Compare Socket vs PandaDoc vs RFPIO

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Crozscore:

73%
what is this?
80%
34%
no significant changes

Crozscore:

90%
what is this?
89%
43%
interest falling

Crozscore:

85%
what is this?
83%
30%
interest falling
Socket screenshot view 1 more PandaDoc screenshot view 5 more RFPIO screenshot

Software Description:

Create impressive quotes in seconds with Socket, the online quoting software that integrates with your website and CRM software, and lets you accept payments online. Say goodbye to spreadsheets with fully-automated quoting and easily track and manage your quotes with our simple web-based software. Pricing starts at only $59/mo. Request access to the free 7-day trial via our website. No setup fees. Cancel or change plans at any time.

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:

RFPIO delivers revolutionary proposal management software that enhances collaboration and fosters a truly efficient response process. Bi-directional integrations with many popular solutions, along with an open API, allow teams to connect their favorite technologies while providing instant access to content. Built by a team that knows RFP response, RFPIO allows teams to thrive.

Features:

  • Notifications
  • Multi-User
  • Customer Management
  • External Integrations
  • Order management
  • Pricing
  • Contact Management
  • Data Import
  • Multi-Currency

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:

  • Calendar Management
  • Scheduling
  • Customer Management
  • API
  • Data Export
  • Multi-User
  • Data Import
  • Notifications
  • External Integrations
  • Third-Party Plugins/Add-Ons
  • Dashboard
  • Project Management

Summary:

  • Online Quoting Software for Sales Teams

Summary:

    No key features associated with this application.

Summary:

  • CRM integration with Salesforce

  • Collaboration integration with Slack

  • Cloud storage integration with Google Drive, Dropbox, and Box

  • Proprietary import and export technology

  • Intelligent and adaptive knowledge base

  • Workflow management

  • Custom integrations and customization available

Generator

$59.00
/month Billed annually or $69 billed monthly
Included in plan:
  • 2 Users
  • 100 Quotes/mo.
  • Online Payments
  • Electronic Acceptance
  • 3rd Party Integration

Tower

$99.00
/month Billed annually or $119 billed monthly
Included in plan:
  • 3 Users
  • 200 Quotes/mo.
  • Online Payments
  • Electronic Acceptance
  • Electronic Signatures
  • 3rd Party Integration
  • Cost and Margins

Station

$199.00
/month Billed annually or $239 billed monthly
Included in plan:
  • 6 Users
  • 500 Quotes/mo.
  • Online Payments
  • Electronic Acceptance
  • Electronic Signatures
  • 3rd Party Integration
  • Premium Integrations
  • Cost and Margins
  • Resellers
  • Email and Phone Support

Grid

$399.00
/month Billed annually or $479 billed monthly
Included in plan:
  • 10 Users (Extra Users $35/mo.)
  • Unlimited Quotes
  • Online Payments
  • Electronic Acceptance
  • Electronic Signatures
  • 3rd Party Integration
  • Premium Integrations
  • Cost and Margins
  • Resellers
  • Dedicated Account Manager

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:

    Does this service integrate with any other apps?
  • CRM:
    Salesforce
    Agile CRM
    ConnectWise
    Autotask
    Highrise CRM
    Zoho CRM
    Infusionsoft
    Insidesales.com
    Base CRM
    Nutshell CRM
    OnePage CRM

    Account & Invoicing:
    QuickBooks Online
    Xero
    Freshbooks

    Email Marketing:
    MailChimp
    Constant Contact

    WebHooks:
    Custom Webhooks
    Zapier

  • Does this service offer guides, tutorials and or customer support?
  • We have an extensive Online Knowledge Base in addition to offering phone and email support.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes.

  • Who are the main user groups of this service?
  • Small to Medium Business, Large Enterprises, and Freelancers

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)?
  • Yes. RFPIO strongly encourages team collaboration and is built to streamline the RFP response process.

  • Does this service integrate with any other apps?
  • RFPIO integrates with Salesforce, Slack, and cloud storage solutions (Google Drive, Dropbox, and Box).

  • Does this service offer guides, tutorials and or customer support?
  • RFPIO offers onboarding, tutorials, and customer support. The RFPIO platform also integrates with a comprehensive feedback form that all users can access. The submitted feedback is public to the entire RFPIO user community.

  • What are some applications this service is commonly used in tandem with?
  • RFPIO integrates with Salesforce, Slack, and cloud storage solutions (Google Drive, Dropbox, and Box).

  • What is this service generally used for?
  • RFPIO delivers ROI to organizations of all sizes and industries that respond to RFPs. See instant ROI through a no-nonsense setup, simple and intuitive user interface, and robust integrations.

  • Who are the main user groups of this service?
  • RFPIO serves organizations of all sizes and industries that have more than one person responsible for any portion of RFP response. RFPIO's SaaS solution streamlines the entire RFP response process.

Publisher:

Founded:
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Based in:
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Employees:
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Likes:
Followers:

Publisher:

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

Publisher:

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

Other:

Who uses Socket
  • Freelance
  • SMEs
  • Enterprises
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.

Other:

Who uses RFPIO
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
Korean, Spanish, Portuguese, Chinese, French, German, Japanese, English
Regional Restrictions:
No restrictions.
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