DocSales vs. Legalesign Comparison


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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 Legalesign is UK-based enterprise software to send, sign and manage documents online. Companies use Legalesign to gain significant productivity and financial benefits, increase their customers' satisfaction by removing the need for a printer and enabling them to sign from anywhere and, last but not least, relieve the burden of tiresome paperwork upon long suffering staff everywhere.
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 Supported Mac 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 Legalesign is a highly secure and ready to use eSignature solution, trusted by legal firms, insurers, recruiters, and accountants as well real estate, finance, sales professionals and the public sector.
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Supported Online Supported
API Offers API Supported	API Offers API Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $29 / month Price per user and plan. Free Version Not Supported Free Trial Supported	Pricing £6.00 ($9.00) Web App pricing is on a per licence basis with monthly rates starting from £6.00. The four Web App plans (Spring, Rapids, Surge & Waterfall) differentiate in terms of features and include unlimited uploads and sends 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 Read all reviews	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 Supported Live Online Supported In Person Supported
Company Information DocSales Founded: 2019 United States www.docsales.com	Company Information Legalesign Founded: 2012 United Kingdom legalesign.com
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Categories Digital Signature Supported Document Generation Supported Proposal Management Supported Quoting Supported Sales Acceleration Supported Sales Enablement Supported	Categories Applicant Tracking Supported Billing and Invoicing Supported Contact Management Supported Contract Management Supported CPQ Supported Digital Signature Supported Document Management Supported eSignature APIs Supported Forms Automation Supported Human Resources Supported Legal Document Management Supported Onboarding Supported Proposal Management Supported Quoting Supported Sales Supported Sales Enablement Supported Sales Engagement Supported Workflow Management 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 Show More Features Document Generation Features Batch Processing Supported Collaboration Not Supported Digital Signature Supported Interaction Tracking Not Supported Multiple Output Formats Not Supported Templates 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 Supported Auto Reminders 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 Not Supported Calendar Management Not Supported Collaboration Not Supported Contact Management Not Supported Content Repository Not 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 Not Supported Quoting Features Automated Quoting Not Supported Catalog Management Not Supported Client Portal Not Supported Contact Management Not Supported Customer Accounts Not Supported Customizable Branding Supported Discount Management Not Supported Forms Creation Supported Pricing Management Not Supported Product Configurator Not Supported Proposal Management Not Supported Sales Enablement Features Collaboration Not Supported Contact Management Supported Content Management Not Supported Document Management Supported Goals / Quota Management Not Supported Lead Management Not Supported Meeting Management Not Supported Performance Management Not Supported Presentation Management Not Supported Proposal Management Not Supported Territory Management Not Supported Training Management Not Supported Show More Features Applicant Tracking Features Assessments Not Supported Background Screening Supported Candidate Management Not Supported Collaboration Tools Not Supported Internal HR Not Supported Interview Management Not Supported Interview Scheduling Not Supported Job Board Posting Not Supported Job Requisition Not Supported Onboarding Supported Recruiting Firms Not Supported Reference Checking Supported Resume Parsing Not Supported Resume Search Not Supported Self Service Portal Not Supported Workflow Management Supported Billing and Invoicing Features Billing Portal Not Supported Contact Database Not Supported Contingency Billing Not Supported Customer Portal Not Supported Customizable Invoices Supported Dunning Management Supported Hourly Billing Not Supported Invoice History Supported Mobile Payments Not Supported Multi-Currency Not Supported Online Invoicing Supported Online Payments Not Supported Payment Processing Not Supported Project Billing Not Supported Recurring/Subscription Billing Not Supported Service Ticket Billing Not Supported Tax Calculator Not Supported CPQ Features 2D Drawing Not Supported 3D Modeling Not Supported Approval Workflow Supported eCommerce Not Supported Guided Selling Not Supported Product Configurator Not Supported Proposal Generation Not Supported Quotes / Estimates Supported Renewal Management Not Supported Self Service Portal Not Supported Contact Management Features Activity Management Supported Appointment Management Not Supported Contact Database Not Supported Contact History Supported Contact Import/Export Supported Customer Pipeline Supported Email Marketing Not Supported Group Management Not Supported Interaction Tracking Supported Lead Management Not Supported Prospecting Tools Not Supported Sales Pipeline Management Not Supported Search / Filter Supported Segmentation Not Supported Shared Contacts Not Supported Social Media Integration Not Supported Contract Management Features Buy Side (Suppliers) Not Supported Completion Tracking Supported Compliance Tracking Supported Contract Lifecycle Management Not Supported Electronic Signature Supported Full Text Search Not Supported Government Contracts Not Supported Pre-built Templates Supported Sell Side (Customers) Not Supported Specialty Contracts Not Supported Version Control Not Supported Workflow Management Supported Document Management Features Access Controls Supported Archiving & Retention Supported Collaboration Tools Supported Compliance Tracking Supported Document Archiving Supported Document Assembly Supported Document Capture Not Supported Document Conversion Supported Document Delivery Supported Document Indexing Supported Document Retention Supported Electronic Signature Supported Email Management Supported File Recovery Supported File Type Conversion Supported Forms Management Supported Full Text Search Not Supported Offline Access Not Supported Optical Character Recognition Not Supported Print Management Supported Version Control Not Supported Forms Automation Features Approval Process Control Supported Archiving & Retention Supported Collaboration Not Supported Document Indexing Supported Drag & Drop Supported Full Text Search Not Supported Remote Document Access Not Supported Rules-Based Workflow Supported Text Editing Supported Version Control Not Supported Human Resources Features 360 Degree Feedback Supported Applicant Tracking Supported Attendance Management Not Supported Benefits Management Not Supported Career Development Planning Not Supported Compensation Management Not Supported Compliance Management Not Supported Employee Database Not Supported Employee Lifecycle Management Not Supported Onboarding Supported Payroll Management Not Supported Performance Management Not Supported Recruiting Management Not Supported Self Service Portal Not Supported Succession Planning Not Supported Time & Attendance Management Not Supported Time Off Management Not Supported Timesheets Supported Training Management Not 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 Not Supported Version Control Not Supported Onboarding Features Course Management Not Supported Document Management Supported E-Verify / I-9 Forms Supported Electronic Forms Supported Electronic Signature Supported Employee Handbook Not Supported Employee Portal Not Supported File Management Not Supported Job Description Management Not Supported Orientation Management Not Supported Self Service Portal Not Supported Task Management Not Supported Tax Forms Not Supported Training Management Not Supported Sales Engagement Features Call Scripts / Call Steps Not Supported CRM Integration Supported Email Sequences Supported Email Tracking / Automation Supported Lead Management Not Supported Reporting / Analytics Supported Sales / Voice Dialer Not Supported Sales Automation Not Supported Search Supported Task Management Not Supported Templates Supported Workflow Management Supported Workflow Management Features Access Controls/Permissions Supported Approval Process Control Supported Business Process Automation Supported Calendar Management Not Supported Compliance Tracking Supported Configurable Workflow Supported Customizable Dashboard Supported Document Management Supported Forms Management Supported Graphical Workflow Editor Not Supported Mobile Access Supported No-Code Not Supported Task Management Not Supported Third Party Integrations Supported Workflow Configuration Supported
Integrations Salesforce Supported Anfold Software Timesheet Portal Not Supported Basecamp Not Supported Chargebee Supported Classter Not Supported Close Supported Google Docs Supported HubSpot CRM Supported HubSpot Customer Platform Supported LogicMelon Not Supported Microsoft Power Automate Not Supported Pipedrive Supported Proclaim Not Supported Recruitly Not Supported Stackreaction Not Supported Stripe Supported Voyager Infinity Not Supported eBoss Not Supported Show More Integrations View All 8 Integrations	Integrations Salesforce Supported Anfold Software Timesheet Portal Supported Basecamp Supported Chargebee Not Supported Classter Supported Close Not Supported Google Docs Not Supported HubSpot CRM Not Supported HubSpot Customer Platform Not Supported LogicMelon Supported Microsoft Power Automate Supported Pipedrive Not Supported Proclaim Supported Recruitly Supported Stackreaction Supported Stripe Not Supported Voyager Infinity Supported eBoss Supported Show More Integrations View All 11 Integrations
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