Coda is a document management solution for creating, editing, and viewing text documents and spreadsheets. , It also helps centralize all documents to ensure seamless efficiency between teams and comes with customizable templates that let organizations create personalized documents for meetings, brainstorming sessions, customer feedback, to-do lists, and market research. It features drag-and-drop functionality, which keeps functionality simple, and has numerous tools that offer role-based access.
Capabilities |
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Segment |
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Deployment | Cloud / SaaS / Web-Based, Mobile Android, Mobile iPad, Mobile iPhone |
Support | 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support |
Training | Documentation |
Languages | English |
The visual flow for Coda has been great to build out resources for your teams. I've really enjoyed this app to build out manuals for my team and how we can quickly and easily access information.
Currently, my biggest challenge is moving Coda documents around into another master doc - in the event, that someone else is working on a project and we want to merge it. it turns into a copy-and-paste nightmare.
A resource where we can put all our team's information, and our ways of working, and set clear guidelines for how the team works together. I enjoy the flow of it.
I was skeptical of Coda at first and didn't understand how it would be better than google sheets. I love all of the integrations that make it easy to have all of your information in the same place. I use the Github integration and it works great for providing high level perspective to non-engineering team members.
I don't feel like there is anything that is missing from my perspective. Coda has been able to deliver on my needs and there are more features than I am able to use currently.
Coda helps me connect cross-functional information between the different departments that I work with.
The capacity of handling multiple packs and formulas in order to create tables and automations with a very easy and intuitive learning.
Speed when having to search for items on a simple table. A part from that, sometimes it doesn't find the item you're looking for even if the parameters are correct.
Automations. Thanks to its powerful capacity of compatibility with other packs such as Salesforce and Gmail, it helps our company to automate notifications and ticket handling.
Coda has a clean interface and makes it easy to perform the necessary tasks. I often use it to make quick edits to files, delete pages from documents, fill out forms, and more. It is easy to learn to do all these things.
I don't like the document signing features. I wish there was a way to easily use your mouse/tablet to sign documents instead of having to upload a graphic image of your signature.
Coda makes file management a lot easier and helps me get my creative work done faster.
Coda is excellent for a wide range of professional and personal applications. I enjoy how you can arrange a lot of information and different data types in one location. And the fact that it's simple to format the content so that all of the pages look great, and that the user interface is also really fluid and simple to use.
Inability to completely utilize the table as a Google spreadsheet. It might be difficult to deal with the restricted ways of employing formulae in coda at times. When there are a lot of pages to examine, it might be tough to index them all and readily identify the one we need. Because Coda is not like other tools I've used in the past, it takes some time to figure out what issues you can genuinely answer.
Mainly, we have documented all things related to the project that we cooperated, and we have many specific deadlines that customers have to return information. I was able to create a template that can be shared with you to help build a right foot. We were able to organize many pieces of information in the place, and I can also document video, photos and links. Also, table options and formatting and conditional filter capabilities will help us prioritize what we want to concentrate, plan a project, and highlight different parts of data for different people through various pages. increase. table.
A relational database may be as easy to create as a list of names. This means you can obtain data fast and simply, link it, edit it, and display it in the format you want. Coda has proven to be a tremendous resource for our product and strategy teams in terms of keeping everything structured and centered. Coda combines the greatest collaborative documents, spreadsheets, and online databases, then amplifies them with third-party integrations. What we've been able to create with it and how it's been optimized for our internal procedures has saved us a lot of time, confusion, and decreased the amount of tools we use by consolidating functionality into a single application.
There will be a learning curve. Because Coda is a new paradigm, you can expect to "unlearn" the usual constraints of older Siled apps like documents, tables, and project managers when you start with a blank page. The mobile app has a long way to go, but I am certain that the CODA team will transform it into a fantastic native app as soon as feasible. Spreadsheets have certain familiar capabilities, such as cell-based computations, that we occasionally overlook. In any event, I hope the product emphasizes that tables are not spreadsheets, which is a good thing. It's still cumbersome and slow to make, but it's a fantastic idea. Many individuals are unaware of the capabilities of producing a Coda document, and it is difficult to explain.
Coda is used to create price sheets and calculators, as well as strategy papers, project execution tracking, and new initiative reporting. It has been a benefit for us to have our information structured and to be able to add additional sorts of structures to it. I was able to develop a comprehensive GTD project management system in Coda by connecting my email calendars and utilizing online and offline resources. We were able to save countless hours of manual data input and re-entry by leveraging automation, while also reducing the possibility of human mistake. We were able to assemble everything into a single CODA document that closes with a single investment letter by reducing the need to seek for information.
It is ideal for classifying files, and when you open each one you can build tables, write text, define spreadsheets, create tasks and even design Gantt charts.
Nothing bad, it's an excellent and effective text editor.
It is a flexible tool, ideal for managing and editing documents, it allows us to merge spreadsheets and text editors within the same tool. One notable feature is the publish tool that tracks all our files outside of Coda, you can also save and publish any file directly within the text editor.
CODA strikes me as an ideal marriage of Airtable and Notion. I've used both programs, and when I first started using Coda, I was amazed by its capabilities as a hybrid collaborative calculating spreadsheet. I appreciate the ability to view data sets in a variety of ways, filter them using page controls, and so on. I appreciate that many of these perspectives are available to my team without the need for an account. And I enjoy the regularity with which they issue updates. When they added capabilities that I really wanted, I felt as if they had read my thoughts.
It's a bit complicated at first, and some repetition is required to grasp how to utilize the formulae in the best method for what you're trying to do. I would also advocate having only a few guards because it is pretty easy to delete or destroy the effort. Because the visuals do not expand to fit greater data sets, they become meaningless. I'd want to see a bar graph with one hundred bars; Gantt graphs provide a rudimentary user interface.
My team utilizes Coda to store and organize product comments; the flexibility to provide data in numerous formats is advantageous to my team; and my team frequently turns some of our important product feedback issues into a circular graphic depiction so that my team can view them. I frequently believe in new perspectives of remarks classified by distinct issues. Trello, Freedcamp We work on a variety of projects and never imagined that there would be a tool that would allow us to track all of them, view the progress in a graphical format, and emphasize the tasks on which we spend the majority of our time. We have a document for each project, and now we have a master document where everyone can see what is going on in all projects, equipment, knowledge base, and so on.
The Coda templates are as basic yet so relevant and useful, I feel that the greatest part of Coda is the simplicity and clean that is visible from the outside, but the amount of personalizations achievable with simply a simple table is too many. I like how you can customize each page with the precise style / tool I need, how they invest in new features on a regular basis, practically all of the time, and how they provide consistent and extensive support. To obtain the desired outcome, the support team led the setup of functionality with patience and was willing to repair errors and omissions in my name.
I believe there is a learning curve there, particularly with the table / column / formulae and rules filters. But, I suppose, every platform has it, so you may enjoy it. What I believe you are now lacking is a record of modifications for a page or document. And if it exists, it is difficult to locate. They appear to be quite crucial when collaborating now, especially as we transition to a more hybrid work style. When I first started using Coda, it was tough to change other applications such as Excel. However, because of the client's conversation, the setup was pretty quick; I would also like to see a web admittance form someplace.
We wanted a solution that could do everything from producing reports to tracking objectives to scheduling events. This is a simple tool that allows you to customize each page to your liking. Coda was utilized for a variety of tasks, including budgeting, event planning, and catalog creation. To begin with, the templates are as simple and relevant as possible, reducing the time you spend searching for the format of any document. Furthermore, the sheer quantity of alternatives / format features available makes it the sole stop for the majority of the team's demands.
I began using CODA to administer meetings online during COVID. The system is cloud-based and allows multiple users to work with the same document - at the same time. There is no saving of "versions"; every collaborator's change is incorporated seamlessly. Since then, our 20 Sales Personnel have graduated to running our entire Sales and Product Demand forecasts through CODA. We have around 1500 individual sales lines per month. Around 500 unique Customer / Item entries. Each Sales Person has their own individual view - which is part of the greater whole. Demand Planning and Supply Chain also have their own "view" for product replenishment, as does Finance for updating costs. We began by taking our 2020 Sales Information (18,000 Line Items) in Excel, and dumping it into CODA - and it just worked. We continue to find and add new solutions for what we need. Can't recommend it highly enough.
Previously updating information in tables that are "Look-Up" tables for other more complex systems required a bit of time, but we've found a work-around solution. Any problems are dealt with by Customer Service, who are very responsive.
Our data is now immediately available transparently to all collaborators. No versions, no documents locked for editing.
Coda beats google doc, notion, slite and Trello 10000% for day to day async notes, todos etc. Incredibly easy to build a custom workflow with managers who review done todo easily, personnalised view per person, past todos, linked todos. We use slack 10x less thanks to @ing people in context in docs, 10x better than messages lost in slack. And you can build incredibly advanced MVPs with custom logic incredibly easily thanks to table / lookups / formulas / autocomplete really well designed, I scaled a SaaS CRM to 1500 monthly recurring revenue, and built a prototype for another startup in 1 day that unabled me to get my first cofounder, employee, 30 users and first paying customers. 100x better than Airtable, Retool, Adalo, etc other low-code tools.
Un-usable on mobile sadly. You can create mobile forms that load fast, I use it for my personnal todo, but that's all. And also on desktop, (really) complex formulas take 1 min+ to load, it's the bottleneck.
We solve team wikis/todos, 10x better remote collaboration, and MVP (up to 1500$ MRR in SaaS!), 10000x cheaper/fester MVP testing.
Coda doesn't think of docs, powerpoints, and spreadsheets as separate. You can building a pricing calculator with words and formulas together, or a presentation with gifs and details
The formulas can be confusing and can take some digging - some things that seem like they should be intuitive aren't. It's also definitely an adjustment from Google Sheets.
The biggest problem we've solved with Coda is asynchronous work. I love being able to use the Coda two way write up template as opposed to having a meeting. The ability to ask questions and have discussions asynchronously is awesome!
The ability to organise a lot of information and different formats of data in one place. And the fact that it is easy to format text in a way that makes all the pages look really good and the user interface is really smooth and easy to understand too.
Not being able to use table fully like a google spreadsheet sometimes. It is sometimes difficult to work with the limited ways of using formulae in coda. Also, it is a bit difficult to index all the pages and search the page that we require easily when there are many pages to go through.
Mainly we are documenting everything under the sun related to the game project we are working on. We have been able to organise a lot of information in one place. And have been able to document videos, pictures, links too. It also helps to link coda to JIRA. Also, the table option and the ability to conditional format and filter helps us to prioritise things we want to focus on, plan our project, and highlight different parts of the data for different people through different pages showing different parts of the same table.
I love how dynamic the platform is and the ability to build automations
I wish that you could make certain pages within a doc private
We created our company intranet in Coda - using it as the source of truth for all company-related information. We also mapped out cross-functional workflows and automated much of the communication.
It combines all basic requirements nand features that are useful for documentation and any other use in a project for educational purposes or other. It is simple and quick to use and understand
Personally it fulfills all my and my teams requirements so no issues. It might be helpful if there could be an option to upload files in a doc and allow fole types like docs, xlsx etc
I am using it for my research project and other projects at my university. I use it for planning, documentation and other requirements in amy event that I take part.
The whole design of the mobile app and how it takes MI Desktop generated pictures and generates a responsive and responsive graph/chart is fantastic, as is the DOC CROSS capability, CODA packages, and the overall look of the mobile app. Coda is extremely flexible, allowing you to design a variety of workflows for various aspects of our organization. It's far simpler to get all stakeholders on board with one product that does everything fairly well than it is to get everyone on board with numerous tools that do wildly different things.
When I initially started using Coda a few years ago, I had some issues with the formulae, but that was on me to figure out. As the concept, I truly wish Coda had more formatting choices. I also wish the search function "simply worked," as it's difficult to locate items on pages and in tables. I'd want an out-of-the-box search experience that doesn't need me to manually create search pirates for each table.
I've created a strong end-to-end product management and development framework for my teams, as well as task and performance monitoring. Coda is used only for our company's CRM. We've been working on a handful of products that use WebHOOKS to transmit data to CODA.
Coda combines the finest of collaborative documents, spreadsheets and online databases, then overloads them with third party connections. What we have been able to develop with it and how it optimizes to our internal processes has saved us so much time, confusion and decreased the amount of tools we use by combining functionality into one application. It has been useful as a location to combine several of our sedimented systems such as email, calendar and task management to build automated connections and manage current projects. Actually, it's important since we've had to be dispersed throughout the epidemic.
There's a learning curve. Coda is a new paradigm, therefore be ready to "unlearn" the traditional constraints of legacy Siled apps like documents, tables, and project managers when you start with a blank page. The mobile app still has a long way to go, but I trust the CODA team to turn it into a great native-first app as soon as possible.
Through the use of automation, we were able to save countless hours of manual data input and re-entry while also removing any potential for human mistake. By eliminating the need to hunt for information, we've been able to compile everything into a single CODA document that concludes with a single investment letter. To engage our core community, CODA has provided assistance. It has alerted and organized scenario groups. It has also provided direction to peers in other functions and domains.
As a result, the entire user experience is quite intuitive and customizable, with icons that can be added to documents. There are a number of unique information flows, integrated tables and individuals you can tag for comments in the document that makes it the best of the best! Also, Coda comes with a ton of ready-to-use templates. There is also the ability to link with third-party systems like Google Sheets and Jira with ease. I have the ability to design any format I choose. This paper may be as basic or as complex as I want it to be. My paper can always be improved in the future because there is so much functionality.
There isn't much to hate, but duplicating templates and tables often establishes a connection to the original data that isn't always desirable. However, having more alternatives is the ideal "downside" since I can always go back at my papers and come up with fresh creative ideas to improve, simplify, or add features as needed for the particular job or objective of the document.
Coda is the platform we utilize to document our work. As a result, I'd love to see Coda have templates that automatically style themselves. Coda's ability to @ reference our pages within their Coda pages/sections is a nice feature. As a result, it is used to store all of our information: documents, notes, daily standup information, demo function and sprint reviews, among other things. Almost all of our business processes are run through Coda nowadays.
You can do anything with coda, there is "no limit"
You need some time to learn how to use, how to understand how it Works
I manage the product with Codz, and create automatic task, so it's a hugh gain of time
I appreciate you can modify each page with the exact design / tool I require. I appreciate the design and the part that basically can modify most of the feature of each workpage. It's a terrific method to grasp what this website is and to improve the overall sense of excellent design, I like that I can add emoji. A constant investment in new features, almost all monthly, consistent and extensive support. Support guided the functionality configuration patiently and was prepared to correct errors and omissions on my behalf in order to achieve the desired result.
It was a little difficult to modify other programs like Excel when I started using Coda. However, due to the customer chat, the adjustment was pretty quick. There's currently nothing important I don't like, I'd like to see a web admission form somewhere.
We needed a tool to combine various features such as writing our reports, tracking our goals, organizing an event. This is a tool that is easy to use and you can basically adapt each page as you wish. For several applications, I used CODA, including budget control, event planning and catalog building. I have met others that grasp their purpose instantly, and there is no need for a long explanation. You don't have to worry about sharing with the team all since every time you make a change it's already shared.