Related Products
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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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About
Meet the document generation app that provides a 5-star experience for everyone involved. Drastically improving both your business efficiency and your workday. Simplifying every aspect of the document generation process, from design to sign. Generate, automate and interact on one platform. No add-ons or multiple apps are needed. We put our customers' needs above all else, doing our best to resolve any request within hours. Forget about manually performing repetitive tasks, wasting precious time, and exposing yourself to human errors, inconsistencies, and lost documents. Focus on things that really matter, like engaging with your customers, creating sales opportunities, or extending your coffee break. Easily set up one-click actions to generate any type of document from any type of data, or use Salesforce’s inherent automation tools such as Process Builder and Visual Flow to intuitively integrate personalized documents into your business processes. Either way, you won’t need any program
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
To fast growing B2B Sales teams that wants to put Sales Closing on Autopilot
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Audience
Companies and professionals searching for a solution to simplify every aspect of the document generation process
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$29 / month
Price per user and plan.
Free Version
Free Trial
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Pricing
$10 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationDocSales
Founded: 2019
United States
www.docsales.com
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Company InformationDocomotion
Israel
www.docomotion.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Document Generation Features
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
Digital Signature Features
Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking
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
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Integrations
Salesforce
Chargebee
Close
Google Docs
Google Drive
HTML
HubSpot CRM
HubSpot Customer Platform
Microsoft Word
Pipedrive
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Integrations
Salesforce
Chargebee
Close
Google Docs
Google Drive
HTML
HubSpot CRM
HubSpot Customer Platform
Microsoft Word
Pipedrive
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