Smartsheet vs. UnForm Comparison


Smartsheet Smartsheet.com	UnForm Synergetic Data Systems, Inc.	+	+
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About Smartsheet is an award-winning work management and collaboration platform built to help teams have less talk and more action. With Smartsheet, organizations have access to a powerful platform that enables them to open more doors for new ideas, customers, and revenue. Featuring a spreadsheet- like interface, Smartsheet offers tools such as file sharing, Gantt charts, work automation, portals, dashboards, and so much more.		About UnForm is a powerful enterprise document management and process automation solution that seamlessly integrates with any application. Our platform-independent, fully browser-based solutions provide the ability to create, deliver, capture, index, route, and store documents from start to finish so that a transaction’s entire life cycle can be accessed with one easy search. Our data extraction and workflow capabilities enable the automation of data entry-intensive processes. UnForm.Cloud, a hosting service for UnForm Document Management, is a perfect fit for those who are running cloud-based ERP systems or looking for a solution with no hardware to purchase, manage, or maintain. Implementing UnForm has never been easier. Backed by a proven hosting vendor, Oracle, you have the peace of mind knowing your data is safe and secure with well-managed data centers and cross-region backups, ensuring reliable and continues access to your data when you need it.
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		Platforms Supported Windows Supported Mac Not Supported Linux Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience Businesses across a wide range of industries, including retail, manufacturing, professional services, construction, technology, and education		Audience Companies of all sizes
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported		Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported		API Offers API Supported
Screenshots and Videos View more images or videos		Screenshots and Videos View more images or videos
Pricing $14.00/month/user Individual - $14 per user per month Team - $15 per user per month Business - $25 per user per month Enterprise - custom Free Version Not Supported Free Trial Supported		Pricing $500/month Licensing Options: Hosted, Subscription or On-Premise Free Version Not Supported Free Trial Supported
Reviews/Ratings Overall 4.6 / 5 ease 4.5 / 5 features 4.5 / 5 design 4.5 / 5 support 4.5 / 5 Read all reviews		Reviews/Ratings Overall 4.2 / 5 ease 4.2 / 5 features 4.3 / 5 design 4.2 / 5 support 4.2 / 5 Read all reviews
Pros & Cons from Real Users Pros I like Smartsheet’s flexibility in handling various type of workflows and projects. It also provides a well organized dashboard which makes project management easy. Has a wide range of features and capabilities, allowing users to easily keep track of tasks, assign resources, manage timelines and more. UI is intuitive and easy to use, and the data is easily accessible and customizable. Additionally, there's a wide range of integrations and third-party applications that allow users to extend their project management capabilities. The Smartsheet platform is incredibly easy to use. The training and onboarding process was simple. Its user interface is minimalistic. Assigning tasks to groups or individuals is incredibly easy. Its to-do tasks reminder works great. Easy to create groups for multiple projects. There's a lot of potential if you're a spreadsheet nerd. With some features baked in, like red flags for overdue tasks, Smartsheet can be a good project management tool for some. There is very little that Excel can do that Smartsheet can't, but plenty that Smartsheet can do that Excel can't. The biggest positive impact we experienced after implementing Smartsheet is team productivity. It enhances our ability and saves lots of time. The user interface is very responsive. The automation functionality works as promised. Cons My experience with Smartsheet has been great and the system has wide ranging possibilities, so i have no cons. Can be expensive, and the cost can add up quickly if you need additional features or integrations. Additionally, the user interface can be a bit overwhelming at first and it may take some time to learn all the features and capabilities. Never faced any major issues while using the Smartsheet platform. A critical feature for any project management tool is the ability to create sub-tasks within a task. This can be done, but just doesn't really work the same way other PM tools does. It's highly manual, and adjusting formatting can be a huge pain. For as powerful as it is, you really have to dedicate a lot of time to figure out how to use even the basic features. One small thing that I don't like is the slow loading speed. Sometimes the dashboard text appears very late.		Pros from Real Users Pros End-to-end document management, from printing to archiving, with all steps in between. I am constantly amazed at the thought and depth that goes into this product suite. I love all the useful features embedded in this software. Using rule files I can create custom forms and read/write data directly from/to BBx files from BASIS International. I can add documents to the archive and create cross-referenced links to other documents. I can even use the internal object-oriented programming to do more operations. Everything is spelled out nicely in the documentation and when I need help beyond that, I get timely answers through their support ticket system. I haven't had a chance to use the DocFlow document routing system yet, but look forward to it. Easy to use. Create the forms in MS Word and save as a PDF or PCL in minutes. Not sure what programmer needed this crap for, but it's biting us in the butt now. I suppose some small part of our solution uses it to generate reports of some kind. But likely better options exist now and likely existed when it was first made too. I like the flexibility the most, if you can dream it up in your head you can do it with UnForm. When I first started in using it in 2001 I installed the software, learned enough to be useful and was producing documents with it by the end of the first day. Since then I have used it for many clients, saving a lot of money on forms costs and eventually doing things we had never done before, such as document archiving. Unform is an all-in-one solution for document markup, archiving, scanning, and workflow. It's easy to program, robust, and the tools get better every version. Easy To Use and Very Flexible to setup in connection with Acumatica - easy installation wizard that allows deployment to users.
Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported		Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported
Company Information Smartsheet.com Founded: 2006 United States www.smartsheet.com		Company Information Synergetic Data Systems, Inc. Founded: 1988 United States www.unform.com
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Categories Advertising Agency Supported Agile Project Management Tools Supported Business Process Automation Supported Business Process Management Supported CMMS Supported Collaboration Supported Construction Management Supported Document Collaboration Supported Gantt Chart Supported IT Project Management Supported Kanban Supported Marketing Calendar Supported Marketing Planning Supported MRM Supported Process Mapping Supported Project Management Supported Project Planning Supported Project Portfolio Management Supported Project Tracking Supported Reporting Supported Spreadsheet Supported Task Management Supported Workflow Automation Supported Workflow Management Supported		Categories Archiving Supported Business Process Automation Supported Business Process Management Supported Data Extraction Supported Document Collaboration Supported Document Control Supported Document Generation Supported Document Management Supported Document Version Control Supported Electronic Data Capture Supported Enterprise Content Management (ECM) Supported Forms Automation Supported Print Management Supported Robotic Process Automation (RPA) Supported Workflow Management Supported
Business Process Management Features Access Controls / Permissions Supported Alerts / Notifications Supported Business Process Automation Supported Business Rules Management Not Supported Collaboration Supported Process Change Tracking Supported Process Mapping Not Supported Process Modeling & Design Not Supported Visual Workflow Management Not Supported Workflow Management Features Access Controls/Permissions Supported Approval Process Control Supported Business Process Automation Supported Calendar Management Supported Compliance Tracking Supported Configurable Workflow Supported Customizable Dashboard Supported Document Management Supported Forms Management Supported Graphical Workflow Editor Not Supported Mobile Access Supported No-Code Not Supported Task Management Supported Third Party Integrations Supported Workflow Configuration Supported Show More Features Advertising Agency Features Campaign Management Supported Collaboration Supported Document Management Supported File Sharing Supported Project Management Supported Task Management Supported Time Tracking Supported Agile Project Management Tools Features Backlog Management Supported Feedback Management Supported Gantt/Timeline View Supported Kanban Board Supported Prioritization Supported Request Management Supported Resource Management Supported Retrospectives Management Supported Status Tracking Supported Supports Scrum Supported Team Management Supported Template Management Supported Workflow Management Supported CMMS Features Asset Tracking Supported Calibration Management Supported Inventory Control Supported Key & Lock Management Supported Mobile Access Supported Preventive Maintenance Supported Purchasing Supported Scheduling Supported Service History Tracking Supported Technician Management Supported Work Order Management Supported Collaboration Features Brainstorming Supported Calendar Management Supported Chat / Messaging Not Supported Contact Management Supported Content Management Supported Document Management Supported Project Management Supported Real Time Editing Supported Task Management Supported Version Control Supported Video Conferencing Supported Construction Management Features Accounting Integration Not Supported Budget Tracking/Job Costing Supported Change Orders Not Supported Commercial Supported Contract Management Supported Contractors Supported CRM Supported Equipment Tracking Supported Estimating Not Supported Incident Reporting Supported Mobile Access Supported Offline Access Supported Residential Supported RFI & Submittals Not Supported Subcontractor Management Supported Timesheets Not Supported Gantt Chart Features Alerts/Notifications Supported Capacity Monitoring Supported Color Coding Supported Dependency Tracking Supported Drag & Drop Supported Milestone Tracking Supported Progress Tracking Supported Task Management Supported Templates Supported IT Project Management Features Bug Tracking Supported Issue Management Supported Milestone Tracking Supported Percent-Complete Tracking Supported Portfolio Management Supported Prioritization Supported Product Roadmapping Supported Requirements Management Supported Resource Management Supported Status Tracking Supported Supports Agile Supported Supports Scrum Supported Task Management Supported Testing / QA Management Supported Time & Expense Tracking Supported Kanban Features Collaboration Tools Supported Dependency Tracking Supported KPI Monitoring Supported Milestone Tracking Supported Multi-Board Supported Prioritization Supported Project Planning Supported Roadmapping Supported Supports Scrum Supported Task Management Supported Time Tracking Supported MRM Features Activity Planning Supported Analytics / ROI Tracking Not Supported Approval Workflow Supported Brand Management Supported Budgeting & Forecasting Supported Content Management Supported Digital Asset Management Supported Expense Management Supported Marketing Calendar Supported Strategic Planning Supported Marketing Planning Features Budgeting & Forecasting Supported Collaboration Supported Flowchart Supported Goal Setting / Tracking Supported Marketing Calendar Supported Media Planning Supported Predictive Analytics Not Supported Presentation Tools Not Supported Project Tracking Supported Spend Management Supported Project Management Features Agile Methodologies Supported Budget Management Supported Client Portal Supported Collaboration Tools Not Supported Cost-to-Completion Tracking Supported Customizable Templates Supported Gantt Charts Supported Idea Management Supported Kanban Board Supported Milestone Tracking Supported Portfolio Management Supported Resource Management Supported Time & Expense Tracking Supported Traditional Methodologies Supported Project Planning Features Agile Methodologies Supported Budget Management Supported Collaboration Tools Supported Due Date Tracking Supported Gantt Charts Supported Kanban Board Supported Prioritization Supported Progress Tracking Supported Resource Management Supported Task Management Supported Template Management Supported Traditional Methodologies Supported Project Portfolio Management Features Budget Management Supported Collaboration Supported Dashboard Supported Issue Management Supported Milestone Tracking Supported Portfolio Management Supported Project Planning Supported Requirements Management Supported Resource Management Supported Status Tracking Supported Task Management Supported Time & Expense Tracking Supported Project Tracking Features Collaboration Tools Supported Cost-to-Completion Tracking Supported Gantt Charts Supported Kanban Board Supported Milestone Tracking Supported Percent-Complete Tracking Supported Prioritization Supported Status Tracking Supported Time & Expense Tracking Supported Reporting Features Customizable Dashboard Supported Data Source Connectors Supported Drag & Drop Not Supported Drill Down Not Supported Email Reports Not Supported Financial Reports Supported Forecasting Not Supported Marketing Reports Supported OLAP Not Supported Report Export Supported Sales Reports Supported Scheduled / Automated Reports Supported Spreadsheet Features Analytics Not Supported Audit Trail Supported Calculators Not Supported Charting Supported Multi-User Collaboration Supported Templates Supported Task Management Features Collaboration Supported Create Subtasks Supported Gamification Supported Gantt Charts Supported Mobile Access Supported Percent-Complete Tracking Supported Progress Tracking Supported Recurring Tasks Supported Reporting/Analytics Supported Spreadsheet View Supported Task Board View Supported Task Planning Supported Task Scheduling Supported Task Tracking Supported Time Tracking Supported To-Do List View Supported		Business Process Management Features Access Controls / Permissions Supported Alerts / Notifications Supported Business Process Automation Supported Business Rules Management Supported Collaboration Supported Process Change Tracking Supported Process Mapping Supported Process Modeling & Design Supported Visual Workflow Management Supported Document Collaboration Features Access Control / Permissions Supported Autosave Supported Chat / Messaging Not Supported Cloud Storage Supported Comments / Annotations Supported Edit / Change Tracking Not Supported Electronic Signature Supported Multiple File Formats Supported Pre-made Templates Supported Search Supported User Tagging Not Supported Version Control Not Supported Workflow / Approval Process 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 Not Supported Task Management Not Supported Third Party Integrations Supported Workflow Configuration Supported Show More Features Archiving Features Access Control Supported Data Deduplication Supported Document Management Supported eDiscovery Not Supported Email Archiving Supported Multimedia Archiving Supported Retention Management Supported Storage Management Supported Version Control Supported Web Archiving Supported Data Extraction Features Disparate Data Collection Supported Document Extraction Supported Email Address Extraction Supported Image Extraction Supported IP Address Extraction Supported Phone Number Extraction Supported Pricing Extraction Supported Web Data Extraction Supported Document Control Features Archiving & Retention Supported Automated Routing Supported Change Management Not Supported Compliance Management Not Supported Electronic Signature Supported Escalation Management Supported Periodic Review Not Supported Version Control Not Supported Document Generation Features Batch Processing Supported Collaboration Supported Digital Signature Supported Interaction Tracking Not Supported Multiple Output Formats Supported Templates Supported Document Management Features Access Controls Supported Archiving & Retention Supported Collaboration Tools Supported Compliance Tracking Supported Document Archiving Supported Document Assembly Supported Document Capture 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 Supported Offline Access Supported Optical Character Recognition Supported Print Management Supported Version Control Not Supported Document Version Control Features Access Controls/Permissions Supported Approval Process Control Supported Archiving & Retention Supported Audit Trail Supported Commenting / Notes Supported Document Check-in / Check-out Supported For Engineering Documents Not Supported Revision History Not Supported Version Comparison Not Supported Version Rollback Not Supported Electronic Data Capture Features Audit Trail Supported CRF Tracking Not Supported Data Entry Supported Data Verification Supported Distributed Capture Supported Document Imaging Supported Document Indexing Supported Forms Management Supported Remote Capture Supported Study Management Not Supported Enterprise Content Management (ECM) Features Archiving & Retention Supported Collaboration Tools Supported Content Lifecycle Management Supported Digital Asset Management Not Supported Document Management Supported Electronic Signature Supported Information Governance Not Supported Mobile Access Supported Search Supported Version Control Not Supported Workflow Management Supported Forms Automation Features Approval Process Control Not Supported Archiving & Retention Supported Collaboration Supported Document Indexing Supported Drag & Drop Supported Full Text Search Supported Remote Document Access Supported Rules-Based Workflow Supported Text Editing Supported Version Control Not Supported Print Management Features Cost Tracking Supported Device Status Monitoring Supported Environmental Metrics Supported Guest Printing Supported Mobile Printing Supported Multi-Printer Support Supported Multiple Authentication Methods Supported Print Billing Supported Print Job Deletion Supported Print Job Routing Supported Print Quotas / Limits Supported Remote Printing Supported Reporting / Analytics Supported Secure Print Job Release Supported Robotic Process Automation (RPA) Features Analytics Supported Attended Automation Supported Code-free Development Not Supported Image Recognition Supported Optical Character Recognition Supported Process Builder Supported Third Party Application Integration Supported Unattended Automation Supported
Integrations AWS AppFabric Supported Agolix by Assessment Generator Supported Akitra Andromeda Supported Cognito Forms Supported Contractbook Supported Cyclr Supported DBxtra Supported Docusign Supported GoodTaco Supported Google Calendar Supported Guru Supported Maintenance Care Supported Microsoft Teams Supported PBXDom Supported Pluto Supported Querri Supported Tonkean Supported Upper Supported Whale Supported Show More Integrations View All 211 Integrations		Integrations AWS AppFabric Not Supported Agolix by Assessment Generator Not Supported Akitra Andromeda Not Supported Cognito Forms Not Supported Contractbook Not Supported Cyclr Not Supported DBxtra Not Supported Docusign Not Supported GoodTaco Not Supported Google Calendar Not Supported Guru Not Supported Maintenance Care Not Supported Microsoft Teams Not Supported PBXDom Not Supported Pluto Not Supported Querri Not Supported Tonkean Not Supported Upper Not Supported Whale Not Supported Show More Integrations View All 17 Integrations
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