Here are the details to the Plans that we offer:
* Owners can set features Globally
STANDARD
enable/disable Push/Pull on Dashboard- If your company does not PUSH requests out you can have the PUSH side of your dashboard disabled.
Change user passwords/access user account
enable/disable users "change email" tab in users profile
enable/disable users use of team photo * on Completed request
enable/disable team profile * (Virtual business card) on completed request
enable/disable blocking domain so no employee can create free account
enable password expire * for all users - force users to change passwords
SMTP - * email sending options
Change Background color * on request pages
Disclaimer Box - * shows on email and email/SMS landing pages
Customize Personal URL message – Change the email/SMS (Pull) default request message to your recipient (Hello, this is the file request you just created at Company Name Botdoc page)
Disable 2 Step Auth * on Push requests (uncheck)
Inactivity Session Timeout * set a default value for all users
Disable recipient to send message only with no file upload (contact support@botdoc.io)
P2/Conversations - * set as your dashboard default (Some users operate more inside the P2/Conversations while others use the main dashboard, this allows the team owner or users to change their landing page after log in)
Teams: off by default, which means, the end user can NOT finish the request just typing a message
Basic: end user CAN finish the request just typing a message
FREE: end user CAN finish the request just typing a message
ENTERPRISE (additional $500/mo)
Botdoc Branding - * enable/disable "create free account now" & “powered by Botdoc” (Personal URL, Request pages and completion pages)
Custom email template
Auto-Forward - Pull Requests can be seen by Admins
Auto-Forward - Push requests can be seen by Admins
Request Message Box/Push&Pull - * pre-canned message
Change User’s Profile – change any users profile within your team
Enable/disable request method on Personal URL page – * Allow the user to accept Email only or SMS only requests from customers
Enable Pull URL auto-reply – * create a custom auto-reply email to a recipient through a users personal URL page (welcome email, thank you email, or even 2nd step in PPP process email) - VIDEO available
Enable/disable “reply to” – “reply to” to be sent to the user who sent the pull/push request to customer vs no-reply
Organization/Manage multiple Teams – Owners and Admins can now be Organization Owners/Admins which will allow you to manage and view multiple teams as well as set “privacy settings” for Owners, Admins or all users.
SSO/Single Sign - * This feature is tied to the Organization feature and permits a user to one set of login credentials (like using the credentials to your company email) reducing all user application logins to one login for greater security and convenience.
Queue Feature - Assign users access to all requests within a Queue or multiple Queues. Users can grab or assign requests to others in the Queue. (This removes the need for Teams to have multiple users logging into one account with the same password)
Custom Subject Line – * Replace Botdoc’s Push and Pull default email subject line to recipients by setting a custom Team default subject line.
Public URL Subject Line – When using the personal URL link in your email signature block allow your recipients to enter their own subject line when uploading documents. This subject line will be included in all email notifications to team users.
Lock User TFA login - * Owners can globally set TFA login for all users.
P2 Container Report/Transcript - Owners can now enable specific reporting features to email anyone on the team or a participant a transcript of the P2 container which includes chat history, features etc. (choose to censor certain data)
ENTERPRISE + (additional $750/mo)
Custom Domain for login and links - change Botdoc.io domain on send links and user logins to a different location
Unique Invite URL & Blocking IP login of team users by IP Range
Custom CSS & Custom Script for tracking
Dashboard Custom Fields – * Create custom fields for internal use only
Team User Custom Fields/URL – * Create custom fields for all users. Custom Fields can be found on Users Personal Profile page which can be tied to each users URL page (includes clickable links and clickable icon links like social media)
ENTERPRISE + HYBRID (additional $1050/mo)
P2 Conversations - Remotely and digitally transact ALL phases of business within ONE encrypted container/session. (Push & Pull data/docs, Chat – real time with your customers, E-Sign (DocuSign) & (Adobe Sign)
API connectivity - Allow customer to use their own Botdoc API account to add new and additional capabilities across their enterprise
Short Codes - Allow users and remote users to initiate containers via a short-code from their mobile phones
Workflow Automation (custom)
Remote Users - Remote Users were designed to allow for “outside” individuals to send URL Automations (via short-codes from their mobile phones) to collect documents without needing to have direct access to the Conversations Product.
What is the difference between Owner vs Admin?