Compare PDFfiller vs Proposify vs CloudLex

CloudLex

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About PDFfiller

We help save time editing PDFs online. With PDFfiller you get a complete document solution: a powerful editor, cloud storage platform and signature request manager all in one package. 300,000 customers have already chosen PDFfiller for its user-friendly interface and advanced security. Visit our website for a free trial.

About Proposify

Proposify is the online proposal software that helps modern sales teams create, send, track, and e-sign winning proposals, contracts, and agreements.

Proposify reduces friction in your proposal workflow making it easier for your sales reps to quickly create professional-looking proposals that impress prospects and close deals.

Create on-brand templates that sales reps can reuse so they don’t need to reinvent the wheel for every deal. Store all your approved proposal content in one location so snapping together a proposal takes minutes, not hours. And with our integration with all your fave apps, your reps can create proposals, contracts, and agreements without ever leaving the CRM.

Our Salesforce integration lets your rep create proposals, contracts, and agreements right in the CRM, and keep their data in sync.

Impress prospects with a buyer experience that includes interactive pricing, videos, and live chat.

Client viewing metrics let you know the moment a prospect opens the proposal, which sections they view and for how long, and - most importantly - the second they (e)sign on the dotted line. You may not actually be a mind reader, but with Proposify, you'll feel like one.

Plus get faster sign-off and make it easier for prospects to buy with our legally binding electronic signature tool and order forms.

We’ve revolutionized the proposals process so your reps can spend less time on manual tasks and more time doing what they do best: selling.

But Proposify doesn't just save time; with assignable roles, permissions, and workspaces, you can manage the access each sales rep has. From the kind of content they can use and editing the design, all the way through to sending a proposal, you'll have full brand control and peace of mind without bottlenecking the process. Finally, a solution that makes both Sales AND Marketing happy.

If you're ready to give your sales team the competitive edge, visit our website.

About CloudLex

The leader in Personal Injury tech, CloudLex® lets you take control of your practice from intake through closure and beyond from one comprehensive platform. CloudLex is the Next-Gen Legal Cloud® designed exclusively for plaintiff Personal Injury law firms—helping you build, manage, and grow your practice with our innovative apps that can be scaled to your needs. CloudLex’s intuitive interface and 24/7 access make it the ultimate in collaboration—and its infrastructure-free setup makes it the most secure and cost-effective way to handle your matters.

Whether you are a sole practitioner or a national level law firm, CloudLex delivers you an infinite-course menu of apps, integrations, and tools to satisfy all of your Personal Injury needs.

Our suite of apps includes:

  • Matter Manager
  • Intake Manager
  • Client Messenger
  • Digital Archiver
  • Referral Engine
  • Microsoft Office Online®
  • Word Connector
  • Email Connector
  • App Integrator

Features

  • Document Comparison
  • File Sharing
  • File Transfer
  • Electronic Signature
  • Automated Conversion
  • File Format Conversion
  • Template Designer
  • PDF Export
  • Offline Access

Features

  • API
  • Audience Targeting
  • Contact Management
  • Contact Sharing
  • Conversion Tracking
  • Customer Management
  • Data Export
  • Data Import
  • Email Integration
  • Expense Tracking
  • External Integrations
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Multi-Currency
  • Multi-User
  • Notifications
  • Project Management
  • Supplier Management

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Customer Management
  • Data Export
  • Data Import
  • External Integrations
  • Multi-User
  • Notifications
  • Scheduling

Summary

  • Approval Process Control

  • Archiving and Retention

  • Full Text Search

  • Remote Document Access

  • Collaboration

  • Rules-Based Workflow

  • Document Indexing

  • Text Editing

  • Drag & Drop

  • Version Control

Summary

  • Templates

  • E-Signatures

  • Notifications

  • Content Library

  • Payment Integration

  • Interactive Quoting

  • Reminder Emails

  • Document Tracking

  • Metrics

Summary

    No key features associated with this application.

Pricing

Personal

$6.00
1 user(s) / month
Included in plan:
  • Upload, edit, fill, type on any PDF or document anytime.
  • Email/SMS, print, fax, download your document anytime, anywhere.
  • Highlight, annotate and draw on your documents.
  • eSign using our DigiSign Technology.
  • Create your e-signature using your smartphone or tablet.
  • Request signatures and get notified when documents are signed.
  • Secure data with bank-level encryption.
  • Customer support within a day.

Professional

$10.00
3 user(s) / month
Included in plan:
  • All the features of the Personal plan.
  • Erase, redact, black out text or add photos to your documents.
  • Merge PDFs, rearrange and add pages.
  • Skip entering repetitive data by creating reusable templates.
  • Create new PDFs with Google Docs integration.
  • Get multiple signatures on a single document.
  • Signature verification.
  • Make fillable PDFs.
  • Find any fillable form anytime in our library of 10 million forms.
  • Customer support within 30 minutes.

Business

$15.00
5 user(s) / month
Included in plan:
  • All inclusive plan for businesses.
  • Reinstate previous versions of documents.
  • Create customized signature workflows.
  • Host fillable forms on your website or through a QR code.
  • Protect sensitive information with our Encrypted Folder.
  • Keep track of logins and document access with Audit Trail.
  • Custom brand your email communication.
  • Request signature authentication certificates.
  • Customer support instant chat.

Pricing

Tall

$19.00
1 user(s) / month
Included in plan:
  • 5 Active Proposals
  • Unlimited Templates
  • Interactive Quoting
  • Notifications & Metrics
  • Online Signatures
  • Content Library
  • PDF Export

Grande

$49.00
1 user(s) / month
Included in plan:
  • Everything in Tall +
  • Unlimited Proposals
  • Standard Integrations
  • Auto Reminders
  • Custom Fields & Variables
  • Payments
  • Custom URL
  • Chat Support

Venti


1 user(s) / month
Included in plan:
  • Everything in Grande +
  • Salesforce Integration
  • Approval Workflow
  • User Roles & Permissions
  • Workspaces
  • Premium Support
  • Onboarding Services

FAQs

    Who are the main user groups of this service?
  • PDFfiller changes the way businesses, government agencies and individuals manage their documents. We strive to give our customers the tools they need to completely eliminate paper documents from their workflows.

  • Does this service offer an API?
  • PDFfiller offers its API for embedding the ability to edit, host and sign documents into an app or company website. Developers can incorporate PDFfiller’s intuitive editor and signature manager into applications built with PHP, JS and Java clients.

  • What platforms does this service support?
  • Available online as well as through iOS and Android applications.

  • What are some applications this service is commonly used in tandem with?
  • PDFfiller integrates seamlessly with any solution for a digital office. It adds PDF editing, eSignatures, data collection and document generation to CRMs, accounting software, project management and team collaboration services, apps for education and learning and productivity tools.

  • What is this service generally used for?
  • PDFfiller allows users to edit and turn any PDF document into a smart web-based fillable form in seconds using the proprietary drag and drop wizard. Fillable forms can be shared with others to collect data and e-Signatures. You can even place images, logos, post-it notes, text boxes, hyperlinks, and video tutorials in your PDF.

  • Does this service integrate with any other apps?
  • PDFfiller created DaDaDocs, a suite of integrations for popular CRMs and content management platforms such as Salesforce, Dynamics 365, Google Suite, bpm'online, Egnyte, Slack, Xero, Zapier, Confluence, Box, Dropbox and Quip. With DaDaDocs, our clients have access to all of PDFfiller’s features with the convenience of working within the tools they already use.

  • Does this service offer guides, tutorials and or customer support?
  • PDFfiller offers 24/7/365 customer support, resolving most claims within half an hour. Moreover, hundreds of video tutorials, regular web seminars and in-depth help guides allow users to quickly acquaint themselves with the range of powerful document management tools.

    PDFfiller also offers advanced training seminars, custom implementations and development solutions to business and enterprise customers. The company’s goal is to make sure that every customer enjoys all the benefits of the software and has all the help they need, when they need it.

FAQs

    What is this service generally used for?
  • Proposify is business proposal software that streamlines the creation of quotes, contracts, and other sales documents, allowing sales professionals to get beautiful documents in their prospects' hands faster, and close more deals.

  • Does this service offer guides, tutorials and or customer support?
  • Yes. For customer support you can view our Knowledge Base of helpful articles, or write into support using the widget in the bottom right corner of your screen when you are logged in, or writing to us at [email protected]

  • Does this service integrate with any other apps?
    • Salesforce
    • Hubspot
    • Drift
    • Infusionsoft
    • Pipedrive
    • Insightly
    • Zoho
    • Highrise
    • Quickbooks
    • Xero
    • Freshbooks
    • Podio
    • Harvest
    • Basecamp
    • Zapier
    • Stripe
    • Olark
  • Who are the main user groups of this service?
  • Proposify is designed for sales teams who deal with one-to-one personalized sales. Creating beautiful sales documents like proposals, agreements, quotes, and contracts doesn't need to be that hard, and doesn't need to take that long. Proposify is here to help.

  • What are some applications this service is commonly used in tandem with?
  • Yes, Proposify is commonly used alongside CRMs, accounting software, project management software, chat software, and billing software. For more information check out our integrations.

  • Does this service offer an API?
  • Yes

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, Proposify has a feature called Workspaces.

    Workspaces (AKA Teams) acts as a "sub account" within your Proposify account. It allows you to create a separate entity within your account that has separate branding features. It's a great way to separate sales teams within your organization, include a separate business in the same account, or manage your franchises.

FAQs

    No FAQs associated with this application.

Vendor Information

Founded:
-
Based in:
Brookline
Employees:
11-50
Likes:
Followers:
2.63k

Vendor Information

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

Vendor Information

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

Other

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

Other

Who uses Proposify
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English, Danish, Dutch, Finnish, French, German, Greek, Hindi, Italian, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish
Regional Restrictions:
No restrictions.

Other

Who uses CloudLex
  • Personal
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
Languages:
English
Regional Restrictions:
No restrictions.
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