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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 Say goodbye to outdated document management and signing processes!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 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

HR, Sales, KAM, CXOs of SME / MSME

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

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

Pricing

$5/month/user
Free Version Supported
Free Trial Not 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 4.8 / 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 Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

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

Digital Signature Supported
Quoting Supported
Sales Acceleration Supported
Sales Enablement Supported

Categories

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

Integrations

Chargebee Supported
Close Supported
Dropbox Not Supported
Google Docs Supported
Google Drive Not Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Microsoft OneDrive Not Supported
Pipedrive Supported
Salesforce Supported
Stripe Supported

Integrations

Chargebee Not Supported
Close Not Supported
Dropbox Supported
Google Docs Not Supported
Google Drive Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
Microsoft OneDrive Supported
Pipedrive Not Supported
Salesforce Not Supported
Stripe Not Supported
Claim DocSales and update features and information
Claim DocSales and update features and information
Claim ZoopSign and update features and information
Claim ZoopSign and update features and information