Shortlist Overview

This is a summary of the comprehensive capabilities and benefits of Shortlist based on over 371 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.

Shortlist, Asset Panda, SPS Commerce Fulfillment, FormAssembly, Ignition, etc., all belong to a category of solutions that help Employee Experience Management. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Do you need to check if Shortlist is right for your needs? Our Cuspera AI engine can evaluate how Shortlist fits your specific business needs, industry, and context. Get your personalized assessment report today.

Shortlist supports business activities such as:

  • Training & Onboarding
  • Sales Document Management
  • Helpdesk Management
  • Engagement Management
  • Workflow Management

Shortlist can help you with many business goals, such as Improve Stakeholder Relations, Improve Consistency, Launch New Products, and Build Brand Awareness. It can help manage these activities if you use Promotions Offline and On Premises for these needs. As a solution, Shortlist's capabilities include Templates, and Personalization.

Shortlist was founded in 2016. Marketing and Advertising Vertical is its biggest customer base.

Reviews

"...Freelancer onboarding functionality was the biggest attraction for us...." Peer review by Kazsa T, Co-founder and CEO, Design

Cuspera Reviews

11 buyers and buying teams have used Cuspera to assess how well Shortlist solved their Employee Experience Management needs. Cuspera uses 371 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Employee Experience Management needs.

Business Priorities

Improve Stakeholder Relations and Improve Consistency are the most popular business priorities peers achieved using Shortlist.

Other priorities:

  • Launch New Products
  • Build Brand Awareness
See all business priorities See less business priorities

Use Cases

Peers recommend Training & Onboarding , Sales Document Management , Helpdesk Management , as the business use cases that they have been most satisfied while using Shortlist.

Read Peer Reviews and Expert Experience for Business Use Cases

BUSINESS USE CASES RATINGS CUSTOMER AND EXPERT EXPERIENCES
Training & Onboarding

4.96/5 ★

Read Reviews (43)

"...Freelancer onboarding functionality was the biggest attraction for us...."
Sales Document Management with Promotions

4.66/5 ★

Read Reviews (27)

"...Get a project ready to be shared with vendors in no time. - with a possibility of setting up deadlines for proposals and final submissions...."
contract management

4.65/5 ★

Read Reviews (14)

"...Shortlist.co is a fantastically versatile platform that allows easy locating, engagement, contracting and payments of freelancers, consultants and vendors...."
proposal & quote management

4.62/5 ★

Read Reviews (6)

"...- Possibility of setting up deadlines for proposals and final submissions...."
digital signature

3.48/5 ★

Read Reviews (3)

"...We are able to do all signatures within Shortlist...."
document sharing

3.08/5 ★

Read Reviews (2)

"...This enabled us to align all documentation, share resources, identify gaps, distribute work in a much more efficient and organized manner...."
Helpdesk Management

4.36/5 ★

Read Reviews (12)

"...Great Customer Support to help during onboarding and..."
PEER EXPERIENCES
Training & Onboarding

4.96/5 ★

Read Reviews (43)

"...Freelancer onboarding functionality was the biggest attraction for us...." Peer review by Kazsa T, Co-founder and CEO, Design
Sales Document Management with Promotions

4.66/5 ★

Read Reviews (27)

"...Get a project ready to be shared with vendors in no time. - with a possibility of setting up deadlines for proposals and final submissions...." Peer review by Verified Reviewer, 51-200 employees
contract management

4.66/5 ★

Read Reviews (14)

proposal & quote management

4.66/5 ★

Read Reviews (6)

digital signature

4.66/5 ★

Read Reviews (3)

document sharing

4.66/5 ★

Read Reviews (2)

Helpdesk Management

4.36/5 ★

Read Reviews (12)

"...Great Customer Support to help during onboarding and..." Peer review by Anonymous Reviewer

10+ more Business Use Cases

Our AI advisor, Wyz, harnessed 371 insights from peers and experts to help you assess how these Shortlist use cases fit your Employee Experience Management needs.

Popular Business Setting

for Shortlist

Top Industries

  • Marketing and Advertising
  • Education
  • Real Estate

Popular in

  • Small Business
  • Mid Market
  • Large Enterprise

Peers used Shortlist to Improve stakeholder relations and Improve consistency

Peer and Expert Opinion on Features

for Shortlist

  • Low
  • Medium
  • High
FEATURES RATINGS AND REVIEWS
Templates

4.58/5 ★

Read Reviews (13)
Personalization

4.69/5 ★

Read Reviews (10)
FEATURES RATINGS AND REVIEWS
Templates

4.58/5 ★

Read Reviews (13)
Personalization

4.69/5 ★

Read Reviews (10)

IT and Other Capabilities

for Shortlist

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

3.40/5 ★

Read Reviews (23)
Data Export

2.85/5 ★

Read Reviews (28)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

3.40/5 ★

Read Reviews (23)
Data Export

2.85/5 ★

Read Reviews (28)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

4.78/5 ★

Read Reviews (79)
Phone Support

4.59/5 ★

Read Reviews (8)
Chat Support

4.25/5 ★

Read Reviews (9)
Email Support

3.93/5 ★

Read Reviews (10)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

4.78/5 ★

Read Reviews (79)
Phone Support

4.59/5 ★

Read Reviews (8)
Chat Support

4.25/5 ★

Read Reviews (9)
Email Support

3.93/5 ★

Read Reviews (10)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Custom Reports

4.17/5 ★

Read Reviews (54)
Analytics

3.68/5 ★

Read Reviews (6)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Custom Reports

4.17/5 ★

Read Reviews (54)
Analytics

3.68/5 ★

Read Reviews (6)

Software Failure Risk Guidance

?

for Shortlist

Overall Risk Meter

Low Medium High

Top Failure Risks for Shortlist

Vendor Profile Details

Company Name

Shortlist

Company Website

https://www.shortlist.net/

Year Founded

2016

HQ Location

Jewel Milan, 30th Road, Bandra (West), Mumbai, Maharashtra 400050, IN

Employees

11-50

Social

Financials

SERIES A