Chartrics vs. Sendsteps Comparison Chart

EXPEDIENCE AUTOMATES MICROSOFT WORD PROPOSALS Use Microsoft Word to craft business proposals, RFP responses, or Statements of Work (SOWs)? Expedience delivers unmatched efficiency, flawless branding consistency, and 100% document accuracy – without ever leaving Microsoft Word! THE MICROSOFT ADVANTAGE Native to Microsoft Word, Expedience leverages the best of Microsoft 365: • Use Rich Content (tables, charts, videos, PowerPoint slides, etc) • Consistent Corporate Branding • Copilot Generative AI • Excel Data Integration • Realtime Collaboration SELF-SERVE SALES PROPOSALS Create proposals, sales documents, and SOWs in just a few clicks - even from Excel spreadsheets! Consistent, accurate, and perfectly formatted every time. TRUSTED CONTENT Curated, branded, approved content that you can trust, at your fingertips inside Microsoft Word. No proofing required.

MobiPDF (formerly PDF Extra) is an intuitive and powerful PDF editor and reader designed for today’s modern user - the cost-efficient alternative to Adobe Acrobat Pro you’ve been looking for. FEATURES OVERVIEW: PDF Viewer and Reader: Switch between page views or use "Read Mode" for distraction-free reading. Create and Edit PDFs: Modify text and images or start with a blank PDF. Convert to Office Formats: Easily turn PDFs into Word, Excel, PowerPoint, and image files. Leverage OCR: Transform scanned documents into searchable PDFs. Organize PDFs: Combine, split, reorder, and compress documents. Markup and Comment: Highlight, annotate, and add bookmarks or stamps. Fill PDFs: Seamlessly fill forms or create ones from scratch. Sign PDFs: Sign your documents anywhere—no ink required! Secure Your Work: Protect files with passwords, digital signatures, and 256-bit encryption. Offline Mode: Full functionality without internet access. Translate PDFs

Planview ProjectAdvantage is a project and portfolio management product for mid-market organizations and early-stage to maturing PMOs. It centralizes projects, programs, resources, financials, and performance data in one platform, replacing spreadsheets and disconnected tools with structured workflows, real-time dashboards, and AI-powered planning. Project and Program Management • Gantt with drag-and-drop scheduling and role-adapted layouts • Project creation via templates, with Excel and MS Project import • Program roll-ups, sub-project hierarchy, dependency management • Phase-gate visibility and critical chain Portfolio and Resource Management • Idea and demand management with approval workflows and scoring models • Portfolio simulation, project ranking, and what-if scenario planning • Resource and capacity management, including request and commitment workflows • Budget and cost management with time-distributed costs and forecasting Adaptive Workflow • No-code, configurable workflows applied to any object in the platform • Waterfall, agile, hybrid, critical chain, and phase-gate methodologies supported side by side • Admins adapt workflows to organizational processes without IT support Collaboration and Reporting • Native Microsoft Teams integration for logging time, updating work items, and managing tasks • Self-service dashboards, native Power BI connector, and PowerPoint export • Risk, issue, and change tracking alongside document management AI Capabilities • AI-generated project plans, including work breakdown structure, phases, and dependencies, from a plain-language description • AI-assisted risk identification based on project data and historical patterns • AI-assisted resource matching based on availability, role fit, and cost • Conversational assistant in Teams for timesheet and work item updates Deployment • Typical implementation time of 8 to 12 weeks with no-code setup • Role-based permissions, single sign-on, and ISO 27001 and SOC 2 compliance • More than 500 organizations and 350,000 users across 100+ countries

ChatD&B by Dun & Bradstreet is an AI-powered conversational platform that helps you quickly access, analyze, and act on company data through a simple chat interface. Users can obtain firmographics, financial details, risk indicators, and other insights by typing natural language queries, saving time and improving decision-making accuracy. The platform leverages Dun & Bradstreet’s Data Cloud to provide real-time, up-to-date company information. It also tracks data sources and allows users to reference previous queries for compliance and verification. ChatD&B supports customer service by answering questions about Dun & Bradstreet’s products and services. Overall, it streamlines business research and boosts productivity through an intuitive, conversational experience.

PBRS (Power BI Report Scheduler) by ChristianSteven Software automates report scheduling, export, personalization and delivery across Power BI Service, Power BI Report Server, Power BI Paginated Reports and Microsoft SSRS. Designed for BI teams, IT departments and organizations with recurring reporting obligations, PBRS replaces repetitive exports and separately maintained delivery workflows with a centrally managed Windows application. Schedule reports hourly, daily, weekly or monthly, use custom business calendars, or trigger workflows from supported database, file, email and system events. Refresh Power BI datasets and wait for completion before generating and distributing reports. Use data-driven (Dynamic) scheduling and report bursting to produce different outputs for each customer, department, location or recipient. Database or JSON data can determine reports, filters, parameters, recipients, formats, filenames and delivery messages. Export reports and visual data to supported formats, including PDF, Excel and CSV. Create formatted or template-based Excel outputs, combine applicable outputs into multi-tab workbooks, and assemble multiple reports into one email, ZIP file or bookmarked PDF. Protect PDF outputs with passwords and encryption. Deliver reports to internal and external recipients through email, Microsoft Teams, SharePoint, OneDrive, Google Drive, Dropbox, FTP, SFTP, network folders, Slack and printers. Recipients can receive exported files without needing Power BI access. Manage reporting operations with execution history, notifications, configured retries and blank-report handling. PBRS brings report generation, packaging and distribution into one workflow for organizations whose needs extend beyond straightforward subscriptions or individual Power Automate flows. Developers can use the PBRS REST API to manage supported schedules, trigger workflows and monitor execution, integrating report automation into business applications and customer portals. PBRS is installed in your Windows environment. It is suited to businesses that need controlled, repeatable report delivery across multiple recipients, formats and destinations.

Every year, we survey over a million people around the world so businesses can understand changing consumer behavior in seconds. Designed for busy teams, our platform makes it easy to get what you need, analyze it how you want, and share it with your teams. Pinpoint your perfect customer from over 250K+ profiling points. Apply question charts to unlock insights into what your audience thinks, feels, and does. Collate data and charts to build your story and share it with your team. Overlay multiple data points for in-depth data analysis. Gain unparalleled insight into consumers with survey data that reflects the views, interests, and behaviors of billions of real people across the globe. We ask consistent survey questions in every region. Zero in for granular insights on local markets or zoom out for a global view. Understand what consumers really think about you and your competitors with insights on all the big names.

Trusted by over 25 million users, Jotform is an all-in-one, no-code platform that simplifies data collection, automation, and online sales. Using its drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, payments, and e-signatures. With 10,000+ templates and advanced features like conditional logic and 200+ integrations, Jotform streamlines workflows. Jotform's AI-powered Agents provide real-time customer support, guiding users through form submissions, answering questions, and ensuring a smooth experience while reducing manual intervention. These AI agents learn from interactions to improve responses, enhancing efficiency and customer satisfaction. The platform also includes a Store Builder to sell products and services, accept payments through 30+ gateways, and tools like Approvals and Report Builder to automate workflows and generate actionable insights. Jotform App Builder for ChatGPT and Claude is an AI-powered no-code application builder that enables users to create, customize, publish, and manage applications through natural language conversations. The platform integrates Jotform Apps with ChatGPT and Claude, allowing users to turn ideas discussed with an AI assistant into functional applications without traditional programming.

CloudFiler is an email filing and search tool that works in both New and Classic Outlook on all platforms including Android phones & tablets, iPhones, iPads, all popular browsers, Macs and ARM based devices. It was created using up-to-date development technologies by the original architect of the Oasys email management system previously owned by Arup and the Excitech Mail system owned by Symetri. File to: the cloud, Windows folders, SharePoint, OneDrive, Egnyte, Autodesk Forma, Bentley ProjectWise, etc. Built to work with Exchange on-line and Microsoft 365 it provides a fast and reliable email filing and search service via whatever device you happen to be using at the time. CloudFiler is based on Microsoft's new web Add-in technology.

Epsilon3 is an AI-powered procedure and resource management tool designed for teams building, testing, and operating advanced products and systems. ✔ Standardize & Optimize Processes Our interoperable procedure execution system replaces inefficient checklists managed with paper, spreadsheets, docs, and outdated planning tools. Automatically track every step to ensure quality, consistency, and traceability. ✔ Fuel Rapid Iteration & Innovation Built-in version control, conditional workflows, and real-time data synchronization keep teams on the same page. Enable continuous improvement and quick, data-driven decisions to stay far ahead of the competition. ✔ Streamline & Scale Operations Securely integrate siloed systems and automate error-prone tasks to boost productivity and prevent delays. Simplify training, reduce costs, and maintain efficiency as your operations expand to meet demand. Trusted by industry leaders like NASA, Firefly Aerospace, and Commonwealth Fusion.

DbVisualizer is a universal database client for anyone who works with data, from solo developers and startups to professional teams managing complex environments, including developers, DBAs, analysts, and data engineers working with relational and NoSQL databases. It offers a graphical interface for database development, SQL querying, and data exploration. Key features: - SQL editor with autocomplete, visual query builders, variables, and execution tools - AI Assistant for questions, error explanations, and code analysis - Built-in Git integration for SQL scripts and collaboration - Customizable layouts, key bindings, and UI themes - Favorite scripts and database objects for quick access - Configurable security settings for organizations Connects to popular databases via JDBC, including MySQL, PostgreSQL, SQL Server, Oracle, Snowflake, SQLite, Cassandra, and BigQuery. Runs on Windows, macOS, and Linux. 7 million downloads, Pro users in 150 countries.