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About

EASA has a unique approach to deploying existing, Excel spreadsheet-based tools as secure, custom web applications. These apps can be deployed within a web portal for use by internal or external staff, including partners, resellers, suppliers or customers as well as subscription based applications (SaaS). Unlike competing solutions, sophisticated spreadsheets with VBA, macros and add-ins can be deployed with EASA. Furthermore, EASA provides full database functionality, approvals and notifications and integration with CRM and ERP systems. Common use-cases include the deployment of spreadsheets used for CPQ (configure price quote), insurance raters, financial analytics, engineering calculations, and many more. Your existing spreadsheet becomes the “engine” for the web app, eliminating any need to extract the logic and reprogram in a separate solution. If your company has made a significant investment into critical spreadsheets, then learn why AIG, Voya, HP and others rely on EASA.

About

PandaDoc empowers more than 50,000+ growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including agreements, proposals, quotes, contracts, and more. Powerful, integrated, and secure, PandaDoc enables business users to create and send personalized documents for electronic signing in under 4 minutes. The five main use cases of PandaDoc are: - Proposals - Quotes - Contracts - eSignatures - Forms. PandaDoc seamlessly integrates with the existing software you use, like CRM, payment gateway, cloud storage. We support the tools highly effective teams use, like Zoom, Canva, Monday, HubSpot, and SalesForce. Moreover, our robust API and Zapier integration could connect PandaDoc with any custom software you may use.

Platforms Supported

Windows Supported
Mac Not Supported
Linux Supported
Cloud Supported
On-Premises Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Companies with critical processes which are underpinned by Excel

Audience

Mid-Market and Enterprises

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

Pricing is based on the specific configuration and options needed by each customer. You have two options for implementation - you can build the app, on-prem, or we can implement it for you and you can install on your network or cloud. Contact EASA for a custom quote.
Free Version Not Supported
Free Trial Not Supported

Pricing

Free
Free eSign - $0 per user per month
Essentials - $19 per user per month
Business - $49 per user per month
Enterprise - price on request
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 4.5 / 5
ease 4.0 / 5
features 4.5 / 5
design 4.0 / 5
support 4.5 / 5

Reviews/Ratings

Overall 4.7 / 5
ease 4.6 / 5
features 4.5 / 5
design 4.6 / 5
support 4.7 / 5

Pros & Cons from Real Users

Pros

  • I like as a "citizen developer" I am able to develop and publish my own applications without having to rely on IT and having the budget for IT development beyond the ongoing licence costs. For somebody of the right mindset (the sort of person who develops spreadsheets/macros) it is easy to pick up and create/deploy apps quickly. The ability to put a wrapper around a pre-existing excel is also attractive so you don't have to code logic but you are also able to build out an application without this. The tool itself is also pretty quick.
  • It offers a secure environment for users to use, store and retrieve key information that could help decision making in the organization. Being able to host the tool via EASA in the intranet is a key for us.

Cons

  • It can be tricky to debug an application and this can cause frustration because you can add the basics of a feature in 30 minutes (great!) then spend 30 minutes figuring out the one thing you've not got quite right (frustrating) - compare this to being able to easily step through code in other applications. There are some basic debugging tools, and you can build your own in but this can be time consuming and it would be nice if this was standard. On occasion this debugging has uncovered bugs in the underlying software, but these can normally be worked around and EASA are supportive in finding work arounds quickly.
  • I hope the user interface could be improved further and the setup process could be easier.

Pros & Cons from Real Users

Pros

  • PandaDoc is a creative and influential software that completes the tasks wonderfully and skillfully. It is able to create multiple proposals that are professional looking and don't leave any questions out in the air, the proposals are very detailed and they are made to provide the client with something that is professional and convinces them. It has many templates that are already included in the program, and these work very well, but additionally, they are very customizable and it allows for any additional information to be added, as well as any information not needed to be extracted from the proposal. I have been using the templates that it provides and they work really well to create proposals and send them over to clients, it is a very quick way to complete this task in a very short time and it is not done badly, on the contrary, it is better than creating the template from scratch which takes much more time. I also like that the templates include automatic reminders that can be customized to keep in contact with the client, it makes it easier to follow up with any answers to the questions they might have, and it makes it easier to complete any deals. The notifications that it provides on the mobile applications are also a life-saver, they are delivered at the exact time and allow me to view different details about the proposals that have been sent, if they have been opened, interacted with, completed, and more, it is very convenient to stay up to date with the status of a proposal during the day with these notifications, so that we can except the client to give a response or complete the proposal after it has been viewed, it is a smart software that facilitates the workflow.
  • The templates make it easy to create professional-looking documents, the ability to integrate with a wide range of third-party applications is also really good, it makes it easy to manage documents within our existing workflow.
  • - Saves paper! - Easy to communicate - Free
  • PandaDoc makes digital e-signatures easy and affordable. It was easy to set up and the free tier makes initial commitment a breeze.
  • Such a helpful app. They had exactly what I was looking for when I wasn't sure what to look for. Easy to search for contents that were needed.

Cons

  • There are a few points that I want to talk about when it comes to the cons of using PandaDoc, firstly, it is a bit pricey, it can be very expensive depending on the amount of proposals and esignatures that the business has to complete during the month, and as needs grow, so does the price of PandaDoc, I would say that their pricing options are not very convenient. Secondly, I have experienced certain issues when using PandaDoc to send out the proposals, it turns out that they sometimes get sent to the spam folder of clients, which becomes a problem because it does not make the communication between business and client very efficient, and it takes a longer time because the client tends to check their primary inbox because the email should be there and not in the spam folder, it is something that PandaDoc needs to fix and put as a priority.
  • The UI & UX is good, but the interface can be confusing and difficult to navigate. Not a huge deal but when scaling, it is important to realize pricing is subscription-based, which can be expensive for some users.
  • - when you "edit" a document it says it will "clear" the signature and date. It would be SUPER helpful if it has *also* said, that all other inputs will still be saved. -Some areas we MUST have filled it, not just the signature and date. It would be great if those were mandatory since our students/clients skip some parts... -loading time -some parts are filled in on one side and not on our side. It's happening more frequently.
  • It tends to get lost in the spam when being sent off. I believe you can pay more to ensure this doesn't happen, but seems like it should be a given.
  • Somethings were more American based rather than Canadian content.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

EASA
Founded: 2008
United States
easasoftware.com

Company Information

PandaDoc
Founded: 2011
United States
demo.pandadoc.com/

Alternatives

Alternatives

AMTOS

AMTOS

Aggregator Solutions Ltd.
Intellimas

Intellimas

Singletree Technologies
Docmosis

Docmosis

Docmosis Pty Ltd
AgencyPitch

AgencyPitch

GrahAI Systems

Categories

CPQ Supported
Financial Modeling Supported
Quoting Supported
Spreadsheet Supported

Categories

CPQ Features

2D Drawing Not Supported
3D Modeling Not Supported
Approval Workflow Supported
eCommerce Not Supported
Guided Selling Not Supported
Product Configurator Supported
Proposal Generation Supported
Quotes / Estimates Supported
Renewal Management Not Supported
Self Service Portal Not Supported

Proposal Management Features

Automatic Formatting Not Supported
Calendar Management Not Supported
Collaboration Not Supported
Contact Management Not Supported
Content Repository Not Supported
Document Management Supported
Electronic Signature Supported
Knowledge Library Not Supported
Pipeline Management Not Supported
Requirements Management Not Supported
Revision Management Supported
RFP Management Not Supported
Task Management Not Supported
Templates Supported
Version Control Supported

Quoting Features

Automated Quoting Not Supported
Catalog Management Not Supported
Client Portal Not Supported
Contact Management Not Supported
Customer Accounts Not Supported
Customizable Branding Supported
Discount Management Not Supported
Forms Creation Supported
Pricing Management Not Supported
Product Configurator Supported
Proposal Management Supported

Low-Code Development Features

AI-Assisted Development Not Supported
Business Process Automation Not Supported
Collaborative Development Not Supported
Data Aggregation and Publishing Supported
Deployment Management Supported
Drag & Drop Not Supported
Integrations Management Supported
Iteration Management Not Supported
Performance Monitoring Not Supported
Requirements Management Not Supported
Templates Supported
Visual Modeling Not Supported
Web / Mobile App Development Supported
Workflow Management Supported

Spreadsheet Features

Analytics Supported
Audit Trail Not Supported
Calculators Supported
Charting Supported
Multi-User Collaboration Not Supported
Templates Supported

CPQ Features

2D Drawing Not Supported
3D Modeling Not Supported
Approval Workflow Supported
eCommerce Not Supported
Guided Selling Supported
Product Configurator Supported
Proposal Generation Supported
Quotes / Estimates Supported
Renewal Management Supported
Self Service Portal Supported

Proposal Management Features

Automatic Formatting Supported
Calendar Management Not Supported
Collaboration Supported
Contact Management Supported
Content Repository Supported
Document Management Supported
Electronic Signature Supported
Knowledge Library Supported
Pipeline Management Supported
Requirements Management Supported
Revision Management Supported
RFP Management Supported
Task Management Supported
Templates Supported
Version Control Supported

Quoting Features

Automated Quoting Supported
Catalog Management Supported
Client Portal Supported
Contact Management Supported
Customer Accounts Not Supported
Customizable Branding Supported
Discount Management Supported
Forms Creation Supported
Pricing Management Supported
Product Configurator Supported
Proposal Management Supported

Billing and Invoicing Features

Billing Portal Not Supported
Contact Database Supported
Contingency Billing Not Supported
Customer Portal Not Supported
Customizable Invoices Supported
Dunning Management Supported
Hourly Billing Not Supported
Invoice History Supported
Mobile Payments Supported
Multi-Currency Supported
Online Invoicing Supported
Online Payments Supported
Payment Processing Supported
Project Billing Not Supported
Recurring/Subscription Billing Supported
Service Ticket Billing Not Supported
Tax Calculator Supported

Contract Management Features

Buy Side (Suppliers) Not Supported
Completion Tracking Supported
Compliance Tracking Not Supported
Contract Lifecycle Management Supported
Electronic Signature Supported
Full Text Search Not Supported
Government Contracts Not Supported
Pre-built Templates Supported
Sell Side (Customers) Not Supported
Specialty Contracts Not Supported
Version Control Supported
Workflow Management Supported

Digital Signature Features

Audit Trail Supported
Authentication Supported
Auto Reminders Supported
Customizable Templates Supported
Document Analytics Supported
Mobile Signature Supported
Multi-Party Signing Supported
Progress Tracking Supported
Task Progress Tracking Supported

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Supported
Document Capture Not Supported
Document Conversion Supported
Document Delivery Supported
Document Indexing Supported
Document Retention Supported
Electronic Signature Supported
Email Management Supported
File Recovery Supported
File Type Conversion Supported
Forms Management Supported
Full Text Search Not Supported
Offline Access Supported
Optical Character Recognition Supported
Print Management Not Supported
Version Control Supported

Sales Enablement Features

Collaboration Supported
Contact Management Supported
Content Management Supported
Document Management Supported
Goals / Quota Management Not Supported
Lead Management Not Supported
Meeting Management Not Supported
Performance Management Supported
Presentation Management Supported
Proposal Management Supported
Territory Management Not Supported
Training Management Not Supported

Workflow Management Features

Access Controls/Permissions Supported
Approval Process Control Supported
Business Process Automation Supported
Calendar Management Not Supported
Compliance Tracking Not Supported
Configurable Workflow Supported
Customizable Dashboard Supported
Document Management Supported
Forms Management Supported
Graphical Workflow Editor Not Supported
Mobile Access Supported
No-Code Supported
Task Management Not Supported
Third Party Integrations Supported
Workflow Configuration Supported

Integrations

Salesforce Supported
AppManager Not Supported
Axis LMS Not Supported
Box Not Supported
Computer for Counsel Not Supported
Contract Wrangler Not Supported
DoorLoop Not Supported
Google Drive Not Supported
Leah Not Supported
PayPal Not Supported
Quickwork Not Supported
Rally Not Supported
RevOnyx Not Supported
Rippling Not Supported
Shift Not Supported
Slack Not Supported
Square Payments Not Supported
Workbooks Web Insights Not Supported
Zendesk Sell Not Supported
monday dev Not Supported

Integrations

Salesforce Supported
AppManager Supported
Axis LMS Supported
Box Supported
Computer for Counsel Supported
Contract Wrangler Supported
DoorLoop Supported
Google Drive Supported
Leah Supported
PayPal Supported
Quickwork Supported
Rally Supported
RevOnyx Supported
Rippling Supported
Shift Supported
Slack Supported
Square Payments Supported
Workbooks Web Insights Supported
Zendesk Sell Supported
monday dev Supported
Claim EASA and update features and information
Claim EASA and update features and information
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Claim PandaDoc and update features and information