Compare Socket vs RFPIO vs PandaDoc

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Software Description

Socket is a modern, cloud-based quoting platform that helps MSPs, VARs, and ISVs save time, eliminate mistakes, and get paid faster. Our simple template-based system automates the Configure, Price, Quote (CPQ) process so your reps can fire off beautiful quotes in seconds. Seamlessly integrates with PSAs, CRMs, Distributors, and Accounting Tools.

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.

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.

Features

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

Features

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

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

Summary

  • Online Quoting Software for Sales Teams

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

Summary

    No key features associated with this application.

Basic

$99.00
/month Billed annually, or $129/month billed monthly
Included in plan:
  • Unlimited Users
  • 50 Quotes/Month
  • Cost & Margin Tracking
  • Online Acceptance
  • Online Payments
  • PSA & CRM Integration
  • Distributor Integrations

Standard

$199.00
/month Billed annually, or $259/month billed monthly
Included in plan:
  • Unlimited Users
  • Unlimited Quotes
  • Cost & Margin Tracking
  • Online Acceptance
  • Online Payments
  • PSA & CRM Integration
  • Distributor Integrations

Pro

$299.00
/month Billed annually, or $389/month billed monthly
Included in plan:
  • Unlimited Users
  • Unlimited Quotes
  • Cost & Margin Tracking
  • Online Acceptance
  • Online Payments
  • PSA & CRM Integration
  • Distributor Integrations
  • Reporting
  • Manager Approvals (Coming Soon)

Enterprise

$79.00
/user/month Billed annually
Included in plan:
  • 5 User Minimum
  • Unlimited Quotes
  • Cost & Margin Tracking
  • Online Acceptance
  • Online Payments
  • PSA & CRM Integration
  • Distributor Integrations
  • Reporting
  • Manager Approvals (Coming Soon)
  • Multi-Tenant Support
  • Salesforce Integration
  • HubSpot Integration

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?
  • PSA:
    Autotask
    ConnectWise
    Kaseya BMS

    Distributors:
    Ingram Micro
    TechData
    Synnex
    D&H

    CRM:
    Salesforce
    HubSpot CRM
    Agile CRM
    Base CRM
    Highrise CRM
    Infusionsoft Classic
    Infusionsoft New
    Insidesales.com
    Nutshell CRM
    OnePage CRM
    Pipedrive
    Zoho CRM

    Account & Invoicing:
    QuickBooks Online
    Xero
    Freshbooks Classic

    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 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.

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.

Publisher

Founded:
-
Based in:
-
Employees:
-
Likes:
134
Followers:

Publisher

Founded:
-
Based in:
-
Employees:
-
Likes:
763
Followers:

Publisher

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

Other

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

Other

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

Other

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