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Online Routing and Approvals

MarketingPilot's routing, review and approval features help users collaborate. MarketingPilot provides a fully integrated review and approval system. Route documents, web pages, email messages, video, podcasts for approval and review with tremendous flexibility and ease. MarketingPilot creates an audit trail and provides clear accountability. Plus, there is no need to make paper backups of sign-offs, since they are permanently stored in the system.

  • Share files and solicit comments and feedback from a team. MarketingPilot's threaded notes enable free-form feedback and discussion.
  • Subscribe to a document and add join the discussion about it. Receive email alerts when a comment is posted by other users.
  • Mark-up files using MarketingPilot Notes. It's easy to use and works with virtually every file type. Or, use Microsoft Office 'Track Changes,' and Acrobat Comments.
 

Simple and Easy to Use
When you receive an approval request via email just click on the hyperlink to open the Review and Approval Web Page:

  • Select the Note tool and click on the place in the file where you want to add a Comment; write your comments into the box that pops-up. Or, use other tools to highlight areas of the file.
  • View the comments made by other reviewers.
  • Of course, you can reply to comments made by other reviewers.

Not Just for Licensed Users
MarketingPilot enables you to route items to anyone with an email address. You don't need to purchase licenses for clients and staff who only need to be able to review and approve items.

 

Features

  • Supports all file types including audio and video, web pages and email messages.
  • Route a complete package consisting of multiple items at one time.
  • Send requests via email.
  • Use MarketingPilot Notes for threaded discussions.
  • Mark up Acrobat files using Comments.
  • Mark up Microsoft Office Files using 'Track Changes.'
  • See all the comments and notes in MarketingPilot without having to open the file.
  • Route several items at one time.
  • Track which reviewers have viewed the item and what they think.
  • Send automatic email reminders to reviewers when they are late; get alerts when everyone is done.
  • Use serial or concurrent routing methods.
  • Link review and approvals to projects to keep all information in one place.
  • Use routing templates to save time.
  • Quickly access the approval history of any file.
Ad Agency Management Software Features

- Accounting
- Accounts Payable
- Ad Bookings
- Alerts
- Analytics/Performance
- Approvals/Online Markup
- AR/Invoicing
- Ad Sales & Inventory Management
- Banking
- Budgets

- Business Development/CRM
- Campaign Management
- Collateral Management
- Contract Management
- Conversion from other systems
- Digital Asset Management
- Direct Marketing
- Direct Response
- Editions
- Email

- Estimates
- Event Management
- General Ledger
- Inventory Management
- Jobs/Production
- Job Profitability
- Marketing Automation
- Lead Management
- Marketing Calendars
- Media Buying & Planning
- Multi-Company

- Multiple Currencies
- Payroll
- Purchasing
- Print Production
- Reports
- Requests
- Scheduling
- Social Media
- Time Slips
- Vendor Management
- Web Portal

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