| 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.
             | About
            Save time and headaches by skipping the painful copy/paste and find & replace on all new proposals for your prospects and customers. Simplify your new proposal workflow with just a few clicks and go from spending hours on customizing new proposals to just minutes. Wow, your clients with beautiful proposals stand out above the rest. Add video and rich media directly into your proposal pages for a more immersive sales presentation that’s sure to make an impact. Stop chasing down payments after your proposal is accepted. Turn on proposal payments to collect your initial payment instantly. Your client simply follows the steps, review, accept, pay and your done!  Easily connect to the products you already use to manage your sales data to enable a seamless sales proposal workflow. Dynamically create proposals from your CRM opportunities and push proposal events back into your CRM for better visibility of all your in-progress deals.
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| Platforms Supported
            
                Windows
            
            
         
            
                Mac
            
            
         
            
                Linux
            
            
         
            
                Cloud
            
            
         
            
                On-Premises
            
            
         
            
                iPhone
            
            
         
            
                iPad
            
            
         
            
                Android
            
            
         
            
                Chromebook
            
            
         | 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
         | Audience
        Teams seeking a tool to streamline how they create, deliver, track and eSign sales material
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| Support
            
                Phone Support
            
            
         
            
                24/7 Live Support
            
            
         
            
                Online
            
            
         | Support
            
                Phone Support
            
            
         
            
                24/7 Live Support
            
            
         
            
                Online
            
            
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| API
            
                Offers API
            
            
         | API
            
                Offers API
            
            
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| Screenshots and Videos | Screenshots and Videos | |||||
| Pricing
        $29 / month
        
     
            
                Free Version
            
            
         
            
                Free Trial
            
            
         | Pricing
        No information available.
        
        
     
            
                Free Version
            
            
         
            
                Free Trial
            
            
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| 
Reviews/ | 
Reviews/ | |||||
| Training
            
                Documentation
            
            
         
            
                Webinars
            
            
         
            
                Live Online
            
            
         
            
                In Person
            
            
         | Training
            
                Documentation
            
            
         
            
                Webinars
            
            
         
            
                Live Online
            
            
         
            
                In Person
            
            
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| Company InformationDocSales Founded: 2019 United States www.docsales.com | Company InformationProposable Founded: 2009 United States www.proposable.com | |||||
| Alternatives | Alternatives | |||||
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| Categories | Categories | |||||
| 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
            
            
         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
            
            
         Quoting Features
            
                Automated Quoting
            
            
         
            
                Catalog Management
            
            
         
            
                Client Portal
            
            
         
            
                Contact Management
            
            
         
            
                Customer Accounts
            
            
         
            
                Customizable Branding
            
            
         
            
                Discount Management
            
            
         
            
                Forms Creation
            
            
         
            
                Pricing Management
            
            
         
            
                Product Configurator
            
            
         
            
                Proposal Management
            
            
         | 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
            
            
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| Integrations
            
                
    Pipedrive
            
            
         
            
                
    Capsule
            
            
         
            
                
    Chargebee
            
            
         
            
                
    Close
            
            
         
            
                
    Google Docs
            
            
         
            
                
    HubSpot CRM
            
            
         
            
                
    HubSpot Customer Platform
            
            
         
            
                
    Insightly
            
            
         
            
                
    Salesforce
            
            
         
            
                
    Stripe
            
            
         | Integrations
            
                
    Pipedrive
            
            
         
            
                
    Capsule
            
            
         
            
                
    Chargebee
            
            
         
            
                
    Close
            
            
         
            
                
    Google Docs
            
            
         
            
                
    HubSpot CRM
            
            
         
            
                
    HubSpot Customer Platform
            
            
         
            
                
    Insightly
            
            
         
            
                
    Salesforce
            
            
         
            
                
    Stripe
            
            
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