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Software Evaluation Features and Functions

Before you can begin comparing enterprise software solutions, it's important to understand the features and functions that you need to run your business.Below, you'll find links to comprehensive models of features and functions for several types of enterprise software, accounting, asset management, business intelligence (BI), content management systems (CMS), enterprise resource planning (ERP), human capital management (HCM), product lifecycle management (PLM), product portfolio management (PPM), relationship management, and supply chain management (SCM). These feature/function models can help you better understand vendor offerings as you compare software solutions, including

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Document Generation Features and Functions



  • Creates output documents, including quotes, proposals, submittals, contracts in Word, PDF, HTML, and Excel

  • Dynamically generates customized proposal content based on configuration choices

  • Images, or other documents to be included (pulled) into a document

  • Exact product features, descriptions, pricing, and quantities can be added from valid or approved quote line items

  • Detailed quotes can be included as sub-documents or appended-documents

  • Automatically populate proposals with relevant customer data

  • Adds cover letters from user-defined or company-defined templates

Document Management (for Proposals and Contracts) Features and Functions
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