Canvas Review

Canvas
Product:
Vendor:
Founded:
Headquarters:
Canvas
Canvas
2009
Reson, VA
Ownership
Customers:
Deployment Model:
Free Trial:
Private
40,000
Cloud, On-Premise
Yes
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Canvas At A Glance

Good: Highly mobile, four scalable pricing plans, over 17,000 pre-built apps, ability to customize apps based on company needs.
Bad: No OCR capabilty, cannot import documents from scanners or multifunction printers.
Bottom Line: Ability for any user to create their own business apps that are infinitely customizable and does not require any programming.

Product Overview

Canvas is a mobile-based Document Management Solution intended to help companies eliminate paper-based processes.

Businesses can choose from over 17,000 pre-built apps and download them to any mobile device. Many of the apps are industry-specific (i.e. the Medical History app for the healthcare industry) as well as task-specific (i.e. invoices or employee time sheets). Companies can build as many apps as they want and even customize the apps based on their needs.

With the Canvas solution, customers benefit from the following:

  • Not having to decipher illegible handwriting
  • Sharing files and documents in a more timely manner
  • Saving the time and expenses of storing paper
  • No worries about lost or damaged paperwork

Canvas is also available for desktops/laptops via its Desktop Client. It can also be integrated with other solutions (i.e. Box, Dropbox, Evernote, and Google Drive) and is exported as a CSV or PDF. Canvas is also available in multiple languages.

Features

Canvas provides most features common with document management. Here, we’d like to highlight the solution’s unique functions as well:

  • Calculations – This feature eliminates errors that happen when employees or contractors have to manually make calculations.
  • Dispatch – Field workers (i.e. sales reps, etc) receives assignments/tasks on their mobile devices in real time.
  • GPS – Users can track their products, tools, and team members via GPS.
  • Image capture – Users can take photos and upload them to Canvas.
  • Electronic signatures – Clients/customers can sign off on tasks/processes via Canvas.
  • Workflow – Users can track submissions and collaborate with others.
  • Barcode scanning – Users can look up or track their products or tools.
  • Conditional data capture – This includes the ability to connect a database to Canvas to automatically integrate specific data into apps (i.e. patient records, customer names and addresses, etc). Any data collected can be edited later if needed – this is a setting that admins can turn on an app-by-app basis.
  • Mobile payment – This feature is another option for a company’s customer or client to pay for services rather than submitting paper checks.

Please note: Canvas provides apps customized to specific industries. For example, there is a work order app specifically intended for HVAC services. There are other apps for time sheets, invoices, field service automation, inspections, performance evaluation, and incident reporting to name a few.

Canvas announced several new upgrades in 2017. Some of those upgrades include:

  • Apps for Android and iOS were redesigned
  • Enhancements to the App Builder, such as read-only capability for barcode fields, identifying conditional screens and fields, and a Tool Tips to help users better understand specific commands
  • Enhancements to the PDF designer, such as adding new social icons and other styling tools
  • Re-design of Help Center, including adding a Features Request form
  • Ability to download and email PDFs of invoices
  • New dispatch calendar for assigning and managing jobs of remote teams
  • Canvas Windows app for desktops, laptops and tablets that runs the Windows 7, 8 and 10 operating systems

  • Document Storage?
  • Simultaneous User Collaboration?
  • Workflow Management?
  • Version Control?
  • On-Premise Hosting Option?
  • Imaging?
  • Mobile?

Target Market

Canvas is available for all company sizes in most industries. We’ve listed ten of its customers below:

  • Ace Contractors
  • Cool Frog Cooling
  • Daley's Drywall
  • Demmer Corporation
  • HAFSCO
  • IMAX
  • Pepsi
  • Red Bull
  • The Austin Company
  • Verizon

Download Now: Document Management Software Buyer's Guide

Choosing an Document Management Solution is all about finding the right fit. Our report will walk you through the process and help you make a smart purchasing decision. Download Now

Implementation/Integration

Canvas has the benefit of shorter implementation time than traditional cloud solutions. Companies can sign up for a 30-day free trial; if they are happy with Canvas, they can sign up for one of the pricing plans. Please note that based on Canvas’ survey of their customers in April 2015, 68% of their customers have built an app from scratch in one business day or less.

Customer Service & Support

Canvas provides support via FAQs and How-to articles in its Help Center. Users can also contact support via email, chat, or phone.

Pricing

Canvas provides four pricing plans that can be upgraded at any time. Each plan starts with a free trial and is paid on an annual basis.

  • Startup – This plan supports 1-5 users and is priced at $30 per user per month (when paid annually). It covers unlimited data storage, offline access, email/chat support, and third-party cloud integrations. It also now supports unlimited submissions.
  • Business – At $40 per user per month (when paid annually), the Business plan supports unlimited users. The plan includes features such as mobile and web editing, custom submission status, dispatch, phone support, priority email/chat support and HIPAA compliance.
  • Professional – The Professional plan is priced at $50 per user per month (when paid annually) and also supports unlimited users. It includes the features of the Business plan but adds these functions as well: dispatch scheduling, Canvas API access, folder and department functionality, advanced password management, workflow, access to Microsoft Excel (Canvas Business Insights) and a dedicated support rep.
  • Enterprise – This plan is targeted at companies with more than 50 users. It includes features such as a dedicated solutions engineer and SLA/custom contracts. Please contact Canvas directly for pricing.

Shortcomings

Unlike other Document Management Solutions, Canvas does not capture image/paper taken from scanners or multifunction printers. It also does not have optical character recognition (OCR) capability.

Screenshots

Canvas Screenshot 1
Canvas Screenshot 2
Canvas Screenshot 3

About

Canvas was founded in 2009 to provide users with a unique Document Management Solution: customizable mobile apps to replace their paper-based processes. It has an application store with over 17,000 pre-built apps that work on all mobile devices.

Headquartered in Reston, VA, Canvas serves customers globally in more than 30 industries and over 70 countries.

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Send feedback or corrections to feedback@betterbuys.com.



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