Xodo Sign

Xodo Sign

Apryse
+
+

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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

Xodo Sign is now part of the Apryse family of companies. From individuals to small & medium-sized businesses, right up to corporations. We're here to help you securely get your paperwork out of the way and get deals closed faster. Whichever type of document needs to be signed - take control of your digital work and securely manage your documents in the cloud. Focus on the really important parts of your business, accelerate sales and proposal paperwork, close deals faster and save money. Ensure legally binding signatures, reduce the document turnaround time, save countless man-hours and preserve nature at the same time. Configured to allow for simultaneous work, Xodo Sign (formerly eversign) will increase your document-related workflow immediately. Let customers sign on your very own PC, tablet or mobile device — useful for NDAs, quick registrations, and more. Set up templates for your most frequently used contracts or forms, share them with your team and reduce drafting time

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 looking for a digital signature solution

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

$9.99 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 4.3 / 5
ease 5.0 / 5
features 4.3 / 5
design 4.7 / 5
support 5.0 / 5

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

Apryse
Canada
eversign.com

Alternatives

Alternatives

Sign.Plus

Sign.Plus

Alohi
BoldSign

BoldSign

Syncfusion
Dropbox Sign

Dropbox Sign

Dropbox

Categories

Categories

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

Quoting Features

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

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

Integrations

Box
Chargebee
Close
Dropbox
Evernote
Formstack Documents
HubSpot CRM
HubSpot Customer Platform
ISPolitical
KonnectzIT
Microsoft OneDrive
Pipedrive
Plumsail Documents
Salesforce
Stackreaction
Stripe
Teamstack
Wufoo
iSmartRecruit
iText

Integrations

Box
Chargebee
Close
Dropbox
Evernote
Formstack Documents
HubSpot CRM
HubSpot Customer Platform
ISPolitical
KonnectzIT
Microsoft OneDrive
Pipedrive
Plumsail Documents
Salesforce
Stackreaction
Stripe
Teamstack
Wufoo
iSmartRecruit
iText
Claim DocSales and update features and information
Claim DocSales and update features and information
Claim Xodo Sign and update features and information
Claim Xodo Sign and update features and information