Coda, from Coda Project headquartered in San Francisco, is a template-based document generation solution, supporting a variety of use cases presented by the vendor as ideal for smaller companies that might otherwise be relying on spreadsheets to maintain (for instance) product development, or inventory tracking. It is available free, with paid editions to support teams, automations, or for more advanced collaboration and workspace features, as well as more advanced security features.
$0
per month
WorkflowMax
Score 8.7 out of 10
Small Businesses (1-50 employees)
WorkflowMax is a web-based project management solution.The platform offers end-to-end functionality standard to project management software, including time tracking, lead management, collaboration with external stakeholders, invoicing, integrations, and customizable reporting.
$20
per month
Pricing
Coda
WorkflowMax
Editions & Modules
Free
$0.00
per month
Pro
$10.00
per month per doc maker; unlimited editors (paid annually)
Team
$30.00
per month per doc maker; unlimited editors (paid annually)
Enterprise
Custom Pricing
Standard
$20
per month
Premium
$70
per month
Offerings
Pricing Offerings
Coda
WorkflowMax
Free Trial
Yes
Yes
Free/Freemium Version
Yes
No
Premium Consulting/Integration Services
Yes
No
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
With Coda, you only pay for Doc Makers.
Often one person creates a doc, others edit it, and some simply observe from afar. Instead of charging for everyone, we only charge for the people who create docs.
Interested in enterprise pricing? Visit coda.io/enterprise
My organization considers Coda for a variety of business and organizational projects. Using Coda, my organization keeps a lot of data and different types of data in one place. The user interface of Coda is very fluid and easy to use. My organization has benefitted from using the efficient and effective operational functionality of Coda.
WorkflowMax is very well suited for a business that wants to track time billed by project, to have an easy way to generate invoices for those projects, and to keep track of overall productivity and invoice status. I imagine it can also be adapted to different types of businesses that deal in goods rather than services and time. I am not sure for which scenarios or businesses the program is not appropriate.
You can customize the notifications and this has helped us enormously to schedule dates that we overlooked. Also the templates are customizable which gives the company its own branding on its reports.
It is integrated with the Xero platform which makes it very useful to streamline the processes of billing, accounts payable, accounts receivable, petty cash flow and all the accounting and administrative area.
It also has a very complete mobile version, where we can be present and monitor the progress of projects in real time, no matter where we are.
It takes getting used to in terms of how the formulas per column is implemented, in contrast to how we build tables in Excel. For organization/team purchase, it would be worth considering having a training for the core team of users. Right now, we do a lot of self-learning.
Inability to email charts or image without these objects being hosted on a third party. The community has been great in providing workarounds but it would be much more convenient to be able to have such ability natively.
APAC Support. I'm based in Malaysia, due to timezone differences, even with a livechat implemented, the support for each step and conversation takes up to 24 hours per response. Having some hours covered in our timezone would greatly improve customer support experience.
Currently the timesheet function allows staff to input time for overlapping periods which can cause some headaches when it comes to payroll and invoicing. We understand this is being addressed.
The amount of flexibility in the product can create some challenges when setting up the jobs database at the onset. It is a daunting challenge but worthwhile when completed correctly and rolled out across the firm. Adding new jobs is much easier.
No search function to find a specific job, you have to scroll through all jobs allocated to you.
Coda is definitely something that has been proven to drive positive impact in our organization. We have many divisions that can benefit from this that we have yet to explore. It would definitely be worth renewing.
Coda can seem either really useful or really useless. The extremes of both ends is driven by what our own understanding of what we want to implement. If we lack this understanding, it will be easy to misunderstand Coda's usability especially in the wrong context.
We haven't done any integrations - the initial part of our experience we found that for docs with complex formulas, the page tends to load slowly but in recent months, Coda has improved and optimized the loading times in general and we generally don't find any problems in terms of speed anymore.
Mainly due to timezone differences. I think Coda's support in general is well implemented and executed. They know their stuff and are helpful. But since I'm not in the same timezone, solution rates are slower for me, and that's not something I prefer. I work in customer service, too, and more often than not, time is important. Shortening the solution time would be a much greater experience.
I'm relatively inexperienced but this experience is meaningful. It would have been nice to have some guidance from Coda so that we understood more on Coda's purpose and potential.
Decide how to breakdown your ongoing jobs - are they monthly recurring or annual broken into chunks? What are you going to give clients i.e. how will your proposals and invoices look?
While all of the products listed have great features and platforms, there was always one thing missing from them that I would need to get from another application. Coda was the first one we used that really combined some of the best parts of those products and allowed us to use it in one place. I also appreciate the flexibility of creating your own framework and workflow, unlike in other tools where you have to follow how they capture data and organize projects.
WorkflowMax is much much easier than Streamtime, much more affordable and easier to try out and see if it meets your needs. Streamtime is a great comprehensive product but we lost a year's subscription in investment because we couldn't get answers to the support questions we needed and they had a no refund policy!
I think scalability is definitely good here since it's based on number of doc makers. Implementation into each dept becomes simpler. That being said, due to the nature of our work, we find it easier that we have a "super user" and then a team of other doc makers. This would make the doc creation and management more efficient.
Max enables Loan Assistant to invoice very quickly and easily and integration with Xero for card payments brings our cashflow forward.
Max enables the Loan Assistant team to manage their workflow in an efficient and productive way. The team all work from home. It is the centre of our Loan Assistant universe.
