Cosential vs InEight

• Inputting of companies and leads who may become prospects.
• Creating specific opportunities for construction projects.
• Tracking opportunities through the entire sales cycle.
• Inputting detailed notes and activity by the Sales team.

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• InEight documents allows our organisation to track the progress of workflows, providing timely notification of any delays or bottlenecks.
• InEight allows us to management scope and cost change with the change management functionality.
• InEight Document provides excellent integration with Outlook which significantly improves user satisfaction.

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• The open software is somewhat difficult to master as an administrator.
• Report writing could be more intuitive.
• The company seems to cater to larger users.

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• We would like to be able to workflow documents without them being restrained or maybe have a view that shows restrained and unrestrained as latest/current. We treat our Project Contractor's "As Received" documents as the latest/current whether we've completed our review or not.
• We'd like users not to be able to reply to the transmittal system generated email address as emails go into unregistered mail
• Documents - Comments Register - Request to have Default values available for specific fields
• When we issue reviewed Contractor documents to Teambinder - External Contacts they are required to download the document, download comments (if applicable) and if we've made redline mark ups click on Red Magnifying glass and print document to PDF (and this won't include any comments made with mark up note). They could end up with 3 separate files per document. Also, on the sent transmittal after you select "Download all Transmittal files" button, the "Download All" button only downloads the documents and the "Download Comments" button doesn't include comments made by redline markup. I don't believe this supports the "single source of truth" and could easily lead to confusion. How can I be confident our minor service providers, third parties, government departments etc. will download and use the correct "as returned" version of the document, for example, if it's a drawing we've assigned review code 2 or 3 too they need the drawing and comments to use. TeamBinder document review options consist of:
• Download: (mark up a hardcopy scan and upload it as an attachment), Redlines: mark up (red-line) the document and make text comments and Text comments: Click the Add/Edit link in the Comments column to add electronic comments to the documents. Teambinder transmittal "Download Comments" should include ALL comments no matter which combination of review options was used. We don't use redlines as we cannot ask our external recipients to produce their own PDF's.

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• Allowed for common tracking by business developers in different regions.
• Helped us quantify effort.
• Provides great reports for management.

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