Compare Shuttle vs DocuSign vs Zoho Books

Shuttle 0 ratings Sales Management	DocuSign 1707 ratings Contract & eSigning	Zoho Books 129 ratings Accounting
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Crozscore 54% what is this? Press Buzz: 21% User Trend: interest falling	Crozscore 89% what is this? User Happiness: 90% Press Buzz: 35% User Trend: interest rising	Crozscore 92% what is this? User Happiness: 91% Press Buzz: 65% User Trend: interest rising
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About Shuttle Signing up customers and completing KYC & AML checks manually can be time-consuming. With the Shuttle Sales Portal, customers complete forms, sign agreements and communicate with you digitally in real time. Shuttle partners with Equifax, Onfido, Credit Safe and Passport Proven giving you instant ID verification, credit and background checks. Shuttle works from both your website and partner network and is provided as a white label solution in your look and feel. Get Started with Our FREE Partner Sign Service – start signing up your partners and introducers directly from your website.	About DocuSign Easy to use, Docusign is secure and global, with more than 50 million users in 188 countries around the world. It also offers simple and intuitive user experience, accessible from anywhere on any device.	About Zoho Books Zoho Books allows you to create, manage and edit sales and purchase transactions like invoices, estimates, PO, SO, credit notes, bills and expenses and more. You can connect your bank and credit card account in Zoho Books and categorize transactions instantly. The dashboard and reports section give you the insight to make smart decisions instantly. Zoho Books streamlines business processes and you can create custom workflows to automate these processes. You can invite your customers to the client portal, so they can make online payments and view all transactions as well. You can also invite more users and your financial advisor to Zoho Books. Create a custom role and invite these users with restriction to specific modules if you desire.
Features API Audience Targeting Budgeting Calendar Management Contact Management Contact Sharing CRM Integration Customer Management Dashboard Data Export Data Import Data Visualization Email Integration Expense Tracking External Integrations Forecasting Google Apps Integration Inventory Tracking Lead Management Lead Scoring Marketing Automation Multi-Currency Multi-User Notifications Project Management Referral Tracking Scheduling Supplier Management Third-Party Plugins/Add-Ons Travel Management Call Tracking Call Disposition Softphone Sales Motivator	Features 2-Factor Authentication API Calendar Management Contact Management Data Export Data Import Document Comparison External Integrations File Sharing File Transfer Multi-User Notifications Scheduling Electronic Signature Sales Motivator	Features 2-Factor Authentication Accounts Payable Accounts Receivable API Balance Sheet Billing/Invoicing Budgeting Calendar Management Contact Management CRM Integration Customer Management Dashboard Data Export Data Import Data Visualization Expense Tracking External Integrations Forecasting General Account Ledger Inventory Tracking Multi-Currency Multi-User Notifications P&L Payroll Supplier Management Tax Management BitCoin PayPal Stripe SAP Integration
Summary Let Partners Sign Up From Your Website Let Partners start referring business and track progress Let customers upload KYC information Customers complete proposals using digital signatures Instant KYC/AML feeds from Equifax, Creditsafe, Onfido & Passport Proven Flexible Form completes, create your own or use existing (ie Direct Debit)	Summary Global Secure Intuitive Easy to Use	Summary Invoicing: create, manage and send customer invoices and accept online payments. Bills: manage vendors and keep track of the bills to be paid. Expenses: upload expense receipts and track business expenses Banking: connect online bank and credit card feeds. Workflows: trigger email notification and field updates in Zoho Books with custom workflows Reports: access more than 40+ reports in Zoho Books including Balance Sheet, P&L
Pricing Starter Package Free Included in plan: Sign Up Partners From Your Website Up to 5 Internal Users iFrame Web Form Five Forms (Contract, T&Cs) Unlimited Digital Signatures AML/KYC Checks from Creditsafe or Equifax (chargeable) Pipedrive Integration Initial Service Setup Included SME $85.00 5 user(s) / month Included in plan: Web Direct Journey Accept Applications from your website Up to 5 Internal Users iFrame Web Form Five Forms (Contract, T&Cs) Unlimited Digital Signatures 20 Companies House Lookups Passport/ID Verification from Passport Proven or Onfido (chargeable) AML/KYC Checks from Creditsafe or Equifax Pipedrive Integration Initial Service Setup Included Professional $275.00 10 user(s) / month Included in plan: Get Partners Referring Business Web Direct and All Partner Journeys 10 Internal Users, 10 Partner Licences iFrame Web Form 10 Forms (Contract, T&Cs) Unlimited Digital Signatures Unlimited Companies House Lookups Passport/ID Verification From Passport Proven or Onfido KYC/AML Checks from CreditSafe or Equifax Pipedrive Integration Initial Service Setup Included 3 months Shuttle Together Support	Pricing Personal $10.00 1 user(s) / month Included in plan: Single user only Send documents for signature: 5/month Basic fields Mobile app Reusable templates Basic workflows Real-time audit trail Integrates with Dropbox, Google Drive, and more. Multiple languages Standard $25.00 1 user(s) / month Included in plan: Send documents for signature Basic fields Mobile app Reusable templates Basic workflows Real-time audit trail Integrates with Dropbox, Google Drive, and more. Multiple languages Reminders & notifications Personalized branding Business Pro $40.00 1 user(s) / month Included in plan: Send documents for signature Basic fields Mobile app Reusable templates Basic workflows Real-time audit trail Integrates with Dropbox, Google Drive, and more. Multiple languages Reminders & notifications Personalized branding Advanced fields Signer attachments Bulk Send PowerForms Collaborative fields In-person signatures Advanced authentication$	Pricing Starting from: $9.00/month Credit card required: No Basic: $9/month Standard: $19/month Professional: $29/month
FAQs Does this service integrate with any other apps? Pipedrive Microsoft Dynamics Does this service offer an API? Yes to leading CRM applications Who are the main user groups of this service? Challenger Banks, P2P Lenders,Commercial Finance Lenders and Brokers, Professional Service companies such as Accountants that need to conduct AML/KYC What is this service generally used for? Signing Up new customers through your website and partner network. What are some applications this service is commonly used in tandem with? Pipedrive Microsoft Dynamics Does this service offer guides, tutorials and or customer support? Online training module for all packages Dedicated Customer Success Manager for Professional Package Email and chat support for all Does this service offer multi-user capability (e.g. teams)? Yes multi-user capable. Different administrator options What platforms does this service support? All Web apps	FAQs No FAQs associated with this application.	FAQs No FAQs associated with this application.
Vendor Information Founded: - Based in: Croydon Employees: 2-10 Likes: Followers:	Vendor Information Founded: - Based in: - Employees: - Likes: Followers:	Vendor Information Founded: - Based in: Pleasanton Employees: - Likes: Followers: 52.4k
Other Who uses Shuttle Startups SMEs Agencies Enterprises Desktop Platforms: Web App Windows Macintosh Mobile Platforms: WinPhone Languages: English Regional Restrictions: No restrictions.	Other Regional Restrictions: No restrictions.	Other Who uses Zoho Books Personal Freelance Startups SMEs Agencies Enterprises Desktop Platforms: Web App Windows Mobile Platforms: iOS Android WinPhone Languages: English, French, Italian, Japanese, Dutch, Portuguese, Spanish, Swedish, Chinese Regional Restrictions: Exclusive edition of Zoho Books is available in US, UK, Canada. We also have a global edition for rest of the world.