Compare MyDocSafe vs FormSwift vs PandaDoc

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Crozscore:

69%
what is this?
86%
27%
interest falling

Crozscore:

85%
what is this?
92%
46%
no significant changes

Crozscore:

90%
what is this?
89%
43%
interest falling
MyDocSafe screenshot FormSwift screenshot view 5 more PandaDoc screenshot view 5 more

Software Description:

New generation client portals with integrated eSignature, complex forms, and workflow automation tools. Automation tools allow users to design and deploy complex onboarding workflows that include data collection, ID verification, contract signing and payment collection. Integrations include SageLive, BTCSoftware, Dropbox, GoCardless and Stripe.
The platform includes a GDPR Dashboard that allows users to map their data flows and produce reports to stay compliant.

Software Description:

Users of FormSwift can easily create documents and gives your team the ability to collaborate as well as choosing templates from a big database. Selected templates and forms can be edited easily such as adding text or images on the customized forms.

This platform enables clients to create a workflow in the cloud and go paperless, without the need for printing or mailing.

FormSwift is particularly useful for small businesses as it offers them legal and commercial forms. Personal forms can be used for documenting various transactions, create contracts, or making legal requests.

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:

  • History/Version Control
  • Chat
  • Dashboard
  • Multi-User
  • Notifications
  • Password & Access Management
  • 2-Factor Authentication
  • Data Import
  • API
  • File Sharing
  • File Transfer
  • Data Export
  • External Integrations

Features:

  • File Sharing
  • Data Export

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:

  • Client portals.

  • Advanced electronic signature.

  • Beautiful forms.

  • Onboarding automation.

  • Data encryption.

  • GDPR readiness.

Summary:

  • Create Documents

  • Upload and Edit PDFs

  • Electronic Signatures

  • 500+ Templates Library

  • Personal Legal Forms

  • Small Business Legal Forms

  • Real Estate Legal Forms

  • Tax Forms

Summary:

    No key features associated with this application.

Starter

$6.00
1 user(s) / month
Included in plan:
  • 1 User

Small

$28.00
1 user(s) / month
Included in plan:
  • Up to 3 Users

Team

$55.00
1 user(s) / month
Included in plan:
  • Up to 6 Users

Monthly Membership

$39.95
1 user(s) / month
Included in plan:
  • You can create, download, edit, sign, and share documents

Annual Membership

$89.00
1 user(s) / year
Included in plan:
  • Unlimited access to all features

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:

    Who are the main user groups of this service?
  • FormSwift is mainly used by small businesses and individuals.

  • Does this service integrate with any other apps?
  • FormSwift doesn't offer integration with other apps.

  • Does this service offer multi-user capability (e.g. teams)?
  • No.

  • Does this service offer an API?
  • No API offered.

  • What platforms does this service support?
  • This is web-based platform.

  • Does this service offer guides, tutorials and or customer support?
  • Email Support, Phone Support, FAQs, Templates.

  • What is this service generally used for?
  • It is used to quickly create, edit, sign, and collaborate on documents.

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:
Bedford
Employees:
2-10
Likes:
Followers:

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
132

Publisher:

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

Other:

Who uses MyDocSafe
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
Spanish, French, English, Polish, German
Regional Restrictions:
No restrictions.

Other:

Who uses FormSwift
  • Personal
  • Freelance
  • Startups
  • SMEs
Desktop Platforms:
  • Web App
Languages:
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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