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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 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

Legal and business teams at fast-scaling companies.

Support

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

Support

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

Juro has three tiers of customisable paid plan:

Essentials
Growth
Enterprise
Free Version Not 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

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 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

Juro
Founded: 2016
United Kingdom
juro.com

Alternatives

Alternatives

LinkSquares

LinkSquares

LinkSquares Inc.
Sign.Plus

Sign.Plus

Alohi

Categories

Digital Signature Supported
Quoting Supported
Sales Acceleration Supported
Sales Enablement Supported

Categories

Document Generation Features

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

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

Document Generation Features

Batch Processing Supported
Collaboration Supported
Digital Signature Supported
Interaction Tracking Supported
Multiple Output Formats Supported
Templates Supported

Contract Management Features

Buy Side (Suppliers) Not Supported
Completion Tracking Supported
Compliance Tracking Supported
Contract Lifecycle Management Supported
Electronic Signature Supported
Full Text Search Supported
Government Contracts Not Supported
Pre-built Templates Supported
Sell Side (Customers) Supported
Specialty Contracts Not Supported
Version Control Supported
Workflow Management Supported

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Not Supported
Document Archiving Supported
Document Assembly Supported
Document Capture Supported
Document Conversion Not Supported
Document Delivery Not Supported
Document Indexing Not Supported
Document Retention Supported
Electronic Signature Supported
Email Management Not Supported
File Recovery Not Supported
File Type Conversion Supported
Forms Management Not Supported
Full Text Search Supported
Offline Access Not Supported
Optical Character Recognition Supported
Print Management Not Supported
Version Control Supported

Legal Document Management Features

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

Integrations

HubSpot CRM Supported
HubSpot Customer Platform Supported
Pipedrive Supported
Salesforce Supported
AccessOwl Not Supported
Axis LMS Not Supported
Chargebee Supported
Close Supported
Google Docs Supported
Google Drive Not Supported
Greenhouse Not Supported
Slack Not Supported
Stripe Supported
Workday Recruiting Not Supported
Zapier Not Supported

Integrations

HubSpot CRM Supported
HubSpot Customer Platform Supported
Pipedrive Supported
Salesforce Supported
AccessOwl Supported
Axis LMS Supported
Chargebee Not Supported
Close Not Supported
Google Docs Not Supported
Google Drive Supported
Greenhouse Supported
Slack Supported
Stripe Not Supported
Workday Recruiting Supported
Zapier Supported
Claim DocSales and update features and information
Claim DocSales and update features and information
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