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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

IntelloSync is an AI-native platform for contract lifecycle management, compliance management, vendor management, document management and litigation management, built for enterprises in India, the US and APAC. Legal teams draft from templates and negotiate in real Microsoft Word with tracked changes intact, while the Copilot add-in reviews clauses against your playbook. Approvals route by contract value, and contracts are signed with Aadhaar eSign, DSC, Zoho Sign or DocuSign, with digital e-stamping built in. IntelloComply turns statutes and contracts into a compliance calendar with owners and audit-ready evidence. IntelloVendor handles supplier onboarding and risk, IntelloVault OCRs and indexes every document for search, and IntelloCase manages litigation, hearings and outside counsel. Priced per module with unlimited users. ISO/IEC 27001:2022 certified.

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

In-house legal, compliance, procurement and company secretarial teams at mid-size and large enterprises that need contract, compliance, vendor, document and litigation management on one AI platform

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

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

Pricing

Contact for a quote
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 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 Not Supported
Live Online Supported
In Person Not Supported

Company Information

DocSales
Founded: 2019
United States
www.docsales.com

Company Information

IntelloSync
Founded: 2023
India
intellosync.com

Alternatives

Alternatives

Sign.Plus

Sign.Plus

Alohi
Contra

Contra

Lexzur

Categories

Digital Signature Supported
Quoting Supported
Sales Acceleration Supported
Sales Enablement Supported

Categories

AI Legal Supported

IntelloSync applies AI across in-house legal work in India: a Microsoft Word Copilot add-in that reviews clauses against your playbook, AI extraction of obligations and key terms from contracts and regulations, AI case summaries of filings and orders, and an AI audit of outside counsel invoices.

Compliance Supported

IntelloComply is IntelloSync's compliance management module for Indian enterprises. It ships with 300+ cited statutory obligations, 340+ controls, 43 business-event triggers and a catalogue of 46 licence and registration types, and builds each customer's register from its own entities, locations and licences. Obligations from regulations and contracts land on a compliance calendar with owners, reminders, escalation and audit-ready evidence, so a filing or renewal is visible weeks before it is due.

IntelloContract is an AI-native CLM built for India, the US and APAC. Legal teams negotiate in real Microsoft Word with tracked changes intact, the Copilot reviews clauses against the playbook, approvals route by contract value, and signing runs on Aadhaar eSign, DSC, Zoho Sign or DocuSign with e-stamping. Obligations and renewal dates are extracted into owned tasks. Priced per module with unlimited users.

IntelloContract manages contracts from request to renewal: templates and clause library, negotiation in real Microsoft Word with tracked changes intact, AI review against your playbook, approvals routed by value and type, e-signature with Aadhaar eSign, DSC, Zoho Sign or DocuSign, Indian e-stamping, and a searchable repository with obligations and renewal alerts.

Digital Signature Supported

IntelloSync signs contracts inside the contract workflow rather than in a separate tool: Aadhaar eSign, DSC, Zoho Sign and DocuSign, with digital e-stamping for Indian states, multi-party signing order, and the executed copy filed automatically in the repository with its audit trail.

IntelloVault is IntelloSync's document management module: one repository for contracts, board papers, policies, licences and records, with OCR, full-text search across scanned and digital files, folder and role-based permissions, version history and retention rules. It shares the repository with the contract, compliance, vendor and litigation modules, so a document is filed once and found from any of them.

IntelloSync gives legal teams one repository for contracts, opinions, pleadings, board and secretarial records, with OCR, full-text search, permissions by matter and team, version history and retention rules, shared across its contract, compliance and litigation modules.

IntelloCase is IntelloSync's litigation management module for in-house legal teams in India: every case and legal notice on one register with forum, stage and next hearing date, limitation and hearing deadlines with reminders, legal hold, outside counsel empanelment and engagement terms, budgets with variance by phase, and counsel invoices checked by an AI audit. Matters link to the contract they arose from.

Matter Management Supported

IntelloCase manages legal matters end to end: intake, stages, tasks and outcomes per matter, hearing calendar and limitation deadlines, legal hold with acknowledgement trails, empanelled outside counsel, budgets with variance by phase, and counsel invoices with an AI audit against legal billing guidelines.

Vendor Management Supported

IntelloVendor manages suppliers from onboarding to renewal: a self-service onboarding portal with document collection, AI that reads uploaded vendor documents and pre-fills assessments, due diligence and risk tiering, and supplier contracts, performance and renewals linked to the vendor record, for Indian enterprises and regulated entities managing third-party risk.

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

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

Legal Document Management Features

Access Controls Supported
Archiving & Retention Not Supported
Collaboration Supported
Contract Management Supported
Document Assembly Supported
Document Indexing Supported
Document Tagging Supported
Full Text Search Supported
Version Control Supported

Integrations

Chargebee Supported
Close Supported
Docusign Not Supported
Google Docs Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Microsoft Word Not Supported
Pipedrive Supported
Salesforce Supported
Stripe Supported
Zoho Sign Not Supported

Integrations

Chargebee Not Supported
Close Not Supported
Docusign Supported
Google Docs Not Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
Microsoft Word Supported
Pipedrive Not Supported
Salesforce Not Supported
Stripe Not Supported
Zoho Sign Supported
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