Related Products
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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.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
To fast growing B2B Sales teams that wants to put Sales Closing on Autopilot
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Audience
Companies that need a quote-to-cash solution to create, sign, track, and accept quotes and contracts
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$29 / month
Free Version
Free Trial
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Pricing
$29 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationDocSales
Founded: 2019
United States
www.docsales.com
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Company InformationMosspaper
Founded: 2014
United States
www.mosspaper.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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Quoting Features
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management
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Integrations
Stripe
Chargebee
Close
Google Docs
HubSpot CRM
HubSpot Customer Platform
Microsoft Outlook
Pipedrive
Salesforce
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Integrations
Stripe
Chargebee
Close
Google Docs
HubSpot CRM
HubSpot Customer Platform
Microsoft Outlook
Pipedrive
Salesforce
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