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Glossary: Key Terms & Concepts

List of features

Online Payments

Trading money electronically is known as online payment. Computer networks, the internet, and digital stored value systems are commonly used in this process. You accept an online payment w...read more

Offline Form

Customers can contact you using an offline form if your chat representatives aren't available 24/7. Ticketing for offline messages is created through message routing. Turning the chat widg...read more

e-Signature

A legal means of obtaining permission or approval on electronic documents or forms is to use an electronic signature, often known as an e-signature. It can be used to replace a handwritten...read more

Report Generation

Report generation allows you to extract all of the information you require from the database and show it online or export it in various formats. Report generation is the process of extract...read more

Customizable Branding

To improve attraction, brands are turning to individualized branding tactics. Brands are putting more power in the hands of consumers than ever before, trusting them to create meaningful e...read more

Push Notifications

Push notification marketing is an advertising approach in which marketers use browser alerts on various devices to notify their target audience about services and products. Your clients ar...read more

Drag and drop Builder

Drag and drop page building is at the core of the new Builder. Just drag and drop to place your content anywhere on your page, and adjust it to fit your grid with a couple of clicks or tap...read more

Audit Trail

An audit trail is a step-by-step sequential record that offers evidence of a financial transaction's documented history back to its source. With the use of the audit trail, an auditor can ...read more

Role Management

Role Management is a key feature that allows users to control and manage individual roles and their permissions within a software or application. It offers a centralized platform for admin...read more

Approval Workflow

The approval workflow is a standard corporate procedure in which data must be signed off at a given point. Approval procedures necessitate various checks from a range of stakeholders throu...read more

Third-party Integration

Third-party integration refers to the addition of relevant external data to an existing project via various APIs. Because of third-party APIs, developers can create a new solution in a sho...read more

Multi-page Forms

Multi-page forms, also known as multi-step forms, are a type of form that allows users to provide information in a series of steps rather than on a single page. This feature is commonly us...read more

Form Templates

Form templates are pre-designed documents or forms that can be customized and used as templates to create new forms. These templates come with various fields and sections already included,...read more

Skip Logic

Skip Logic is a powerful feature that allows users to create a dynamic and personalized experience for their audience. It allows you to skip over certain questions or sections in a survey ...read more

Barcode Scanning

Barcode scanning is a widely used technology in the world of software applications. It is a process that involves the use of a device, such as a barcode scanner or smartphone camera, to sc...read more

About the reviewer

Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].