DocSales vs. Docsmore Comparison


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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.	About Organize your business documents your way. Pre-fill with data, create workflows, e-sign ready, extract underlying data and launch next document based on logic you set and data-filled on the previous document. Makes it so simple that you can finally focus back on your business core and not worry about documents no matter how complex it is. Do it yourself. Upload, configure, and send your documents your way without needing your "web guy". Mobile-Friendly, whether it is a single-page document or 100 pages. It's so easy, we call it "cave man certified" . Virtually, no training is required. This is DIY (Do It Yourself) at its best. Arrange your documents in the logical flow that speaks to your business. Streamline all document processes on one safe and secured platform and track the status of every file on our comprehensive management dashboard so you can make the most of your valuable time at work.
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	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
Audience To fast growing B2B Sales teams that wants to put Sales Closing on Autopilot	Audience Companies and professionals seeking a solution to organize their business documents
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 Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $29 / month Price per user and plan. Free Version Not Supported Free Trial Supported	Pricing $22 per month Free Version Supported Free Trial Not Supported
Reviews/Ratings Overall 4.7 / 5 ease 4.8 / 5 features 4.6 / 5 design 4.8 / 5 support 4.5 / 5 Read all reviews	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
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 Supported Live Online Supported In Person Not Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
Company Information DocSales Founded: 2019 United States www.docsales.com	Company Information Docsmore Founded: 2016 United States www.docsmore.com
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Categories Digital Signature Supported Document Generation Supported Proposal Management Supported Quoting Supported Sales Acceleration Supported Sales Enablement Supported	Categories Digital Signature Supported Document 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 Show More Features 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 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	Show More Features Document Management Features Access Controls Not Supported Archiving & Retention Not Supported Collaboration Tools Supported Compliance Tracking Supported Document Archiving Supported Document Assembly Supported Document Capture Not Supported Document Conversion Not Supported Document Delivery Not Supported Document Indexing Not Supported Document Retention Not Supported Electronic Signature Supported Email Management Not Supported File Recovery Not Supported File Type Conversion Not Supported Forms Management Not Supported Full Text Search Not Supported Offline Access Supported Optical Character Recognition Not Supported Print Management Not Supported Version Control Supported
Integrations Chargebee Supported Close Supported Google Docs Supported HubSpot CRM Supported HubSpot Customer Platform Supported Pipedrive Supported Salesforce Supported Stripe Supported View All 8 Integrations	Integrations Chargebee Not Supported Close Not Supported Google Docs Not Supported HubSpot CRM Not Supported HubSpot Customer Platform Not Supported Pipedrive Not Supported Salesforce Not Supported Stripe Not Supported
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