Weflow vs Scratchpad

Weflow is a popular Scratchpad alternative known for its intuitive interface, and comprehensive sales forecasting and pipeline management capabilities.

Loved by fast-growing B2B companies

Here's why revenue teams prefer
Weflow over Scratchpad.

Based on more than 1,500 reviews on G2.

Sign up with Salesforce
It's free. No credit card required.

Compare key dimensions of
Weflow and Scratchpad

Sales Forecasting
Comprehensive. Flexible.
Flexible sales forecasting solution allowing to submit, review, and adjust forecast calls, rollup, and predict the outcome. Deeply customizable.
"This has been a game-changer for us, especially in the realm of forecasting. Before using WeFlow, tracking and analyzing forecasts could be time-consuming and burdensome."
Read on G2
Basic. Inflexible.
Simple forecasting solution missing table stake features such as prediction, adjusting submissions, and scenario planning.
"One of the areas that still needs some focus is forecasting capabilities for sales management/leadership as well as the ability to more granularly slice/sort/group/filter data in the views."
Read on G2
Deal insights
Comprehensive. Proprietary.
Weflow provides proprietary deal insights (warnings, change history, activity velocity, health scores) to spot deals at risk to take actioon.
"Not knowing where deals stand exactly or if they're at risk had a huge impact on win rates and forecasting. By providing actionable insights on pipeline health, we know exactly where to act."
Read on G2
Limited insights.
Scratchpad only provides conditional highlights based on Salesforce data.
"Would be nice to have AI infused in the product to identify at-risk deals or accounts that need attention."

Read on G2
Pipeline analytics
Advanced analytics.
Deep pipeline analytics like waterfall, team benchmarks, pacing, coverage, and more.
"Poor pipeline health associated with inactive deals or deals that are staying too long in a stage is now easily observable."

Read on G2
Basic analytics.
Basic pipeline analytics supporting a waterfall and simply pacing chart. Limited drilldown and filter options.
"I would love more analytics like salesforce dashboards available within the tool, and the ability to enter data [...] like tracking quota attainment."
Read on G2
Note taking
Embed Salesforce fields
Embed Salesforce fields in notes and note templates to drive process compliance.
"It's pretty powerful given the possibility to embed Salesforce fields and the manifold formatting options. I created a bunch of note templates (e.g., for discovery calls) with an agenda and a checklist with questions to ask."
Read on G2
Lacking Salesforce integration
You cannot embed Salesforce fields in the notepad to improve data capture.
"I feel that its notes section could be more robust."

"I would like the ability to add attachments to my notes."
Read on G2
Simple, predictable, transparent.
Simple, seat-based pricing that's predictable. Learn more about pricing.
"Friendly pricing."
"The time to value is quick."
Read on G2
Not transparent. More expensive.
Scratchpad requires add-ons for different bundles.
"The pricing for an organizational-level license was insanely high and was not approved by the DMs at my company."
Read on G2
Sign up with Salesforce
It's free. No credit card required.

Advanced pipeline management & forecasting

Combine 50+ deal signals, AI insights, and efficient workflows to manage, inspect, and forecast your pipeline.

One tool for the entire revenue team

Revenue Leaders

  • Deliver accurate forecasts
  • Get visibility into deal, pipeline, and forecast health
  • Improve win rates and quota attainment

Revenue Operations

  • Improve Salesforce data quality
  • Run a reliable forecasting process
  • Increase rep and manager efficiency

Sales Managers

  • Submit your forecast calls with confidence
  • Spot deal risks and coach reps to closed-won
  • Compare and drive rep performance

Account Executives

  • Update Salesforce faster
  • Focus on deals that matter
  • Understand deal velocity

Easy to adopt, delightful to use.

Easy implementation

  • 2 weeks time-to-value
  • Configure custom workflows
  • Real-time, 2-way Salesforce sync

Strong adoption

  • Intuitive interface that revenue teams love
  • Pre-built templates for quick adoption
  • Onboarding & training with a product specialist

Enterprise-grade security

  • Automated user provisioning
  • Data encryption at rest and in-transit
  • Security, privacy, and compliance certifications

Respects your custom Salesforce setup

Our deep, API-first Salesforce integration respects your custom logic automatically so you can continue to customize your instance.

Book a demo
It's free. No credit card required.
  • Custom fields & objects
  • Field dependencies
  • Validation rules
  • Permissions
  • Flows

Loved by top-performing revenue teams

Benjamin Beivers

CRO, Remerge

We win more deals as we can identify and act on risks early on. This not only feeds into pipeline health, but also makes sure that our forecasts are reliable.

Stephan Novalchuk

Revenue Operations Manager, Preply

Weflow enables users to swiftly manage their pipeline with ease, and much more.

Ian Unsworth

Business Development Manager, MindsDB

I save so much time using Weflow rather than Salesforce directly.

Rated #1 for Quality of Support

Sales Performance Management report,
Enterprise, Spring 2023

Rated #1 for Ease of Use

Sales Performance Management report,
Mid-Market, Winter 2023

Chris Mackinnon

VP of Revenue Operations, Zeotap

We have much better visibility as a management team, our current quarter forecast is always up-to-date, and we are now tracking sales emails and activities a lot better.

Andreas Bodczek

CEO, IDnow

We improved our forecasting accuracy because Weflow syncs pipeline updates from our reps automatically.

Robert Anders

VP, Cremanski & Company

Must-have for every sales tech stack.

Rayson Chia

Revenue Operations Manager, Zeotap

We’ve been using it for a few months now and the AEs absolutely love it.

Marc Ahr

CSO, Bendesk

Spend less time doing (annoying) data entry into Salesforce and be on top of opportunities/tasks to win more deals.

Rated #2 for Ease of Setup

Sales Performance Management report,
Spring 2023

Kole Stanley

Expansion Account Executive, Podium

With Weflow, I close more deals efficiently.

Still unsure?

We get it. You want to make sure you’re getting the right tool to fit your needs. Let’s talk about it - we’d love to show you why so many revenue teams pick Weflow over Scratchpad.

Trusted by top-performing revenue teams

Frequently asked questions

Does setup really take less than 1 minute?
What are note templates?
How much time will I save?
What are panel templates?
How secure is my Salesforce data with Weflow?
Which Salesforce Editions are supported?

More questions?

Not sure which plan is the right one for you?