Compare PandaDoc vs Click2Mail vs FormSwift

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Crozscore:

89%
what is this?
89%
44%
no significant changes

Crozscore:

78%
what is this?
43%
no significant changes

Crozscore:

83%
what is this?
47%
no significant changes
PandaDoc screenshot view 5 more Click2Mail screenshot view 5 more FormSwift screenshot view 5 more

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.

Software Description:

Click2Mail.com is a service that creates, personalizes, prints, and mails documents. It also creates mailing lists, optimizes mailing processes and lowers operation costs.

This way, users no longer need to sort, label, and take to a post office letters or postcards. It can be applied to certified, international, direct, or priority mail, as well as postcards and self-mailers.

The mailing workflow is being automated or integrated into a third-party application to produce an interface between Click2Mail and other software. The service fits business of any type, regardless of the size or industry.

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.

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

Features:

  • CRM Integration
  • File Sharing
  • History/Version Control
  • Multi-User
  • Data Import
  • Dashboard
  • Notifications
  • Google Apps Integration
  • Email Integration
  • API
  • External Integrations

Features:

  • File Sharing
  • Data Export

Summary:

    No key features associated with this application.

Summary:

  • Online workspace

  • No minimum volumes required

  • Next day printing & mailing

  • Free design templates

  • Postcards, letter mail, flyers, booklets

  • Address standardization included

  • USPS IMb mail tracking included

  • Easy variable data personalization

  • Pay as you go pricing

  • Web-based document editor

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

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

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

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.

FAQs:

    Does this service offer multi-user capability (e.g. teams)?
  • Document and template sharing can be enabled across accounts.

  • Does this service integrate with any other apps?
  • Click2Mail integrates with Microsoft Word, Google Docs, Zapier (1,000 apps), Infusionsoft.

  • What is this service generally used for?
  • Click2Mail is used as a SaaS print-to-mail service for sending postal mail.

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

  • What are some applications this service is commonly used in tandem with?
  • It is commonly used in tandem with ERP systems (document generation), CRM systems (contact automation), e-mail applications.

  • Does this service offer an API?
  • Yes, there is Rest API offered.

  • Does this service offer guides, tutorials and or customer support?
  • Support: Knowledge Base, Live Chat, Webinars, Quick Answers, Help Tickets, Phone Support.

  • Who are the main user groups of this service?
  • Main users of this service are Large Enterprises, Mid Size Business, Non-Profits, Public Administrations, and Small Business.

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.

Publisher:

Founded:
-
Based in:
San Francisco
Employees:
51-200
Likes:
3.47k
Followers:
22.2k

Publisher:

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

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
142

Other:

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

Other:

Who uses Click2Mail
  • Startups
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses FormSwift
  • Personal
  • Freelance
  • Startups
  • SMEs
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.
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