Compare Zoho Vault vs Zoho Books vs Proposeful

Zoho Books

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81%
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About Zoho Vault

  1. Zoho Vault Helps Store Passwords in a Centralized Repository; Offers Strong Security and Complete Data Privacy.
  2. 'Host-proof hosting' encrypts passwords (AES-256) at the browser, stores only encrypted data on server, does not store encryption key.
  3. Secure, controlled password sharing among team members and workgroups; complete visibility on password usage and access.
  4. One-click login to launch direct connection to websites, applications.
  5. Zoho Vault provides the option to securely synchronize passwords across browsers through native browser extensions. The extension helps you auto-fill passwords and enable you to automatically login to websites and web applications.

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.

About Proposeful

Proposeful is the most versatile online proposal creation tool in the world.

Our intuitive editor lets users customize our proposal templates or create their own. Content is 100% customizable, from the colors and fonts to adding images, videos and even HTML sections and embedded content. Proposals can be saved as .PDF exactly as they are seen, or accessed online for better follow-up options.

Proposeful also lets companies easily manage their open negotiations and measure how effective their teams are with a clear overview of proposal success.

Features

  • 2-Factor Authentication
  • API
  • Batch Permissions & Access
  • Dashboard
  • Data Export
  • Data Import
  • Email Integration
  • External Integrations
  • Google Apps Integration
  • Multi-User
  • Notifications
  • Password & Access Management

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

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

Summary

  • Share Passwords

  • Direct Login

  • Browser Extensions

  • Mobile Access

  • Store & Organize Passwords

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

Summary

  • Online business proposals that can be signed by email.

  • 100% customizable proposal templates

Pricing

  • Credit card required: N/A
  • Free - Single User.
    Standard Edition - $1/User/Month.
    Professional Edition - $4/User/Month.

Pricing

  • Starting from: $9.00/month
  • Credit card required: No
  • Basic: $9/month
    Standard: $19/month
    Professional: $29/month

FAQs

    Who are the main user groups of this service?
  • Individuals, Teams

  • What is this service generally used for?
  • Password Security, Password Sharing

  • What platforms does this service support?
  • iOS, Android

  • Does this service integrate with any other apps?
  • Zoho Suite

  • Does this service offer an API?
  • No

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

  • Does this service offer guides, tutorials and or customer support?
  • Yes

FAQs

    No FAQs associated with this application.

FAQs

    Does this service offer multi-user capability (e.g. teams)?
  • Most of Proposeful plans allow for unlimited users and private folders per user.

  • What are some applications this service is commonly used in tandem with?
  • Proposeful works very well when paired with a good CRM, allowing companies to have a solid control of both their pipelines and proposal efficiency. Digital contract softwares are also useful when included in a Proposeful document, allowing customers to close deals quickly.

  • What is this service generally used for?
  • For increasing sales and proposal conversion. Most clients report an increase in proposal close rate after switching to Proposeful.

  • Does this service offer guides, tutorials and or customer support?
  • Proposeful offers great support both by online chat and email to all customers.

  • Who are the main user groups of this service?
  • Proposeful is used by service companies of all sizes, from solopreneurs and freelancers to large digital agencies and service providers.

  • Does this service integrate with any other apps?
  • Proposeful integrates with some CRMs, digital contract services, messaging apps and other tools.

  • Does this service offer an API?
  • Not yet.

  • What platforms does this service support?
  • Proposeful is available on all devices as a web application. Proposals can be downloaded for offline access.

Vendor Information

Founded:
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Based in:
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Employees:
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Vendor Information

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

Vendor Information

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

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.

Other

Who uses Proposeful
  • Freelance
  • Startups
  • SMEs
  • Agencies
Desktop Platforms:
  • Web App
Languages:
English, Portuguese
Regional Restrictions:
No restrictions.
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