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Planview Clarizen vs PDF Share Forms Enterprise Comparison

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Overview

Drive focus, empower teams & deliver the work that matters with Planview Clarizen enterprise work management software for...

PDF Share Forms is a solution for SharePoint which enables users to manage the complete form lifecycle, with attachment support,...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

No info

  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from

No info

  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

5

4

3

2

1

78

74

11

2

3

  • Value for money
  • Ease of use
  • Features
  • Customer support
97%
would recommend this app

4.3

5

4

3

2

1

9

9

3

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

Pros

Ability to use for multiple solutions in addition to Agile Project Management. I've been in the business for over 30 years and Clarizen Customer Care in the best I've experienced in a very long time.

KJ

Kevin J.

The best aspect of this platform, for me, is the ease in which I can see each of my team member's project load. This enables me to better time manage all the resources available in my team.

CC

Christopher C.

All of the people we've dealt with are likable and eager to help...just not on our terms, which is the place they could improve the most.

JH

Jeff H.

Pros

It's pretty easy to use as long as you spend a little time thinking it through when setting it up and having a clear vision of what your document management should look like.

JU

Janis U.

Handling attachments was a very important feature to us because we encourage our clients to send us pictures of their current interior that they want to have redesigned.

AB

Anita B.

With some forms and processes we required help from their support team, but it was handled fast and professional. Overall this is a great product.

PY

Pavel Y.

Cons

Can be a pain in the ass to configure when the application need to so specific for your organization.

YB

Yari B.

The fact that there are so many features also has a downside.

MS

Maria S.

Our biggest struggle comes with the idea that a PSA should be a three legged stool (projects/task management, time tracking/resource management, and project financial management).

GS

Garret S.

Cons

At same point it has become a real pain to manage internal training for our staff and external training for customers and gather feedback.

AV

Arthur V.

The only downside is a lack of forms designer for the cloud version at the moment. I heard an updated version is coming later this year and it is going to include the designer.

CD

Carolina D.

Mainly surveillance, alarms and patrolling. We use PDF Share Forms to generate response and patrol team reports fast and eliminate errors.

AT

Alexander T.

  • Vendor responds to reviews
  • Last review3 months ago
  • Vendor responds to reviews
  • Last review5 months ago

Key features

  • Total features86
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Agile Methodologies
  • Alerts/Notifications
  • Approval Process Control
  • Archiving & Retention
  • Assignment Management
  • Billing & Invoicing
  • Budget Management
  • Budgeting/Forecasting
  • Business Process Automation
  • CRM
  • Calendar Management
  • Change Management
  • Client Portal
  • Collaboration Tools
  • Compliance Tracking
  • Configurable Workflow
  • Cost-to-Completion Tracking
  • Create Subtasks
  • Customizable Dashboard
  • Customizable Fields
  • Customizable Forms
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Digital Signature
  • Document Management
  • Document Templates
  • Drag & Drop
  • Estimating
  • Expense Tracking
  • File Sharing
  • Forecasting
  • Forms Creation & Design
  • Forms Management
  • Full Text Search
  • Gantt/Timeline View
  • Graphical Workflow Editor
  • Idea Management
  • Issue Management
  • Kanban Board
  • Milestone Tracking
  • Mobile Access
  • No-Code
  • Offline Access
  • Percent-Complete Tracking
  • Planning Tools
  • Portfolio Management
  • Prioritization
  • Process/Workflow Automation
  • Progress Reports
  • Progress Tracking
  • Project Accounting
  • Project Management
  • Project Planning
  • Project Planning/Scheduling
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Proposal Generation
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real-time Updates
  • Recurring Tasks
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Requirements Management
  • Resource Allocation & Planning
  • Resource Management
  • Risk Management
  • Role-Based Permissions
  • Search/Filter
  • Status Tracking
  • Task Editing/Updating
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Task Tagging
  • Template Management
  • Testing/QA Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timesheet Management
  • Traditional Methodologies
  • User Management
  • Version Control
  • Workflow Configuration
  • Total features19
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Agile Methodologies
  • Alerts/Notifications
  • Approval Process Control
  • Archiving & Retention
  • Assignment Management
  • Billing & Invoicing
  • Budget Management
  • Budgeting/Forecasting
  • Business Process Automation
  • CRM
  • Calendar Management
  • Change Management
  • Client Portal
  • Collaboration Tools
  • Compliance Tracking
  • Configurable Workflow
  • Cost-to-Completion Tracking
  • Create Subtasks
  • Customizable Dashboard
  • Customizable Fields
  • Customizable Forms
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Digital Signature
  • Document Management
  • Document Templates
  • Drag & Drop
  • Estimating
  • Expense Tracking
  • File Sharing
  • Forecasting
  • Forms Creation & Design
  • Forms Management
  • Full Text Search
  • Gantt/Timeline View
  • Graphical Workflow Editor
  • Idea Management
  • Issue Management
  • Kanban Board
  • Milestone Tracking
  • Mobile Access
  • No-Code
  • Offline Access
  • Percent-Complete Tracking
  • Planning Tools
  • Portfolio Management
  • Prioritization
  • Process/Workflow Automation
  • Progress Reports
  • Progress Tracking
  • Project Accounting
  • Project Management
  • Project Planning
  • Project Planning/Scheduling
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Proposal Generation
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real-time Updates
  • Recurring Tasks
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Requirements Management
  • Resource Allocation & Planning
  • Resource Management
  • Risk Management
  • Role-Based Permissions
  • Search/Filter
  • Status Tracking
  • Task Editing/Updating
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Task Tagging
  • Template Management
  • Testing/QA Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timesheet Management
  • Traditional Methodologies
  • User Management
  • Version Control
  • Workflow Configuration

Integrations

  • Total integrations20
  • Asana
  • Basecamp
  • Box
  • Dropbox Business
  • GitHub
  • Gmail
  • Google Calendar
  • Google Drive
  • Jira
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft Teams
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Slack
  • Trello
  • Zapier
  • Zendesk
  • Total integrations1
  • Asana
  • Basecamp
  • Box
  • Dropbox Business
  • GitHub
  • Gmail
  • Google Calendar
  • Google Drive
  • Jira
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft Teams
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Slack
  • Trello
  • Zapier
  • Zendesk