cloudplan

cloudplan is a solution designed to streamline workflows, automate processes, and provide secure file storage and collaboration. According to the vendor, this versatile product caters to enterprises of all sizes and is used by professionals in industries such as construction, manufacturing, legal, human resources, and finance.

Key Features

Workflows: According to the vendor, cloudplan allows businesses to adapt their unique processes and map eSigning workflows. Users can create and process ad-hoc workflows, start workflows from templates, and even create and send bulk workflows. The product enables the use of database field content in workflows, creation of templates for easy workflow creation, assignment of templates to streamline processes, and saving of workflows to private cloud storage. Real-time analysis and reporting of workflows are also available.

Private Cloud Storage: The vendor claims that cloudplan offers private cloud storage for all data and documents, whether in the cloud, on-premise, or in a hybrid environment. It provides seamless access to files through synchronization of locations and efficient file management with auto sync of new folders. Versioning allows users to keep track of file changes and revisions, while the restore feature enables the recovery of previous file versions or deleted folders. The product also offers enterprise search for quick document and workflow retrieval, as well as archiving options for long-term storage and compliance.

Collaboration: According to the vendor, cloudplan facilitates collaboration with business partners and colleagues through folder sharing and web links. It allows for secure sharing and collaboration using advanced weblinks with read rights or weblinks with read, write, and delete rights, including real-time collaboration with Microsoft 365. Group permissions and subfolder permissions enable efficient collaboration within teams. Integration with Microsoft Office enables real-time editing and collaboration, while data room creation ensures secure sharing of content with watermark.

Integration: The vendor states that cloudplan seamlessly integrates with popular third-party apps such as SAP, Salesforce, and Dynamics. It offers enhanced data protection through single sign-on (SSO) and multi-factor authentication (MFA) using Azure AD OAuth or SAML. The product also provides API integration for custom integrations and automation, and supports integration with local or Azure-based Active Directory or LDAP service for user management.

eSignatures: According to the vendor, cloudplan supports simple (SES), advanced (AES), and qualified (QES) electronic signatures. It offers qualified electronic signatures (QES) with embedded digital qualified certificates, advanced electronic signatures (AES) with digital certificates, and simple electronic signatures (SES) for most business transactions.

Web Forms: Users can create no-code web forms without programming in cloudplan. The product allows for the configuration of simple or complex workflows with dynamic fields and different field types. Users can define conditions for actions that control the workflow and utilize white labeling options to co-brand the web forms. According to the vendor, cloudplan offers custom integration options for seamless integration with websites or applications, and the no-code software facilitates fast and cost-efficient form creation and editing.

Multi-Factor Auth: According to the vendor, cloudplan provides data protection through single sign-on (SSO) and multi-factor authentication (MFA) using Azure AD OAuth or SAML. It offers strong authentication methods to protect data from unauthorized access.