Compare Shuttle vs PandaDoc vs Gingko App

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47%
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Software Description

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.

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

Write in cards, and organize in trees.
Initially built to write a PhD in Physics, Gingko has since grown into a powerful and flexible tool.
It's been used to write technical documentation, screenplays, project specifications, legal briefs, science papers, and more.

The core idea is to combine the power of outlines with the flexibility of index cards.
The result is both simple and extremely powerful.
Cards can contain: text (formatted in Markdown), images, code blocks, checklists, LaTeX equations, any HTML (including embedded videos/charts), and even CSS & Javascript (to customize your document's style & behavior).
Your tree of cards can go as deep as you like. Even trees with several hundred cards are easy to navigate & manage.

Features

  • File Transfer
  • External Integrations
  • CRM Integration
  • Customer Management
  • Referral Tracking
  • Contact Management
  • API
  • Data Export
  • Password & Access Management
  • Electronic Signature
  • Notifications
  • Multi-User
  • History/Version Control
  • Dashboard
  • Chat

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

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

    No key features associated with this application.

Summary

  • Create large complex documents without feeling overwhelmed.

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

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

Pricing

  • Starting from: $4.99/month
  • Credit card required: N/A
  • Unlimited: $4.99/month
    Unlimited (annual): $49/year

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

    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

    No FAQs associated with this application.

Publisher

Founded:
-
Based in:
Croydon
Employees:
2-10
Likes:
Followers:

Publisher

Founded:
-
Based in:
San Francisco
Employees:
51-200
Likes:
3.56k
Followers:

Publisher

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

Other

Who uses Shuttle
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • WinPhone
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.

Other

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