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
Price per user and plan.
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

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

  • Eversign makes all our work simple, easy to achieve and without limitations. It proposes a new agreement window where we can streamline signatures without having to leave our office, it provides us with the facility to create documents in a personalized way, have a storage with all the documents and view the status of shared signatures from any device. It has a very attractive interface, easy to handle and adapt which allows us to do our work without limitations and always adjusted to our work purposes. It gives us the control of sharing access to our colleagues or clients in a particular way, in this way we have been able to maintain the exclusivity and confidentiality of the information contained in the document. We create a truly authentic space where we save so much paperwork, faxes, unnecessary meetings, transfers of hours, for a much more remote and accessible work, where we directly make agreements and contracts, quick signatures which allows us to specify quickly.
  • I am really happy with Eversign, really easy to use, good support and just makes creating and sending docs, proposals to clients for signatures a great experience.
  • Eversign helps in managing and processing sensitive data. Easy-to-use software. Informative dashboard. Customisable features. Cost effective tool. Straight forward system. Extremely user-friendly and clean software. Hassle free setup. Enables on the go signature. Integrates seamlessly with various tools. Securely and quickly close deals.

Cons

  • In general terms, Eversign is a practical and easy-to-use platform, however, it would be ideal to be able to access the documents without an internet connection, this would be a plus to be able to resolve doubts about something that we want to know at the time of the agreement and that we do not have. access to an internet network. Another thing is the intuitiveness to create a document, at first it was not very easy to speed up the creation of contracts and learn to manipulate all the tools, but with time and learning everything became easier. The editing process is not very comfortable, sometimes we finish the document, we want to change something, and it is not possible for us unless we create the document again.
  • Nothing really.. They have all the basics covered.
  • User friendly software. Free trial package is available. No dislikes.

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
Google Docs
Google Drive
HubSpot CRM
ISPolitical
KonnectzIT
Microsoft OneDrive
Plumsail Documents
Salesforce
Stackreaction
Stripe
Teamstack
Wufoo
Zapier
iText

Integrations

Box
Chargebee
Close
Dropbox
Evernote
Formstack Documents
Google Docs
Google Drive
HubSpot CRM
ISPolitical
KonnectzIT
Microsoft OneDrive
Plumsail Documents
Salesforce
Stackreaction
Stripe
Teamstack
Wufoo
Zapier
iText
Claim DocSales and update features and information
Claim DocSales and update features and information
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