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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

Quotes and contracts just got easier. Electronically sign and accept payments instantly. Create a professional quote or contract using one simple click. Send a quote or contract to be electronically signed. Accept payments from your customers instantly. Track, manage, and get insights into your business. We offer productivity tools to help you track and manage your work. A simple glance will tell you if a customer has viewed, signed, approved or rejected it. We provide a quick snapshot of your daily activities so you can focus on making your customers happy. With seamless integration from Stripe, you can collect payments from anywhere in the world for your freelance and small business. We offer a way for you to request payments from your customers though our app. Know your outstanding balances, send out requests and collect payments all in one centralized area.

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

Companies that need a quote-to-cash solution to create, sign, track, and accept quotes and contracts

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
Free Version
Free Trial

Pricing

$29 per month
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 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:

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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

Mosspaper
Founded: 2014
United States
www.mosspaper.com

Alternatives

Alternatives

Sign.Plus

Sign.Plus

Alohi
Quoter

Quoter

Quoter Software

Categories

Categories

Quoting Features

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Digital Signature Features

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Document Generation Features

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

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

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

Quoting Features

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Integrations

Stripe
Chargebee
Close
Google Docs
HubSpot CRM
HubSpot Customer Platform
Microsoft Outlook
Pipedrive
Salesforce

Integrations

Stripe
Chargebee
Close
Google Docs
HubSpot CRM
HubSpot Customer Platform
Microsoft Outlook
Pipedrive
Salesforce
Claim DocSales and update features and information
Claim DocSales and update features and information
Claim Mosspaper and update features and information
Claim Mosspaper and update features and information