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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

The intelligent contract automation platform enabling legal & business teams to create, execute & manage contracts faster than ever. The end-to-end platform powers the entire contract lifecycle from initiation through to renewal all within a secure, browser-native environment. Juro’s deep integrations enable your business teams to initiate and manage contracts from tools they already use, ensuring widespread adoption, data integrity, and faster closing times. Juro’s AI Assistant enables users to draft, review and summarize contracts using generative AI. Harness the power of AI extract to analyse incoming contracts, tag metadata and act on it. Digitise, triage and review PDF contracts in moments. 6,000+ companies of all sizes use Juro to spend 90% less time on manual contract work by streamlining collaboration between legal and business teams, and automating routine contract tasks.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

Audience

Legal and business teams at fast-scaling companies.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$29 / month
Price per user and plan.
Free Version
Free Trial

Pricing

Juro has three tiers of customisable paid plan:

Essentials
Growth
Enterprise
Free Version
Free Trial

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 4.8 / 5
ease 4.8 / 5
features 4.0 / 5
design 4.5 / 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

  • - Lovely team of people that are great at explaining & demoing the tool (support is great too!) - Simple template set up, saving loads of time with contract creation. - Comment threads make it really easy to negotiate with partners. - Custom questions during contract creation speed up generating contracts.
  • Responsive implementation and CS teams. Great U/I, getting more and more intuitive. Fantastic community of users who actively collaborate and inform.
  • Simple data download of crucial data from documents in a simple, usable format. That option saves a lot of time for analysis.
  • I absolutely appreciate how easy and user-friendly this platform is. It includes all the necessary features that we wanted and needed, for a reasonable price. Implementation was very quick and easy. Juro's Sales, Customer Service, and Support teams are fantastic - always available, responsive, and helpful in answering our questions and providing solutions. I also really appreciate Juro's simple pricing and lack of hidden/additional fees, and the fact that their product development team is continuously adding new, valuable features to the platform.

Cons

  • - Would love if internal staff could comment on contracts without having to purchase an additional licence.
  • Platform needs more tool tips. Lack of client branding can cause counterparty confusion.
  • - Lack of a relational database option for fields. For example, listed items in the documents. -Why only the term: "FULLY SIGNED" for the documents? Why not options like "Request read receipt"? Or something like "Confirmed the receipt of this document". So, to have confirmation that is read or/and received. As some kind document in the process of some phase in the process of signing the final agreement. The term "Fully signed", another party can find too serious in a case when some proposal is sent, for example. And as a technical flow of data is similar to signing a contract, the issue is just this term. - When pasting some tables with pictures, the format is lost in some cases, not sure why. Probably due to the macOS / Windows fonts or similar.
  • Nothing to report at this time, the platform is great.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

DocSales
Founded: 2019
United States
www.docsales.com

Company Information

Juro
Founded: 2016
United Kingdom
juro.com

Alternatives

Alternatives

LinkSquares

LinkSquares

LinkSquares Inc.
Sign.Plus

Sign.Plus

Alohi

Categories

Categories

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

Document Generation Features

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Contract Management Features

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Legal Document Management Features

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Integrations

HubSpot CRM
HubSpot Customer Platform
Pipedrive
Salesforce
AccessOwl
Axis LMS
Chargebee
Close
Google Docs
Google Drive
Greenhouse
Slack
Stripe
Workday Recruiting
Zapier

Integrations

HubSpot CRM
HubSpot Customer Platform
Pipedrive
Salesforce
AccessOwl
Axis LMS
Chargebee
Close
Google Docs
Google Drive
Greenhouse
Slack
Stripe
Workday Recruiting
Zapier
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