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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 Ensure your team always use the latest template, eradicating out-of-date template risks.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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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
Price per user and plan.
Free Version
Free Trial

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:

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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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Doc2
United Kingdom
doc2.co

Company Information

DocSales
Founded: 2019
United States
www.docsales.com

Alternatives

Alternatives

Sign.Plus

Sign.Plus

Alohi

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
Claim Doc2 and update features and information
Claim Doc2 and update features and information
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