Certinia Professional Services Cloud vs S-Docs
Certinia Professional Services Cloud
certinia.com
S-Docs
sdocs.comSide by side
| Figure | Certinia Professional Services Cloud | S-Docs |
|---|---|---|
| Price from | $45/mo | $2.08/mo |
| Free plan | — | Yes |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | — |
| API | Yes | Yes |
| Plans published | 2 | 10 |
| Spec score · Salesforce AppExchange Apps | 8.8 (#2) | 8.5 (#5) |
| Automation | Veda adds intelligence across the services lifecycle using real operational data. | Documents can be generated on demand, through Salesforce Flow, or in scheduled and batch processes. |
| Company legal name | Crunchbase identifies the legal name as Certinia Inc., formerly known as FinancialForce and CODA 2go. | Crunchbase identifies the maker as S-Docs Inc., a privately held Delaware corporation. |
| Documentation | Certinia publishes versioned online help covering PSA features, setup, APIs, connected apps and technical references. | The knowledge base contains installation guides, template tutorials, syntax examples, SDK resources, troubleshooting and release notes. |
| Founded | 2009 | 2010 |
| Headquarters | Austin, Texas, USA | The company lists its address as 521 Fifth Ave, New York City, NY 10175. |
| Purpose | Certinia connects how services businesses sell, staff, deliver, bill, and renew on one platform. | S-Docs automates document generation and e-signatures using CRM data. |
| Rating on G2 | 4.3 out of 5 from 674 reviews | 4.7 out of 5 from 127 reviews |
| Rating on GetApp | 4.0 out of 5 from 55 reviews | 4.7 out of 5 from 3 reviews |
| Rating on TrustRadius | 8.9 out of 10 from 29 reviews and ratings | 8 out of 10 from 7 reviews |
| Support | Certinia offers implementation, optimization, scaling, education and ongoing customer-support services through its professional-services organization and partners. | The company FAQ says free-plan support is primarily self-service, while paid plans include support and higher tiers may include SLAs and live sessions. |
| System requirements | Accessibility testing primarily used Google Chrome on Apple desktop operating systems, with limited testing on other supported Salesforce browsers and Windows. | The Salesforce edition requires Salesforce Unlimited, Enterprise, Performance or Developer Edition and is incompatible with Professional and Essentials editions. |
| Trust documentation | Certinia’s public Trust Center lists CSA STAR Level 1 and SOC 3 materials and provides a security whitepaper and information-security FAQs. | The Trust Center lists FedRAMP High, FedRAMP Low, FedRAMP Moderate, SOC 1 Type 2, SOC 2 Type 2, and SOC 3 materials. |
| What it does | Certinia PS Cloud is a Salesforce-native professional-services automation system connecting sales, staffing, delivery, billing, renewals, projects, people and financials. | S-Docs generates business documents and captures e-signatures inside Salesforce and HubSpot workflows. |
Plans
Certinia Professional Services Cloud
- Certinia Professional Services Cloud$45 a month
- Professional Services CloudPriced on request
S-Docs
- S-Docs for HubSpot FreeFree
- S-Docs for Salesforce (free)Free
- S-Docs for Salesforce FreeFree
- S-Docs for Salesforce$25 a month
- S-Docs for Salesforce (paid)$25 a year
- S-Docs for Salesforce with e-Signature$40 a month
- S-Docs for HubSpot Team Edition$65 a month
- S-Docs for HubSpot Professional Edition$275 a month
- Custom quotePriced on request
- S-Docs with e-SignaturePriced on request
In their own words
Certinia Professional Services Cloud
Certinia Professional Services Cloud connects sales, staffing, project delivery, billing, and renewals for services businesses. The product is native to Salesforce and uses Salesforce customer records, user experience, and analytics. Projects, resources, and financials share one platform, with listed capabilities including resource planning, time tracking, utilization reporting, project financials, billing and invoicing, and a client portal. Veda adds intelligence across the services lifecycle using operational data. The service runs on web and API platforms and is paid, with pricing available on request. Open RESTful and SOAP APIs support CRUD operations, asynchronous bulk loads, near-real-time data streams, and social collaboration features. Named partners include Avalara, Concur, DocuSign, Expensify, Microsoft Outlook, MuleSoft, Plaid, Xactly, and Zenkraft. Application data resides on Salesforce cloud infrastructure under shared security responsibility. Certinia lists penetration testing, code review, scanning, release approvals, remediation, hardening, and monitoring.
S-Docs
S-Docs automates document generation and e-signatures using CRM data, with templates and workflows designed for Salesforce and direct integration with HubSpot. Salesforce templates can draw on Salesforce data, related data, formulas, conditional logic, and custom Apex. Documents can be generated on demand, through Salesforce Flow, or in scheduled and batch processes. The Salesforce product runs natively inside an organization and processes data on the Salesforce platform. Listed storage options include Amazon S3, Box, and Google Drive. Output types include emails, PDF, DOC, HTML, CSV, DOCX, PPTX, and XLSX files, along with certificates, contracts, and quotes; API access and batch personalization are also listed. S-Docs describes its Salesforce solution as FedRAMP High and DoD IL5 compliant, and its Trust Center lists FedRAMP and SOC materials. The free Salesforce plan allows up to 150 documents and 50 e-signatures. The paid plan is listed at $25 a year, billed annually at $25 per user per month, with a $3,000 minimum contract and 10-license minimum. It requires Salesforce Enterprise, Unlimited, Performance, or Developer Edition, and does not support collecting data through fillable PDFs.