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Compare eversign vs Salesforce Financial Services Cloud

What is better eversign or Salesforce Financial Services Cloud? To make sure you find the most helpful and productive Accounting Software for your enterprise, you have to compare products available on the market. For example, here it is possible to match eversign’s overall score of 8.0 against Salesforce Financial Services Cloud’s score of 8.8. You can even evaluate their general user satisfaction: eversign (100%) vs. Salesforce Financial Services Cloud (83%).

Moreover, you can compare their pros and cons feature by feature, including their offered terms and rates. By comparing products you are improving your chances to pick the right software for your requirements. It’s clear you must understand your particular requirements to realize which solution addresses those needs.

Our experts made sure to prepare reviews of all popular E-Signature Software solutions that you can find out there, but among all the ones we reviewed these three caught our special attention: SignRequest, Zoho Sign, 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 83%

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

FreshBooks

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 9.8

User Satisfaction

CUSTOMER EXPERIENCE 99%

Pricing

Starting from $15

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

Online Invoicing

  • Customizing your invoice
  • Tracking Invoice Views
  • Puting Business on Auto-Pilot
  • Getting paid with deposits
  • Getting paid with credit cards
  • Customizing due dates
  • Quick discounts
  • Estimates
  • Online Payments
  • Late Payment Fees
  • Recurring Invoices & Auto Payment
  • Multi Currency & Multi Language
  • Client Portal
  • Late Payment Reminders
  • Sales Taxes
  • Client Credit
  • Track Offline Payments
  • Send Emails or Snail Mail
  • Automated Tax Circulations
  • Invoice Previews
  • Knowing when the customer has seen the invoice

Expense Tracking

  • Automatic expense import
  • Snaps
  • Tracking spending per project
  • Remember vendors
  • Tax friendly categories
  • Easy-to-read categorization
  • Attach receipts (PDF or Image)
  • Expense Report Filters
  • File import
  • Recurring Expenses
  • Assign & Rebill Expenses

Time Tracking

  • Timer
  • Team timesheets
  • Clear breakdown of the day
  • Tracking against clients and projects
  • Detailed Time entry notes
  • Automated bills for tracked hours per project
  • Project Managers
  • Track Unbilled Time
  • Different Rates for each Project
  • Generate Invoices

Projects

  • Sharing images and files
  • Collaborating with clients, contractors, and employees
  • Project due dates
  • Centralized conversations
  • Current Project overviews

Payments

  • MasterCard, Visa, and American Express
  • Quick bank deposits
  • Automatically recorded payments
  • Fees recorded as expenses
  • Single-click setup
  • Safe & secure
  • Simple payment experience

Accounting Reports & Taxes

  • Accounts Aging
  • Profit & Loss
  • Balance Sheet
  • Expense Reports
  • Item Sales
  • Sales Tax
  • Export to CSV or Excel
  • Invoice Details Reports
  • Accounts Aging Reports
  • Filters for report customization
  • Summary of outstanding revenue
  • Clear spending breakdowns

Pricing Info

FreshBooks offers a flexible SMB and enterprise pricing scheme where plans are tailored to suit the needs of every business or small accounting team. What is more, the company offers a 30-day free trial where you can examine the features prior to choosing the most suitable plan. The difference between plans depends on the number of active clients you intend to bill, while functionalities remain the same allowing you to:

  • Customize and send unlimited invoices
  • Invoice status tracking and updates
  • Automatic late payment reminders and fees
  • Easily accept online credit card payments
  • Easily add and categorize expenses
  • Track your time by project and clients
  • Clear and simple reports and dashboards
  • Work on any device – computer, tablet or mobile
  • Data that’s 100% secured and automatically backed up

These are the pricing details for each available plan:

Lite – $15/month

  • Bill up to 5 active clients

Plus – $25/month

  • Bill up to 50 active clients

Premium – $50/month

  • Bill up to 500 active clients

Note that the company also offers discounts for annual payment.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Chocosol, Giant Robot Engine, InfluAds, Mimic Interactive

Integrations

FreshBooks integrates with the following business systems and applications:

  • Google Apps for Work
  • Gusto
  • OneSaas
  • Shopify
  • Stripe
  • Capsule
  • Acuity Scheduling
  • Partial.ly
  • hurdlr
  • You don’t need a CRM!
  • Yalla
  • 123 Form Builder
  • Revamp CRM
  • EazyBI
  • FUNDBOX
  • Zapier
  • HubSpot
  • Braintree
  • Solve
  • Zendesk
  • LiveChat
  • Automatic
  • MileIQ
  • ReceiptBank
  • Xpenditure
  • Wufoo
  • MailChimp
  • Authorize.net
  • PayPal
  • PAYMENTEVOLUTION
  • Basecamp
  • Citrix Podio
  • Bidsketch
  • Proposify
  • Blacktimer
  • Chrometa
  • ChronoMate
  • Hours
  • toggl
  • Avalara TrustFile
  • RightSignature

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

FreshBooks is the winner of our 2018 Best Accounting Software Award. It is a great cloud accounting app for small business that makes billing easy and effective.

Company Email

info@freshbooks.com

Contact No.

Company's Address

35 Golden Avenue, Suite 105
Toronto, ON M6R 2J5
Canada

No Accounting Software will be perfect enough to cater to all the requirements of a specific team. Even though core functionalities of eversign and Salesforce Financial Services Cloud should matter you should also thoroughly explore the integrations supported by a given service. Quote frequently your team will already be using other types of SaaS software in your company and it’s definitely more beneficial to opt for products that integrate well with one another. If you do that you can be certain of an effortless exchange of information between your teams and software used, which can significantly reduce time spent on migrating between one product and the next.

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