Compare LifeSite vs M-Files DMS vs PandaDoc

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Crozscore:

61%
what is this?
25%
interest falling

Crozscore:

83%
what is this?
100%
42%
interest rising

Crozscore:

90%
what is this?
89%
44%
interest rising
LifeSite screenshot view 1 more M-Files DMS screenshot view 4 more PandaDoc screenshot view 5 more

Software Description:

Goodbye clutter. Hello LifeSite.

Ever had to hunt around for that vital family document? Wish you had saved it somewhere easily accessible?

With dozens of intuitive categories and a mobile in-app scanner, saving and organizing your information in LifeSite is simple.

Shared Access - Anytime, Anywhere

Think about the information in your life you never want to lose - your will, your passport, or even your bank account password.

LifeSite gives you, your family, and trusted advisors access to all of it, from your phone, tablet, laptop, computer, and now Amazon Alexa device.

Industry-Leading Security

LifeSite gives you the best of both worlds - convenience and security, all in one impenetrable package.

Access your information on-the-go and at home, knowing our patented security architecture protects you wherever you are.

Software Description:

M-Files is a handy solution to organize and track documents, supporting various enterprise processes including Contract Lifecycle Management and human resources. It is a next-generation platform that makes company's performance more efficient, especially by improved workflows, data use, content control, and numerous integrations.

Deployment options of this software can be adjusted to users' needs, so they can choose between on-premise, cloud, or hybrid, along with mobile versions for Android, iOS, and Windows phone. M-Files is especially intuitive for Windows users, because of its features and functionality that are native to Windows Explorer and integrations with all Windows components.

This DMS consolidates systems, information, and content that spans the whole organization, keeping present systems and processes smooth, without necessary data migration. Users can explore documents with the search engine via name, document type, or keywords. Except for file management, M-Files also offers automated workflows, templates, the co-authoring feature, and offline access.

Software Description:

PandaDoc provides organizations complete digital document solution. Its users are able to create, send, sign, and track documents online, as well as to securely process paperless transactions. The service is aimed at sales teams in SMEs and large enterprises.

Documents, that can be handled by this platform are proposals, quotes, contracts, HR documents, receipts, invoices, etc. PandaDoc offers set of templates and preset text blocks that makes quoting easy and fast. It streamlines the way sales teams creates and sends sales papers, making closing deals more effective.

It is possible to share documents within the organization's departments, or defined groups of people. PandaDoc also features CPQ functionality, pricing tables, e-signatures, proposal generation, image library, and more.

Features:

  • Chat
  • Dashboard
  • Multi-User
  • Notifications
  • Password & Access Management
  • 2-Factor Authentication
  • File Sharing
  • External Integrations

Features:

  • Dashboard
  • Email Integration
  • Document Comparison
  • Data Import
  • File Transfer
  • Data Export
  • History/Version Control
  • Notifications
  • File Sharing
  • Password & Access Management
  • API
  • External Integrations
  • Multi-User

Features:

  • Order management
  • Pricing
  • Dashboard
  • File Transfer
  • Expense Tracking
  • Email Integration
  • Project Management
  • Data Import
  • Data Export
  • Google Apps Integration
  • Password & Access Management
  • Multi-User
  • Notifications
  • File Sharing
  • API
  • External Integrations

Summary:

    No key features associated with this application.

Summary:

  • Co-authoring

  • Filters and sort functions

  • Log and audit trail

  • Check-out and check-in features

  • "Full text" and metadata search

  • Automatic version naming and numbering

  • Version management

  • Workflow automation

  • CRM, Accounting and ERP integrations

  • Shareable links

Summary:

    No key features associated with this application.

Professional

$19.00
1 user(s) / month
Included in plan:
  • Up to 5 Templates
  • Unlimited Docs & eSignatures.
  • Document Analytics
  • Document Builder and Editor
  • Custom Branding
  • Pricing Tables and Product Catalogs
  • Email Support

Business

$39.00
1 user(s) / month
Included in plan:
  • Unlimited Templates
  • Phone Support
  • Integrations With CRMs and Other Tools
  • Content Library
  • Manager Approval Workflow
  • Document Expiration Settings
  • Auto Reminders
  • Content Conversion Assistance

FAQs:

    No FAQs associated with this application.

FAQs:

    Does this service offer multi-user capability (e.g. teams)?
  • Yes.

  • Does this service integrate with any other apps?
  • Integrations: Microsoft Office, Microsoft SharePoint, Microsoft Dynamics CRM, Salesforce CRM, AutoCAD, AutoCAD LT, Autodesk, SAP, Solution Catalog, SignRequest

  • What are some applications this service is commonly used in tandem with?
  • This service is commonly used in tandem with Windows applications.

  • Does this service offer an API?
  • Yes, it offers ActiveX/COM API.

  • Does this service offer guides, tutorials and or customer support?
  • Support: Tickets, Phone Support, Training, Videos, Webinars, Email Support.

  • What platforms does this service support?
  • M-Files is accessible through three methods of deployment: On-premise, cloud, or a hybrid of both.

  • What is this service generally used for?
  • This service is generally used for document management.

  • Who are the main user groups of this service?
  • Main users of this service small to medium sized businesses that rely heavily on paper-based processes, in many industries including Healthcare, Manufacturing, Education, Real Estate, Government, Retail, Logistics, Life Sciences, Financial Services, and more.

FAQs:

    Does this service offer an API?
  • PandaDoc offers REST API.

  • Does this service offer guides, tutorials and or customer support?
  • Support offered: Help Center, Webinars, FAQs, Phone Support, Video Tutorials.

  • Who are the main user groups of this service?
  • Main users of PandaDoc are SMEs and large enterprises.

  • Does this service integrate with any other apps?
  • Yes, it integrates with: Xero, SugarCRM, Zendesk, Base CRM, Zoho CRM, Dropbox, Capsule, Nimble, Microsoft Dynamics CRM, Salesforce Sales Cloud, Pipedrive, Insightly, Box, Stripe, Nutshell CRM, Close.io, SalesforceIQ, ProsperWorks CRM, HubSpot CRM.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes.

  • What are some applications this service is commonly used in tandem with?
  • This service is commonly used in tandem with CRM applications.

  • What platforms does this service support?
  • This is a web-based platform with Android and iOS mobile apps.

  • What is this service generally used for?
  • This is a complete digital document solution.

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
309

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Publisher:

Founded:
-
Based in:
San Francisco
Employees:
51-200
Likes:
Followers:
20.6k

Other:

Who uses LifeSite
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
  • WinPhone
  • Blackberry
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses M-Files DMS
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
  • WinPhone
Languages:
German, Finnish, Swedish, French, English
Regional Restrictions:
No restrictions.

Other:

Who uses PandaDoc
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
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