Name: cloudplan
Price: 12.15 USD
Author: cloudplan

Call Center Workforce Optimization

Help Desk

Web and Video Conferencing

Customer Support

Chatbot

Flowchart

Development

Career Center

Education

Business Intelligence (BI)

Collaboration

Enterprise Search

Streaming Analytics

Enterprise

Accounting

Accounting and Tax Services

Budgeting and Forecasting

Crypto Accounting

Tax Compliance

Finance and Accounting

Applicant Tracking

Benefits Administration

Corporate Learning Management

Freelance Management

HR Management

Payroll

Recruitment Marketing

Talent Intelligence

Talent Management

Video Interview

Workforce Analytics

Workforce Management

eLearning Content

Human Resources

Application Virtualization

Blade Servers

Cloud Storage

Disaster Recovery

Fraud Detection

IT Professional Services

Identity Verification

Integration Platform as a Service (iPaaS)

Machine Learning

Network Performance Monitoring

Office Migration and Repair

Packet Analyzer

Penetration Testing

Single Sign-On

Vector Databases

Virtual Data Room

Virtual Private Cloud (VPC)

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Call Tracking

Click Fraud

Content Management

Customer Success

Digital Content Creation

Email Marketing

Enterprise Marketing Management

Marketing Automation

Referral Marketing

Social Media Management

Survey & Forms Building

URL Shorteners

Video Editing

Web Analytics

Marketing

Project Management

Professional Services

Construction CRM

Customer Relationship Management (CRM)

Revenue Operations

Sales

Interior Design

Inventory Management

Moving Software

PCB Design

Population Health Management

Public Transportation

Retail Execution

Retail Management

Vertical-Specific

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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.


Basic

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150 GB

400 GB

2 TB

5 TB

SpiderOak One Backup

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Cloud storage systems support file storage and sharing across multiple devices and with many users, and synchronize files to maintain file integrity. Free solutions exist. Enterprise solutions tout security and compliance features.

File Sharing & Management

Features that allow collaborators to view, work on, and organize files.

Versioning

Users can access the most up-to-date version of a document, track changes, and revert to older versions if needed.

Document files

Supports document file types, such as .doc, .docx, PDF, and plain text among others.

Image files

Supports image file types, such as .png and .jpeg

Video files

Audio files

Supports audio file types, such as .mp3, .mp4, and .wav

Document collaboration

Users can edit files and attach comments to files.

Shared folders

Users can create shared folders and invite other users or groups to collaborate by accessing or uploading files.

Access control

Users can control access to (shared) files, including different levels of access such as view-only or permission to edit.

File search

A search function that allows users to easily find files, and in some cases even search within multiple files.

Device sync

Device syncing that updates files connected to the cloud, keeping all files up to date regardless of where they are edited or viewed.

Web interface

A web interface, so that users can access files without installing anything.

File change notifications

Users receive notifications when files are changed by others.

Simultaneous editing

Multiple users (with editing access) can edit a file simultaneously.

Cloud Storage Security & Administration

Features related to security and administration for cloud storage platforms

Single sign-on

Single sign-on with Active Directory/SAML based identity providers.

Two-step verification

Users can set up two-step identity verification for added security.

End-user encryption

Supports end-user file encryption (or integrations with third party encryption software).

User and role management

Administrators can manage users and user groups by role, in terms of setting permissions for things like file access, sharing, and editing permissions.

Storage limit management

Administrators can manage storage limits, including the ability to increase or reduce storage for certain users or groups.

File organization

The ability to choose where files will be stored, and manage individual users' storage; includes control over file organization structure.

Device management

Administrators can manage devices connected to the cloud storage platform, including restricting access for certain devices or wiping files from devices remotely.

Password-protected files

Cloud Storage Platform

Features around the functionality of the cloud storage platform.

Performance

Platform runs at a good speed on all browsers; files load and sync quickly.

Reliability

Cloud storage platform is secure, all features are consistently available, and the platform maintains file integrity.

Storage Reports

Includes reporting capabilities to monitor user activity and storage levels.

Multi-language

Cloud storage platform supports multiple languages for businesses that plan to share files internationally.

Multi-currency

Cloud storage platform supports multiple currencies for businesses that plan to share files internationally.

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cloudplan

Overview

What is cloudplan?