DocSales

DocSales

4.7 out of 5 stars
Champify DocSales

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Champify:

About

Champify is a platform designed to enhance revenue generation by monitoring when your customers, champions, and users change jobs, enabling you to build a pipeline with people who already know your business. By tracking these job changes, Champify helps go-to-market teams turn existing relationships into new business opportunities that are more likely to close. The platform integrates with Salesforce, allowing for seamless updates and management of contact information. Users have reported significant success, with some booking meetings within 30 minutes of onboarding and sourcing a substantial new pipeline from Champify's insights. Former customers are 5x more likely to convert from outreach to qualified opportunities than other outbound activities. Leverage first-party context about where & how they worked with you, and who on your team they worked with. Flag departed contacts, complete your buying committee data, and use AI to uncover missing buyer personas.
DocSales:

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.
Champify:

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
DocSales:

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
Champify:

Audience

Sales and marketing teams seeking a tool to track customer job changes and identify new executive hires at target accounts
DocSales:

Audience

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

Support

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

Support

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

API

Offers API Not Supported
DocSales:

API

Offers API Supported
Champify:

Screenshots and Videos

DocSales:

Screenshots and Videos

Champify:

Pricing

$1,250 per month
Free Version Not Supported
Free Trial Not Supported
DocSales:

Pricing

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

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
DocSales:

Reviews/Ratings

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

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.
Champify:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported
DocSales:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported
Champify:

Company Information

Champify
Founded: 2021
United States
www.champify.io
DocSales:

Company Information

DocSales
Founded: 2019
United States
www.docsales.com
Champify:

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DocSales:
Champify:

Categories

Sales Acceleration Supported
DocSales:

Categories

Digital Signature Supported
Quoting Supported
Sales Acceleration Supported
Sales Enablement Supported
DocSales:

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

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

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

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
Champify:

Integrations

Salesforce Supported
6sense Supported
Chargebee Not Supported
ChurnZero Supported
Close Not Supported
Demandbase Supported
Gainsight Supported
Google Calendar Supported
Google Docs Not Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
Outreach Supported
Pipedrive Not Supported
Salesloft Supported
Slack Supported
Snowflake Supported
Stripe Not Supported
DocSales:

Integrations

Salesforce Supported
6sense Not Supported
Chargebee Supported
ChurnZero Not Supported
Close Supported
Demandbase Not Supported
Gainsight Not Supported
Google Calendar Not Supported
Google Docs Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Outreach Not Supported
Pipedrive Supported
Salesloft Not Supported
Slack Not Supported
Snowflake Not Supported
Stripe Supported
Champify:
Claim Champify and update features and information
Claim Champify and update features and information
DocSales:
Claim DocSales and update features and information
Claim DocSales and update features and information