About Coda
Coda is a document management solution, which helps businesses create, edit, and view text documents and spreadsheets, streamlining processes related to product launches, project management, application development, and more. The platform comes with customizable templates, which lets organizations create personalized documents for meetings, brainstorming sessions, customer feedback, to-do lists, and market research.
Coda includes drag-and-drop capabilities, which assist managers with creating surveys or polls to improve workflows and approval processes. The solution offers a host of features such as document sharing, hidden sections, private folders, single sign-on (SSO), revision history, role-based access, and more. Besides, users can create custom workflows and automate notifications to receive email alerts about status updates, task completion, project modifications, and daily summaries.
Coda allows teams to add comments, take notes, and lock documents, facilitating secure collaboration across projects. Plus, it supports integration with a variety of third-party applications including Slack, Gmail, Jira, Shopify, GitHub, Dropbox, Google Drive, and Zapier.
Key benefits of Coda
Key Features
- Automations: With time- or action-based rules, you can put small, important tasks on autopilot—like sending daily updates.
- Packs are our version of integrations or plug-ins. They connect your doc to the apps you use every day, so you can pull live data in or push updates out automatically.
- Cross-doc connects information between docs. Sync tables or parts of tables across docs for a never-stale source of truth.
- Revision history: access prior versions of your doc
- Explore and share docs: Our Doc Gallery contains docs self-published by our community. These published docs have a webpage-like interface and have varying levels of interactivity like view, play or edit. Find and share tools, templates, tiny apps, interactive handbooks, and anything else you can build in Coda.
- Drag-and-drop templates give you a quick-start shortcut to commonly used templates like Upvote/Downvote, To-Do List, and Team Sentiment Tracker.
- Table Views. With Coda, you can slice, dice, and chop your data however you'd like using Views. A View is a mirror of your data that can be tailored to your unique needs, all while staying connected to the source
- Mobile-friendly and app-like. When you access your doc from your mobile device, you’ll feel like you built an app. Doc pages become tabs, buttons become swipe actions and doc notifications become push notifications (if you want them to).
Collaboration
- Real-time collaboration: See changes from other editors in real-time and who's in your doc right now.
- Doc sharing: Share docs directly, by link, or via a folder and choose who can edit, comment or view.
- Hidden pages: Simplify a doc for your team by hiding supporting pages and archiving old content.
- Locking: prevent editors from making accidental changes by locking pages or a whole doc. With advanced locking, restrict who can unlock, add pages and configure settings in a doc.
Workspace features
- Unlimited folders: Organize docs across different folders in your workspace.
- Private folders: Require an invite to see and access private folders in your workspace.
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Reviews
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- Industry: Computer Software
- Company size: 11–50 Employees
- Used Weekly for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Very cool features, but some bumps along the way
Reviewed on 17/07/2020
I use Coda for individual notes on smaller projects (block limits prevent me using it for longer...
I use Coda for individual notes on smaller projects (block limits prevent me using it for longer ones), giving me a single spot to find my notes from meetings, workshops and creative outputs and organise my thinking far better than I could in our G Suite setup. I also love Coda for user interviews and research, helping my to create views of an interview script for each session, but then to be able to review all the sessions side by side, have the videos embedded etc.
Most limitations come from an inability to fully adopt it in my own work enough to justify paying for an account - a lot of my personal use moved to Notion when the introduced pricing strategy killed half of my live documents, and it's just not powerful or reliable enough for me to be able to make a push for it as a team-wide tool yet. This isn't a concern for future users, but the "This doc is too big and will become read only in 14 days" approach to implementing their initially very convoluted pricing strategy was a real pain point and burned a lot of my goodwill.
I don't expect them to pivot that dramatically again (from "A doc as powerful as an app" to "A doc for teams"), but that pivot has made me very wary about recommending it to friends and colleagues in case it happens again and half their work gets frozen in a format that's very tough to extract efficiently.
Pros
Coda is, first and foremost, very impressive. It does a lot, especially through their Packs, that can make Coda docs meaningful hubs for projects whether personal or professional. If you can get the buy in from your team or company to make the swap, giving people the tools to create useful tools for themselves is fantastic. The pace of development compared to others in the space (looking at you, Notion) is also very impressive and it feels like almost every other week there's some new feature that I can actually make use of with Coda.
Cons
The main drawbacks for me are the pricing model, especially for individual use, and the maths functions.
Pricing: It's very tough to use as e.g. a personal planner with the free product, and it isn't dramatically better at those functions with the paid product than something like Notion. Particularly after Notion made the majority of personal plan free it's just very hard to recommend Coda for individuals unless you have a very specific need for some of their features, as the document size limits can feel very arbitrary, blocking out usage for a lot of hobby users.
Maths/Spreadsheet style functions: While a lot exists, and the idea of focusing on column references rather than cell references initially feels nice, in reality it only makes explaining what a formula is doing once it works easier - getting that formula to work is very tough. Documentation is pretty patchwork around maths functions and sometimes you just want to be able to jot some quick table calculations down that might not suit "Rows as distinct entries" style tables, but everything in Coda is set up to deal with continuous and repeated equations within an entry, which is very tough to deal with.
- Industry: Online Media
- Company size: Self Employed
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Easier collaboration vs. Notion
Reviewed on 16/07/2020
Coda is a quick start for anyone familiar with google docs or other collaborative platforms. I use...
Coda is a quick start for anyone familiar with google docs or other collaborative platforms. I use Coda for managing a team of 20 volunteers on web content publishing projects.
Pros
I like the templates library and integrations.
Cons
I am waiting for a rollup function to include all team comments across documents. This feature is currently missing and makes the software difficult to use for managing a large team with multiple documents.
Alternatives Considered
BasecampReasons for Choosing Coda
I switched to Coda after having friction teaching team members to use Notion.Switched From
NotionReasons for Switching to Coda
Basecamp licensing is prohibitively expensive for my volunteer team.- Industry: Computer & Network Security
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Coda
Reviewed on 17/07/2020
I’ve used Coda for a variety of things, in much the same way as you might reach for a spreadsheet I...
I’ve used Coda for a variety of things, in much the same way as you might reach for a spreadsheet I now reach for Coda.
At a personal level, I’ve used to manage my personal finances, keep track of recipes and help me to stay on top of my gym workouts.
For work I’ve used to create project briefs, manage my projects and finances.
Pros
It is really easy to get up and running with Coda. Within minutes you can create something that is really useful
Cons
The only reservation I have about Coda is it’s scalability. With very few rows it can become incredibly slow. I appreciate Coda are working very hard to improve but I advise anyone to verify the feasibility of their application by performing a quick test to establish whether performance is likely to be an issue.
- Industry: Consumer Goods
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Awesome building ground for digital transformation in an SMB
Reviewed on 17/07/2020
We’ve basically integrated all the customer orders from our contact center with our production and...
We’ve basically integrated all the customer orders from our contact center with our production and logistics team from a single doc. It’s so versatile. Each week we find more and better ways to build it even further
Pros
The possibilities of use are infinite and even with this, they keep improving and launching new functionalities and improvements every week. It’s amazing how tight the community around Coda is and how much they listen to feedback
Cons
The only con is a limit in their API that has given me some trouble when integrating docs to other apps through Zapier. Once they get to big (too many rows and elements) the API starts failing. Ut’s easy to solve with a netter architecture of the doc and backup automations
- Industry: Education Management
- Company size: 10,000+ Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
A couple of weeks and you'll be in love with Coda
Reviewed on 17/07/2020
2 weeks are all it takes for you to fall in love with Coda. Starting is not the smoothest process,...
2 weeks are all it takes for you to fall in love with Coda. Starting is not the smoothest process, but the power and flexibility it gives us make it totally worth it. The free tier is more than enough for most solo users. Managers will simply want to get the team plan because it is the one app you'll need to put it all together.
Pros
Coda is extremely powerfull. I love the hability to centralize in one document all the data my team uses.
Cons
The one feature that needs urgently to be deployed/improved is the 2-way sync of lookups, but for same table and different tables lookups.
Reasons for Choosing Coda
Notion is an excellent product, but is way too limited in terms of buttons, connections, integrations, automations.Switched From
NotionReasons for Switching to Coda
Coda is getting better and better at a fast pace. For now, it is the app that has more features per dollar.Coda FAQs
Below are some frequently asked questions for Coda.Q. What type of pricing plans does Coda offer?
Coda offers the following pricing plans:
- Starting from: US$12.00/month
- Pricing model: Free Version, Subscription
- Free Trial: Available
Coda offers a free plan. Paid plans with annual/monthly subscriptions include: Pro - $12/month per doc maker or $10/month per doc maker (billed annually) Team - $36/month per doc maker or $30/month per doc maker (billed annually) Enterprise – Details on request
Q. Who are the typical users of Coda?
Coda has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Coda support?
Coda supports the following languages:
English
Q. Does Coda support mobile devices?
Coda supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Coda integrate with?
Coda integrates with the following applications:
Dropbox Business, GitHub, Gmail, Google Calendar, Google Contacts, Google Drive, Greenhouse, Instagram, Intercom, Jira, Lever, Phabricator, Shopify, Slack, Twilio, Zapier
Q. What level of support does Coda offer?
Coda offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Chat
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