+
+

Related Products

  • Foxit Document Workflow APIs
    8 Ratings
    Visit Website
  • Expedience Software
    34 Ratings
    Visit Website
  • Clazar
    102 Ratings
    Visit Website
  • Titan
    378 Ratings
    Visit Website
  • Pipedrive
    12,537 Ratings
    Visit Website
  • Creatio
    589 Ratings
    Visit Website
  • CrankWheel
    240 Ratings
    Visit Website
  • Interfacing Integrated Management System (IMS)
    66 Ratings
    Visit Website
  • Docmosis
    51 Ratings
    Visit Website
  • Odoo
    1,729 Ratings
    Visit Website

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

GetAccept is a digital sales room software that empowers revenue teams to streamline their document workflows, close deals faster, and drive exceptional customer experiences — from opportunity to signed deal. Our Digital Sales Room is a centralized hub where sellers and buyers meet, collaborate, and negotiate throughout the sales process. It has two powerful parts: a Deal Room (from first meeting to proposal) and a Contract Room (from proposal to signed deal). Deal Room: Boost your win rates by making collaboration between buyers and sellers easier – in one shared space. Upload sales collateral, create mutual action plans, and chat with your buyers in real time. Contract Room: Empower sales reps to become top performers and create stunning proposals in minutes. Start from scratch with our in-app editor, or use smart templates for interactive, branded contracts.

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 Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

To fast growing B2B Sales teams that wants to put Sales Closing on Autopilot

Audience

Sales teams looking for a powerful digital sales room solution

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 Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$29 / month
Price per user and plan.
Free Version Not Supported
Free Trial Supported

Pricing

$25 per user per month
GetAccept has 4 pricing editions, from $25 to $79. A free trial of GetAccept is also available. Look at different pricing editions below and see what edition and features meet your budget and needs.

E-Sign
$25.00

The essential starter kit for smaller sales teams looking for an efficient contracting experience to close more deals.

Deal Room
Starting at $39.00

Our Deal Room is all about collaboration between buyers and sellers – in one shared space. Upload sales collateral, create mutual action plans, chat, and negotiate with your buyers in real time.

Contract Room
Starting at $49.00

Empower sales reps to become top performers and create stunning proposals and signable contracts in minutes. Start from scratch with our in-app editor, or use smart templates for interactive, branded contracts.

Full Suite
Starting at $79.00

The Complete Digital Sales Room. Collaborate seamlessly and close deals faster with our Deal Room and Contract Room – your secret weapon from sales opportunity to closed customer.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 4.7 / 5
ease 4.8 / 5
features 4.6 / 5
design 4.8 / 5
support 4.5 / 5

Reviews/Ratings

Overall 4.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 4.0 / 5
support 5.0 / 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.

Pros & Cons from Real Users

Pros

  • GetAccept helps in tracking documents and analytics. Generally used by HR, sales team and development team. Easily create sales video messages. Training supported videos tutorial are available. Personalised engagement features. Free trial package is available. Customer support team is very responsive 24/7.

Cons

  • Excellent support when needed 24/7. Easy to understand software. No cons.

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

GetAccept
Founded: 2015
United States
www.getaccept.com

Alternatives

Alternatives

Sign.Plus

Sign.Plus

Alohi
Sign.Plus

Sign.Plus

Alohi

Categories

Digital Signature Supported
Quoting Supported
Sales Acceleration Supported
Sales Enablement Supported

Categories

CPQ Supported
Digital Sales Room Supported
Digital Signature Supported
Document Workflow Supported
eSignature APIs Supported
Sales Enablement Supported
Sales Engagement 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

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

Document Generation Features

Batch Processing Supported
Collaboration Not Supported
Digital Signature Supported
Interaction Tracking Not Supported
Multiple Output Formats Not Supported
Templates 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

Digital Signature Features

Audit Trail Supported
Authentication Not Supported
Auto Reminders Supported
Customizable Templates Supported
Document Analytics Supported
Mobile Signature Supported
Multi-Party Signing Supported
Progress Tracking Not Supported
Task Progress Tracking Supported

Proposal Management Features

Automatic Formatting Supported
Calendar Management Not Supported
Collaboration Supported
Contact Management Supported
Content Repository Supported
Document Management Supported
Electronic Signature Supported
Knowledge Library Supported
Pipeline Management Supported
Requirements Management Not Supported
Revision Management Supported
RFP Management Not Supported
Task Management Supported
Templates Supported
Version Control Supported

Sales Enablement Features

Collaboration Supported
Contact Management Supported
Content Management Supported
Document Management Supported
Goals / Quota Management Supported
Lead Management Not Supported
Meeting Management Not Supported
Performance Management Supported
Presentation Management Supported
Proposal Management Supported
Territory Management Not Supported
Training Management Not Supported

Sales Content Management Features

Audio / Video Recording Supported
Audio File Management Not Supported
Branded Sales Content Supported
Centralized Sales Content Repository Supported
Collaboration Tools Supported
Content Recommendations Not Supported
Email Management Not Supported
Engagement Analytics Supported
Interaction Tracking Supported
Personalization Supported
Sales Partner Management Not Supported
Sales Training / Onboarding Supported
Video File Management Supported

Sales Engagement Features

Call Scripts / Call Steps Not Supported
CRM Integration Supported
Email Sequences Not Supported
Email Tracking / Automation Not Supported
Lead Management Supported
Reporting / Analytics Supported
Sales / Voice Dialer Not Supported
Sales Automation Supported
Search Not Supported
Task Management Supported
Templates Supported
Workflow Management Supported

Integrations

Chargebee Supported
Close Supported
Google Docs Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Pipedrive Supported
Salesforce Supported
Stripe Supported
50skills Not Supported
Adobe Marketo Engage Not Supported
CallMaker Not Supported
Facebook Not Supported
G2 Not Supported
Google Ads Not Supported
Microsoft Power Apps Not Supported
Reco.se Not Supported
Stackreaction Not Supported
SuperOffice CRM Not Supported
Sympa Not Supported
TimePlan Not Supported

Integrations

Chargebee Supported
Close Supported
Google Docs Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Pipedrive Supported
Salesforce Supported
Stripe Supported
50skills Supported
Adobe Marketo Engage Supported
CallMaker Supported
Facebook Supported
G2 Supported
Google Ads Supported
Microsoft Power Apps Supported
Reco.se Supported
Stackreaction Supported
SuperOffice CRM Supported
Sympa Supported
TimePlan Supported
Claim DocSales and update features and information
Claim DocSales and update features and information
Claim GetAccept and update features and information
Claim GetAccept and update features and information