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VENDOR NAMEVENDOR INSTRUCTIONS
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NAME OF SALES PERSON> Pick a value in the Type column. Do not enter data anywhere else.
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DATE OF COMPLETION> Hover over the cells with the "shaded corners" for more notes pertaining to that column or cell.
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SIGNATURE> Where developent or customization is involved, in the comments column specify the cost.
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> Use the comments column for additional info or pricing details.
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I confirm that the information submitted in this checklist is true and correct.
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SCORE0/703
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FEATURE LISTVENDOR RESPONSEVENDOR RESPONSE DECODE
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TypeCheckboxComments
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EMAIL & CALENDAR INTEGRATIONOut-of-the-boxIncluded in license price. Part of the existing system.
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1Two-way email sync (Gmail | Office 365 | Outlook | MS Exchange | IMAP)Custom work requiredCan be customized/developed but after "Go Live". Specify time-frame in comments & your pricing.
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2Two-way calendar sync (Gmail | Office 365 | Outlook | MS Exchange )3PUsing 3rd part software integration. Specify partner in comments & pricing.
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3Custom default system email (Gmail | Office 365 | Outlook | MS Exchange | IMAP)NANot Available.
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4Options for Email sync ( All emails | Inbox & Sent )
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5Auto recognize Candidate / Contact while fetching emails
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6Create Candidates and Contacts from email
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7Quick save email attachments to Candidate / Contact records
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8SendGrid - Mass Email marketing integration
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9Automatic spell checker in email composer for multiple languages
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10Set default system email response
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11Set Account emails to send placement info.
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12Email templates
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13User email signatures
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14Wildcards / Merge Tags
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15Bulk Email
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16Team calendars
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17Agenda / Day / Week / Month / Stats view for calendar
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18Add meetings and view availability inside system
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19Meeting reminder via VinnyChat notification
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20Set recurring meetings
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21Add a zoom invite to calendar
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22Add a teams invite to calendar
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23Task management
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24Task reminder via VinnyChat notification
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25View activities in team view
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26Manage Calendar & Tasks in Mobile app
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27Two-way SMS (International options available)
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28SMS templates
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ADVANCED SEARCH & SOURCING
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29Quick search
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30Faceted search
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31Contextual field search
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32Custom field search
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33Permanent candidate search
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34Temp / Contract candidate search
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35Application search
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36Auto boolean formatting
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37Auto boolean operators
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38Wildcard search
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39Fuzzy search
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40Resume search
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41"Find similar Candidates" search
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42Radius search
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43Availability search ( Candidate )
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44Proximity search (on map view)
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45Search Templates (for Shift Scheduler)
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46LinkedIn X-ray search
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47Automatch Candidates to Jobs
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48Exclude placements | Active Temps filters
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49Include Contactors & Temps finishing filters
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50Table columns are Filterable
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51Save searches
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52Share saved search
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53Matching % column
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54Null search
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55Table search
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56LinkedIn | Github | Xing sourcing Chrome extension
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57Find suitable jobs
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58Search all entities in one page (Candidate / Company / Job / Contact)
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59DaXtra Search integration
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60SourceBreaker integration
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PIPELINE
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61Consolidated Pipeline for ATS (Jobs / Candidates / Applications / Placements / Renewals)
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62Consolidated Pipeline for CRM (Companies / Contacts / Deals / Job leads)
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63Consolidated pipeline view for all applications
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64Drill down into consolidated application pipeline view
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65Configurable pipeline for applications
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66View and filter Pending totals in pipeline view
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67View and filter rejected total in pipeline view
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68View and filter pipeline by date
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69View and filter pipeline view by Owner
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70View and filter pipeline view by Brand
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71View and filter pipeline view by Division
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72View and filter pipeline view by Team
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73View and filter pipeline view by Job type
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74Hide pipeline views
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QUICK ADD - From anywhere in system
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75Candidate
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76Contact
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77Company
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78Deal
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79Job
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80Job Lead
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81Quick post Job