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Accelo VS DocuSign

Compare Accelo VS DocuSign and see what are their differences

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Accelo logo Accelo

Accelo transforms the way professional service businesses manage client work to improve their performance and profitability.

DocuSign logo DocuSign

Try DocuSign's interactive signing demo now! Send yourself an electronic document to digitally sign using our e-signature service.
  • Accelo Landing page
    Landing page //
    2023-04-26

Accelo is used and loved by professional service businesses around the world to manage their client work, profitably. The end-to-end cloud-based platform manages all aspects of client work delivery, from prospect to payment, including sales, projects, tickets, retainers, timesheets, resourcing and more, regardless of where you are. With an emphasis on time and money, the client work management platform gives you a holistic view of your most up-to-date business data and financial performance. Having client communications, activities and work centralized in a single platform, you always know where things are without having to ask for a status update. Accelo streamlines workflows and increases efficiency across the business and teams to enhance visibility and coordination, helping leaders to run the business and professionals to focus on the most important work. By harnessing powerful automation, managers are enabled to deliver projects on-time and within budget with ease. Accelo's up-to-date and secure analytics gives leaders the confidence to make smart decisions, ensuring the growth and prosperity of the business.

  • DocuSign Landing page
    Landing page //
    2023-12-15

Accelo features and specs

  • Client & Contacts Database: Yes
  • Microsoft 365 and Google Contact Synchronization: Yes
  • Microsoft 365 and Google Calendar Synchronization: Yes
  • Tasks & Checklists: Yes
  • Task Boards: Yes
  • Client Email Sync: Yes
  • Client Activity Feed: Yes
  • Smart Timesheets: Yes
  • Web & Mobile Timers: Yes
  • Files & Attachments: Yes
  • Client Requests & Shared Inbox: Yes
  • Client Asset Database: Yes
  • Custom Fields & Tags: Yes
  • Dynamic Resource Scheduling: Yes
  • Scheduling & Workload Dashboard: Yes
  • Profitability & Utilization Dashboards: Yes
  • Resource Booking: Yes
  • Rules & Triggers: Yes
  • Activity Templates: Yes
  • Work Templates: Yes
  • Approvals: Yes
  • Signoffs: Yes
  • Client Portal: Yes
  • Divisions: Yes
  • Custom Statuses & Workflows: Yes
  • Materials & Expenses: Yes
  • Formulas & Calculated Fields: Yes
  • iOS and Android Apps: Yes
  • Branded Workspace: Yes
  • Standard Security (Encryption): Yes
  • Enhanced Security (2FA, SSO): Yes
  • Community Support: Yes
  • Email Support: Yes
  • Chat & Phone Support: Yes
  • Contractors: Yes
  • Sales Opportunity Management: Yes
  • Sales Tasks: Yes
  • Sales Activity: Yes
  • Custom Sale Fields & Dates: Yes
  • Advanced Search, Filtering & Saved Lists: Yes
  • Quotes Creation & Sending: Yes
  • Interactive Gantt Chart Quoting: Yes
  • Fixed, Variable & Mixed Quotes: Yes
  • Defined & Role-based Billable Rates: Yes
  • Real-time Value & Pipeline Tracking: Yes
  • Sales Velocity & Time Spent Tracking: Yes
  • Quote Templates: Yes
  • Convert Quotes to Projects: Yes
  • Resource Scheduling & Booking: Yes
  • Sales Triggers & Notifications: Yes
  • Custom Sale Statuses & Workflows: Yes
  • Quote Materials: Yes
  • Adaptive Project Management: Yes
  • Project Milestones & Tasks: Yes
  • Record Notes & Schedule Meetings: Yes
  • Automated Project Time Logging: Yes
  • Custom Project Fields and Dates: Yes
  • Advanced Search, Filtering & Saved Lists: Yes
  • Advanced Project Dependencies: Yes
  • Dynamic Project Scheduling: Yes
  • Interactive Gantt Chart Planning: Yes
  • Fixed, Variable & Mixed Budgets: Yes
  • Defined & Role-based Billable Rates: Yes
  • Real-Time Budget & Timeline Tracking: Yes
  • Forecast Budget, Profitability & Timeline: Yes
  • Allocate Time & Value to Retainers: Yes
  • Invoice Based on Budget or Progress: Yes
  • Resource Scheduling & Booking: Yes
  • Project Triggers & Notifications: Yes
  • Project Plan Templates: Yes
  • Project Time Approvals: Yes
  • Project Client Signoffs: Yes
  • Custom Project Statuses & Workflows: Yes
  • Project Rate Cards: Yes
  • Project Materials & Expenses: Yes
  • Client Ticket Management: Yes
  • Ticket Tasks: Yes
  • Automated Ticket Time Logging: Yes
  • Ticket Activity: Yes
  • Custom Ticket Fields & Dates: Yes
  • Advanced Search, Filtering & Saved Lists: Yes
  • Custom Categories & Resolutions: Yes
  • Fixed, Variable & Mixed Budgets: Yes
  • Defined & Role-based Billable Rates: Yes
  • Forecast Budget, Profitability & Timeline: Yes
  • Ticket Age & Time Spent Tracking: Yes
  • Allocate Time & Value to Retainers: Yes
  • Invoice Based on Budget or Progress: Yes
  • Resource Scheduling & Booking: Yes
  • Tickets Triggers & Notifications: Yes
  • Ticket Client Signoffs: Yes
  • Custom Ticket Statuses & Workflows: Yes
  • Ticket Materials & Expenses: Yes
  • Client Retainer Management: Yes
  • Recurring Tasks: Yes
  • Record Notes & Schedule Meetings: Yes
  • Automated Retainer Time Logging: Yes
  • Custom Project Fields & Dates: Yes
  • Advanced Search, Filtering & Saved Lists: Yes
  • Smart Task Scheduling: Yes
  • Fixed, Variable & Mixed Budgets: Yes
  • Defined & Role-based Billable Rates: Yes
  • Real-Time Budget Tracking: Yes
  • Forecast Budget & Profitability: Yes
  • Allocate Time & Value from Projects: Yes
  • Allocate Time & Value from Tickets: Yes
  • Invoice based on Budget or Progress: Yes
  • Resource Scheduling & Booking: Yes
  • Retainer Triggers & Notifications: Yes
  • Retainer Time Approvals: Yes
  • Custom Retainer Statuses & Workflows: Yes
  • Multiple Retainer Templates: Yes
  • Retainer Materials: Yes
  • Automated Retainer Billing: Yes
  • Create & Send Invoices: Yes
  • Create & Send Purchases: Yes
  • Invoice for Services: Yes
  • Invoice with Work Logs: Yes
  • Invoice Statements: Yes
  • Invoice Payment Reminders: Yes
  • Invoice Payments: Yes
  • Purchase Payments: Yes
  • Online Credit-Card Payments: Yes
  • Xero integration: Yes
  • QuickBooks Online Integration: Yes
  • Bulk Client Invoicing: Yes
  • Invoice Templates: Yes
  • Purchase Templates: Yes
  • Invoice for Materials and Expenses: Yes
  • Customized Client Terms & Tax: Yes
  • Invoices on Projects: Yes
  • Purchases on Projects: Yes
  • Invoices on Tickets: Yes
  • Purchases on Tickets: Yes
  • Invoices on Retainers: Yes
  • Purchases on Retainers: Yes
  • Client Work - Time & Value: Yes
  • Client Profitability - Budget, Current & Forecast: Yes
  • Client Revenue: Yes
  • Client Assets: Yes
  • Task Budget Analysis: Yes
  • Task Overdue Report: Yes
  • Team Member Performance Dashboard: Yes
  • Billable Time and Value Analysis: Yes
  • Missing Time: Yes
  • Financials - Revenue Analysis: Yes
  • Financials - Revenue Forecast: Yes
  • Financials - Invoices & Receivables: Yes
  • Financials - Time to Pay: Yes
  • Financials - Purchases: Yes
  • Financials - Materials: Yes
  • Financials - Expenses: Yes
  • Task on Projects, Tickets & Retainers: Yes
  • Sales by Client: Yes
  • Sales Pipeline: Yes
  • Sales Activity: Yes
  • Projects by Client: Yes
  • Project Work in Progress: Yes
  • Project Profitability: Yes
  • Project Budgets and Deadlines: Yes
  • Planned vs Actual: Yes
  • Open Tickets & Requests: Yes
  • Overdue Tickets: Yes
  • Time to Respond & Resolve: Yes
  • Retainers by Client: Yes
  • Retainer Revenue Forecast: Yes
  • Expiring Retainers: Yes

DocuSign features and specs

No features have been listed yet.

Accelo videos

+ Add

2-Minute Demo

DocuSign videos

+ Add

Review: PandaDoc vs DocuSign

More videos:

  • Review - DocuSign Review - Beginners Guide PREVIEW by Bizversity.com
  • Tutorial - How To Use DocuSign | Step-By-Step Tutorial

Category Popularity

0-100% (relative to Accelo and DocuSign)

Accelo

DocuSign

Project Management
100 100%
Project Management
0% 0
eSignature
0 0%
eSignature
100% 100
CRM
100 100%
CRM
0% 0
Document Automation
0 0%
Document Automation
100% 100

User comments

Share your experience with using Accelo and DocuSign. For example, how are they different and which one is better?
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Reviews

These are some of the external sources and on-site user reviews we've used to compare Accelo and DocuSign

Accelo Reviews

  1. Untouchable tool for a business owner

    I cannot imaging my life without Accelo. It drasticly improved my performance and profitability!

    Highly recommend!

    👍 Pros:    Excellent features|Cost&profit management|Easy to use
    👎 Cons:    Pricy
20 PSA Software Tools, Alternatives for MSPs & VARs
1. Accelo (formerly Affinity Live): As of early 2016, Accelo had quietly integrate its PSA platform with Continuum, Kaseya and Logicnow — three well-known providers of RMM software for MSPs. Accelo has a growing focus on IT service providers, though I don’t have a feel for the company’s overall following among MSPs and VARs.
Source: www.channele2e.com

DocuSign Reviews

5 Popular Ways to Sign Forms Online
Potential considerations for businesses considering DocuSign involve non-adjustable account limitations. DocuSign’s subscription service – at all three levels – sets a cap on signature files – called envelopes – and users report being unable to purchase more as needed.
Source: www.fileinvite.com
Top 5 Best Document Management Software With Client Portal in 2022
Obtaining signatures is crucial, but so is receiving signed papers. DocuSign's document tracking tools make this procedure easier. Reports are updated in real-time, so you can see those activities reflected in the reports as signatures are collected, and papers are returned. Its secure nature allows it to be utilized as document automation for healthcare, legal, and other...
Source: www.techtimes.com
12 Best Contract Management Software 2022
DocuSign is the best contract management software for small business. This is because it offers affordable contract management services and has e-signatures, templates, and documents that simplify small business performance. Its self-service portal will also keep every participating member updated with every process in a contract. The tool also has end-to-end solutions for...
Source: www.recruiterslineup.com
11 Best Contract Lifecycle Management (CLM) Software (2022)
With more than 1,000,000 paid customers and 1 billion users globally, DocuSign is well known in CLM circles. It serves the top Fortune 500 companies in tech, finance, and healthcare along with over 3,000 federal, state, and local government agencies. It is authorized at the FedRAMP Moderate Impact Level (a security protocol for government and DoD) for both eSignature and CLM.
Source: whatfix.com
10 best free electronic signature apps to eSign PDF
DocuSign offers many of the same features as CocoSign and is just as easy to use. It has a mobile app, and several advanced features. However, the free version of DocuSign is bare bones. It solely allows you to sign documents, nothing else.
Source: www.pocket-lint.com

Social recommendations and mentions

Based on our record, DocuSign seems to be more popular. It has been mentiond 8 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

Accelo mentions (0)

We have not tracked any mentions of Accelo yet. Tracking of Accelo recommendations started around Mar 2021.

DocuSign mentions (8)

  • Open Source Document Signing: Revolutionizing Digital Authentication
    In the new era of digital transformation, the ability to sign various documents electronically has become a cornerstone of business efficiency & success. Open source document signing platforms like OpenSign™, represents a significant shift in this landscape. Unlike proprietary solutions such as DocuSign, open source document signing platforms offer a very level of transparency, customization and community-driven... - Source: dev.to / 5 months ago
  • Spam? Receive this through my work email to sign a document. Help!
    Docusign has a .com address, def not a .click address. This is 100% fishing. A very easy way to tell is to hover over any url and see what the address is. You can also try to do a reply, or if your savvy enough look into the routing info of the email. Did it com from the companies domain? I.e. docusign.com, fedex.com, ups.com anything like that. If it didn't, its fake. Source: over 1 year ago
  • Has anyone built their own landing page for their rental so previous guests can rebook without fees/be partially independent from marketplaces?
    No, it's definitely not dumb. Great point, I imagine there would have to be some legal contract, like docusign.com that can be signed electronically with a deposit. If anyone has anything to input on this, it would be great help. Source: over 1 year ago
  • Will I be obligated to pay something in the future?
    Long story short, I'm working on opening my first business. My partner and I signed a lease with one place where our store would be located. The lease was signed thru docusign.com and it was a legit lease with all the terms. We were waiting for the landlord to come back to us as we needed some documentation for the county, which didn't happen for a week, then another one, we only had contact with him thru real... Source: almost 2 years ago
  • Whitelisting a domain in Office 365
    I'm curious why you would be receiving 100+ phishing/malware/spam if you whitelisted Docusign... Unless all that phishing spam was coming from @ docusign.com - just curious. Source: about 2 years ago
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What are some alternatives?

When comparing Accelo and DocuSign, you can also consider the following products

Zoho CRM - Omnichannel CRM for Businesses of all sizes

PandaDoc - Boost your revenue with PandaDoc. A document automation tool that delivers higher close rates and shorter sales cycles. We've helped over 30,000+ companies.

Pipeliner CRM - Pipeliner CRM empowers small to medium-sized sales teams to close more deals and lower risk. Implementation and training are a breeze. Mac & Windows.

airSlate SignNow - Electronic signature that scales with your workflow

Pobuca Connect - Connect with your contacts.

HelloSign - eSignatures Simplified. The Most Powerful Platform for Your Business Agreements.

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