Attach vs. Scratchpad

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Attach
Score 8.0 out of 10
N/A
Attach (acquired by Cirrus Insight in 2017) is a sales enablement platform that is designed to help sales and marketing teams manage, track and control documents across the whole buyer journey. According to the vendor, Attach allows both marketers and salespeople to understand, in real-time, the extent to which collateral is consumed and actioned by their buyers. The vendor says collateral commonly used in the sales process and in Attach includes: Sales…
$0
Scratchpad
Score 9.7 out of 10
N/A
Scratchpad is a productivity tool for account executives, built for sales to update Salesforce, take sales notes, and daily todos. The software can be installed as a Google Chrome plugin or as a web application. It connects to Salesforce and provides an interface where sales professionals can keep all their notes, process workflows, spreadsheets, and tasks. Co-founders Pouyan Salehi and Cyrus Karbassiyoon started the company in San Francisco, California in 2019.
$0
user / month *up to five users per company
Pricing
AttachScratchpad
Editions & Modules
Free
$0.00
SOLO
$10.00
per user per month billed annually
TEAM
$30.00
per user per month billed annually
ADVANCED
>$30.00
contact us
Free
$0
user / month *up to five users per company
Premium
$19
per user / month (billed annually)
Team
$39
user / month (billed annually)
Business
Custom pricing
Offerings
Pricing Offerings
AttachScratchpad
Free Trial
YesYes
Free/Freemium Version
YesYes
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeOptionalNo setup fee
Additional Details
More Pricing Information
Community Pulse
AttachScratchpad
Considered Both Products
Attach
Chose Attach
I looked at Clearslide but decided against it because it's more expensive. I was also up and running on Attach very quickly.
Scratchpad
Chose Scratchpad
Scratchpad's pipeline views allow for better forecasting. This saves me time using multiple tools and views to get a better pulse of where I am at and where I need to be. I selected Scratchpad as it was recommended to me by a colleague, and once he showed me how he was using …
Chose Scratchpad
It doesn't. Scratchpad is more agile and much easier to use as a seller managing a large patch with lots of opportunities. SAP is robust but is far more complicated and involves a lot more inputs to get the same outputs that you can get with Scratchpad in half the time and …
Chose Scratchpad
I can't think of another tool similar to Scratchpad. The only other sales productivity tool that I've used in the past is Mixmax which is also an excellent tool. Mixmax has more features embedded in Gmail with the ability to view and edit Salesforce fields like Scratchpad, but …
Chose Scratchpad
Scratchpad is just a much more enjoyable way of interacting with Salesforce for the features it currently supports. It's not an alternative to Salesforce, it's an alternative UX for certain daily activities in SF, and it's great at that.
Chose Scratchpad
Before finding Scratchpad, logging account movements and mapping were done over OneNote (account management), Excel (pricing), and Word (call notes). Now I can get rid of the OneNote and Word aspects as they both sit on Scratchpad that links directly back to SF. This has helped …
Chose Scratchpad
I prefer the usage and benefit of Scratchpad over Coda, and easier & faster to use than Salesforce. I feel Coda has very little benefit (basically google page), but Scratchpad helps me stay organized for opportunities & discovery notes which is crucial. I highly suggest …
Chose Scratchpad
Scratchpad is far better and has way more ability to make changes than IQ does.
Chose Scratchpad
Scratchpad has more out-of-the-box features like centralized note-taking and the ability to pull in reports.
Chose Scratchpad
Scratchpad customizations stay within the margins of rules set by our organization. We didn't do a deep dive of Dooly and can mainly speak to the quality and effectiveness within Scratchpad. Currently, my entire team of 10 reps is using it, and we all have found usefulness. …
Chose Scratchpad
Before Scratchpad, I made all updates through Salesforce. Reports don't load super quickly and can be tough to change. Scratchpad makes this much easier.
Chose Scratchpad
I haven't ever used anything else other than your typical pen and paper or notes section on my Mac. I wouldn't have any info on how they stack up compared to the competition. I would venture to say they are the only ones trying to change sales reps' lives. It's just what they …
Chose Scratchpad
I selected Scratchpad because the depth of integration within Salesforce is very useful; I don't have to use a separate application than what I'm already using, Scratchpad is imbued within my Chrome and SFDC instances. Their free capabilities don't block you from viewing notes …
Chose Scratchpad
Only compared to Salesforce functionality
Best Alternatives
AttachScratchpad
Small Businesses
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Score 9.1 out of 10
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Score 9.1 out of 10
Medium-sized Companies
Paperflite
Paperflite
Score 9.3 out of 10
Paperflite
Paperflite
Score 9.3 out of 10
Enterprises
Paperflite
Paperflite
Score 9.3 out of 10
Paperflite
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Score 9.3 out of 10
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User Ratings
AttachScratchpad
Likelihood to Recommend
10.0
(0 ratings)
9.7
(0 ratings)
User Testimonials
AttachScratchpad
Likelihood to Recommend
It is appropriate for any business that presents virtually and currently shares files or links.
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I have over 250 accounts in my name, and it can be difficult to prioritize and find notes on past conversations my colleagues may have had. Scratchpad makes it super easy to reference past notes and add new ones to organize my book of business and make the best use of my time.
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Pros
  • Present presentations
  • Ensure documents are reviewed
  • Prevents sharing with unauthorized readers
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  • Scratchpad notes are super easy to use and link to Salesforce Opportunities.
  • Allows you to update all the necessary Salesforce opportunity fields without going into Salesforce.
  • Easy to use Task manager that helps you stay on track through the day.
  • Extremely easy to use and their CS team is always willing to provide training and help.
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Cons
  • If you could actually send the emails from Attach, that might be helpful so you're not in two screens.
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  • When pulling in Salesforce reports, it doesn't have full ability to do grouping/sorting.
  • When looking at pipeline view there's not an ability to expand the default view to see more than 5 people per group.
  • It'd be nice if comments would go as a task rather than a buzz.
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Usability
No answers on this topic
Great functionality and a great intuitive tool
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Alternatives Considered
I looked at ClearSlide but decided against it because it's more expensive. I was also up and running on Attach very quickly.
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Scratchpad is just a much more enjoyable way of interacting with Salesforce for the features it currently supports. It's not an alternative to Salesforce, it's an alternative UX for certain daily activities in SF, and it's great at that.
Read full review
Return on Investment
  • The ROI comes from less anxiety of wondering what a prospect is doing with the attachment and how much engagement they've had with the sales deck.
  • Seeing a prospect open the attachment from the email notification I get is an excuse to reach out.
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  • I credit Scratchpad to saving me on average about 1 - 2 hours a day (what it used to take me) and about 5 - 6 hrs per week.
  • Scratchpad makes me feel better about where I stand in regards to my quota cause it gives me easy visualization into my pipeline making forecasting discussions easier with managers.
  • Scratchpad enables me to stay organized and helps me feel less overwhelmed with Admin work.
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ScreenShots

Attach Screenshots

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