price for a single advisor or user. |
No information available | |
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Cost per Proposal Generated Variable or overage fee per generated proposal, if charged. |
No information available | |
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Free Feature Upgrades New features rolled out without added cost. |
Major new features and updates are included in all paid plans with no extra charge. |
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