Coda Software: The Multi-User Document Bringing Data and Teams Together

What is Coda Software?

Overview

Coda is a cloud-based, multi-user new doc software allowing users to plan, organize, and create documents as a team or individually. With Coda, users can create, edit, and view both documents and spreadsheets, as well as streamline processes related to product launches, project management, and app development.

What is Coda Best For?

Coda is best known for being highly customizable to fit the needs of any business department and job title. It acts as an all-in-one tool where siloed data is aggregated and populated in real-time on one document so different teams can collaborate easily.

The user interface looks like a regular Word or Google document while the functionalities work like an engaging app for easier collaboration.

Coda's customizable templates allow users to create personalized documents for meetings, brainstorming sessions, customer or client feedback, to-do lists, and marketplace research. Once installed, project managers can use built-in templates to track objectives and key results (OKRs) to streamline  project completion and management.

As teams grow or change, you can use Coda’s no-code building blocks to upgrade your document into different functions, such as to-do lists, meeting notes, tasks and timelines, and strategic directions. 

Coda Pricing

Coda offers a free plan which offers basic access to editors, doc makers, and viewers. Additional paid plans with annual and monthly subscriptions include pro and team plans, providing unlimited editors and viewers starting at $10 and $30 a month per doc maker respectively. A fourth pricing option for enterprises offers customized pricing with details on request, and is designed for both pro and team collaboration. Reach out to our solutions specialist to learn more about pricing. 

Coda Integrations

Coda’s software supports integration with third-party applications including Slack, Gmail, Jira, Figma, Shopify, GitHub, Dropbox, Google Drive, and Zapier. Mobile apps for iOS and Android devices are also available. 

How does Coda Work?

Users can get started with Coda by signing in with their organization’s emails or their personal accounts, after which they will gain access to a variety of template collections for teams in project management, sales and digital marketing, HR, and event planning. Templates are also available for different goals and purposes, such as running effective meetings and carrying out user research. 

For those just starting out, Coda provides a range of learning resources for you to get started with the platform’s basic features, integrations, and templates.  

Who is Coda for?

The software is mainly designed in a way that allows you to consolidate Coda’s tools, optimize workflows, and scale processes under one integrated platform. Typical customers of Coda include:

  • Small businesses

  • Medium-sized businesses

  • Large enterprises

  • Freelancers

Coda Software Features

  1. Blending Tables and Text Together

When first starting Coda, users begin with a simple document page that blends both tables and text together, allowing you to build a customized workspace for your team to manage all projects. 

  1. A Rich Template Gallery

The variety of templates available on Coda is perfect for easily getting started with the platform. You can find templates for any business department, from marketing to project management and HR and event planning. 

  1. Powering Up your Document with Coda Packs

Packs is Coda’s version of integrations or plug-ins. This allows you to connect your doc with apps you already use (such as Slack and Shopify) so you can pull live data in or push updates out automatically. Coda Packs are building blocks to extend how your document looks, works, and integrates.

  1. Drag-and-drop Capabilities

Coda's drag-and-drop features assist project managers in creating surveys or polls to improve workflows and approval processes. This solution also offers features such as document sharing, hidden sections, private folders, single sign-on (SSO), revision history, and role-based access.

Is Coda Right for Me?

Coda is best for small to large-sized business owners, as well as freelancers and large enterprises.

Many users have recommended Coda for its flexibility, integrations, and powerful table functionality, as well as its ability to build a Wiki and share detailed reports with a simple user experience. Users also found the software easy to hand off, as it behaves similarly to Google Docs or Sheets.

Users have found Coda's interface and navigation to be very user-friendly, as Coda allows for multiple levels of hierarchy in folders to create a 'chapter' heading-like feel for the document.

However, some users reported limitations in Coda’s API, causing issues for users when integrating docs into other apps through Zapier. Once docs get too large (i.e., too many rows and elements), the API starts failing. 

Coda Pricing

A free version of Coda is available and paid subscriptions are provided on monthly and annual subscriptions. There are a total of four pricing tiers available on Coda, which include:

Free

For getting started

Free for whole team
Pro

For scaling yourself and your team

$10/month per Doc Maker
Team

For medium to large-sized team collaboration

$30/month per Doc Maker
Enterprise

For control, security, and support

Custom pricing (details on request)
What’s included:

✔ Create collaborative docs
✔ Connected tables, charts, kanban boards, and forms
✔ Powerful formulas and automation
✔ Pull in data from 3rd-party tools & services via Coda Packs
What’s included:

✔ Unlimited doc size
30-day version history
✔ Hidden pages
✔ Custom form branding
✔ Pro Packs
✔ Access to Coda experts
What’s included:

✔ Unlimited automation
✔ Unlimited version history
✔ Doc locking
✔ Private doc folders
✔ Sync across docs
✔ Team Packs
✔ Access to Coda experts
What’s included:

✔ SAML SSO
User provisioning (SCIM)
✔ Advanced access controls
✔ Audit events
✔ Advanced user management
✔ SOC 2 Report
✔ Enterprise Packs
✔ Dedicated customer success manager
Packs in this tier (always free):

✔ Spotify
✔ Dropbox
✔ Wikipedia
✔ YouTube
✔ Google Drive
✔ Typeform
Packs in this tier:

✔ Slack
✔ Gmail
✔ Google Calendar
✔ Shopify
✔ Twilio
✔ Stocks
Packs in this tier:

✔ Jira
✔ Figma
✔ GitHub
✔ Airtable
✔ ConvertKit
✔ Canvas LMS
Packs in this tier:

✔ Salesforce
✔ Microsoft Teams
✔ Gong
✔ Okta
✔ Jira Data Center
✔ Microsoft Outlook

Coda Software: The Multi-User Document Bringing Data and Teams Together Features

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Access Controls/Permissions

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Budget Management

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Data Import/Export

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Employee Management

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Milestone Tracking

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Planning Tools

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Strategic Planning

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Task Managementt

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Visual Workflow Management

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Workflow Management

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Process Modeling & Designing

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Real Time Reporting

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Timeline Management

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Activity Tracking

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Remote Support

Coda Software: The Multi-User Document Bringing Data and Teams Together Pricing

Small Organization

Within Budget

Medium Organization

Within Budget

Large Organization

Within Budget

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Call us at

(661) 384-7070

Call us at

(661) 384-7070