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Compare eversign vs Salesforce Financial Services Cloud

What is better eversign or Salesforce Financial Services Cloud? There are lots of Accounting Software products in the market these days. The ideal way to find out which one fits your needs best is to compare them side by side. As an example, here you can review eversign and Salesforce Financial Services Cloud for their overall score (8.0 vs. 8.8, respectively) or their user satisfaction rating (100% vs. 98%, respectively).

You can even review their capabilities and pricing stipulations along with other useful data below. When matching products make sure to compare their similar features and mark their differences to get a clearer picture of both deals. Similarly, keep in mind to assess other features like security, backup, ease-of-use, and helpdesk support.

Our team put a lot of effort to prepare reviews of all popular E-Signature Software products that you can find out there, but among them these three deserved our special attention: Zoho Sign, SignRequest, PandaDoc.

NOAWARDS
YET

SmartScore™

OUR SCORE 8.0

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

Starting from $9.99

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Legal Validity & Compliance
  • Electronic Signature
  • Documents and Security
  • Document Editor
  • In-Person Signing
  • Audit Trail
  • Templates
  • Multiple Businesses
  • Team Management
  • Contact Management
  • App Integrations
  • REST API

Pricing Info

eversign offers three SMB and enterprise pricing packages for users to choose from. Give the details a look, and select the best plan for your company:

Basic – $9.99/month or $95.90/year

  • Unlimited Documents
  • 3 Templates
  • 10 API Requests
  • 1 Team Member
  • Advanced Integrations
  • Dedicated Support

Professional – $39.99/month or $383.90/year

  • Unlimited Documents
  • 10 Templates
  • 25 API Requests
  • 5 Team Members
  • Advanced Integrations
  • Dedicated Support
  • In-Person Signing

Enterprise – $79.99/month or $767.90/year

  • Unlimited Documents
  • 25 Templates
  • 50 API Requests
  • 15 Team Members
  • Advanced Integrations
  • Dedicated Support
  • In-Person Signing
  • Custom Branding

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Integrations

eversign integrates with the following business systems and applications:

  • Dropbox
  • Box
  • Google Drive
  • Evernote
  • OneDrive

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

eversign is an electronic signature application that enables you to affix legally binding electronic signatures at work, at home or on the go.

Company Email

support@apilayer.net

Contact No.

Company's Address

Hörlgasse 12
1090 Wien
Austria

NOAWARDS
YET

SmartScore™

OUR SCORE 8.8

User Satisfaction

CUSTOMER EXPERIENCE 98%

Pricing

By quote

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Einstein Analytics
  • B2C Client Data Model
  • Client and Household Profiles
  • Financial Goal Management
  • Wallet Share Calculations
  • Client and Household List Segmentation
  • Needs Assessment Options
  • Alerts/Notifications
  • Advisor Home Page
  • Household and Relationship Groups
  • Relationship Mapping
  • Financial Account Management (Wealth and retail Banking)
  • Custom Financial Rollup Summaries
  • Wealth Reports and Dashboards
  • Referral Management
  • Banker Console
  • Banking Data Model Extensions
  • Flexible Integration Options
  • Account and Contact Management
  • Advanced Case Management
  • Case Email Auto-Response
  • Case Management
  • Chatter Options
  • Collaborative Forecasting
  • Configurable Profiles
  • Computer Telephony Integration (CTI)
  • Developer Sandbox
  • Email Integration
  • Enterprise Territory Management
  • Integration via Web Service API
  • Lead Management
  • Opportunity Tracking
  • Orders Management
  • Task Management
  • Workflow Automation

Pricing Info

Salesforce FInancial Services Cloud currently has three editions for you to choose from: Financial Services Cloud Professional, Financial Services Cloud Enterprise, and Financial Services Cloud Unlimited. These are bundled according to the types of features you need and the number of functionalities you want. However, the vendor does not offer their pricing details publicly, so be sure to get in touch with their representatives for more information.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Farmers Insurance, OneUnited Bank, United Capital, and Central Bank

Integrations

Salesforce Financial Services Cloud can be used alongside the other productivity tools in the Salesforce Suite. Moreover, it has a custom functionality to connect with DriveWealth, at third-party open API. This allows it to integrate with a multitude of applications, build Lightning components to extend the platform, and more. For more details about the integrations Salesforce FInancial Services Cloud can support, don’t hesitate to contact the vendor.

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Salesforce Financial Services Cloud is a wealth management platform that lets you manage your finances in line with CRM goals.

Company Email

Contact No.

Company's Address

The Landmark at One Market
Suite 300, San Francisco, CA 94105
United States

Popular Alternatives

Product Name
Score

PandaDoc

Partner

This product is our partner, which means they paid for being featured as one of the suggestions. Our team takes great care to ensure all sugested products are reliable, top-quality solutions.

SmartScore™

OUR SCORE 9.2

User Satisfaction

CUSTOMER EXPERIENCE 95%

Pricing

Starting from $9

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Configure, Price, Quote (CPQ)
  • Cost & Margin Calculation
  • Contract Lifecycle Management
  • Electronic Signatures
  • Payments
  • Multiple Workspaces
  • Roles Management
  • User mManagement
  • Content & Image Libraries
  • Content Locking
  • Branding
  • Approvals
  • Audit Trail
  • Document Builder
  • Document Analytics
  • Document Themes
  • Document Access Code
  • Document Forwarding
  • Document Sender Selection
  • Document Auto Numbering
  • Auto Reminders
  • Expiration
  • Template Embedding
  • Webhooks

Pricing Info

PandaDoc provides 3 pricing plans for companies of different sizes with 24/7 email and chat support on all plans. You can check out their free trial version or request a free demo.

 

Individual (for single users only)
From $9 per month/user

  • Legally binding eSignatures
  • Up to 5 documents sent per month
  • Rich media drag and drop document editor
  • 400+ professionally designed templates
  • Real-time tracking and notifications

Business 

(for small teams)

From $49 per month/user

All the Individual plan features plus:

  • Unlimited number of templates and sent documents
  • CRM integration for HubSpot, Pipedrive and more
  • Content library
  • Custom branding
  • eSigning and approval workflows


Enterprise 

(for larger teams)
Request a quote

All the Business plan features plus:

  • Single sign-on (SSO) support
  • Custom user roles
  • Salesforce and Zapier integrations
  • Unlimited number of team workspaces
  • Content analytics and reporting

Can’t find what you need? Explore the PandaDoc API pricing.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Konica Minolta, Cirque Du Soleil, Tata Steel

Integrations

PandaDoc offers integration with the following business systems and applications:

 

CRM

  • Salesforce (including Lightning)
  • HubSpot CRM
  • Pipedrive
  • Microsoft Dynamics CRM
  • SugarCRM
  • Insightly
  • Copper (Prosperworks)
  • Zoho
  • Nimble
  • Nutshell

Cloud storage

  • Box
  • DropBox
  • Google Drive

Payment gateways

  • PayPal
  • Stripe
  • QuickBooks Payments
  • Square
  • Authorize.Net

Accounting

  • QuickBooks (with Zapier)

SSO

  • Okta
  • OneLogin
  • Microsoft Active Directory
  • Google Identity Platform

Other

  • Zapier

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

This cloud-based document management application fully supports paperless operations. It offers standard and advanced features such as document building, file-sharing, multiple document format support (PDF, Word Documents, etc.), and more. It is also equipped with electronic signature technology.

Company Email

info@pandadoc.com

Contact No.

Company's Address

565 Commercial St
2nd Floor
San Francisco, CA 94111

In the event you continue having second thoughts about which app will be best for your business it may be a good idea to analyze each service’s social metrics. Such metrics are frequently a sign of how popular every app is and how extensive is its online presence. For instance eversign Twitter profile has currently 198 followers. At the same time Salesforce Financial Services Cloud Twitter is followed by 434278 people.

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