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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Agencies around the world receive an overwhelming number of plan sets each day, which often leads to significant delays due to the time and effort required for thorough reviews. The reliance on paper plans complicates collaboration and makes managing revisions a daunting task. However, OnBase Plan Review transforms this process by leveraging document management to create a paperless, efficient, and trackable system. This innovation not only speeds up community development but also ensures that plans are quickly stored in OnBase and sent to the relevant reviewers without delay. A key advantage of OnBase is its ability to centralize document management, which reduces the time previously spent toggling between different applications. This centralization simplifies tracking the location of all documents, enhancing overall organization. Furthermore, OnBase facilitates markups for reviews, monitors response times, provides status updates, manages resubmissions, compares revisions, and integrates seamlessly with your existing permitting and GIS systems, significantly streamlining the entire review process. Ultimately, these features foster improved collaboration and efficiency, benefitting both agencies and their communities.

Description

Transform your sales interactions into a cohesive, personalized, and easily monitored sales environment. Reduce the clutter of inundated inboxes by adopting a dynamic hub where all your sales and customer success resources are just a click away. You can effortlessly share demo recordings, collaborative strategies, essential documents, and learning materials, among other things. Differentiate yourself from competitors by integrating the complete sales journey into one streamlined, adaptable, and traceable workspace. We are dedicated to assisting you at every stage, from initial outreach and post-demonstration follow-ups to finalizing deals and continuing on to onboarding and managing accounts. With our support, you can ensure a seamless experience for your clients throughout the entire sales process.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Arcade No 
Cal.com No 
Chili Piper No 
Figma No 
Gong No 
Google Calendar No 
Jiminny No 
Loom No 
Microsoft Dynamics 365 No 
Microsoft Teams No 
Navattic No 
Outreach No 
Pipedrive No 
Pitch No 
Tolstoy No 
Typeform No 
Vidyard No 
Vimeo No 
Wistia No 
YouTube No 

Integrations

Arcade Yes 
Cal.com Yes 
Chili Piper Yes 
Figma Yes 
Gong Yes 
Google Calendar Yes 
Jiminny Yes 
Loom Yes 
Microsoft Dynamics 365 Yes 
Microsoft Teams Yes 
Navattic Yes 
Outreach Yes 
Pipedrive Yes 
Pitch Yes 
Tolstoy Yes 
Typeform Yes 
Vidyard Yes 
Vimeo Yes 
Wistia Yes 
YouTube Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

£29 per user per month
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Naviant

Country

United States

Website

naviant.com/resource/onbase-government-electronic-plan-eplan-review-software-overview/

Vendor Details

Company Name

trumpet

Founded

2021

Country

United Kingdom

Website

www.sendtrumpet.com

Product Features

Product Features

Digital Signature

Audit Trail No 
Authentication No 
Auto Reminders No 
Customizable Templates No 
Document Analytics No 
Mobile Signature No 
Multi-Party Signing No 
Progress Tracking No 
Task Progress Tracking No 

Proposal Management

Automatic Formatting No 
Calendar Management No 
Collaboration No 
Contact Management No 
Content Repository No 
Document Management No 
Electronic Signature No 
Knowledge Library No 
Pipeline Management No 
RFP Management No 
Requirements Management No 
Revision Management No 
Task Management No 
Templates No 
Version Control No 

Quoting

Automated Quoting No 
Catalog Management No 
Client Portal No 
Contact Management No 
Customer Accounts No 
Customizable Branding No 
Discount Management No 
Forms Creation No 
Pricing Management No 
Product Configurator No 
Proposal Management No 

Sales Content Management

Audio / Video Recording No 
Audio File Management No 
Branded Sales Content No 
Centralized Sales Content Repository No 
Collaboration Tools No 
Content Recommendations No 
Email Management No 
Engagement Analytics No 
Interaction Tracking No 
Personalization No 
Sales Partner Management No 
Sales Training / Onboarding No 
Video File Management No 

Sales Enablement

Collaboration No 
Contact Management No 
Content Management No 
Document Management No 
Goals / Quota Management No 
Lead Management No 
Meeting Management No 
Performance Management No 
Presentation Management No 
Proposal Management No 
Territory Management No 
Training Management No 

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