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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Draftable is an Enterprise-Grade Document Comparison Software that lets users easily spot changes between documents. The Draftable product suite includes Draftable Online for browser-based document comparisons, Draftable Desktop for secure computer-based document comparisons, and Draftable API for integrating our dynamic technology into your app. The software features a side-by-side view and a change list that presents all modifications in the one place. Users can export comparisons to a PDF, and compare different file types including PDF, Word, PowerPoint, and Excel.

Description

Planlined is a software solution designed specifically for employee-benefits brokers to facilitate benefit proposals. It transforms quotes from carriers, SBCs, invoices, and rate sheets into easy-to-understand side-by-side comparisons, as well as branded proposal books and comprehensive employee benefit guides. Initially launched in 2025 under the name BART (Benefit Analysis Reporting Tool), it addresses the cumbersome task of manually entering data during renewal season. Instead of re-keying information from carrier PDFs into spreadsheets or presentations, Planlined streamlines this process by allowing users to upload their existing documents. The software automatically extracts plan data, presenting it in a normalized comparison format and highlighting any uncertainties for verification against the original source before sending it to clients. Once a case has been approved, users can export a customized proposal book and an employee enrollment guide, both featuring the branding elements of the agency, such as logos and color schemes. Since the data for both documents is derived from the same source files, consistency is maintained throughout. Additionally, plans and cases are archived in libraries for easy access during the next renewal period, while client share links allow for effortless sharing of comparisons without the need for attachments, enhancing convenience and efficiency. This innovative approach not only saves time but also minimizes errors, ultimately improving client satisfaction.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Outlook
Microsoft Word

Integrations

Microsoft Outlook
Microsoft Word

Pricing Details

$129 USD per year
Draftable Desktop - per user pricing
Draftable API - per comparison pricing
Draftable API self-hosted - per instance pricing
*all prices listed in USD
Free Trial
Free Version

Pricing Details

$75/month
First proposal free. Professional: $75/month, or $62/month billed annually ($744/year). Enterprise: custom pricing.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Draftable

Founded

2012

Country

Australia

Website

www.draftable.com

Vendor Details

Company Name

BART Technologies Inc

Founded

2025

Country

United States

Website

planlined.com

Product Features

File and Document Comparison

Audio Comparison
Barcode Comparison
Braille Comparison
Code Comparison
Document Comparison
File Comparison
Image Comparison
PDF Comparison
Video Comparison

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Product Features

Benefits Administration

COBRA Administration
Claims Management
Deduction Management
Disability Insurance Administration
Employee Benefits Administration
FMLA Administration
FSA Administration
Flexible Spending Accounts
For Brokers
For Employers
HIPAA Compliant
Health Insurance Administration
Life Insurance Administration
Online Benefits Enrollment
Premium Billing
Provider Management
Retiree Administration
Retirement Plan Management

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