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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Caspio

    Score9.5 out of 10
    N/ACaspio is a low-code platform for building custom business applications — the databases, portals, dashboards, and workflow tools organizations use to run daily operations. Users describe the application they need, and the platform generates the data model, interface, and user roles as a secure, deployed application that the organization fully owns, without requiring code maintenance. According to the vendor, Caspio holds independently audited HIPAA, SOC 2 Type II, and GDPR compliance…

    $300

    per month

    Revv, by LegalZoom

    Score9 out of 10
    N/ARevv, by LegalZoom, is an eSignature solution, supports document automation and workflows. Revv enables users to create documents from a template library or upload and send external WORD/PDF documents for electronic signatures.N/A
    Pricing
    CaspioRevv, by LegalZoom
    Editions & Modules
    TEAM
    $300
    per month
    BUSINESS
    $600
    per month
    ENTERPRISE
    Contact Sales
    per month
    No answers on this topic
    Offerings
    Pricing Offerings
    CaspioRevv, by LegalZoom
    Free Trial
    YesYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeOptionalOptional
    Additional Details> All plans include unlimited users. > Caspio offers a 10% discount to non-profits, NGOs, and customers in qualifying countries. > Compliance plans support strict regulatory requirements: HIPAA; FERPA; PCI DSS Level 1; VPAT 2.0/Section 508; GDPR; EU-US Privacy Shield; SOC 2 Type II; ISO 9001, 27001; CSA Star Level 1, 2 & 3; 3D Secure 2. > Project consultations for planning and customization, in-depth online help, how-to videos and instructor-led training. > Pricing plans designed for teams of all sizes. Discount for annual pricing.Make your workplace insanely productive with our all-in-one document automation solution! Let's connect! We offer customized plans for your needs and business goals. POWERFUL TEMPLATE COMPOSER: Create your own template, or convert a Word document into a powerful form template to fill, share, and sign SIMPLIFY DATA COLLECTION: Use forms to collect information, images, and other assets from vendors, partners, customers, employees, and more FLEXIBLE FORM FILLS: Automate form fill and document generation, allow recipients to review and fill data, extract filled data for downstream workflows PUBLISH FORMS ONLINE: Share or publish form URLs, gather customer information, registrations, and applications at scale ACTIVITY TRACKING: Get real-time activity on email and chat (Slack, Google) notifications when documents are opened and signed KANBAN DASHBOARD: Set document stages and jobs to be done, track document lifecycle in a Kanban dashboard TAMPER PROOF ESIGNATURE: ESIGN Act & UETA compliant eSignatures with Bank-grade security, protected by Public Key Infrastructure (PKI) MULTIPLE CONSENT OPTIONS: Support for clickwrap, electronic signatures, and video consent, choose the best option for your business process AUTOMATE SENDER-SIDE SIGN: Authorize once and automate sender-side signatures when signing documents in bulk. Revoke consent anytime to prevent misuse CUSTOM BRANDING: Customize the eSign emails with your logo, text, language, and domain to personalize the eSign experience TEXT THE ESIGN LINK: Send the link to sign document over email and text message, add flexibility for your document recipients TWO-FACTOR AUTHENTICATION: Add a verification and assurance layer by sharing a PIN/password over text message, secure your eSign process DATA STUDIO: Easily setup relationship between your Salesforce, HubSpot fields or Spreadsheet columns and form fields, transform data as it moves from one system to another BULK SEND: Send thousands of documents in one go for eSign. Use spreadhseets, Zapier, and our APIs to select, fill, and schedule documents delivery DOCUMENT LIFECYCLE: Define the document lifecycle stages (lanes), configure the lane transitions, and select pre-defined tasks completed in each lane DOCUMENT EXPORT: Setup automatic document export to Salesforce, Hubspot and other CRMs, or storage such as Box once the document is signed. Store along the evidence summary, attachments, and metadata SCHEDULE REMINDERS: Configure reminders for document actions such as eSign & approval. Send reminder notifications over email, SMS, or chat ROBUST APIs: Use our rich and robust APIs to trigger document creation from your system of records. Collect signed documents, document status, and metadata back JOBS TO BE DONE: Define tasks and actions (such as email notifications) for each stage of a document. Define separate stages and tasks for each template as needed DOCUMENT APPROVALS: Configure serial or parallel approvals, define approval groups. Set up alerts via email, SMS, or chat, and track using the Kanban Dashboard AUTOMATED APPROVALS: Configure approvals for specific field values and selections. Pre-define approval guidelines to reduce unnecessary document flow SOC2 COMPLIANCE: Our app and infrastructure is SOC2 certified. We follow the highest standards for industry practices to keep our customer data safe and secure SINGLE SIGN-ON (SSO): OAuth and SAML2.0 support for one login access between your business apps and Revv. Use Revv seamlessly within your enterprise environment CERTIFIED ELECTRONIC SIGNATURES: Electronic signatures are certified using the Public Key Infrastructure (PKI) for tamper-proof documents to comply with eSignature laws worldwide BEST AND TOP-RATED SUPPORT: Round the clock support over email, chat, phone, and Zoom. We are consistently rated high on G2 and Capterra for our support DEDICATED ACCOUNT MANAGER: Go-live superfast with our dedicated onboarding and implementation team. Get a designated account manager for all your queries and reports PERFORMANCE REPORTS: Custom reports designed for your business to measure impact and team performance
    More Pricing Information
    Features
    CaspioRevv, by LegalZoom
    Low-Code Development
    Comparison of Low-Code Development features of Caspio and Revv, by LegalZoom
    Feature
    Caspio
    8.4
    3 Ratings
    0% below category average
    Revv, by LegalZoom
    -
    Ratings
    Visual Modeling7.02 Ratings00 Ratings
    Drag-and-drop Interfaces7.03 Ratings00 Ratings
    Platform Security9.43 Ratings00 Ratings
    Platform User Management7.93 Ratings00 Ratings
    Reusability9.73 Ratings00 Ratings
    Platform Scalability9.33 Ratings00 Ratings
    Best Alternatives
    CaspioRevv, by LegalZoom
    Small Businesses
    Zoho Creator
    Score7.7 out of 10
    BoldSign, by Syncfusion
    Score10 out of 10
    Medium-sized Companies
    AppSheet
    Score8.2 out of 10
    OneSpan Sign
    Score9.6 out of 10
    Enterprises
    Oracle APEX
    Score9.1 out of 10
    DocuSign
    Score8.7 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    CaspioRevv, by LegalZoom
    Likelihood to Recommend
    10.0
    (6 ratings)
    9.0
    (1 ratings)
    Likelihood to Renew
    10.0
    (1 ratings)
    -
    (0 ratings)
    Support Rating
    8.4
    (2 ratings)
    -
    (0 ratings)
    User Testimonials
    CaspioRevv, by LegalZoom
    Likelihood to Recommend
    Caspio
    Contact forms are incredibly easy to build and customize, as are most other kinds of more involved forms. Forms allow html input and can be designed in a number of ways. It's helpful if you know some HTML. JavaScript knowledge can add advanced options, but is not necessary for the most common uses. The company used to call itself "No-Code," but has changed to say "Low Code," which is much more accurate.
    Incentivized
    Read full review
    LegalZoom
    [Revv] is great in providing a template for sales documents for a team. Particularly proposals.
    Incentivized
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    Pros
    Caspio
    • Caspio is an online database platform. It allows one to create multiple tables and views to be stored via the web. Tables can be configured to not only hold data but also to hold files like Word docs and images.
    • Caspio is great at creating online forms and reports. It allows the user to create forms to capture, update data, whether it's password protected or just a simple form.
    • As a database platform, one can create online tables and forms linking multiple tables and views to each other. I would say it is the Microsoft Access of the online platforms.
    • The system is very easy. Wizards allow one to create forms, tables, and datapages. Since the platform is online, you may access your database anywhere.
    Incentivized
    Read full review
    LegalZoom
    • Creating templates for sales documents
    • Allows ability to see when client has opened up document
    • Ability to give client access to document through several methods
    Incentivized
    Read full review
    Cons
    Caspio
    • Pricing for additional storage could be a bit more competitive
    • The builder wizard is helpful, however there could be a tutorial for first time users
    • Calendar pdf exports would be usefull
    Incentivized
    Read full review
    LegalZoom
    • It is not intuitive as far as creating a new document from a previously created template
    Incentivized
    Read full review
    Likelihood to Renew
    Caspio
    We are committed to Caspio Bridge. We could migrate to another product, but we would not be able to do so quickly. I estimate that we would need about a year (maybe more) to convert all of our forms and processes if we were to switch to some other product
    Incentivized
    Read full review
    LegalZoom
    No answers on this topic
    Support Rating
    Caspio
    I've had some instances where my team and I discovered a bug in Caspio. We alerted the company, and the bug was fixed in the next regular update of the software. The few times that I've had to contact support, it was a pretty good experience. They're not terribly quick to respond and take action, but they don't ignore you, either.
    Incentivized
    Read full review
    LegalZoom
    No answers on this topic
    Alternatives Considered
    Caspio
    GroupHigh is so frustrating to use. It is constantly changing the way you can search for bloggers, and we can never find exactly what we are looking for
    Incentivized
    Read full review
    LegalZoom
    Compared to excel or Sheets, this product provides so many more features, like tracking and other options to add like signature options.
    Incentivized
    Read full review
    Return on Investment
    Caspio
    • Positive impact of easy of adding new varieties.
    • Positive impact of having new emails added directly to email list through Zapier.
    • Positive impact on increasing productivity of our staff.
    Incentivized
    Read full review
    LegalZoom
    • It has saved the sales team time from having to create a proposal for each client.
    Incentivized
    Read full review
    ScreenShots

    Caspio Screenshots

    Screenshot of Caspi AI App BuilderScreenshot of Caspio Flex ApplicationsScreenshot of Caspio DesignerScreenshot of Caspio OverviewScreenshot of Caspio Triggered ActionsScreenshot of Caspio Valut

    Revv, by LegalZoom Screenshots

    Screenshot of ELECTRONIC SIGNATURES - Add signature blocks and signer details to request eSignatures on your documents. Recipients get notified via email to fill and sign documents from their mobile or desktop.Screenshot of FASTER & EASY COLLABORATION - Have threaded conversations with all stakeholders on the document itself. Annotate text and add private comments for teammates. Switch to public notes to share with recipients. You can even add attachments with every note.Screenshot of TRACK DOCUMENT ACTIVITY - All actions taken on the document get recorded along with a timestamp. Keep a track of how recipients are interacting with your documents - who opened the email, who viewed the document, and who signed it.Screenshot of EASY SHARING - Multiple choices to share documents online via email, magic links (for live view of documents), snap links, and web forms.Screenshot of READY-TO-USE TEMPLATES - Get access to thousands of legally vetted, pre-formatted, and beautiful templates for every business need.Screenshot of RICH EDITOR - Creating professional-looking documents is easy with the drag & drop editor. Add text, images, tables, page breaks, signature blocks, and more. Personalize further with rich formatting options, customizable cover page themes, & backgrounds.