ExactDocsSolentive Systems
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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
Intelligent Document Automation, Generation and Template Management. With ExactDocs you can centralize and control all of your document templates and use them to generate perfectly compliant and accurate documents every time. It is easy to use and is the perfect companion for your Microsoft productivity tools such as SharePoint, OneDrive, Dynamics 365 and Word. It is also easy to integrate with other third party systems and by coupling with Microsoft Power Automate and/or the InRule Decisions Platform, ExactDocs can generate documents based on complex rule sets and workflows. Using ExactDocs means you’ll never send out incorrect documents again. That means no more proposals with the wrong amounts or customer name, no more incorrect terms and conditions in your agreements and no more out-dated company policies in your employment contracts. You can also control your brand by always providing the most up-to-date versions of your brand identity.
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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
Professionals and companies in various fields and niches with documentation needs
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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
Free Version
Free Trial
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Pricing
$9.95 per user per month
Free Version
Free Trial
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Reviews/
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Reviews/
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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 InformationSolentive Systems
Founded: 1993
Australia
www.exactdocs.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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Document Generation Features
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
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Integrations
Chargebee
Close
Google Docs
HubSpot CRM
HubSpot Customer Platform
Microsoft Power Automate
Pipedrive
Salesforce
Stripe
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Integrations
Chargebee
Close
Google Docs
HubSpot CRM
HubSpot Customer Platform
Microsoft Power Automate
Pipedrive
Salesforce
Stripe
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