Pascal Workflow

About Pascal Workflow

Organize and track conversations, emails, notes, and interactions with clients and others. See everything related to your client on one screen. Your team will work faster with a workflow that is beautifully designed and easy to understand. Never let a client work slip through the cracks again. Our new Agenda Dashboard informs each team member of their daily work.

Pricing

Free Trial Not Available
Starts at $45.0. Offers Free-forever plan.
View Detailed Pricing

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

All (Small, Medium, Large)

API Support

NA

Modes of Support

Online

Pascal Workflow Features

Show Feature Explanation

Document Management

Ability to store and manage your electronic documents

Recurring (Subscription Billing)

Billing consumers on a time determined basis for products or services received

Client Portal

Facility for clients to view and track progress through the portal and access selective projects, files, documents, information, and etc.

Tax Management

Management of finances for payment of tax as well as assessing the advance tax liability to pay your tax in time

Workflow Management

Helps in managing and ensuring smooth flow of the tasks assigned to a team or organization

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

Client Management (Customer)

Facilitates strong necessary data about clients/customers and allows access to it when required

Electronic Signature

Helps users electronically sign their digital documents

Pascal Workflow Pricing

Free Trial

Not available

Pricing Options

Freemium ( Limited Features )

Premium Plans ( Subscription )

Pricing Plans

Free Free

Features

Up to 5 team members
Email integration with Inbox and Triage
250 Contact Records
Daily Agenda Dashboard
Full CRM
Client portals
Patented Payment Lock Documents
Unlimited projects
Unlimited storage
E-Sign/8879s (IRS Compliant)
Marketing Platform for Esign
Unlimited client requests
Unlimited proposals

Unlimited $45.00 $45.00 per user / month

Features

Unlimited team members
Email integration with Inbox and Triage
Unlimited Contact Records
Daily Agenda Dashboard
Full CRM
Client portals
Patented Payment Lock Documents
Unlimited projects
Unlimited storage
Unlimited E-Sign/8879s (IRS Compliant)
Marketing Platform for Esign
Unlimited client requests
Unlimited proposals

Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 26/05/2021 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Pascal Workflow Pricing.