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Review and Approvals

MarketingPilot provides a simple, easy to use and fully integrated review and approval system. MarketingPilot enables you to manage your approval process with tremendous flexibility and ease. Approvals are fully integrated into MarketingPilot so there is no place else to go. Plus, there is no need to make paper backups of sign-offs, since they are permanently stored in the system. MarketingPilot creates an audit trail and provides clear accountability.

It's Simple and Easy to Use
When you receive an approval by 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.
  • Of course, you can reply to comments made by other reviewers.

Not just for Files
Route a wide range of items for review and approval:

  • Files of all types
  • Projects including jobs, campaigns, events and programs
  • Project Requests
  • Most financial transactions

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

Features

  • Supports all file types including audio and video.
  • Review by 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 read 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.
  • Save time with review templates with pre-defined routing.
  • Approvals are linked to the item to make them easy to find.

 

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