| Related Products
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| About
            Create contracts from your existing templates using smart forms. Then delight your clients and teams with professional eSigning. Our technology allows you to create the same documents you currently do in a fraction of the time. Detailed audit logs and eSigning certificates. Impress clients with consistently branded documents, emails, and eSigning pages. Easily manage all of your templates in one place. Access all of your templates and documents from anywhere, on any device. What's not to love? Ensure your team always use the latest template, eradicating out-of-date template risks. Your time is precious, so our expert team will set up your templates for you! Your trial doesn't start until your template has been set up. Our experts will set up your templates for you. Exceed client expectations with professional documents in seconds. Ensure compliance with accurate, branded, onboarding documents. Close deals quickly and compliantly with branded engagement documents.
             | 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.
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| Platforms Supported
            
                Windows
            
            
         
            
                Mac
            
            
         
            
                Linux
            
            
         
            
                Cloud
            
            
         
            
                On-Premises
            
            
         
            
                iPhone
            
            
         
            
                iPad
            
            
         
            
                Android
            
            
         
            
                Chromebook
            
            
         | Platforms Supported
            
                Windows
            
            
         
            
                Mac
            
            
         
            
                Linux
            
            
         
            
                Cloud
            
            
         
            
                On-Premises
            
            
         
            
                iPhone
            
            
         
            
                iPad
            
            
         
            
                Android
            
            
         
            
                Chromebook
            
            
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| Audience
        Companies and professionals in search of a solution to automate their B2B contract creation and management process
         | Audience
        To fast growing  B2B Sales teams that wants to put Sales Closing on Autopilot
         | |||||
| Support
            
                Phone Support
            
            
         
            
                24/7 Live Support
            
            
         
            
                Online
            
            
         | Support
            
                Phone Support
            
            
         
            
                24/7 Live Support
            
            
         
            
                Online
            
            
         | |||||
| API
            
                Offers API
            
            
         | API
            
                Offers API
            
            
         | |||||
| Screenshots and Videos | Screenshots and Videos | |||||
| Pricing
        $55.42 per month
        
     
            
                Free Version
            
            
         
            
                Free Trial
            
            
         | Pricing
        $29 / month
        
     
            
                Free Version
            
            
         
            
                Free Trial
            
            
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| 
Reviews/ | 
Reviews/ | |||||
| Training
            
                Documentation
            
            
         
            
                Webinars
            
            
         
            
                Live Online
            
            
         
            
                In Person
            
            
         | Training
            
                Documentation
            
            
         
            
                Webinars
            
            
         
            
                Live Online
            
            
         
            
                In Person
            
            
         | |||||
| Company InformationDoc2 United Kingdom doc2.co | Company InformationDocSales Founded: 2019 United States www.docsales.com | |||||
| Alternatives | Alternatives | |||||
|  | ||||||
| Categories | Categories | |||||
| Digital Signature Features
            
                Audit Trail
            
            
         
            
                Authentication
            
            
         
            
                Auto Reminders
            
            
         
            
                Customizable Templates
            
            
         
            
                Document Analytics
            
            
         
            
                Mobile Signature
            
            
         
            
                Multi-Party Signing
            
            
         
            
                Progress Tracking
            
            
         
            
                Task Progress Tracking
            
            
         Document Generation Features
            
                Batch Processing
            
            
         
            
                Collaboration
            
            
         
            
                Digital Signature
            
            
         
            
                Interaction Tracking
            
            
         
            
                Multiple Output Formats
            
            
         
            
                Templates
            
            
         Document Control Features
            
                Archiving & Retention
            
            
         
            
                Automated Routing
            
            
         
            
                Change Management
            
            
         
            
                Compliance Management
            
            
         
            
                Electronic Signature
            
            
         
            
                Escalation Management
            
            
         
            
                Periodic Review
            
            
         
            
                Version Control
            
            
         Document Management Features
            
                Access Controls
            
            
         
            
                Archiving & Retention
            
            
         
            
                Collaboration Tools
            
            
         
            
                Compliance Tracking
            
            
         
            
                Document Archiving
            
            
         
            
                Document Assembly
            
            
         
            
                Document Capture
            
            
         
            
                Document Conversion
            
            
         
            
                Document Delivery
            
            
         
            
                Document Indexing
            
            
         
            
                Document Retention
            
            
         
            
                Electronic Signature
            
            
         
            
                Email Management
            
            
         
            
                File Recovery
            
            
         
            
                File Type Conversion
            
            
         
            
                Forms Management
            
            
         
            
                Full Text Search
            
            
         
            
                Offline Access
            
            
         
            
                Optical Character Recognition
            
            
         
            
                Print Management
            
            
         
            
                Version Control
            
            
         | Digital Signature Features
            
                Audit Trail
            
            
         
            
                Authentication
            
            
         
            
                Auto Reminders
            
            
         
            
                Customizable Templates
            
            
         
            
                Document Analytics
            
            
         
            
                Mobile Signature
            
            
         
            
                Multi-Party Signing
            
            
         
            
                Progress Tracking
            
            
         
            
                Task Progress Tracking
            
            
         Document Generation Features
            
                Batch Processing
            
            
         
            
                Collaboration
            
            
         
            
                Digital Signature
            
            
         
            
                Interaction Tracking
            
            
         
            
                Multiple Output Formats
            
            
         
            
                Templates
            
            
         Proposal Management Features
            
                Automatic Formatting
            
            
         
            
                Calendar Management
            
            
         
            
                Collaboration
            
            
         
            
                Contact Management
            
            
         
            
                Content Repository
            
            
         
            
                Document Management
            
            
         
            
                Electronic Signature
            
            
         
            
                Knowledge Library
            
            
         
            
                Pipeline Management
            
            
         
            
                Requirements Management
            
            
         
            
                Revision Management
            
            
         
            
                RFP Management
            
            
         
            
                Task Management
            
            
         
            
                Templates
            
            
         
            
                Version Control
            
            
         Quoting Features
            
                Automated Quoting
            
            
         
            
                Catalog Management
            
            
         
            
                Client Portal
            
            
         
            
                Contact Management
            
            
         
            
                Customer Accounts
            
            
         
            
                Customizable Branding
            
            
         
            
                Discount Management
            
            
         
            
                Forms Creation
            
            
         
            
                Pricing Management
            
            
         
            
                Product Configurator
            
            
         
            
                Proposal Management
            
            
         Sales Acceleration Features
            
                Campaign Management
            
            
         
            
                CPQ
            
            
         
            
                Dialer
            
            
         
            
                Email Sequencing
            
            
         
            
                Email Templates
            
            
         
            
                Email Tracking
            
            
         
            
                List Building
            
            
         
            
                Meeting Scheduler
            
            
         
            
                Predictive Analytics
            
            
         
            
                Reporting
            
            
         
            
                Sales Gamification
            
            
         
            
                Sales Intelligence
            
            
         
            
                Sales Workflow Management
            
            
         | |||||
| Integrations
            
                
    HubSpot CRM
            
            
         
            
                
    HubSpot Customer Platform
            
            
         
            
                
    Salesforce
            
            
         
            
                
    Chargebee
            
            
         
            
                
    Close
            
            
         
            
                
    Google Docs
            
            
         
            
                
    Pipedrive
            
            
         
            
                
    Stripe
            
            
         
            
                
    Trustpilot
            
            
         
            
                
    Vtiger CRM
            
            
         | Integrations
            
                
    HubSpot CRM
            
            
         
            
                
    HubSpot Customer Platform
            
            
         
            
                
    Salesforce
            
            
         
            
                
    Chargebee
            
            
         
            
                
    Close
            
            
         
            
                
    Google Docs
            
            
         
            
                
    Pipedrive
            
            
         
            
                
    Stripe
            
            
         
            
                
    Trustpilot
            
            
         
            
                
    Vtiger CRM
            
            
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