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About

Designed for B2B organizations who want to increase win rates, process more responses, and gain greater insights to enable better decisions and a differentiated customer experience. With 'Avnio automation' we’re closing the gaps in the sales cycle. Whether you want to deliver perfect proposals with the Avnio Response Cloud, maximize the value from your Salesforce data with Avnio Tables, or receive answers on-demand, wherever you are with The Avnio Assistant, we’ve got the solution. Machine learning, GPT, and natural language processing sit at the heart of our solutions. Every action taken helps Avnio to build intelligence and accuracy giving you time to focus on what really matters - your customers. Avnio has been a remote company since day one, that’s why collaboration is hard-wired into everything we do. All of our solutions were created to work with your favorite apps such as Slack, Teams & Salesforce Chatter.

About

DocSales is an award winning B2B SaaS platform that allows you to generate proposals and contracts through your CRM of choice with zero clicks (and zero effort). Our built in eSigning platform helps sales reps close deals faster by processing payments when a customer eSigns the document. Create quotes, proposals and contracts with ZERO CLICK. Just drag the opportunity card from your CRM to the Sales Documents. That's it! It works with major CRMs (SalesForce, Close.com, Hubspot, Pipedrive). DocSales: (1) Uses Google Docs as Document Template + Data from CRM opportunity. (2) Prepare the document and send it to your customer to eSign it (DocSales eSign or Docusign) (3) Charge your customer when they sign the document.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

B2B organizations seeking a solution to gain insights, enable better decisions, and improve their customer experience

Audience

To fast growing B2B Sales teams that wants to put Sales Closing on Autopilot

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$29 / month
Price per user and plan.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 4.7 / 5
ease 4.8 / 5
features 4.6 / 5
design 4.8 / 5
support 4.5 / 5

Pros & Cons from Real Users

Pros

  • The integration with the CRM Rd Station. We are using to develop quotation to customer and It is very easy to send this quotes.
  • The integration with Salesforce, Pipedrive and HubSpot CRM makes this platform more powerful for generating sales proposals for customers. Drag and drop customization is available. Document manager to access and visualize generated proposals. Helps in saving time by cutting sales processes.
  • What I like best in DocSales is the integration with HUBSPOT, it helps us to optimize the flow since it brings the data automatically.
  • I like best in DocSales the support, they return really fast. The platform is agile and easy to use, what helps a lot the clients.
  • The possibility for a lot of people to follow up the process of the signing process and the ease to our clients.

Cons

  • The text editor could be user-friendlier. It is necessary a skills about html language.
  • Never faced any major issues on DocSales. No cons.
  • What I don't like about the variables and additional fields, I think the fields could be better placed so the person utilizing it doesn't get confused.
  • I don't have any con, nothing. At the moment, no improvements, the platform attends us really well and in a positive way.
  • The platform could save the names and emails sent with more ease and frequency or even create models where you leave as default the workflow.

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Avnio
United Kingdom
www.avnio.com

Company Information

DocSales
Founded: 2019
United States
www.docsales.com

Alternatives

tenderOS

tenderOS

Webisoft

Alternatives

RFPflow

RFPflow

Aavenir
Sign.Plus

Sign.Plus

Alohi

Categories

RFP Supported

Categories

Digital Signature Supported
Quoting Supported
Sales Acceleration Supported
Sales Enablement Supported

Proposal Management Features

Automatic Formatting Supported
Calendar Management Not Supported
Collaboration Not Supported
Contact Management Supported
Content Repository Supported
Document Management Supported
Electronic Signature Supported
Knowledge Library Not Supported
Pipeline Management Not Supported
Requirements Management Not Supported
Revision Management Not Supported
RFP Management Not Supported
Task Management Not Supported
Templates Supported
Version Control Supported

Digital Signature Features

Audit Trail Supported
Authentication Supported
Auto Reminders Not Supported
Customizable Templates Supported
Document Analytics Supported
Mobile Signature Supported
Multi-Party Signing Supported
Progress Tracking Supported
Task Progress Tracking Supported

Document Generation Features

Batch Processing Supported
Collaboration Not Supported
Digital Signature Supported
Interaction Tracking Not Supported
Multiple Output Formats Not Supported
Templates Supported

Quoting Features

Automated Quoting Supported
Catalog Management Supported
Client Portal Not Supported
Contact Management Supported
Customer Accounts Not Supported
Customizable Branding Supported
Discount Management Supported
Forms Creation Not Supported
Pricing Management Supported
Product Configurator Supported
Proposal Management Supported

Sales Acceleration Features

Campaign Management Not Supported
CPQ Supported
Dialer Not Supported
Email Sequencing Not Supported
Email Templates Not Supported
Email Tracking Not Supported
List Building Not Supported
Meeting Scheduler Not Supported
Predictive Analytics Not Supported
Reporting Not Supported
Sales Gamification Not Supported
Sales Intelligence Supported
Sales Workflow Management Supported

Integrations

Salesforce Supported
Accenture Cloud Trade Promotion Management Supported
Chargebee Not Supported
Chatter Supported
Close Not Supported
Google Docs Not Supported
Google Drive Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
Microsoft Excel Supported
Microsoft Teams Supported
Microsoft Word Supported
Pipedrive Not Supported
Slack Supported
Stripe Not Supported

Integrations

Salesforce Supported
Accenture Cloud Trade Promotion Management Not Supported
Chargebee Supported
Chatter Not Supported
Close Supported
Google Docs Supported
Google Drive Not Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Microsoft Excel Not Supported
Microsoft Teams Not Supported
Microsoft Word Not Supported
Pipedrive Supported
Slack Not Supported
Stripe Supported
Claim Avnio and update features and information
Claim Avnio and update features and information
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