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What is Vocalys?

Vocalys is a cutting-edge Android application designed for self-employed tradespeople and field-service professionals to generate customer quotes and invoices directly while on-site. Users can dictate job details, review a structured template, and modify descriptions, quantities, prices, and taxes before finalizing the document. The app allows for the scanning of supplier price tags, the application of a chosen profit margin, and the seamless inclusion of materials into the quote. Furthermore, users can enter customer details, include business information, specify payment methods, and set deposit amounts, enabling them to distribute PDFs or request electronic signatures via AgoSign. After a quote is accepted, it can be easily converted into an invoice, with all documents neatly organized and exportable for accounting needs. While certain functionalities, such as viewing and editing, can be accessed offline, features like dictation, scanning, syncing, sending, and acquiring remote signatures necessitate an internet connection. Additionally, the app adapts to different countries by adjusting document formats, currencies, and tax regulations. Tailored for professionals including plumbers, electricians, landscapers, and service technicians, Vocalys strives to optimize the quoting and invoicing workflow for independent field workers, significantly boosting their productivity and efficiency. Ultimately, this application signifies a major leap forward in the tools available to tradespeople for managing their business operations while on the move, thereby revolutionizing their daily work routines.

What is PandaDoc?

PandaDoc is a versatile document management solution designed for the creation and oversight of various business documents. This software is not only robust and secure but also offers seamless integration with other tools. Users can swiftly create, monitor, and sign documents, making their workflow more efficient. With PandaDoc, organizations can effectively manage a wide range of documents, including proposals, quotes, contracts, and HR materials, ensuring that all necessary paperwork is handled with ease. Additionally, its user-friendly interface enhances the overall document management experience for businesses.

Media

Media

Integrations Supported

Integrations Supported

AppManager
Axis LMS
Box
Capsule
Contract Wrangler
Insightly
Kynection KIM
Micromerce
Motileo
Nimble
Shift
Square Payments
Square Payroll
Square for Retail
Tabs
Workbooks Web Insights
Workers by Delos
Zapier
Zoho Directory
servis.ai

API Availability

API Availability

Has API

Pricing Information

£10.99/month
30-day free trial for eligible new subscribers. After the trial, the monthly plan is £10.99 including tax, with no commitment. The trial does not automatically charge; a subscription must be confirmed. Local prices may vary by country.
Free Trial Offered?

Pricing Information

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
Free Trial Offered?

Supported Platforms

Android

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Not specified

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Vocalys

Company Location

France

Company Website

vocalys.pro/en

Company Facts

Organization Name

PandaDoc

Date Founded

2011

Company Location

United States

Company Website

demo.pandadoc.com/

Categories and Features

Billing and Invoicing

Not specified

Quoting

Not specified

Categories and Features

AI RFP

Not specified

Billing and Invoicing

Contact Database
Customizable Invoices
Dunning Management
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Recurring/Subscription Billing
Tax Calculator

Contract Management

Completion Tracking
Contract Lifecycle Management
Electronic Signature
Pre-built Templates
Version Control
Workflow Management

CPQ

Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal

Digital Signature

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

Document Collection

Not specified

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Offline Access
Optical Character Recognition
Version Control

Document Workflow

Not specified

E-Notary

Not specified

eSignature APIs

Not specified

Proposal Management

Automatic Formatting
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Renewal Management

Not specified

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Performance Management
Presentation Management
Proposal Management

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Mobile Access
No-Code
Third Party Integrations
Workflow Configuration

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