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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

For professionals who want to save time. Sign yourself or get documents signed Easy, secure, legally binding and free. Learn how to e-sign in no time with our tutorial videos. Discover the digital signature solution that is trusted by 300,000 users worldwide. Upload, sign, and send your document in 3 easy steps. This is how to sign a contract online. With the SignRequest for Google integration, you easily sign Google Docs and digitally sign from Gmail. Safely store all your documents in one place. Track what still needs to be done with notifications and send reminders. Determine the order of signing, the authorization method, and add an extra layer of security. Go for a professional look by adding your own branding to the whole e-signing flow. Your signers will easily recognize you. This is how to send the same contract to a large number of signers and have each sign their own copy.

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

Companies of all sizes and enterprises in need of a solution to improve their operations

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 Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$29 / month
Price per user and plan.
Free Version Not Supported
Free Trial Supported

Pricing

$7.00 per user per month
Free Version 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

Reviews/Ratings

Overall 4.7 / 5
ease 5.0 / 5
features 4.7 / 5
design 4.3 / 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

  • SignRequest is available on cross-platform. Task progress and sign reminders. Multi-user signature supports. Secure document sharing.
  • SignRequest offers digital e-signature. Within a minute we can sign and send our contracts. Allows sign scan and print. Simple plug and play software. Easy to use. User friendly app. Flexible features. Google drive connection is available. To create a new document each time its very hard work, SignRequest makes it hassle free and saves lots of time. Easily create template.
  • Simple to use - drag & drop interface Monitor all documents from one place Automatic Reminder feature Easy to integrate API Email notifications Free basic plan

Cons

  • I never had any bad experience with this platform.
  • Customer support team are very responsive. Easy to use. No cons.
  • The interface while being great sometimes seems to 'lag' a bit especially when using drag and drop on mobile.

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

SignRequest
Founded: 2014
Netherlands
signrequest.com/en/comparison/our-e-signature-tool-compared-to-our-competitors

Alternatives

Alternatives

CryptoESIGN

CryptoESIGN

Sathguru Software Products Pvt. Ltd
Foxit eSign

Foxit eSign

Foxit Software
Sign.Plus

Sign.Plus

Alohi
VideoSign

VideoSign

Videosign
Digital Signer

Digital Signer

PULKITSOFT LLP
BoldSign

BoldSign

Syncfusion

Categories

Digital Signature Supported
Quoting Supported
Sales Acceleration Supported
Sales Enablement Supported

Categories

Digital Signature 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

Document Generation Features

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

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

Integrations

Google Docs Supported
Salesforce Supported
AccessOwl Not Supported
BrokerPro Not Supported
Chargebee Supported
CloudConvert Not Supported
Exercise.com Not Supported
HubSpot CRM Supported
Integrately Not Supported
Pipedrive Supported
ScoreDetect Not Supported
Slack Not Supported
Stripe Supported
SwarmHR Not Supported
TOPdesk Not Supported
Thryv Not Supported
Vincere Not Supported
Wufoo Not Supported
intelliHR Not Supported
servis.ai Not Supported

Integrations

Google Docs Supported
Salesforce Supported
AccessOwl Supported
BrokerPro Supported
Chargebee Not Supported
CloudConvert Supported
Exercise.com Supported
HubSpot CRM Not Supported
Integrately Supported
Pipedrive Not Supported
ScoreDetect Supported
Slack Supported
Stripe Not Supported
SwarmHR Supported
TOPdesk Supported
Thryv Supported
Vincere Supported
Wufoo Supported
intelliHR Supported
servis.ai Supported
Claim DocSales and update features and information
Claim DocSales and update features and information
Claim SignRequest and update features and information
Claim SignRequest and update features and information