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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

Introducing ZoopSign: The Ultimate Contract Management Platform! Say goodbye to outdated document management and signing processes! ZoopSign revolutionizes workflows with advanced document tracking, seamless e-signing, and PDF editing tools, all-in-one. Take control of your contracts with ZoopSign's robust document tracking. Know who views, opens, and signs your documents, enhancing collaboration. Customizable security settings, password protection, watermarking, and access controls ensure your data stays safe. From small businesses to established enterprises, ZoopSign caters to all. Its user-friendly interface and comprehensive features make contract management effortless. Embrace efficiency, security, and simplicity with ZoopSign. Experience the transformative impact of ZoopSign today! Simplify workflow, increase productivity, and bid farewell to paperwork. Try ZoopSign now and witness the future of contract management.

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

HR, Sales, KAM, CXOs of SME / MSME

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

No images available

Pricing

$29 / month
Price per user and plan.
Free Version
Free Trial

Pricing

$5/month/user
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 4.8 / 5
ease 4.8 / 5
features 4.8 / 5
design 4.8 / 5
support 4.6 / 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

  • Comprehensive Document Management: ZoopSign goes beyond just eSigning. Users can organize documents in folders, apply different access permissions, and leverage version control to track changes. OCR technology allows text search within scanned documents, adding to the management capabilities.
  • ZoopSign offers seamless and secure solutions for e-signing, sharing, and tracking documents. It's a user-friendly platform that not only streamlines your workflows but also prioritizes the security of your valuable information.
  • 1. Sign any contract with your customer locally and internationally with ease 2. Facilitate signing document parallely and sequentially 3. Intuitive UI/UX which help you to navigate on dashboard easily 4. Provide insights on document like google analytics for website 5. Talk to document help me to get summary of document in minute instead of hovering complete document 6. Reminder to signer for document signing
  • ZoopSign makes e-signing such a flawless experience. It has a very simplified user interface version that makes it easy to use. Getting it started with ZoopSign was such a smooth experience and it gave me easy time to set it up and add my e-signatures. It is very compliant with global regulations and this allows me to implement it alongside with other products i use to sign any documents that need my signature. ZoopSign offers a complete solution for e-signing by providing all the features needed to add documents, sign them and share them. It works really well across multiple devices and this gives me the freedom to always use it at all the times i need to sign documents. I really enjoyed all the times i had contacted the customer team. They were so friendly to me and solved my issues in a very professional way. I have been using ZoopSign for the past two years and for my nature of work, i tend to use it daily.
  • It is easy to use tool with all necessary document utilities. It is quick and reliable whenever I need to do any work related to document signatures.

Cons

  • Integrations Could Be Improved: While ZoopSign offers integrations with popular platforms, the lack of deeper connections with specific industry-related software might be a drawback for certain users.
  • I couldn't find any significant drawbacks in the platform.
  • 1. More customization can be offered 2. Bundle Pricing package can help user to pick and choose best feature
  • Its working really great no flaws as such for now.
  • Nothing as of now comes to mind.

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

ZoopSign
Founded: 2022
India
zoopsign.com

Alternatives

Alternatives

Sign.Plus

Sign.Plus

Alohi
Foxit eSign

Foxit eSign

Foxit Software

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

Integrations

Chargebee
Close
Dropbox
Google Docs
Google Drive
HubSpot CRM
HubSpot Customer Platform
Microsoft OneDrive
Pipedrive
Salesforce
Stripe

Integrations

Chargebee
Close
Dropbox
Google Docs
Google Drive
HubSpot CRM
HubSpot Customer Platform
Microsoft OneDrive
Pipedrive
Salesforce
Stripe
Claim DocSales and update features and information
Claim DocSales and update features and information
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