Compare subscription plan features
| Free | Individual | Business | Enterprise | |
|
Creating documents |
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| # of documents sent/user/month | 0 | 5 | unlimited | unlimited |
| # of documents sent/user/year | 0 | 60 | unlimited | unlimited |
| Drag-and-drop online editor | ✓ | ✓ | ✓ | ✓ |
| File upload | ✓ | ✓ | ✓ | ✓ |
| Import to Editor for .docx files, Google Docs, Word 365 | ✓ | ✓ | ✓ | ✓ |
| Design themes | ✓ | ✓ | ✓ | ✓ |
| Custom CSS | ✓ | ✓ | ✓ | ✓ |
| In-document commenting (private) | ✓ | ✓ | ✓ | ✓ |
| In-document commenting (public) | ✓ | ✓ | ✓ | |
| Recovery of deleted blocks | ✓ | ✓ | ✓ | ✓ |
| Export to MS Word | ✓ | ✓ | ||
| Auto-numbering (document sequence) | ✓ | ✓ | ||
| Grand total | ✓ | ✓ | ||
| Content sharing | ✓ | |||
| Content locking | ✓* | ✓ | ||
|
eSignatures |
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| Unlimited eSignatures | ✓ | ✓ | ✓ | |
| Signing on all devices | ✓ | ✓ | ✓ | |
| Signing order | ✓ | ✓ | ✓ | |
| Signature forwarding | ✓ | ✓ | ✓ | |
| Fields (including attached files for signers) | ✓ | ✓ | ✓ | ✓ |
| Reassign fields | ✓ | ✓ | ✓ | |
| In person signing | ✓* | ✓ | ||
| Access code (password protection) | ✓ | |||
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Reusable templates |
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| Unlimited templates | ✓ | ✓ | ✓ | ✓ |
| Free library of 400+ public templates | ✓ | ✓ | ✓ | ✓ |
| Tokens in templates | ✓ | ✓ | ✓ | ✓ |
| Embedded templates | ✓* | ✓ | ||
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Real-time analytics |
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| Document analytics with status tracking | ✓ | ✓ | ✓ | |
| Audit trail | ✓ | ✓ | ✓ | |
| Tamper-proof seal (Protected PDFs) | ✓ | ✓ | ✓ | |
| Email notifications | ✓ | ✓ | ✓ | |
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Transparent sales performance |
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| Dashboard and activity timeline | ✓ | ✓ | ✓ | ✓ |
| Activity reporting | ✓* | ✓ | ||
| Content usage reporting | ✓* | ✓ | ||
| Export reporting data | ✓ | |||
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Dynamic quotes |
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| Pricing tables | ✓ | ✓ | ✓ | ✓ |
| Product catalog | ✓ | ✓ | ✓ | ✓ |
| Multiple choice pricing options | ✓ | ✓ | ✓ | ✓ |
| Import from .CSV | ✓ | ✓ | ✓ | ✓ |
| Product import from CRM (availability depends on CRM) | ✓ | ✓ | ||
| Cost and margin calculation | ✓ | ✓ | ||
| Pricing table locking from editing | ✓* | ✓ | ||
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Approval rules |
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| Adding approvers | ✓ | ✓ | ||
| Approval order | ✓ | ✓ | ||
| Approver groups | ✓ | ✓ | ||
| Conditional approval logic | ✓* | ✓ | ||
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Organizing documents |
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| Unlimited storage | ✓ | ✓ | ✓ | ✓ |
| Custom folders | ✓ | ✓ | ✓ | ✓ |
| Document tagging | ✓ | ✓ | ✓ | ✓ |
| Content and image library | ✓* | ✓ | ✓ | |
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Automate your document tasks |
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| Saved messages | ✓ | ✓ | ✓ | |
| Recipient localization (English, French, Italian, Dutch, German, Polish, Spanish) | ✓ | ✓ | ✓ | |
| PDF download | ✓ | ✓ | ✓ | |
| Custom branding | ✓ | ✓ | ✓ | |
| Attached files | ✓ | ✓ | ✓ | ✓ |
| Manual status change | ✓ | ✓ | ✓ | |
| Document forwarding | ✓ | ✓ | ✓ | |
| Automatic email of completed documents | ✓ | ✓ | ✓ | |
| Auto-reminders | ✓ | ✓ | ||
| Send on behalf | ✓ | ✓ | ||
| Bulk send | ✓* | ✓ | ||
| Email whitelabeling | ✓* | ✓ | ||
| Transfer data from one document to another | ✓* | ✓ | ||
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Integrations |
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| CRM | ||||
| - Salesforce | ✓* | ✓ | ||
| - all CRMs except Salesforce | ✓ | ✓ | ||
| Payments | ||||
| - Stripe | ✓ | ✓ | ✓ | |
| - Authorize.net | ✓ | ✓ | ✓ | |
| - Square | ✓ | ✓ | ✓ | |
| Xero | ✓ | ✓ | ✓ | |
| API | ✓ | |||
| Webhooks | ✓ | |||
| Zapier | ✓* | ✓ | ||
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Team workflow |
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| System roles (admin, manager, member) | ✓ | ✓ | ✓ | |
| User Management | ✓ | ✓ | ✓ | |
| Custom roles | ✓ | |||
| Multiple workspaces | ✓* | ✓ | ||
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Mobile app |
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| Create documents from templates | ✓ | ✓ | ✓ | ✓ |
| Status tracking | ✓ | ✓ | ✓ | |
| Document editing | ✓ | ✓ | ✓ | ✓ |
| Saved messages | ✓ | ✓ | ✓ | |
✓* - a feature is available as a paid add-on.