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 |
Coda is more than just a document editor. I've been able to create team hubs, project trackers, newsletters, event invites, book clubs, Dungeons & Dragons campaigns, personal goals trackers...and the list goes on and on. I tell everyone I know about the power of Coda.
Coda's advanced tools can take a steep learning curve for folks who are not familiar with basic logic that we'd see in Excel, etc. It's fine for me, but a focused course on logic would be amazing.
Coda is our solution for team hubs, trackers, and onboarding emails/documentation. At first we used it just to store information and get feedback, but all the of amazing Packs allow us to do so much more!
Its data capabilities and integrations with other tools makes it a key component of our agency's operations. We use it to organize projects and keep consolidate all of our systems in one place.
We need the ability to trigger webhooks and make API calls from within page elements such as buttons. It would unlock a whole new wave of power that isn't currently available.
We use it for everything in our agency, from project management, client portals and feature tracking. We also use it to track client payments and calculate the % payout to the team.
Coda makes me feel like a genius. The tool is incredibly flexible without a huge barrier to entry. Anyone can sit down and start using a Coda doc. With just a little more effort, anyone can start building connected tables and do some really cool things. With automations and linked tables, I made a template for usability testing that automatically graphs the metrics tracked on multiple pages in the doc. One of co-workers told me they were "crying tears of joy" when they learned how easy it was to use. Coda makes me better at my job.
The mental model shift from tables to connected "views" of tables is one thing that I have to try to explain to each new person on my team who uses the tool. Once you get it, it's great, but it takes a minute to make the shift.
We chose Coda primarily for our User Research Repository - we've built templates and automations to encourage robust, consistent documentation practices. However, as soon as Coda was available for our team to use, a ton of additional use cases have popped up. People love the organization structure, ease of use, and flexibility of the tool.
The ability to create documents that include automation which creates an easier workflow.
The learning curve was a little steep for me but with help of the forums and youtube videos I manged.
Record keeping, tracking how tasks are being performed, emailing our customers pre formated information that can be changed to their needs
The ability to design workflows based on my actual team needs vs being constrained by how software designers want me to run my team
There are some standard functions and list behaviors which are not available at the moment which require more complex workarounds. This prevents faster document creation but ultimately do not prevent workflow just creates BoH paperwork.
I am performing complete Product Management through CODA now and automating task creation and dependencies. The largest benefit has been providing tracability to the entire development team.
How easy it is to link databases, and how quick it is to connect multiple levels in a formula
It can be hard sometimes to figure out what exactly is going on under the hood. The profiler is good but limited. The lack of comments in code is the biggest problem. Also the data input error checking could be a little more seamless
We had a commercial mrp that didn't fit the intricacies of our business structure, and it wasn't easy to make it user-friendly enough for the people managing inventory actually to use. This caused us to lose a lot of time and money trying to make it work. Coda let me build a fully custom MRP system to manage everything from production planning, a full parent-child BOM, hundreds of vendors, and thousands of unique parts, in addition to full inventory management with order fulfillment. There were some growing pains in the process but you guys kept releasing crucial features so it all worked out. The biggest thing is being able to manage all the data while building friendly and well guided dashboards for each type of user
Coda is a combination of a word editor, a spreadsheet and a project management software. It works smoothly without any bugs. Its clean interface is another big plus; makes it a pleasure to use Also, Coda continues to innovate, bringing new features all the time and communicating well to its users about them. I see no reason why professionals must continue with the archaic way of different software for different kind of work and not use Coda.
Coda files were stored in Google Drive. There was no way to back them up. So, if you lose the file from your Google Drive, its gone! Retrieval was not possible. I am not sure, I think this has changed now. The Print feature does not print the page correctly. Lot of formatting is lost. Coda does not support presentation features so that I can present my document in meetings.
I use it to save my sales and marketing collateral and efficiently retrieve them when needed. I also use it track my project progress and other information about my projects. The use of Coda makes my work efficient and effective.
You can start out small and confidently grow your documents as your needs and insights into the issue being addressed become more clear. We're using Coda to organize several aspects of our consultancy including client prospecting and engagement. The documents are growing organically with our company. Having them online makes sure all members of the geographically disbursed team are all on the same page. Our documents look great online. And there's an API for tracking and manipulating documents with other tools. Coda offers very fair pricing with a very generous free tier. I cannot imagine running our company without it.
The UI is a few rough edges. For example, links can only be created in the table view.
Keeping a centralized repository of corporate knowledge. Having all this information in a central, trusted source reduces friction and ineffciencies in the company.
I can create complex formulas without any program experience and knowledge. The help desk and the community are a great help.
It takes a smal time investment to under the formulas. BUT Maria's video lessons gave me the info needed.
I'm doing audits with complex formulas for my clients. I can use my Coda doc and then share the results in a meaningful way with the clients and it now takes much time.
Our entire team uses Coda on a daily basis to keep track of just about everything. We especially love being able to connect different tables to make accessing associated information easier.
Sometimes when trying to create connections to other tables, it can be a bit confusing or non-intuitive to connect information, however, the Coda team is extremely helpful when things like this occur!
It is our internal project management and central information hub for everything in our organization. Need to see a decision made 6 months ago, no problem, need to know what's in inventory, no problem. Coda is like Legos for internal tooling.
The table structure brings a familiarity to working with a Coda doc. The interface itself is quite intuitive. The instruction videos are engaging and inspire one to explore more. Plus the community forum seems to have answers for everything under the sun. The packs allow cross-platform integration with other common workspace tools, making it a breeze to automate work.
The support team's responses can be a bit obtuse at times - I wish they'd actually look at the user's work/usage history before deciding what level to respond at.
Collaborative working with multiple teams and managing/implementing the process on one platform rather than trying to coordinate the work on multiple platforms/tools.
tables, references, formulas, formatting, jira sync
poor API, no optiong to create simple tables just for displaying information - all tables are powerful for calculations and organizing stuff, but if you want do a simple inconsistent table just for better data display - it's impossible, no option to merge cells no custom domains for published docs( support works only in US timezone
orginize all product management processes and data
It's cheaper and easier to deal with than other tools compared. It's very straight forward and doesn't really miss any features. I have used competitors in the past. I would stick to Coda anytime.
There's nothing that I dislike really. They launch new features all the time.
We can document our processes, work collaboratively with the team, and write product missions among other tasks. It's easy and helps a bunch.
Coda has saved me hours if not days of time by being able to create centralized hubs for a project or product where all corresponding documents and materials can live. The ability to embed PDFs, Google docs, Figma screens, and other great integrations have allowed it to serve as a great landing page for any project our marketing team is working on
The learning curve for Coda is fairly substantial. While the help center is very well built out, from my experience it is very difficult to get others to use Coda natively without extensive internal training.
Organizing all releated documents, spreadsheets, and assets in one central place that is easy to find and navigate
The possibilities with Coda are great. I can easily build my whole document and add as much information as I want. Besides that, collaborating with the team is great, I can exchange information and make sure that they understand all the details without the need for synchrony communication.
That are some dangerous behaviors such as pressing cmd+A selecting all text, and not only one section as it's possible to do with Notion. Besides that, I feel that some default items like a callout would help greatly.
Sharing information with the team, ensuring all the points are clear to the whole team without the need for synchrony communication. Documentation and general team alignment are possible with Coda.
Coda connects with many web apps, ranging from google drive, shopify, slack and many more.
It can get tricky to create more complex docs and functions. I advice patience and reading the community forum in these cases.
Creating apps that can calculate and track different products. For example, you can create a To-Do list for your team, a Kan-Ban board or even a dynamic price list.
Coda is incredibly malleable. You can create exactly what you need if you understand how it works. Our entire team runs on Coda, and more people throughout the company are incorporating it into their workflows. In addition, the packs and automation make this an unbeatable software!
The one thing I can think of is that, initially, it has a steep learning curve. Because it is so flexible and malleable, you have to spend a bit more time learning how to use it. But, once you do, the pay off is HUGE!
It is solving several problems. First of all, it is my personal organization central. Second, it's helping our team conduct more efficient and meaningful meetings. Third, it's helping us onboard new team members and have all the information they need in one beautiful Coda doc. Fourth, it's helping us with cross-functional project management; Coda houses processes that involve several teams across our organization. Finally, it functions as our knowledge hub.
Coda is the best mix of flexibility + ability to style documents + and affordable pricing in this space.
Some of the advanced functionality or layouts are complicated to use / build.
We're using Coda for our company handbooks, including in-house user guides, as well as for staff Onboarding projects, and project briefs.
Coda is great to import and transform data quickly. You can import from a CSV add some column with special functions and have a good overview of the data in no time. Convert the table to a chart and see even more. We are using coda to get a better overview on our invoices. We import monthly exports from Stripe and combine them with the manual invoices and with Coda we can pull any report we want out of this data.
Sometimes it feels as if Coda uses a lot of resources. Working with a lot of data also sometimes causes Chrome to freeze. Anyways, this is not a big problem as all data is always saved.
I can get data from a few different sources and show it to my team. Everyone sees where the data comes from and can add more information or do other transformations so that we all can get more insights.
The thing I love most about Coda is how I can organize information. I can seamlessly structure my thoughts in a way that's easy for me to navigate by leveraging docs, tables, and pages/sub pages. The endless ways I can view information makes Coda my favorite.
I don't like that I'm not as well versed in the formulas as I'd like to be. I'd also love more color flexibility at times.
Before Coda, I felt like I had notes and projects in 10 different programs. Coda allows me to bring everything into one place to better manage everything I'm working on. Coda also allows me to create unique interactive experiences for clients, like question generators, without needing to know how to code.